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SummitAI Service Management Help

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titleIncident Management

Incident Management

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titleConcepts

Audit Flow

Audit Log

Auto Complete Assistance

Customer Satisfaction Survey (CSAT)

First Call Resolution (FCR)

Incident Vs. Problem

Incident Status

Major Incidents

Monitoring SLA

Parent and Child Incidents

Parent and Child Relationship

Remote Desktop

Response Time Vs. Resolution Time

SLA, OLA, and UC

Templates and Rules

Work Orders

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titleEnd Users

End Users

End User Dashboard

Logging Incidents

Viewing My Incidents List

Viewing/Updating My Incidents

Chatting with Analysts

Survey

Logging Incident for an Asset

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titleAnalysts

Analyst Dashboard

Logging Incidents for Users

Viewing and Updating My Workgroup Incidents

Viewing and Updating Incident Details

Sending E-mails

Remote Desktop Sharing

Feedback Moderation

Managing My Incidents

Work Orders

Creating Work Orders

Viewing and Updating Work Orders

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titleAdministrators

Administrators

Configuring Incident Management Module

Configuring Custom Fields for Incident Management

Configuring Category Incident Management

Configuring Closure Codes

Configuring Classification

Configuring Priority

Configuring Impact

Configuring Urgency

Configuring SLA Matrix

Configuring SLA Matrix By CI

Configuring Resolution Codes

Configuring ETR E-mail Notifications

Configuring Incident E-mail Notifications

Configuring Auto Work Orders

Configuring SLA Service Windows

Configuring Workgroup SLA Window

Configuring Pending Reasons

Configuring Priority Matrix

Configuring User Types

Configuring Checklist

Configuring Major Incidents

Configuring Cost

Configuring Rules

Configuring Information Ticker

Configuring SMS Notification

Configuring Voice Call Notifications

Configuring Log Incident Page

Mapping Standard Operational Procedures

Configuring Feedback

Configuring End User Incident Details Page

Configuring Incident Evaluator

TFS-SUMMIT Integration

Configuring TFS Project

Configuring Work Item Fields

Mapping Field Values

Configuring Mapping Profile

Configuring TFS Profile Mapping

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titleReports

Viewing Reports

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

List of Incident Management Reports

To view Reports:

  • Select Reports. The following page is displayed.

 REPORT page

  Figure: REPORT page

       2. Select the module for which you want to view the reports from the list.

 REPORT page - Module list

  Figure: REPORT page - Module list

        3. Based on the module selected, the relevant reports are listed in the REPORTS section of the page. Click  and  
            to scroll through the list of reports. 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.

 REPORT page - REPORTS section

  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 SLA by Customer report is displayed.

 SLA by Customer Report - Resolution tab

  Figure: SLA by Customer Report - Resolution tab

 SLA by Customer Report - Response tab

  Figure: SLA by Customer Report - Response tab

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.

PUSH REPORT

Using the Push Report icon on the Report pages, you can configure the reports to be sent to the configured users at set intervals. The users do not need to log into the application and can still receive reports of their interest through e-mails on a regular basis. This helps the management team or users keep track of the IT Support desk activities on timely basis and monitor the current happenings in the team. For example, the management team can receive the data related to the total number of Service Requests (SRs) logged per month or per week, which Service or unit serviced the most SRs, the number of SLA violations, individual executive performance, monthly dash board data, and so on.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the report to Microsoft excel sheet.

Note
titleNote:

You can create Reports, Instant reports, and New Dashboards by clicking,and , respectively. For more information, see SummitAI Platform Online Help (see: Creating New Reports_Gen and Creating New Dashboards).

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