Accessing and finding reports

You can create and access content such as reports, dashboard tabs, storyboards, and discussion streams.

To view reports from the dashboard

1. Open the left navigation panel, click Browse.
2. Under All contents, select the category as Dashboards.

To browse for reports

Use the Browse page to find and run reports in BMC Helix ITSM: Smart Reporting.

1. Open the left navigation panel, click Browse.
2. Under All contents, select the category as Dashboards.
3. To select the layout you want to use, click the icon next to Layout, and select one of the following options:
   • Thumbnails—Displays your content with a gallery-type display.
     Each piece of content displays a thumbnail, which is generated from the display (reports and dashboard tabs), from the assigned thumbnail image (storyboards and discussion streams), or from a generic thumbnail icon (content that has not yet been run or assigned an image). 
   • List—Displays a text-based list.
     Each piece of content has a thumbnail associated with it; however, to view it, you must view content information through the activity stream panel. From the list view, you can view more pieces of content on the screen at any one time, making bulk actions easier to perform.
4. To configure the columns that appear in the List view, click Edit Columns in the toolbar, and then select, add, or delete the columns listed in the window that appears.

To search for reports

1. From the Search list, select a category type you want to search, such as All, Dashboards, or Discussions.

   

2. In the Search field, enter a string that can be found in the Name or Description of the content.
3. Click the Search icon (), or press Enter. 

4. To sort the results, click the result column name that you want to sort.

To create a new folder or subfolder

1. On the left side, select the folder within which you want to create a new folder.
2. On the menu icon (),  select New Folder.
3. Add a folder name and description.
4. From the Folder Hierarchy list, select the required folder.
5. Click Submit.

Where to go from here

Viewing-report-details