Printable Archived Details dashboards

As a dashboard user, you can use the Printable Archived Details dashboards to print the records of archived change, incident, problem, or work order on A4-size paper in PDF format without having to manually select any fields. 

The archived dashboards ensure compliance with retention policies and have no impact on the system performance when you access archived records.

For a list of icons and operations that are common across dashboards, see BMC-Helix-Dashboards-overview.

Important
Archival policy in ITSM needs to be configured and enabled to view details in the Printable Archived Details dashboards. For more details, see BMC Helix ITSM data archiving. 

To view the Printable Archived Details dashboards

  1. From the navigation menu, click Dashboards.

  2. Click the Helix ITSM folder and then click any of the following dashboards:

    • Printable Archived Change Details

    • Printable Archived Incident Details

    • Printable Archived Problem Details

    • Printable Archived Work Order Details

      Tip: Quick access from the home page

      To quickly open the dashboard from the home page, mark it as a favorite by using the star icon. Additionally, after you open a dashboard, it is available under Recently viewed dashboards on the home page.

Panels in the Printable Archived Change Details dashboard

 The following table lists the panels in the Printable Archived Change Details dashboard:

Panels

Description

Example

Dashboard filters

You can use the Change ID filter to view the archived change details on the dashboard.

Note: By default, only the first 10 records are displayed in the Change ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting-up-variables-for-dashboard-queries.

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Panels

Displays the following panels for an archived change record:

  • Requestor Information
  • Location Information
  • Status
  • Change Implementer
  • Change Manager
  • Change Assignee
  • Product Categorization
  • Operational Categorization
  • Classification
  • Dates
  • Associated Tasks

Panels in the Printable Archived Incident Details dashboard

The following table lists the panels in the Printable Archived Incident Details dashboard:

Panels

Description

Example

Dashboard filters

You can use the Incident ID filter to view the archived incident details on the dashboard

Note: By default, only the first 10 records are displayed in the Incident ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting-up-variables-for-dashboard-queries.

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Panels

Displays the following panels for an archived incident record:

  • Customer Information
  • Status
  • Classification
  • Contact Information
  • Resolution
  • Location Information
  • Product Categorization
  • Operational Categorization
  • Current Assignment
  • Associated Work Orders
  • Associated Tasks

 

Panels in the Printable Archived Problem Details dashboard

 The following table lists the panels in the Printable Problem Details dashboard:

Panels

Description

Example

Dashboard filters

You can use the Problem ID filter to display the archived problem details on the dashboard.

Note: By default, only the first 10 records are displayed in the Problem ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting up variables for dashboard queries, filtering data, and panel title values.

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Panels

Displays the following panels for an archived problem record:

  • Requestor information
  • Location Information
  • Status
  • Classification
  • Product Categorization
  • Operational Categorization
  • Problem Coordinator Assignment
  • Problem Assignment
  • Vendor Assignment
  • Dates
  • Associated Known Errors 
  • Associated Tasks

Panels in the Printable Archived Work Order Details dashboard

 The following table lists the panels in the Printable Archived Work Order Details dashboard:

Panels

Description

Example

Dashboard filters

You can use the Work Order ID filter to display the archived work order details on the dashboard.

Note: By default, only the first 10 records are displayed in the Work Order ID list. To change this number, go to Dashboard settings > Variables and update the limit in the SQL query. We recommend that you do not exceed the limit to more than 500 records. For more information, see Setting-up-variables-for-dashboard-queries.

1753092250383-793.png

 

Panels

Displays the following panels for an archived work order record:

  • Customer Information
  • Location Information
  • Status
  • Dates
  • Classification
  • Operational Categorization
  • Product Categorization
  • Current Assignment
  • Contact Information
  • Associated Tasks

To print a Printable Archived Details dashboard

  1. For the required dashboard, click the Share icon share_icon.png.
  2. On the Share page, click Download.
  3. From the list, select the Type as PDF.
  4. Select the required Layout and Orientation.
  5. Click Download PDF.
    printable_download_pdf_dec_push.png
    You can now print the PDF on a A4 size paper.

Important

You can also configure the formats to download a dashboard. For more information, see To configure variable for supported report formats.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*