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The Dashboard By Customer report provides the Asset Summary details grouped by the Business Units or by the Customers. For . 

Expand
titleAdditional Information

This report becomes extremely helpful if a Tenant or Department has multiple business units and customers configured for a specific location. With this report, Admin/Analyst can get a comprehensive view of the asset deployment based on customer or business unit for a selected location. 

Analyst gets a quick picture about the status of assets for a specific unit or customer and can act accordingly.

Admin or Analyst can access the report based on access privileges assigned through roles.

For information about reports, see Viewing Reports.

Steps to access Dashboard By Customer Report:

  1. Navigate to Reports
.
DASHBOARD BY CUSTOMER page - BU WISE SUMMARY reportImage Removed
Figure: DASHBOARD BY CUSTOMER page - BU WISE SUMMARY report

To view the Customer-wise summary report, select Customer from the drop-down list. The CUSTOMER WISE SUMMARY report is displayed.

DASHBOARD BY CUSTOMER page - CUSTOMER WISE SUMMARY reportImage Removed
Figure: DASHBOARD BY CUSTOMER page - CUSTOMER WISE SUMMARY report

Note
titleNote:

The Image Removed icon enables you to print the record displayed on the page. The Image Removed icon enables you to export the record displayed on the page to a Microsoft Excel sheet.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the DASHBOARD BY CUSTOMER page.

Filters
Click Filters to specify the Tenant and Location to display records in the Dashboard By Customer report.
FILTERS pop-up pageImage Removed
Figure: FILTERS pop-up page
  1.  > Asset Management > Dashboard by Customer Report.

  2. Click Filters on the Action panel to specify the filter criteria for generating the report. The FILTERS pop-up appears.
    Image Added
    Figure: FILTERS pop-up

  3. Enter or select the values for Filter fields as described in the following table. 

    FieldDescription
    TenantSelect the Tenant from the list available. This is a mandatory field. For more details, view Tenant.
    Location

    Select the Location. Click Image Addedto search for a specific location. For more details, view Location.

  4. Click SUBMIT.

    The Dashboard by Customer report is displayed. You get a tabular view of the report. 
    Image Added

    Figure: Dashboard by Customer Report

Ui tabs
Ui tab
titleDashboard by Customer Report: Business Unit Summary

Dashboard by Customer report by default gives the summary of asset deployment as per the configured business units of a selected tenant. 

Figure: Dashboard by Customer: BU-Wise Summary

Click any count hyperlink to view the list of assets with respect to the selected Business Unit.

Figure: List of Assets as per the Business Unit

Click any Asset ID hyperlink to view the details of the selected asset.

Figure: ASSET DETAILS

Ui tab
titleDashboard by customer: Customer Summary

Dashboard by Customer report gives the summary of asset deployment as per the configured Customer of a selected tenant. Select Customer from the drop-down at the top-tight corner of the page as displayed in the following figure.

Figure: Customer Selection

The Customer-wise summary report is displayed. 

Figure: Dashboard by Customer: Customer-wise Summary

Click any count hyperlink to view the asset list with respect to the selected customer. 

Figure: List of Assets as per the Customer

Click any Asset ID to view the details of the selected asset.

Figure: ASSET DETAILS

Click the Refresh Report Image Addedto fetch latest details for the report. Any changes performed after the Reports page was loaded, will reflect if you click on Refresh Report Image Added.

ACTIONS

You can perform following actions from the ACTIONS panel of the WHITELIST/BLACKLIST SOFTWARE REPORT page.

IconAction

Image Added

Prints the records displayed on the corresponding Table.

Image Added

Exports the displayed records on the page to a Microsoft Excel sheet.


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