Creating a standard report

Article:HOWTO81940  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL
Article Type
How To


Creating a standard report

Administrators and users with the appropriate permissions can create reports.

For information about optimizing your reports to improve the performance of the Process Manager:

See Optimizing reports in the Process Manager portal.

To create a new report

  1. In the ServiceDesk portal, select Reports.

  2. In the Report Categories area, select the category that you want the report to reside in. The report that you create is added to the category that you select.

  3. Click the Add Report icon, and select Add Standard Report.

  4. In the Name field, enter a name for the report. Report names must be unique. The Name field has a 100 character limit.

  5. In the Report Designer tab, specify the data that you want included in the report and the display of that data.

    See Setting up or modifying the data in standard reports.

  6. (Optional) In the Description tab, enter a description for the report which appears on the Reports portal page underneath the report. The description should make it easy for users to quickly understand the information that the report contains. The description text is also searched when users search for reports. The description has no character limit.

  7. On the Permissions tab, add or edit the permissions as needed.

    See Setting permissions.

  8. (Optional) On the Web Services tab, set up Web Service access for the report.

    See Setting up or modifying Web Service access for standard reports.

  9. Click Save.

Legacy ID


Article URL

Terms of use for this information are found in Legal Notices