• Inok Systems
Display # 
# Title Author Published Date Hits
81 5 Important characteristics of a good helpdesk agent Written by Johnson 27 November 2014 3202
82 Why ITSM Written by Sam 13 November 2014 2599
83 Footprints 12 cool features Written by Darmawan 30 October 2014 3914
84 Simplifying IT for the End Users Written by Mike 16 October 2014 2045
85 ITSM Tool vs Tailored Suits Written by Johnson 02 October 2014 2205
86 RemedyForce Cloud Written by Sam 18 September 2014 2649
87 BMC MyIT to Empower Users Written by Ridhi 04 September 2014 2453
88 Closing the Loop Of Continuous Improvement Plan with FootPrints ServiceCore Survey Written by Mike 21 August 2014 2289
89 Footprints Integration with SCCM Written by Darmawan 07 August 2014 3238
90 CTI, IVR and Footprints – Happily under one roof? Written by Johnson 24 July 2014 2948

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Random Blogpost

In the previous article (Report Data Access based on User Profile in Smart Reporting (Part 1)), we are talking about how to create the source filter. In this article, we will talk about how to apply the source filter to field in the View and create report to use that source filter.

After creating the source filter, you can apply the source filter to specific field in the view. For example, if you want to restrict user to only be able to view list of Service Requests that are requested for their Department, you can do the following:

a.       For the Admin Console of the Smart Reporting, go to “View” section and select “Service Request Management View” and click “Edit”.

b.      Go to the second step from the top of the page.

c.       Select the field from the view that you want to map to the source filter (in this example, double click on “Customer Department”)

d.      Go the “Access” tab of the field option and select the “Department” in the “Access Filter” field and then click “Save”


e.       You can select the filter to apply as default. For example if you select “Department” as default, the report created against this view will always have the “Department” filter selected as default.


Create Report and Apply the Source Filter

After mapping the field to the source filter, you can start to create the report using the “Service Request Management” view updated above. The report result list will be displayed based on the user profile if the Source Filter is selected in the report.


You can apply other filter types as needed by updating the SQL Query and map to the corresponding objects. For example, you can add filter to display incident based on the support group that the user is belong to, you can filter service request based on the site of the user and so on.


Hope this article can be useful for you. Have a nice day! J