Run a Report from a One-Step

You can create a One-Step Action using the Run a Report Action to run a CSM Report. For example, this One-Step Action could then be added to an Automation Process to periodically run a Report of all open Incidents assigned to a specific User.

To define a Run a Report Action for a One-Step Action:

1. Open the One-Step Editor.
2. Add a Run a Report Action to the Designer Board.

   

3. Define properties for the Run a Report Action as follows:
   1. Name: Provide a display name for the Action. This is how the Action will be identified within CSM.
   2. Report: Click the Ellipses button to open the Report Manager, and then select a Report to run.
   3. Data: In the drop-down, select the data to use for the Report:

      Data Source	Action
      Use Report Criteria	Run the Report exactly as designed (example: against a particular Search Group).
      Current Record	Run the Report against the active record (the single record selected in CSM before running the One-Step Action).
      Current Group	Run the Report against the current group of records. For example, run a Quick Search for all Incidents containing the word "print," and then execute the One-Step Action. The search results become the data for the Report.

4. Select an output option:

   Output	Output Specific Options
   Print
   	Choose a connected printer from the drop-down.
   	Click Settings to open Print Options and define the number of copies to print and whether or not to collate them.
   Write to File
   	Enter a filename; click the Selector button to insert Tokens (example: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters) directly into the filename. or Click the Browse button to open the Select File window and select an existing file. Note: If an existing filename is entered or selected, running the One-Step will overwrite the existing file. If a new file name is entered, a new file will be created.
   	Select a file format from the Format drop-down. The following formats are supported: Adobe PDF Bitmap CSV EMF Excel HTML JPEG Plain Text PNG Rich Text TIFF

5. Click Save.