Find Enterprise Service Management Reports

Overview

The University of Alaska (UA) Enterprise Service Management (ESM) system allows for creation of reports in various different applications (e.g. Ticketing, Project, Assets, etc.). The TDWorkManagement interface is the most common place for viewing/using reports for people with access to the system. Additionally, reports may be visible through the Service/Client Portal for authorized people. This article explains how to search for reports they have permissions to access within the ESM system.

In this article:

• Find Reports in Work Management
• Find Reports in Service/Client Portal
• Find Reports in TDAdmin

What materials do I need?

• Internet access
• Web Browser
• TDWorkManagement access
• Access to desired application(s) containing the report(s)

How do I use this technology?

Find Reports in Work Management

Navigator (left navigation menu)

When a ESM report is created, the report's creator has the ability to define which individual(s) or group(s) have access to the report, as well as choosing if the report should be displayed in the Navigator menu on the left navigation menu displayed in ESM ticketing, asset, project and analysis applications. Reports will only be displayed in the Navigator menu for a person if both of the following conditions are true:

• The person is either the report owner or has been granted visibility directly or as a member of an authorized group(s).
• The Do not show this report in the navigator (dashboard module only) is not selected.

1. Login to ESM TDWorkManagement.
2. Click View Applications button.
   
3. Click the desired application (i.e. UA, UAA, UA OIT, UAA IT, IT Projects, Analysis, etc.)
   
4. In the Navigator menu enter a desired search term in the Filter menu... field.
   
5. Review the filtered list, and if the desired report is present, click the Report Name.
   

The report will automatically run and display results when possible. Note that some reports may offer the ability to, or require, the person to enter search/filter parameters. If so these fields will be displayed at the top of the report.

View Reports

Individuals with access to one, or more, ESM Work Management application will have access to view and run reports that meet the criteria below.

• Reports owned by the person, or a group that the person is a member of
• Reports shared with the specific person, or a group that the person is a member of, or Everyone with this application

1. Login to ESM TDWorkManagement.
2. Click View Applications button.
   
3. Click the desired application (i.e. UA, UAA, UA OIT, UAA IT, IT Projects, Analysis, etc.)
   
4. Click the Reports drop-down button.
   
5. Click View Reports.
   
6. In the Search field enter a desired search term (e.g. scheduled work).
   
7. Click the Search button.
8. Review the search result list, and if the desired report is present, click the Report Name.

The report will automatically run and display results when possible. Note that some reports may offer the ability to, or require, the person to enter search/filter parameters. If so these fields will be displayed at the top of the report.

Find Reports in Service/Client Portal

Individuals with access to one, or more, ESM Work Management applications will have the Reports link the in the Service Portal menu bar. People with this permission will have access to run and view reports that meet the criteria below.

Reports created in Analysis

• If person does not have access to the application
  • Reports owned by the person, or a group that the person is a member of
  • Reports shared with the specific person, or a group that the person is a member of
• If the person has access to the application
  • Reports noted above plust report shared with Everyone with this application

Reports created in Ticketing / Assets / Project / Portfolio Planning applications

• If person does not have access to application
  • No reports will be visible
• If the person has access to the application
  • Reports owned by the person, or a group that the person is a member of
  • Reports shared with the person, or groups the person is a member of, or Everyone with this application

1. Login to ESM Service Portal.
2. On the top navigation bar, click Reports.
   
3. Scroll through the list of visible reports, or use your browser's find feature locate the desired report.
   

Find Reports in TDAdmin

1. Login to ESM TDWorkManagement.
2. Click View Applications button.
3. Click the desired application (i.e. UA, UAA, UA OIT, UAA IT, IT Projects, Analysis, etc.)
4. Click the gear (settings) button.
5. Click Admin button to open the application's TDAdmin screen.
6. In the left navigation side bar click Saved Reports.
7. In the Saved Reports screen next to Visibility click Both.
8. In the Search field enter a desired search term (e.g. scheduled work).
9. Click Search.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.