Quick tour of Remedy Smart Reporting administration


The Administration console contains several panels where the reporting administrator can configure various settings. To see the Administration console, click Hamburger.pngto open the side panel, and select Administration > Admin Console.

Note

For additional administrative functionality, super administrators can log in to the separate Remedy Smart Reporting Administration Console at http://RemedySmartReportingServerHostName:port/AdminConsole/#.

Panel

Description

Example

Data Sources

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

DataSources.png

Users

A searchable list of users in the system. From here, the administrator can add, edit, email, change, import, and delete users. For more information, see Managing-Remedy-Smart-Reporting-user-accounts.

Users.png

Roles

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

roles.png

User Groups

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

UserGroups.png

Content Folders

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

FieldFolders.png

Reference Codes

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

ReferenceCodes.png

Storyboard Themes

A list of storyboard themes defined in the system. From here, the administrator can add, edit, copy, or delete a theme. See Storyboard Themes in the Yellowfin documentation.

StoryboardThemes.png

Content Tags

A list of content tags defined in the system. From here, the administrator can add, edit, view usage, and delete tags. See Content Tags in the Yellowfin documentation.

ContentTags.png

Data Filter Periods

A list of available date filter periods in the system. From here, the administrator can enable and disable periods from use.

Note: This option is available only to the Remedy Smart Reporting super admin (by default, called siadmin).

See Date Filter Periods in the Yellowfin documentation.

DataFilterPeriods.png

 

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