Contents
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Welcome to SBM Work Center
Getting Started With SBM Work Center
Useful Terms
Getting Help
Navigating Work Center
Screen Resolution and Sizing
Preparing to Use Work Center
Working With Items
Submitting New Work Items
Searching for Work Items
Search Criteria for Work Items
Regular Expression Operators
Refining Search Results
Acting on Items in Search Results
Using Advanced Search
Searching for Archived Items
Using Work Item Forms
About the User Profile Card
Using Item Actions
Using the Social View
Using Time Capture Options
Using the Rich Text Editor
Working with File and URL Fields
Using Mentions in Work Items
Using the Chat Feature
Managing External Users
Using the Editable Grid
Updating Items with the Editable Grid
Transitioning Items with the Editable Grid
Submitting Items in the Editable Grid
Viewing and Undoing Changes in the Editable Grid
Using the Mass Update Feature
Viewing Notifications
Delegating Work Items to Other Users
Working With Views and Feeds
Using Dashboard Views
Creating Dashboard Views
Working with Dashboard Widgets
Using Activity Views
Creating Activity Views
Creating Work Item Feeds for Activity Views
Using Calendar Views
Creating Calendar Views
Creating Calendar Feeds
Calendar Feeds
Calendar External Data Feeds
Using Backlog Views
Creating Backlog Views
Creating Backlog Feeds
Working with the Backlog List
Working with Progress Reports
Viewing Backlog History
Tips for Working With Backlogs
Using Kanban Boards
Creating Kanban Boards
Creating Kanban Feeds
Work Item Feeds
External Feeds
Using Backlogs with Kanban Boards
Working with Kanban Boards
Sharing Views
Copying and Saving Views
Managing System Views
Working with Folders
About Folders Types
Creating Folders
Managing Links
Personalizing Work Center
Pinning Applications and Application Groups
Customizing Your Menus
Setting User Profile Options
Working with Quick Links
Using the Accessible Interface
Connecting to the Accessible Interface
Reporting
Using Reports
Managing Reports
Searching for Reports
Creating Reports
Scheduling Reports
Using Report Filters
Using SLA Reports in Work Center
Using Custom Reports
Creating and Editing Custom Reports
Choosing a Custom Report Type
Creating Custom Reports
Selecting a Report Item Type
Selecting a Report Project
Selecting Fields to Display as Columns in the Report
Previewing Reports
Saving Reports
The Saved Report Page
Including Data from Related Items
Adding Join Conditions
Using Calculations in Reports
Two-Operand Calculations
Calculations in Listing and Multi-Table Reports
Single-Field Functions
Sending Links to Reports Through E-mail
Getting JSON Output from Reports
Tracking Report Changes and Deletion
Report Reference
List Reports
Custom Listing Reports
Change History Reports
Deleted Items Reports
Multi-Table Reports
Distribution Reports
Custom Distribution Reports
Advanced Distribution Reports
Summary Reports
Duration Reports
Advanced Time in State Reports
Average Time to State Reports
Elapsed Time Reports
Time In State Reports
Trend Reports
Custom Trend Reports
Estimated Backlog Trend Reports
Backlog Trend Reports
Entering a State Trend Reports
Open and Completed Trend Reports
State Activity Reports
Additional Options for Duration and Trend Reports
Dashboard Reports
Calendar Reports
Multi-Calendar Reports
Drill Through Reports
Multi-View Reports
Other Reports
Details Reports
External Reports
State Change Reports
Version Control Actions Reports
Report Search Criteria
Using Basic Conditions in SBM Reports
Creating Search Filters Using Basic Conditions
Advanced Search Filter Options
Modifying Conditions Used in Search Filters
Removing Conditions from Search Filters
Working with Field Search Specifications
Selecting Fields for a Condition
Condition Operators
Selecting Field Values for a Condition
Using Advanced SQL Conditions in SBM Reports
About Pass-Through SQL
Considerations for Using Pass-Through SQL
Examples of SBM Pass-Through SQL
Examples of Using Joins in Pass-Through SQL
About SBM–Processed SQL
Examples of SBM–Processed SQL
Using SBM–Processed SQL for Multi-Selection, Multi-Group, and Multi-User Fields
Examples of Using LIKE and NOT LIKE Operators in SBM–Processed SQL
Common SQL Operators
Exporting SBM Data to Microsoft Excel®
Using the Export to Excel Link
Opening Exported Excel Reports in a Separate Window