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BMC Helix ITSM - Smart Reporting 20.x: Fundamentals Administering

BMC Remedy Smart Reporting is an easy-to-use report writer for non-technical users, delivering drag-and-drop simplicity for formatting and data selection. It is designed to reuse components, such as Source Connections and Views. Advanced features like Automated Insights can be used to gain more proficiency for report creation. This two-day course provides students with the information and hands-on lab exercises for administering BMC Remedy Smart Reporting.

This course is applicable primarily to the Administrators who are responsible for onboarding, offboarding and configuring BMC Remedy Smart Reporting. The learners will be guided on how to manage content, work with views, optimize product performance, troubleshoot, and perform other administering tasks.

Note: It is suggested that learners have a basic understanding of their: » Data sources(typically the application that you work with) and its corresponding structure » Reporting needs and ability to translate that into relevant input to create reports

IMPORTANT: The BMC Certified Associate: Helix ITSM - Smart Reporting 20.x for Administrators Online Exam is included in this course. Taking the exam and pursuing certification is optional. You will have one attempt to pass the exam. Retakes according to the BMC Certification Policy are available for an additional fee. Those who pass will receive the title of BMC Certified Associate: Helix ITSM Smart Reporting 20.x Administrator.

Major release:

BMC Helix ITSM 20.x

Good for:


Course Delivery:

Instructor-Led Training (ILT) | 16 hours

Course Modules

  • Defining and Modifying Views
    • Define views and its components
    • Various field types
    • Steps involved in view design methodology
    • Advanced Analytics: Automated Insights
    • Steps to create and edit a view
    • Steps to create a view for an archive form
    • Configure Reference Codes
    • Geo Packs overview
  • Creating Content
    • Steps to create a custom report
    • Design Charts
    • Steps to create a dashboard tab
    • Analytic Setup for Dashboard reports
  • Additional Administrative Tasks
    • Configuration of BMC Remedy Smart Reporting log settings
    • Updating the Data Source connection password
    • Changing the frequency of the user sync job
    • Changing the BMC Remedy Smart Reporting Super Admin password
    • Setting up Audit Reports
    • Optimizing BMC Remedy Smart Reporting performance
    • Troubleshooting steps for most commonly observed Smart Reporting issues