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title<< Service Management Help
urlhttp://summitconfluence.symphonysummit.com:8090/display/PD/Service+Management

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titleService Request Management

Service Request Management


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titleConcepts

Service Request Status

Response Time Vs. Resolution Time

Service Entitlement

SLA, OLA, and UC

Work Orders


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titleEnd Users

End Users

End User Dashboard

Viewing My Service Requests (SRs) List

My Entitlements

Logging Service Requests

Viewing/Updating My Service Requests (SRs)

Approving Service Requests

Viewing and Updating My Cart Items

CSAT Survey

Logging Service Requests without Catalog


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titleAnalysts

Analysts

Logging Service Requests for Users

Viewing Updating My Workgroup Service Requests

Viewing/Updating Service Request Details

Viewing Service Request History

Managing My Service Requests (SRs)

Creating/Updating Views

Feedback Moderation


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titleAdministrators

Configuring Service Request Management Module

Configuring Custom Fields _SRM

Configuring Classification

Configuring Closure Codes

Configuring Checklist

Configuring Resolution Codes

Configuring Pending Reasons

Configuring Work Order- Catalog Mapping

Configuring Impact

Configuring Priority

Configuring Priority Matrix

Configuring Workgroup SLA Window

Configuring SLA Service Windows

Configuring SLA Matrix

Configuring Urgency

Configuring User Types

Copying Data from Incident Management

Configuring Information Ticker

Configuring Approver Reminder

Configuring End User SR Details Page

Configuring Feedback

Configuring Catalog Approvers

Configuring SR E-mail Notifications

Configuring SR SMS Notifications

Recertifications

Configuring Application

Mapping Application to User

Configuring Recertification Period

Recertification Review

Configuring Feedback Questions

Configuring Feedback Questions in Different Languages


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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 Service Request Management Reports

To view Reports:

  • Select Reports. The following page is displayed.


    Figure: REPORT page
  • Select the module for which you want to view the reports from the list.


    Figure: REPORT page - Module list
  • 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.


    Figure: REPORT page - REPORTS section
  • 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.


    Figure: SLA by Customer Report - Resolution 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, Creating Instant Reports, and Creating New Dashboards).


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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents