Advanced Reporting

The advanced reporting feature adds comprehensive and interactive reporting and descriptive data analytics capabilities to Serviceaide Intelligent Service Management. With advanced reporting, you can perform the following tasks:

  • Create views in a web-based, drag-and-drop editor and use them to generate new reports with the available data sets.
  • Schedule reports for distribution through email and also store them in the repository.
  • Add several reports in a single and integrated view, as Dashboards, to display the business trends.
  • Import custom attributes to enhance reports according to your requirements.
  • Use predefined reports and dashboards. For more information, see Predefined Advanced Reports and Dashboards.
  • Ability to give access to Advanced Reporting module to the analyst roles.

Note: 

  • The limit on the number of Advanced Reports (Jaspersoft) report pages is set to control the number of output pages. We have set a limit of 1500 pages with all Advanced Reports. This limit applies to all output formats(HTML,PDF, Excel etc.).

  • The limit on the Advanced Reports database connection has a timeout of 10 minutes (600000 milliseconds). Report queries running longer than 10 minutes close and an error indicating the timeout is returned to the user.

With the upgraded advanced reporting component, you can get advantage of the following list of features:

  • Dashboard and dashlet (individual components) exporting
  • Text and image dashlets (individual components) now support hyperlinks
  • New time and date wildcards for dashlets (individual components)
  • Auto−complete for parameters and time and date wildcards
  • Various bug fixes

Notes: Wildcards are a set of options to define a dynamic date and time display format in dashlets (individual components) and text fields of dashboard. For example, you can enter a wildcard such as $Date, into a text input field to display the current date or time. 

$Date: Displays the current date in Month, Date, and Year (MM-DD-YYYY) format. For example, October 18, 2017 is displayed as 10-18-2017.

Review the following definitions to familiarize yourself with the Advanced Reporting module:

Domains

The Domain specifies the available data set to create Ad Hoc views. Data sets consist of necessary fields that are used to create report. The application supports the following data sets:

  • Tickets: Tickets consist of common information across all the ticket types. This set also contains subsets of Change Orders, Problems, Incidents, and so on. Each of these subset defined attributes is specific to the ticket type.
  • Configuration Items: This data set is used to create reports that are related to configuration items.
  • Assets: This data set is used to create reports that are related to assets.
  • Asset Discovery: This data set is used to create reports that are related to asset discovery.
  • Projects: This data set is used to run reports on projects such as Projects in an organization by status and Projects in an organization by cost.
  • Project Task: This data set is used to run reports on project tasks such as Project tasks over due across projects and Project Tasks exceeding time estimates across projects in an organization.
  • Project Time Entry: This data set is used to run reports on project-related time entry and cost tracking for projects. Sample reports are Estimated vs. actual time spent for Projects in an organization and Task and Ticket time spent distribution in projects.
  • Project Associations: This data set contains the project direct associations to tickets and configuration items.

When choosing the data source while creating an Ad Hoc view, select the domain from one of the following paths:

  • Cloud SM/Domains/Cloud SM: Select this domain when you want to use the in-built views.
  • Shared/Domains/Custom Cloud SM: Select this domain when you want to build a customized view.

Use the Cloud SM/Domains/Cloud SM domain to design content with new data sets.

You can edit domains that are displayed under Edit Domain option. In each domain, you can add or remove tables and the allowed limit to add tables in a domain is 75. However, you can add required tables by removing the unnecessary tables from the list. 

Ad Hoc View

An Ad Hoc View contains the necessary information such as fields and filters to create a report. Using an Ad Hoc View, you can generate a report and can display the data in the form of a table, crosstab, or chart. You can add and summarize fields, define groups, label and title the report, and format data for each field.

Consideration to Use Existing Ad Hoc Views and Reports

When you want to add custom fields to an existing Ad Hoc views and Reports, add the fields manually to Custom Cloud SM domain.


Note: We would not support any issues related to customer-created custom domains, Except (Custom Cloud SM and Custom Cloud SM2 (Archived) domains)

Note: We would not support any issues related to customer-created derived table queries



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