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

1. ca Intellicenter
CA Cloud Service Management:
Advanced Reporting
Kevin Stewart
CA Technologies
Senior Instructor
MCX05 #CAWorld

2. CA Communities
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3. Technical Publications
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4. Perform advanced reporting, and create
dashboards.

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.
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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.
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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.
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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.
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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.
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10. Ad Hoc Views
You use ad hoc views to display data in table, chart or crosstab
formats.
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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.
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12. Filters
The Pre-filters page enables you to limit the
data available in the editor.
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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. 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.
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The Filters panel contains
the Filters and Custom
Filter Expression panes.

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.
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15. Charts
Table-to-Chart Conversion
A table can be
converted to a chart or
crosstab with a few
simple modifications.
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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.
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By changing the levels of
data, the display of the
chart changes.

17. Charts
Types and Formats
Other chart types and format can be selected.
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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.
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19. Conditional Column Formatting
Like basic formatting, conditional formatting is applied column by column.
The following example shows conditional formatting applied to priority values.
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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.
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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.
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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.
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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. Input Controls
Report and dashboard input controls can be added to the dashboard.
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This input control is specifically
related to the Open Tickets report.

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.
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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
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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.
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