Modifying standard reports

Article:HOWTO82004  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL
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Modifying standard reports

You can modify any report for which you have the appropriate permissions. You are more likely to spend time modifying existing reports than creating new reports. ServiceDesk includes many predefined reports that meet most of your reporting needs. When you want to make a small change to an existing report, copy the existing report and make your changes in the new report. By copying the report instead of making modifications directly to a predefined report, you can always go back to the original report.

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

See Optimizing reports in the Process Manager portal.

To modify a standard report

  1. In the ServiceDesk portal, select Reports.

  2. On the Reports page, under Report Categories, select the category that contains the report that you want to modify.

  3. Under Reports, at the far right of the report name, click the Actions symbol (orange lightning), and then click Edit.

  4. In the Edit Standard Report dialog box, edit the report.

    The dialog and tabs for editing and adding standard reports are the same.

    See Creating a standard report.

    See Add/Edit Standard Report dialog box.

  5. Click Save.

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