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.

EXPORT TO EXCEL

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

Note:

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