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.
Search for | Example | Results |
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A single word | cat
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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. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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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
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A combination of search types | ( ) parentheses |
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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) |
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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:
- Click Reporting > Administration > Report Categories.
- Type the name of the new report category in the Name field.
- Type the description of the new report category in the Description field.
- Select the table names to be grouped in this category from the drop-down list in the Applies To field.
- Click New.
- Click Save. A message appears that confirms that the report category record is added.
To update an existing report category, follow these steps:
- Click Reporting > Administration > Report Categories.
- Use search or advanced search to find one or more records. A list of report categories opens.
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Select a report category from the list.
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Update the required information.
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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.