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Create a report

Create a report

Users with a reporting role can create and customize reports.

Before you begin

Role required: admin

About this task

Note: Roles do not inherit any of the reporting roles. To grant facilities administrators or staff the rights to create and customize reports, assign the appropriate reporting role.

To create a report:


  1. Navigate to Reports > View / Run.
  2. Scroll down to the [SM application] Request section.
  3. Click a report to open it, or click Edit to make modifications.
  4. To create your own report, click New beside Global reports at the top of the page and use any of the tables installed with service management application to create the report.

This site is scheduled for a small content update on Wednesday, December 12th, between the hours of 4:00pm and 8:00pm Pacific Time (Dec 13 00:00 – Dec 13 4:00 UTC). Access to this site may be slightly delayed during that time.