The Advanced Reporting module users are classified into the following personas:
- Content creators: Have access to create and edit Reports, Dashboards, and Ad Hoc views. The content creators must be assigned specific advanced reporting roles to create and edit reports. For more information, see Assign Roles.
- Content users: Have access to use Reports, Dashboards, and Ad Hoc views. An administrator provides permissions to each user to access the content. For more information, see Assign Permissions.
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Advance Reports are only available in the CSM ISM Service Management edition. This feature is not available in the CSM ISM Service Desk edition. |
Assign Roles
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Follow these steps
- Log in to CSM Intelligent Service Management and navigate to MANAGE, ADMINISTRATION, Tools, MANAGE> ADMINISTRATION> Tools> Navigation Menu.
- Assign the Advanced Reporting permissions to the analysts to grant access to the Advanced Reporting module.
For more information, see Managing Access to Navigation Menus. - Navigate to Tools, Advanced Reports Permissions.
- Provide the following information in the Advanced Reports Permissions tab:
- Analyst role that you want to grant permissions.
- Location of the content that you want to assign in Shared or Cloud SM folder.
- Move the necessary Reports, Dashboards, and Ad Hoc views from left pane to the right pane using the right arrow.
- Click Save.