Reporting

A Report is an aggregation of CSM data that meets defined criteria presented in an exportable, paginated format.

While other CSM tools, such as Dashboards and Widgets, display real-time data convenient for immediate use, Reports are used to format and export large amounts of data in the system at a particular point in time. Some of the criteria used to select data can be entered each time a Report is run. This allows a Report to be reused to generate data for different time intervals. Reports can also be scheduled to automatically run at specific times.