Report category

Report category enables you to collect reports into different groups. The Service Manager Reports feature requires a category value when it creates a new report, or when it searches for a report to be added to the dashboard.

Service Manager defines the following out-of-box report categories.

Name Description Applies To (Table Name)
Alert Alert

AlertLog

Alert

Approval Approval

Approval

ApprovalLog

ApprovalDelegation

Assignment Groups Assignment Groups

assignment

ocmgroups

cm3groups

subcategory

producttype

cm3rcategory

cm3rsubcat

cm3tcategory

sdCategory

sdSubcategory

sdArea

pbmCategory

pbmSubcategory

pbmArea

pbmTaskCat

imCategory

imSubcategory

imArea

Change Change Management

cm3r

cm3t

activitycm3r

activitycm3t

Configuration Item Configuration Item

device

Subscription

cirelationship

Contracts and Payments Contracts and Payments

contract

payment

Data Management Data Management

contacts

dept

operator

company

city

location

Incident Incident Management

probsummary

imTask

activityincidenttasks

activity

KM Knowledge Management

kmdocument

kmfeedback

kmsearchhistory

kmstatus

kmupdateinfo

kmusagestats

Problem Problem Management

rootcause

knownerror

rootcausetask

activityproblem

activityproblemtasks

knownerrortask

Report Monitor Report Monitor reportLog
Request Request Management

request

requestTask

acitivityRequest

acitivityRequestTask

SLA Service Level Management

sla

slo

slaresponse

sloresponse

slocatalog

sloavail

slamonthlyag

slaactive

slamonthly

outagedetail

outageevent

Service Catalog Service Catalog

svcCatalog

userOption

svcDisplay

svcCart

svcCartItem

Service Desk Service Desk

incidents

activityservicemgt

Survey Survey

SurveyInternal

SurveyDefinition

Templates and Models Templates and Models

Template

changeModel

requestModel

productCatalog

ToDo ToDo Todo
Work Schedule Work Schedule

caldutyhours

calholidays

calholtable

timeperiodDefinition

timeperiodOccurrence

timeperiodCategory

timeperiodConflict

Add a report category

Report Administrator can create, update, and delete a report category. Report Designer, Report Manager, and Report Administrator can categorize a report, which enables users to find a report easily when adding content.

To create a new report category, follow these steps:

  1. Click Reporting > Administration > Report Categories.
  2. Type the name of the new report category in the Name field.
  3. Type the description of the new report category in the Description field.
  4. Select the table names to be grouped in this category from the drop-down list in the Applies To field.
  5. Click New.
  6. Click Save. A message appears that confirms that the report category record is added.

To update an existing report category, follow these steps:

  1. Click Reporting > Administration > Report Categories.
  2. Use search or advanced search to find one or more records. A list of report categories opens.
  3. Select a report category from the list.

  4. Update the required information.

  5. Click Save. A message appears that confirms that the report category record is updated.

Note If you type a new report category when creating a report, this report category is only local and you can see this category only when you are adding a report to a dashboard.