Viewing Reports_KM

Owned by Enterprise IT
Apr 23, 2024

SummitAI Service Management Help

Knowledge Management

 

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

To view Reports:

  1. 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 selected module, the relevant reports are listed in the REPORTS section of the page. 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, the KB ATTACHMENT DOWNLOADS REPORT is displayed.

KB ATTACHMENT DOWNLOADS REPORT
Figure: KB ATTACHMENT DOWNLOADS REPORT

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 New Reports, and New Dashboards (BI reports) by clicking , and  respectively.  For more information, see Creating New Reports and Creating New Dashboards of SummitAI Platform.