Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Exporter macro migration

SummitAI Service Management Help

Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue


Contents


Scroll export button
scopecurrent
template-id4fda9400-a7df-4ede-a95f-e4ae5fcf4796
captionDownload this Page
add-onScroll PDF Exporter
 

There are various reports that can be generated, viewed, and used for analysis by the Analysts, Managers, and Administrators of the Change Management module.

To view Reports:

  1. Select Reports. The following page is displayed.
    REPORT pageImage Removed
    REPORT pageImage Added

    Figure: REPORT page

  2. Select the module for which you want to view the reports from the list.
    REPORT page - Module listImage Removed
    REPORT page - Module listImage Added

    Figure: REPORT page - Module list

  3. Based on the module selected, the relevant reports are listed in the REPORTS section of the page. Click Image Removed Image Added  and Image Removed Image Added to scroll through the list of reports. Click Image Removed Image Added 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.
    REPORT page - REPORTS sectionImage Removed
    REPORT page - REPORTS sectionImage Added

    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 (based on the report selected). For example, in the above screen shot Change Type report is selected. The page display CR details grouped by Change Type. For information about the various reports available under each module, see Reports for each module.

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.


Note
titleNote:

You can create Reports and New Dashboards by clicking,Image RemovedImage Addedand Image RemovedImage Added, respectively. For more information, see SUMMITAI General (see: Creating New Reports_Gen and Creating New Dashboards).


Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue


1

| |