Create and Delete Reports

You can create reports only by using an Ad Hoc view.

Prerequisites

• Verify that you have both Ad Hoc designer and Report designer permissions.

Restrictions

The following restrictions are applied on advanced reporting module to ensure that all customers experience a consistent and issue less performance:

• The maximum time that is allowed to render a report on the filter criteria is 10 minutes. The time includes the time to render the report and the query execution time. If the filter criteria causes the rendering to exceed 10 minutes, the report is timed out.
• The report can return a maximum of 50 thousand records.
• The maximum date range that is allowed for an in-built report is six months. However, the Asset Warranty Expiration report, the Native Discovery Coverage report, and customer created Custom Adhoc Views and Reports do not have this date range restriction.
• You can run a maximum of 10 reports concurrently.
• The maximum number of records that you can export from an Ad Hoc report into CSV file or PDF file is 5000.

Follow these steps:

1. Log in to ServiceAide Cloud Service Management (CSM) and navigate to REPORTS> SERVICE DESK> Advanced Reporting.
   Advanced Reporting page opens with the list of available Ad Hoc views, Reports, and Dashboards.
2. Select the Ad Hoc view from which you want to create the report. Click the drop-down, and click Create Report.
   The Ad Hoc view opens in a new tab.
   Note: CSM provides predefined reports that you can use. For more information, see Predefined Advanced Reports and Dashboards.
3. (Optional) Set filters and column formatting

   1. To set filters, select the column for which you want to set the filter and click the filter icon. The Filter column dialog opens, select the filter information and click OK.

   2. To format columns, select the column for which you want to format. Click the column option icon and click Formatting to format the column such as set the font size, color, and font. Click Hide column to hide the column from the report.

4. Save the report.

   Note: Name of the report should not exceed 94 characters.
   The created reports are saved only in the Shared and User folders. When the report is saved in the User folder, it is accessible to only that user who creates the report. If the report is saved in the Shared folder, the report is available to all roles. An administrator can restrict the content in the shared folder to specific roles by assigning the view to such roles.

   You can now schedule the saved report.

5. To delete a report, select the report, click the drop-down, and select Delete Report.
    Note: You can delete only the reports that are:
   
   • Created by you
   • Available in the Shared folder.
   If there is any dependency with dashboards, you cannot delete the report and an error message is displayed. if you still want to delete the report, remove the dependencies of the report and then delete it.
6. To rename a report, select the report, click the drop-down, and select Rename Report.
    Note: You can rename only the reports that are: 
   
   • Created by you
   • Available in the Shared folder.