This documentation supports the 20.02 version of Remedy Smart Reporting.

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

Remedy Smart Reporting overview

Remedy Smart Reporting (Smart Reporting ) is an easy-to-use report writer for non-technical users. It uses Yellowfin technology as its platform. Smart Reporting delivers drag-and-drop simplicity for formatting and data selection. The following images shows the component hierarchy within Smart Reporting: 

For details about the Smart Reporting components, see Orientation.

Where does the data come from?

Smart Reporting connects to your data through a Source Connection which is set up by an Administrator. From here, Advanced Users design and create Views which are meta-data layers used to specify relationships in the database and field availability.

Views provide the Report Writer with fields to build their reports, without the need to understand all the technical aspects of database relationships. The Report Writer is then free to build content through the drag and drop interface.

When a user runs a Report, it uses logic defined in the View, and connects to a database via the Source Connection in order to return results.

What can my reports do?

As a report user, you can create basic tabular reports, charts, and key performance indicator (KPI) reports, as well as advanced geographical maps and reports that can combine results from multiple sources.

You can enable the following functionalities in reports:

DrillEnable navigation from a high-level overview of data to transaction-level detail in reports.
AlertsHighlight values based on rules you define to draw the user's attention to information.
CalculationsPerform basic to highly complex calculations directly in a view or a report.
FiltersShow report results that match a set of criteria.
ChartsDefine a wide range of visualizations that show data outside of a tabular format.
KPI & SummaryHelp users quickly assess important information.
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