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BMC Helix ITSM - Smart Reporting 20.x: Fundamentals Using (WBT)

This course introduces the learners to the key features and functionality of the BMC Remedy Smart Reporting application. This course primarily focuses on describing the basic reporting concepts for BMC Remedy Smart Reporting users. It also provides information related to various Smart Reporting components such as reports, dashboard tabs, storyboards, and stories. Additionally, it describes all the important console elements and provides details about various reports available out of the box.

This course is applicable primarily to Report Consumers & Collaborators, Personal Content Writers, Public Content Writers, and Dashboard Consumers.

Major release:

BMC Helix ITSM 20.x

Good for:


Course Delivery:

Web Based Training (WBT) | 2 hours

Course Modules

  • Introduction to BMC Remedy Smart Reporting
    • Overview of BMC Remedy Smart Reporting
    • Chief elements of BMC Remedy Smart Reporting
    • BMC Remedy Smart Reporting roles
    • Functional areas of the BMC Remedy Smart Reporting Console
    • BMC Remedy Smart Reporting Console access from Mid Tier, Smart IT Console, and directly via URL
    • Predefined reports and dashboards including Service Dashboard
  • Creating Reports
    • Drag-and-drop Report Builder
    • Steps to create a custom report
    • Report functionality including aggregation, advanced functions, calculations, sections, report filters, and sub query
    • Report and chart formatting options
    • Save and edit options available for active and draft reports
    • Collaboration options for BMC Remedy Smart Reporting
    • Sharing reports via email
    • Assisted Insights
    • Assisted Discovery
    • Instant Insights
  • Smart Reporting Storyboards, Dashboards, and Stories
    • Storyboard elements
    • Steps to create a storyboard
    • Work with storyboards
    • Steps to create a dashboard tab
    • Dashboard layout and settings
    • Dashboard actions
    • Enhancements to the Dashboard filters
    • Story elements
    • Steps to create a story
    • Work with stories