Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
|
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
How to work with reports
You can create reports and view them as tables or charts. Charts can be viewed as columns, pies, or bars. Each of these options can be selected and viewed dynamically by any user who has access to the report. Reports viewed in the dashboard can also be changed dynamically.
View or edit an existing report
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From the main menu, click Reports to open the Reports page.
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In the left pane, select a report from the list. Service Management displays the report in the middle pane.
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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.
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Click Save at the bottom of the right panel to save your changes.
Note For information on view and edit permission for reports, see Reports list pane.
Create a report
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From the main menu, click Reports to open the Reports page.
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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.
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Enter the required information as described in Report properties.
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If you want to preview the report, click the Preview button.
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Click Save to save your report.
Note You can also create a report directly from a record grid page. Click More > Create operational report or More > Create operational raw data report on the toolbar. The New report dialog box opens with the relevant record type already selected. You can generate operational reports and operational raw data reports only from the record grid page.
Delete a report
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From the main menu, click Reports to open the Reports page.
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In the left pane, select a report from the list.
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Click Delete on the toolbar.
Note
- Deleted reports are also removed from all dashboard widgets.
- For information on delete permission for reports, see Reports list pane.
Add a report to the dashboard
To add an existing report to the dashboard:
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From the main menu, click Reports to open the Reports page.
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In the left pane, select a report from the list.
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In the Report properties pane, select Add to dashboard.
- Click Save.
To add a new report to the dashboard:
- Create a new report. For more information, see How to work with reports.
- In the New Report dialog box, select Add to dashboard.
- Click Save.
Related topics
