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Viewing reports in BMC Helix Business Workflows

In BMC Helix Business Workflows, you can view and manage reports from the Business Workflows Reports dashboard and Case Dashboard. You can use various filters to view the reports in the dashboards, and hover over the reports to view the details of the reports.

The following languages are not supported for reports:

  • Swedish
  • Dutch
  • Danish

Related topic

BEST FAQ on Smart Reporting with BMC Helix Business Workflows

Business Workflows Reports

The reports in the Business Workflows Reports are useful to view case-related, knowledge-related, and service level management information. The dashboard consists of three tabs that contain the following reports:

  • Case reports—Monitor case performance, agents workload, service target status, efforts.
  • Knowledge reports—View information about knowledge articles such as author, status, support group, assignee, and so on.
  • Service Level Management reports for cases—Monitor the progress of a case.

2008_BusinessWorkflowsReportsDashboard.jpg

Case Dashboard

The Case Dashboard consists of the following reports for cases:

  • Case Trend by Category—View cases based on categories for the selected time unit in an interactive multi-line time chart.
  • Cases by Priority—View cases based on priority in an interactive bar chart.
  • Case Statistics—View key metrics for cases.

The reports in the Case Dashboard provide information about case priorities, categories, and statistics. These reports are different from the reports that are available on the Case reports tab of the Business Workflows Reports dashboard.

2008_CasesDashboard.jpg

Important

Users can view reports only for those records to which they have access. For example, to view reports of a case or a knowledge article, a case agent must have read or write permissions for that case or knowledge article.

The following table lists the actions that you can take to view reports:

Action

Reference

Configure user groups to provide access to reports and understand how to view reports.

View the reports that are available on the Case Dashboard.

Understand the different case reports, filters that are available, and purpose of the reports.

Understand the different reports on knowledge articles, available filters, and purpose of the reports.

Understand the different service level management reports, the filters that are available, and the purpose of the reports.

Enable the display of dynamic fields for reports.


 

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