Granting access to reports and viewing reports

A user with the report administrator role must complete the following tasks for users to access reports:

• Configure BMC Helix ITSM: Smart Reporting by adding the BMC Helix Innovation Suite server details in the report configuration.

• Onboard users into BMC Helix ITSM: Smart Reporting.

  Learn more about onboarding users in Onboarding users by using the Smart Reporting Admin console.

To configure user groups

To view the BMC Helix Business Workflows reports in the BMC Helix ITSM: Smart Reporting Admin console, you must configure user groups in BMC Helix ITSM: Smart Reporting.

1. Create a user group in the BMC Helix ITSM: Smart Reporting Admin console.
   For more information about creating user groups in the BMC Helix ITSM: Smart Reporting Admin console, see Managing Smart reporting user roles and groups.

1. Select Business Workflows Reports as the default dashboard for that user group.

2. Add individual users, groups, roles, and so on as members of the group.

   Warning

   Important

   If users are not onboarded, they can still view the reports by making the Business Workflows Reports dashboard or Case Dashboard as the default dashboards. For more information, see To view reports.

To enable access to a case or article from a report

When you view a report, you can access the case or knowledge article by clicking the Launch case or View article link. To enable this access, you must add the BMC Helix Innovation Suite server details in the report configuration.

1. As a user with the report administrator role, log in to BMC Helix Business Workflows and click Reports. 
   For more information about Reporting user roles, see Managing Smart reporting user roles and groups.
2. On the Reporting workspace, click  and navigate to Administration > Configuration.
3. On the System tab , click Custom Parameters. 
4. In the SMART_APPS parameter field, enter the server name and port on which the BMC Helix Platform is running. 
   For example, if you have the BMC Helix Platform URL as http://<server name>:8008/com.bmc.arsys.rx.innovationstudio/index.html#, enter the set value of this parameter as http://<server name>:8008. 
5. Save your configuration.

To view reports

1. Log in to BMC Helix Business Workflows.
2. Click Reports.

3. On the Reporting workspace, click , navigate to the Dashboard and perform the following steps:

   1. If you are unable to view the Business Workflows Reports on the first login, add the dashboard manually by clicking  and selecting Business Workflows Reports.
   2. On a subsequent login, to view the dashboard, click Dashboard. 

   The Business Workflows Reports dashboard displays various tabs of report categories. By default, the Case Reports tab is selected.

   Warning

   Important

   You can view the reports for only those records to which you have access. Learn more about permissions in Data-access-model.

4. Click a tab to view the reports. 
   
   
   • Hover over the icons in a report to perform the following actions:
     • View, print, export, and share the report.
     • View the report details in the table format.
     • View detailed report.
   • Perform the following actions on the detailed report:
     • Export, share, broadcast, and bookmark the report among other options. 
     • Use filters to restrict the report data.

5. To go back to BMC Helix Business Workflows, click .

   Success

   Best practice
   We recommend that you do not edit an out-of-the-box report. Instead, you create a copy of the report and then modify it. This ensures that you do not lose your changes after an upgrade. For more information about custom reports, see Best Practices for Smart Reporting.

Related topics

Creating custom reports and charts