Building and Maintaining Smart Reports
3 min
This functionality is intended to provide the ease of custom reporting with the required functionality data, without the need for new updates or additional software.
Before getting started
It is necessary to have registered sub-reports.
Procedure
- Access the functionality through the main menu Reports > Smart Reports > Smart Report Creator;
- Click on "New";
- Define the module (functionality) where the report being created will be displayed:
- N/A: select this option if you want the report not to be displayed in any module;
- General: select this option to display the report in one or more modules, where you want the report to be displayed (Configuration, Incidents/Requests, Incidents/Requests (chart), Release, Change, Problem);
- Specific: select a single module where you want the report to be displayed (Configuration, Incidents/Requests, Incidents/Requests (chart), Release, Change, Problem).
- Click on "Save";
- There is the possibility of also importing a "Report". Therefore, click on "Import" and link the file containing the information you want.
⚠️Attention!
The reports created here will be displayed on the "Smart Reports" screen, where you can view the relevant data for each report.