SummitAI Service Management Help
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:
- 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 (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.
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:
You can create Reports, Instant reports, and New Dashboards by clicking,
,, and
, respectively. For more information, see SUMMITAI General (see: Creating New Reports_Gen and Creating New Dashboards).