ca cloud service management: advanced reporting

ca Intellicenter

CA Cloud Service Management: Advanced Reporting

Kevin Stewart

MCX05 #CAWorld

CA Technologies Senior Instructor

2 © 2014 CA. ALL RIGHTS RESERVED.

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Technical Publications

Perform advanced reporting, and create dashboards.


Scenario—Overview

Report on trends within the organization, and make data available to analysts and managers through the use of reports.

Ad hoc views will be created using a variety of relevant incident ticket fields.

A dashboard will be created from ad hoc views to monitor the service desk and make this information available to managers.


Session Objectives

After this session, you will be able to:

Describe how to use the advanced reporting feature.

Describe the process of creating dashboards.

Report on trends within the organization, and make data available to analysts and managers through the use of reports.

– Ad hoc views will be created using a variety of relevant incident ticket fields.

– A dashboard will be created from ad hoc views to monitor the service desk and make this information available to managers.


The advanced reporting feature of CA Cloud Service Management enables you to quickly provide users with a rich set of data through state-of-the-art

ad hoc views, reports and dashboards.

Advanced Reporting Components

The advanced reporting feature enables you to:

Create ad hoc views in table, chart and crosstab formats.

Create reports from ad hoc views.

Schedule reports to be delivered to recipients.

Create dashboards from one or more reports.


Advanced Reporting Access to Components

Access to the advanced reporting feature is provided to non-self-service users, such as

administrators and analysts.

The advanced reporting roles―shown in the following screenshot―determine the level of access

to design ad hoc views, reports, domain and dashboards.


Best Practices

Before you create a report, consider the following factors:

You cannot add more fields to a report than already exist in the underlying

ad hoc view.

Reports must be created from one ad hoc view.

If you change an ad hoc view, the modifications can affect the reports that

are based on it.


Ad Hoc Views

You use ad hoc views to display data in table, chart or crosstab formats.


Data Chooser

The Data Chooser window enables you to select fields, define filters, modify field displays, and save your view as a topic.

The Select Fields page enables you to select asset, CI, ticket and other fields.

When you finish the design of your view, you can display the data in table, chart or crosstab formats.

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Filters The Pre-filters page enables you to limit the

data available in the editor.

By selecting the Locked check box, a user cannot edit the filter.

Depending on the field you select as the filter, different options will appear in this list.



Ad Hoc Editor Interface

New Ad Hoc View panel includes a toolbar, the Columns and Grouping fields and an area to add fields and measures.

The Domain: Custom Cloud SM panel contains the Fields and Measures panes.

The Filters panel contains the Filters and Custom Filter Expression panes.


Ad Hoc Editor Groups

Ad hoc views can be grouped by any field or measure, such as ticket type.

To edit a group, right-click its field and click an option.


Charts Table-to-Chart Conversion

A table can be converted to a chart or crosstab with a few simple modifications.


Charts Data Levels

The way data is displayed can be modified by changing the data levels.

By changing the levels of data, you can display more or less information.

By changing the levels of data, the display of the chart changes.


Charts Types and Formats

Other chart types and format can be selected.


Basic Column Formatting

Basic formatting is applied on a column-by-column basis.

In the Apply to list, you select the parts of each column you want to apply the formatting.


Conditional Column Formatting Like basic formatting, conditional formatting is applied column by column.

The following example shows conditional formatting applied to priority values.


Scheduling

The Parameters tab enables you to change the input for the predefined filter.

The Notifications tab enables you to set the email delivery information and job status notifications.

The Output Options tab enables you to set the file options and destination.


Dashboards Available Content

The Jaspersoft: Dashboard Designer window enables you to select reports from a variety of sources, including special content, the Cloud SM and Shared domains and public sources.


Moving, Resizing and Configuring Other Settings To delete a report and configure its sizing, scroll bar and auto-refresh

settings, right-click a report and select the option from the menu.

To manually size the report, point to the bottom-right corner so that the mouse changes to a double-sided arrow. Then, drag the corner inward or outward.

You can change the default manual refresh rate to auto-refresh to between one and 30 minutes.


Input Controls

Report and dashboard input controls can be added to the dashboard.

This input control is specifically related to the Open Tickets report.


Session Summary

You should now be able to do the following:

Describe how to use the advanced reporting feature.

Describe the process of creating dashboards.


For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

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ensure it links to correct page Management Cloud






For Informational Purposes Only

© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary.

Terms of this Presentation

ca cloud service management: advanced reporting

Technology

advanced reporting access

advanced reporting components

data available

use of reports

schedule reports

fields page

data chooser window

service desk