Viewing reports


This topic describes the BMC HR Case Management reports that you can view by using the Reporting Console.

To view BMC HR Case reports

  1. On the BMC HR Case Management home page, click the Actions tab.
  2. Click the Reporting Console menu.
    The BMC Smart Reporting tool opens. 
  3. On the BMC Smart Reporting home page, click the Browse menu.
  4. In the Content section, select BMC Remedy Operational Reporting > HR Case Management .

You can view the following types of reports in BMC HR Case Management:

Type of report

Description

Cases by assignee

This bar graph gives details of cases assigned to HR personnel. The X axis represents the HR personnel and the Y axis represents the number of cases. The purpose of this graph is to identify cases that can be reassigned based on the workload of the HR personnel.

This report also includes a table with case details in the list view used for calculation in the interactive chart: record ID, priority, status, company, summary, assigned group, categorization, assigned individual, and date of creation.  You can view any case in BMC HR Case Management by clicking  Launch Case.  

Note

You cannot apply sorting on any column in the table. By default, the the columns are sorted in ascending order or alphabetical order and the rows are sorted in alphabetical order.

To generate this report, perform the following steps:

  1. On the BMC HR Case Management home page, click Actions > Reporting Console.
  2. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Cases by Assignee.
  3. In the Filter List, specify the filter criteria:
    1. In Assigned Groups, select one or more assigned groups by clicking image2016-8-15 17:21:47.png icon.
    2. (Optional) In Case Status, select one or more case statuses by clicking image2016-8-15 17:21:47.pngicon.
    3. (Optional) In the Case Creation Date calendar, specify the from and to time period when the cases were created by clickingimage2016-8-15 17:25:51.png icon .
  4. Click image2016-8-15 17:27:57.png.
    The Cases by Assignee report is displayed.

    Note

    When filtering cases in the Filter List, the cases are filtered from top to bottom order.
    For example, if you select an assigned group in the Assigned Groups filter (top filter), only those case statuses that are available for the selected assigned group are displayed for further filtering in the Case Status filter (bottom filter).

Click here to view the screenshot

 Cases by assignee.png

Cases by assigned group

This bar graph gives details of cases assigned to a group. The X axis represents the assigned group and the Y axis represents the number of cases. The purpose of this graph is to get an overall view of the distribution of workload across groups.

This report also includes a table with additional details about the cases, such as record ID, priority, status, company name, summary, assigned individual and date of creation. You can view any case in BMC HR Case Management by clicking  Launch Case.  

Note

You cannot apply custom sorting to the columns and rows in the table. By default, the columns are sorted in ascending or alphabetical order, and the rows are sorted sequentially in the following order:

  1. Company Name = alphabetical
  2. Assigned Group = alphabetical
  3. Status
  4. Priority.

To generate this report, perform the following steps:

  1. On the BMC HR Case Management home page, click Actions > Reporting Console.
  2. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Cases by Assigned Group.
  3. In the Filter List, specify the filter criteria:
    1. In Assigned Groups, select a site by clickingimage2016-8-15 17:21:47.png icon.
    2. (Optional) In Case Status, select one or more case statuses by clicking image2016-8-15 17:21:47.pngicon.
    3. (Optional) In the Case Creation Date calendar, specify the from and to time period when the cases were created by clicking  image2016-8-15 17:25:51.pngicon .
  4. Click  image2016-8-15 17:27:57.png.
    The Cases by Assigned Group report is displayed.

    Click here to view the screenshot

    Cases by Assigned Group.png

Cases by location

This bar graph gives details of cases created at a particular location. The X axis represents the locations and the Y axis represents the number of cases. The purpose of this graph is to get an overall view of the distribution of cases at a given location.

This report also includes a table with additional details about the cases, such as record ID, priority, status, company name, summary, assigned individual and date of creation. You can view any case in BMC HR Case Management by clicking Launch Case. 

Note

You cannot apply custom sorting to the columns and rows in the table. By default, the columns are sorted in ascending or alphabetical order, and the rows are sorted sequentially in the following order:

  1. Company Name = alphabetical
  2. Assigned Group = alphabetical
  3. Status
  4. Priority.

To generate this report, perform the following steps:

  1. On the BMC HR Case Management home page, click Actions > Reporting Console.
  2. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Cases by Assigned Group.
  3. In the Filter List, specify the filter criteria:
    1. In the Site Name field, select one or more sites by clickingimage2016-8-15 17:21:47.png icon.
    2. (Optional) In Case Status, select one or more case statuses by clicking image2016-8-15 17:21:47.pngicon.
    3. (Optional) In the Case Creation Date calendar, specify the from and to time period when the cases were created by clickingimage2016-8-15 17:25:51.pngicon .
  4. Click  image2016-8-15 17:27:57.png.
    The Cases by Location report is displayed.

    Click here to view the screenshot

    Cases by location.png

    Note

    The site info is automatically synchronized with the user profile of a case creator. If site is not specified in the user profile, all cases belonging to this case requester are treated as cases with "No Site".

    The Site Name filter in the Filter List box displays sites mapped to cases from case creator profiles, and "No Site" filter representing a filter for the rest of cases having no site specified.

Cases by SLA statuses

This pie chart gives details of the proportion of cases with pending (marked as yellow), met (marked as green), missed (marked as red), and in-progress (marked as blue) SLA statuses. You can generate a new report based on the filter criteria.

This report also includes a table with additional details about the cases, such as record ID, priority, status, company name, summary, assigned individual, assigned group, date of creation, SLA status, S:A start date, SLA end date, and SLA total time. You can view any case in BMC HR Case Management by clicking Launch Case. 

Note

You cannot apply custom sorting to the columns and rows in the table. By default, the columns are sorted in ascending or alphabetical order, and the rows are sorted sequentially in the following order:

  1. Company Name = alphabetical
  2. Record ID = alphabetical
  3. Priority = ascending
  4. Status = ascending

To generate this report, perform the following steps:

  1. On the BMC HR Case Management home page, click Actions > Reporting Console.
  2. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Cases by SLA statuses.
  3. In the Filter List, specify the filter criteria:
    1. (Optional) In the Assigned Group, select one or more assigned groups by clicking the image2016-8-15 17:21:47.pngicon.
    2. In the Case Status, select one or more case statuses by clickingimage2016-8-15 17:21:47.png icon.
    3. In the SLA Status, select one or more SLA statuses by clickingimage2016-8-15 17:21:47.png icon.
    4. (Optional) In the Case Creation Date calendar, specify the from and to time period when the cases were created by clicking image2016-8-15 17:25:51.pngicon .
  4. Click image2016-8-15 17:27:57.png.
    The Cases by SLA statuses report is displayed.

Note

When filtering cases in the Filter List, the cases are filtered from top to bottom order.
For example, if you select an assigned group in the Assigned Groups filter (top filter), only those case statuses that are available for the selected assigned group are displayed for further filtering in the Case Status filter (bottom filter).

Click here to view the screenshot

Cases by SLA statuses.png 

Completed tasks by assignee

This bar graph gives details of completed tasks by an individual HR personnel. The X axis represents the HR personnel and the Y axis represents the completed tasks.

This report also includes a table with additional details about the cases, such as record ID, company name, assigned individual, assigned group, date of creation, and description. You can view any case in BMC HR Case Management by clicking Launch Case.

Note

You cannot apply custom sorting to the columns and rows in the table. By default, the columns are sorted in ascending or alphabetical order, and the rows are sorted sequentially in the following order:

  1. Company Name = alphabetical
  2. Assigned Group = alphabetical
  3. Assigned individual
  4. Create date

To generate this report, perform the following steps:

  1. On the BMC HR Case Management home page, click Actions > Reporting Console.
  2. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Completed tasks by assignee.
  3. In the Filter List, specify the filter criteria:
    1. In the Assigned Group, select one or more assigned groups by clicking the image2016-8-15 17:21:47.pngicon.
    2. In the Case Creation Date calendar, specify the from and to time period when the cases were created by clicking image2016-8-15 17:25:51.pngicon .
  4. Click image2016-8-15 17:27:57.png.
    The Completed tasks by assignee report is displayed.
Click here to view the screenshot

 Completed tasks by assignee.png

Solution efficiency by tier–weekly

This line graph shows the efficiency of the selected solution by tier type on a weekly basis. The X axis represents the week number when the solution was applied and the Y axis represents the number of times the selected solution was applied in closed or resolved cases.

This report also includes a table that represents the data in the line graph in tabular format.

To generate this report, perform the following steps: 

  1. On the BMC HR Case Management home page, click Actions > Reporting Console.
  2. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Solution Efficiency by Tier -Weekly.
  3. In the Filter List, specify the filter criteria:
    1. In Solution Name, select a solution by clicking the image2016-8-15 17:21:47.pngicon.
    2. In the Case Creation Date calendar, specify the from and to time period when the cases were created by clicking image2016-8-15 17:25:51.pngicon .
  4. Click image2016-8-15 17:27:57.png.
    The Solution Efficiency by Tier -Weekly report is displayed.

    Click here to view the screenshot

    Solution efficiency by tier-weekly.png 

Solution Efficiency by Tier–Monthly

This line graph shows the efficiency of the selected solution by tier type on a monthly basis. The X axis represents the week number when the solution was applied and the Y axis represents the month when the selected solution was applied in closed or resolved cases.

This report also includes a table that represents the data in the line graph in tabular format.

To generate this report, perform the following steps:

On the BMC HR Case Management home page, click Actions > Reporting Console.

  1. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Solution Efficiency by Tier -Monthly.
  2. In the Filter List, specify the filter criteria:
    1. In Solution Name, select a solution by clicking theimage2016-8-15 17:21:47.pngicon.
    2. In the Resolution Date calendar, specify the from and to time period when the cases were created by clicking image2016-8-15 17:25:51.png icon .
  3. Click  image2016-8-15 17:27:57.png.
    The Solution Efficiency by Tier–Monthly report is displayed.

    Click here to view the screenshot

    Solution efficiency by tier -monthly.png 

Solution Efficiency by Tier–Quarterly

This line graph shows the efficiency of the selected solution by tier type on a quarterly basis. The X axis represents the week number when the solution was applied and the Y axis represents the quarter when the selected solution was applied in closed or resolved cases.

This report also includes a table that represents the data in the line graph in tabular format.

To generate this report, perform the following steps:

On the BMC HR Case Management home page, click Actions > Reporting Console.

  1. On the BMC Remedy Smart Reporting tool, click Browse > BMC Remedy Operational Reporting > HR Case Management > Solution Efficiency by Tier -Quarterly.
  2. In the Filter List, specify the filter criteria:
    1. In Solution Name, select a solution by clicking the image2016-8-15 17:21:47.pngicon.
    2. In the Resolution Date calendar, specify the from and to time period when the cases were created by clicking image2016-8-15 17:25:51.png icon .
  3. Click image2016-8-15 17:27:57.png.
    The Solution Efficiency by Tier–Quarterly report is displayed.

    Click here to view the screenshot

     Solution efficiency by tier -quarterly.png

 

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