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 |
|
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- My reports
Create a report
You can create a new report from the following access points:
- Create New Report button on the Add Content page
- Create New Report button on the search report page
- More option on the list detail page
- More option on the To Do queue
To create a report from SM Reports menu, follow these steps:
-
In the System Navigator pane, select Reporting > Create New Report.
- In the New Report window, complete the necessary Report properties.
- (Optional) If you have already created a default dashboard, click Add to Default Dashboard below the Report ID to add this report to your default dashboard.
To create a report from a list, follow these steps:
- Use search or advanced search to open a list of records.
-
Click More or the More Actions icon, and select Create New Report.
Note This option is visible when you have the
report.from.listcapability word. However, to successfully create a new report from list, you should be assigned with the correct roles. -
In the New Report window, complete the necessary Report properties.
- (Optional) If you have already created a default dashboard, click Add to Default Dashboard below the Report ID to add this report to your default dashboard.
Report properties
Note You must complete all fields marked with a red asterisk *.
The following fields and tabs are available both for defining a new report in the New report page and for editing an existing report in the Search Report result page.
| Fields and tabs | Description |
|---|---|
| Name ( *) | Type a word or phrase that is a unique identifier for this report. It should be a value that makes it easy to understand the purpose of the report. |
| Description |
Enter a description of the report. It is helpful for other users to understand the purpose and objectives of this report. The description is displayed under the report name when you add the reports to the dashboard. |
| Source Data ( *) | Select the file for which you want to generate this report. |
| Report type ( *) |
Select the report type from the drop down list. For detailed information about report types and the corresponding report properties, see Report types and settings. |
| Report category |
Select the report category from the drop down list. For detailed information about report categories, see Add a report category. You can also type a new category in the field. This category only works as a group tag to categorize your own reports. Service Manager will not save this category as a real category. |
| Report ID | The report ID is automatically assigned to the report and displayed in the Report ID field after you save your report. The Add to default dashboard button is enabled at the same time for you to add this report to the default dashboard. |
| Disable Report | If this option is checked, this report is disabled and Service Manager sends a notification to the owner of the report. For detailed information about when to disable a report, see Monitor report running status . |
| Use Replicated Database |
If this option is checked, Service Manager generates the report data from Replicated Database. You can retain the default configuration from global settings, or you can change the settings for an individual report. Make sure that the Replicated Database is already set up and enabled before this option takes effect. If Replicated Database is not set up, an error occurs when Service Manager generates this report. If Replicated Database is not enabled in sm.ini file, this option is disabled. For details to enable Replicated Database, see Enable Replicated Database. |
| List/Chart/Pivot table properties |
Different report types have different properties fields. Standard reports provide basic reports to display single-source data. Calculation reports provide comprehensive reports that can display both the source and calculated data. Duration reports provide the duration field reports. All the chart types support calculation and duration reports. List and Pivot table do not support calculation and duration reports. For detailed information about standard report types and the corresponding report properties, see Report types and settings. For details about report calculation and time duration properties, see Report calculation chart properties and Report duration chart properties. |
| Permission |
The default owner is the current operator. You can change the owner and set the audience of this report. Note You need to have the privilege to change the permission. Only the Report Manager can change the report owner and the audience of their owned reports. |
| Advanced settings | Different report types have different settings fields. For detailed information about report types and the corresponding settings, see Report types and settings. |
Note When you save a report, you save the query definition that retrieves data from the database to generate a real-time report.
Related topics
My reports
My dashboards
Report schedule and distribution
Report administration
Related topics
Create a report
Create a dashboard
Create a report schedule
Related topics
