Quick tour of Smart Reporting administration

A list of data source connections currently available in the system. For more information, see Defining a report data source connection and view access.

A searchable list of users in the system. An administrator can use this panel to add, edit, email, change, import, and delete users. For more information, see Managing Smart Reporting user accounts.

A list of roles available in the system and a count of users assigned to each role. An administrator can use this panel to add, edit, copy, and delete roles. For more information, see Managing Smart Reporting user roles and groups.

A list of user groups currently defined in the system. The administrator can click on the count under Members to see the list of users in the group. For more information, see Managing Smart Reporting user roles and groups.

A list of folders defined in the system to help organize content into categories and subcategories. An administrator can use this panel to add, edit, or delete folders. For more information, see Setting up content folders.

A list of org reference codes defined in the system. An administrator can edit an organization reference code. For more information, see Using reference codes to convert database values or apply custom sorting.

A list of storyboard themes defined in the system. An administrator can use this panel to add, edit, copy, or delete a theme. See Storyboard Themes in the Yellowfin documentation.

A list of content tags defined in the system. An administrator can use this panel to add, edit, view usage, and delete tags. See Content Tags in the Yellowfin documentation.

A list of available date filter periods in the system. An administrator can use this panel to enable and disable date filters.

Note: This option is available only to the BMC Helix ITSM: Smart Reporting super admin user.

See  Date Filter Periods in the Yellowfin documentation.