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Remedy Smart Reporting 9.x: Fundamentals for Users and Administrators (ASP)

BMC Remedy Smart Reporting is an easy-to-use report writer for non-technical users, delivering drag-and-drop simplicity for formatting and data selection.

This course, which also includes the BMC Remedy Smart Reporting 9.1: Using (WBT) course, introduces learners to the key features and functionality of the BMC Remedy Smart Reporting application. It primarily covers the report creation process in BMC Remedy Smart Reporting. It also covers the creation of other Smart Reporting elements, including dashboard tabs and storyboards. In addition, learners will be guided on how to manage content, work with views, optimize product performance, troubleshoot, and perform other administering tasks.

Note: It is strongly suggested that learners have a basic understanding of their:

  • Data source (typically the application that you work with) and its corresponding structure
  • Reporting needs and ability to translate that into relevant input to create reports
All Assisted Self-paced courses can also be delivered as private, instructor-led courses dedicated to a single customer. Please contact your Education Sales Rep or education@bmc.com for information on this option.


Major release:

BMC Helix ITSM 9.x

Good for:

Administrators, Users

Course Delivery:

Assisted Self Paced (ASP) | 20.00 Stunden

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 and Smart IT Console
    • Predefined reports and dashboards including Service Dashboard and HRCM reports
  • 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
  • Introduction to BMC Remedy Smart Reporting
    • Overview of Smart Reporting
    • Key features of Smart Reporting
    • Chief Elements of BMC Remedy Smart Reporting
    • Smart Reporting roles
    • Smart Reporting interface
    • Report types
    • Service Dashboards
    • Audit Reports
    • Collaboration methods, such as comments, annotations, and broadcasts
    • Overview of solution architecture
    • Reporting Layer Architecture
  • BMC Remedy Smart Reporting Onboarding
    • Onboarding overview, process, and types
    • Onboarding Users (Single company, multi company with one company at a time, and multi company with bulk onboarding)
    • User Sync Utility in BMC Remedy Smart Reporting
    • Deleting a Customer/Company from BMC Remedy Smart Reporting
    • Importing Content
    • Configuring BMC Remedy Mid Tier to access BMC Remedy Smart Reporting
    • Verifying Successful Onboarding and Content Import
  • Creating Content
    • Define views
    • Steps involved in view design methodology
    • Steps to create a view
    • Steps to create a view for archived forms
    • Geo Packs overview
    • Steps to create a custom report
    • Add a Union Sub Query to a Custom Report
    • Steps to create a dashboard tab
  • Configuring BMC Remedy Smart Reporting
    • Steps to complete the configuration after onboarding of BMC Remedy Smart Reporting
    • Steps to set row-level security for reports and variables
    • Steps to update cross-launch settings
  • Additional Administrative Tasks
    • Configuration of BMC Remedy Smart Reporting log settings
    • Changing the frequency of the user sync job
    • Changing the BMC Remedy Smart Reporting Super Admin password
    • Setting up Audit Reports
    • Optimizing performance
    • Troubleshooting steps for a few Smart Reporting issue

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