SummitAI Service Management Help
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There are various reports that can be generated, viewed, and used for analysis by the Analysts, Managers, and Administrators for the various modules of the application.
To view Reports:
- Select Reports. The following page is displayed.
Figure: REPORT page
2. Select the module for which you want to view the reports from the list.
Figure: REPORT page - Module list
3. Based on the selected module, the relevant reports are listed in the REPORTS section of the page. Click 
icon to hide the REPORTS section of the page. To search for a specific report in the report list, type in the name of the report in the search bar and click the Search icon.
Figure: REPORT page - REPORTS section
4. Select the report you want to view. The page is populated with the data in the graphical and tabular form. For example, in the following screen shot, the KB ATTACHMENT DOWNLOADS REPORT is displayed.
Figure: KB ATTACHMENT DOWNLOADS REPORT
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the REPORTS page.
FILTERS
Click the Filters icon to specify a particular filter criteria to display reports.
EXPORT TO EXCEL
Click EXPORT TO EXCEL to export the report to Microsoft Excel sheet.
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You can create New Reports, and New Dashboards (BI reports) by clicking |
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