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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:

Procedure

  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 modify it.

  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.