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ca Intellicenter 
CA Cloud Service Management: 
Advanced Reporting 
Kevin Stewart 
CA Technologies 
Senior Instructor 
MCX...
CA Communities 
2 © 2014 CA. ALL RIGHTS RESERVED.
Technical Publications 
3 © 2014 CA. ALL RIGHTS RESERVED.
Perform advanced reporting, and create 
dashboards.
Scenario—Overview 
Report on trends within the organization, and make 
data available to analysts and managers through the...
Session Objectives 
After this session, you will be able to: 
 Describe how to use the advanced 
reporting feature. 
 De...
Advanced Reporting 
Components 
The advanced reporting feature of CA Cloud Service Management enables 
you to quickly prov...
Advanced Reporting 
Access to Components 
Access to the advanced reporting feature is provided to non-self-service users, ...
Best Practices 
Before you create a report, consider the following factors: 
 You cannot add more fields to a report than...
Ad Hoc Views 
You use ad hoc views to display data in table, chart or crosstab 
formats. 
10 © 2014 CA. ALL RIGHTS RESERVE...
Data Chooser 
The Data Chooser window 
enables you to select fields, 
define filters, modify field 
displays, and save you...
Filters 
The Pre-filters page enables you to limit the 
data available in the editor. 
12 © 2014 CA. ALL RIGHTS RESERVED. ...
Ad Hoc Editor 
Interface 
New Ad Hoc View panel includes 
a toolbar, the Columns and 
Grouping fields and an area to 
add ...
Ad Hoc Editor 
Groups 
Ad hoc views can be grouped by any field or measure, such as ticket type. 
To edit a group, right-c...
Charts 
Table-to-Chart Conversion 
A table can be 
converted to a chart or 
crosstab with a few 
simple modifications. 
15...
Charts 
Data Levels 
The way data is displayed can be modified by changing the data levels. 
By changing the levels of 
da...
Charts 
Types and Formats 
Other chart types and format can be selected. 
17 © 2014 CA. ALL RIGHTS RESERVED.
Basic Column Formatting 
Basic formatting is applied on a column-by-column basis. 
In the Apply to list, you select the pa...
Conditional Column Formatting 
Like basic formatting, conditional formatting is applied column by column. 
The following e...
Scheduling 
The Parameters tab enables you to 
change the input for the predefined 
filter. 
The Output Options tab enable...
Dashboards 
Available Content 
The Jaspersoft: Dashboard Designer window 
enables you to select reports from a variety of ...
Moving, Resizing and Configuring Other Settings 
To delete a report and configure its sizing, scroll bar and auto-refresh ...
Input Controls 
Report and dashboard input controls can be added to the dashboard. 
23 © 2014 CA. ALL RIGHTS RESERVED. 
Th...
Session Summary 
You should now be able to do the following: 
 Describe how to use the advanced 
reporting feature. 
 De...
For More Information 
Insert appropriate screenshot and text overlay 
from following “More Info Graphics” slide here; 
Man...
For Informational Purposes Only 
Terms of this Presentation 
© 2014 CA. All rights reserved. All trademarks referenced her...
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CA Cloud Service Management: Advanced Reporting

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Learn how to report on trends within the organization and make data available to analysts and managers through the use of reports.

For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz

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CA Cloud Service Management: Advanced Reporting

  1. 1. ca Intellicenter CA Cloud Service Management: Advanced Reporting Kevin Stewart CA Technologies Senior Instructor MCX05 #CAWorld
  2. 2. CA Communities 2 © 2014 CA. ALL RIGHTS RESERVED.
  3. 3. Technical Publications 3 © 2014 CA. ALL RIGHTS RESERVED.
  4. 4. Perform advanced reporting, and create dashboards.
  5. 5. 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. 5 © 2014 CA. ALL RIGHTS RESERVED.
  6. 6. Session Objectives After this session, you will be able to:  Describe how to use the advanced reporting feature.  Describe the process of creating dashboards. 6 © 2014 CA. ALL RIGHTS RESERVED.
  7. 7. Advanced Reporting Components 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. 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. 7 © 2014 CA. ALL RIGHTS RESERVED.
  8. 8. 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. 8 © 2014 CA. ALL RIGHTS RESERVED.
  9. 9. 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. 9 © 2014 CA. ALL RIGHTS RESERVED.
  10. 10. Ad Hoc Views You use ad hoc views to display data in table, chart or crosstab formats. 10 © 2014 CA. ALL RIGHTS RESERVED.
  11. 11. 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. 11 © 2014 CA. ALL RIGHTS RESERVED.
  12. 12. Filters The Pre-filters page enables you to limit the data available in the editor. 12 © 2014 CA. ALL RIGHTS RESERVED. Depending on the field you select as the filter, different options will appear in this list. By selecting the Locked check box, a user cannot edit the filter.
  13. 13. 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. 13 © 2014 CA. ALL RIGHTS RESERVED. The Filters panel contains the Filters and Custom Filter Expression panes.
  14. 14. 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. 14 © 2014 CA. ALL RIGHTS RESERVED.
  15. 15. Charts Table-to-Chart Conversion A table can be converted to a chart or crosstab with a few simple modifications. 15 © 2014 CA. ALL RIGHTS RESERVED.
  16. 16. 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. 16 © 2014 CA. ALL RIGHTS RESERVED. By changing the levels of data, the display of the chart changes.
  17. 17. Charts Types and Formats Other chart types and format can be selected. 17 © 2014 CA. ALL RIGHTS RESERVED.
  18. 18. 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. 18 © 2014 CA. ALL RIGHTS RESERVED.
  19. 19. Conditional Column Formatting Like basic formatting, conditional formatting is applied column by column. The following example shows conditional formatting applied to priority values. 19 © 2014 CA. ALL RIGHTS RESERVED.
  20. 20. Scheduling The Parameters tab enables you to change the input for the predefined filter. The Output Options tab enables you to set the file options and destination. The Notifications tab enables you to set the email delivery information and job status notifications. 20 © 2014 CA. ALL RIGHTS RESERVED.
  21. 21. 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. 21 © 2014 CA. ALL RIGHTS RESERVED.
  22. 22. 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. You can change the default manual refresh rate to auto-refresh to between one and 30 minutes. 22 © 2014 CA. ALL RIGHTS RESERVED. 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.
  23. 23. Input Controls Report and dashboard input controls can be added to the dashboard. 23 © 2014 CA. ALL RIGHTS RESERVED. This input control is specifically related to the Open Tickets report.
  24. 24. 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. 24 © 2014 CA. ALL RIGHTS RESERVED.
  25. 25. For More Information Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here; Management Cloud ensure it links to correct page To learn more about Management Cloud, please visit: http://bit.ly/1wEnPhz 25 © 2014 CA. ALL RIGHTS RESERVED.
  26. 26. For Informational Purposes Only Terms of this Presentation © 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. 26 © 2014 CA. ALL RIGHTS RESERVED.

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