HELP FILE

Access and Run Shared Reports

When technicians select "Share Report" when saving a custom report, the report becomes available to other technicians on the service under "Shared Reports" on each dashboard page. Others can add them to their own dashboard queues as well.

Topics in this article:

Access and run a shared report

Add a shared report to your dashboard queue

Access and run a shared report

1. To view reports available to the entire account, select Global View from the Service drop-down menu.

2. Go to [Incident, Problem, Change, Release or Knowledge] > Reports & Queues.

3. All shared reports are listed under "Reports Shared by others." The following options are available:

  • Open report – Click the report to open it and view all options
  • Email schedule – Click to create an email schedule using the shared report
  • Action schedule – Click to create an action schedule using the shared report
  • Dashboard queues – Click to add the report to your dashboard queues

Add a shared report to your dashboard queue

You can also add shared reports to your dashboard queue.

1. Go to [Incident, Problem, Change, Release, or Knowledge] > Reports & Queues.

2. Under "Reports Shared by Others," click add next to the desired reports (in the "Dashboard Queues" column). Click and drag the Move icons in the "Dashboard Queues" section to rearrange the order in which the reports appear in the dashboard.

Related

About Reports and Queues

Create, Save, and Share Custom Reports

Run Standard Service Reports

Export and Email Reports

Perform Mass Actions on Multiple Records

Schedule and Queue Reports