Overview

Get great insights into your service with customized Reports and Dashboards!

Report Designer is a module-level designer that allows the Application Designer to design and customize various reports and dashboards. It enables functionalities such as creating, editing, maintaining, publishing, and deleting reports and dashboards. The reports and dashboards generated by a report designer provide valuable insights and analysis of various aspects of ITSM processes, helping organizations make informed decisions, identify areas for improvement, and monitor performance. 

In Apex the report designer enables the users to create and customize reports and dashboards as per their requirements. The reports and dashboards can be exported to Excel, PDF, and images. It enables the Application Administrator and Application Designer to grant and revoke access to users. 

User Persona: Application Designer

Let's get started on Reports and Dashboards! Following are the configuration steps:

• General - Allows you to specify a unique name for the reports and dashboards. It also allows you to define the purpose, add tags, and schedule reports and dashboards.
  
  
• Design - Allows you to design reports and dashboards. You can design multiple reports and dashboards using multiple controls, views, and menu items.
  
  
• Publish - Allows you to publish reports and dashboards. Once the reports and dashboards are published, they can be accessed by the admins, analysts, and end users.
  
  
• Schedule - Allows you to schedule reports and dashboards for a specific person or a group of people. 

A sample of the Incident Overview Dashboard is displayed below.

Figure: Incident Overview Dashboard

A sample of the Open Incident Aging by Analyst Report is displayed below.

Figure: Open Incident Aging by Analyst

Let's configure Reports and Dashboards!

Dashboard	Reports