How to work with reports

1. From the main menu, click Reports to open the Reports page.

2. In the left pane, select a report from the list. Service Management displays the report in the middle pane.

3. Edit the report properties in the right panel, as described in Report properties. To preview your changes to the report, click the Preview button at the bottom of the right panel.

4. Click Save at the bottom of the right panel to save your changes.

1. From the main menu, click Reports to open the Reports page.

2. In the left pane, click New. Select the report type from the drop-down list. The available options are:

   • Analytic report
   • Operational report
   • Operational raw data report
   • Survey analytic report

   Note

   • For analytic and survey reports, the new report is defined as active by default.
   • If you want your report to be based on the properties of an existing report, select the report and click Duplicate on the toolbar.

   The New report dialog box opens.

3. Enter the required information as described in Report properties.

4. If you want to preview the report, click the Preview button.

5. Click Save to save your report.

1. From the main menu, click Reports to open the Reports page.

2. In the left pane, select a report from the list.

3. Click Delete on the toolbar.

To add an existing report to the dashboard:

1. From the main menu, click Reports to open the Reports page.

2. In the left pane, select a report from the list.

3. In the Report properties pane, select Add to dashboard.

4. Click Save.

To add a new report to the dashboard:

1. Create a new report. For more information, see Create a report.
2. In the New Report dialog box, select Add to dashboard.
3. Click Save.