Phased rollout


This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Navigating Smart Reporting

This topic describes navigating BMC Helix ITSM: Smart Reporting (Smart Reporting).

Related topics

Setting navigation for users

From the Yellowfin documentation:

Configuration Open link

Content Settings Open link

Navigation styles

As an administrator, you can define the navigation style by using the Admin Console. The following navigation styles are available in Smart Reporting:

NavigationHow it looksDescription

Left Side Navigation (the default)

You can access the main system areas from the collapsible panel on the upper-left corner of the page.
Toolbar Navigation

You can access the main system areas from the toolbar at the top of the page.

Depending on your role, you will view different options in the system navigation. The following table lists the options and menus you might see.

To adjust your role permissions and get the required access, contact your system administrator.

Option or MenuDescription
Search option

Helps you locate content (such as reports, dashboards, and storyboards) and results, which are displayed on the Browse page.

Depending on how your installation is set up, the Search option is located at one of the following locations:

  • Top—In the main navigation bar at the top of the Dashboard page.
  • Right—To the right of the active Dashboard tab on the Dashboard page.
Create menu

Offers access to the content builders so that you can create reports, dashboards, and more. The menu options available are restricted by your role permissions, which an administrator assigns.

The location of Create menu depends on the navigation style settings. If you use left-side navigation, you can position the Content Creation function within the left-navigation panel or as a button on the main navigation bar. If you use the toolbar navigation, the Create link is one of the standard toolbar items.

loginName menu

Includes the following options to help you find your content:

  • Timeline
  • Tasks
  • My Favorites
  • Draft Content
  • Personal Broadcasts
  • Profile Settings
Dashboards menu

Offers access to dashboards. You can add new dashboards.

People menuOffers access to users to whom you are connected and their timelines. You can add new connections.
Browse menu

Offers access to a list of reports, dashboards, storyboards, and discussion streams. 

Streams menuOffers access to discussion streams and add a stream.
Administration menuOffers access to the most commonly used Administration features. This menu is available only for an administrator.

Viewing the My Content panel

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