This documentation supports the 20.02 version of Remedy Smart Reporting.

To view an earlier version, select the version from the Product version menu.

Quick tour of the report builder

You can use the drag-and-drop report builder to create simple and complex analytical reports. The options you choose along the way determine the steps in the builder. 

The following diagram provides an overview of the report-creation process:

The following table provides a snapshot of steps for creating a report by using the report builder. For detailed information about using the report builder, see Getting started with creating reports and charts.

StepDescription
Create

Select a view for creating a report.

For more information, see Selecting a view for a report.

Data

Perform the following actions:

  • Select the rows and columns for your report.
  • Determine the style of your report such as Co-Display, No Drill, and so on
  • Set filters
  • Apply settings for the data to be displayed
  • Add Calculated fields to your report
  • Edit view



Note: Depending on the builder you select, this option might be replaced with alternatives such as CSV, SQL, Jasper, and BIRT.
For more information, see Defining report fields, filters, and display options.

Chart

Create visual interpretations of the data selected in the Data step.

For more information, see Visualizing report data in a chart.

Design

Format your report.

Publish

Save and give a private or public access to the report.

For more information, see Saving and providing access to reports.




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