Viewing Reports
To make a report available to a certain user role, the administrator must do the following first:
- Make the Report workspace available to that user role.
- Publish the report to that user role.
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You can only view reports published to your role. Each role has different reports available. |
There are three ways to view reports:
- View Reports from the Report Workspace
- View Reports from a Dashboard
- View Reports from the Quick Actions Menu
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You can only see reports available to your user role.
Follow these steps to view reports from the Report workspace:
1. | Log in to the Service Desk Console. |
2. | Open the Report workspace. A list of reports published to your role appears. |
3. | Click the report name to generate a report. |
4. | Some reports allow you to set parameters. Set your parameters in the header area of the report, then click View Report. |
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To view a report from a dashboard, you must first add the report to a dashboard. Follow these steps to add a list of reports to your dashboard and then to view the list:
1. | From your Home workspace, click My Dashboards. A list of dashboards appears. |
2. | Select Edit ![]() |
3. | Expand the Special Parts tab from the accordion menu. |
4. | Drag and drop a report list from the accordion menu to the dashboard area. The report list appears on the dashboard. |
5. | Click Home from the toolbar to return to the Home page. The dashboard part appears, listing the reports available to your role. |
6. | From your Home workspace, select the report that you want from the report list. The report opens in a new window. |
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1. | From the Service Desk Console, open a workspace, such as Incident or Change. |
2. | Select the records that you want to view (you can select one or more records). |
3. | From the Action Menu, choose Print > Print <business_object_name>. The report appears in a separate window. |