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titleGeneral

About SummitAI IT Management Suite

Signing In

Describing the User Interface

Alerts and Approvals

Viewing and Updating Your Profile Details

Global Search

Personalizing Pages

Forgot Password

Logging Out

Delegating Role

Signing In As Another User

Switching Tenant

Searching Users

Help File Conventions

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titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

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titleAdministrators
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titleBasic
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titleUsers

Adding Users

Viewing User List

Configuring Role Templates

Role Template Menu Configuration_GM

Role Template Other Configuration

Configuring Custom Tabs

Resigned Approver List

Viewing Switch User List

Configuring Switch User

Importing User Details Using Excel

Importing User Details from DB

Importing Active Directory User Details

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titleInfrastructure
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titleTheme Configuration

Configuring Themes

Previewing and Editing Themes

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titleSSO Configuration

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

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titleForm Builder

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

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titleCommon Masters

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

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titleWidgets

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

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titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant

Configuring Dashboards

Configuring Domain

Configuring Application Settings

Importing Master Template

Configuring Analysts

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler

Archiving Data

Configuring Periodic Survey

Configuring Simple Mail Transfer Protocol

Configuring Web Services

External Web Service Mapping

Proxy View Admin

Viewing Proxy Server Details

Configuring VLAN

Mapping VLAN to Proxy

Configuring Digital Signature

Configuring ServiceNow

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titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow

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titleCustomers

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

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titleVendors

Adding Vendors

Viewing Vendor List

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titleAdvanced
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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

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titleDocuments

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents

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titleNotifications

E-mail Parsing

Configuring Mailbox

Configuring Templates for Free-Form E-Mail Type

Configuring Templates for Line E-mail Type

Configuring Notification Parser

Configuring Notification Templates

Configuring SMS Gateway

Configuring Voice Call Gateway

Configuring Bulletins

Configuring Alerts

Adding Master Configuration

Configuring Conference Call

Configuring Push Notifications

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titleCompliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

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titleProductivity

Configuring Skills

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

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titleEscalations

Configuring Auto Escalations

Configuring Manual Escalations

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titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License

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titleGDPR

GDPR

Configuring GDPR

Guide Me

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titlePassword Management

Password Management

Configuring Administrator

Configuring Security Questions

Mapping Security Questions

Configuring Keyword Message

Managing User Account

Configuring Password Expiry

Password E-mail Audit Log

Creating AD Property

User Registration Details Report

Status Details Report

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titleReports and Dashboards

Viewing Reports

Creating Instant ReportsCreating New Reports_Gen

Creating New Dashboards

Creating New Advanced Reports

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report

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titleOthers

Tenant Department Customer

Configuring Auto Escalation for Incident By SLA

Configuring Auto Escalation for Incident By Time

Configuring Auto Escalation for SR by Time

Configuring Auto Escalation for SR by SLA

Configuring Mailbox

Proxy View

Configuring Vendor MIBs

Summit Audit Log for Login Accounts

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You can configure the reports for the selected Widget Name and Tab Name. You can also customize the reports using the filter criteria, such as Monthly, Weekly, Yearly, Daily, and All.

To configure Widget Report:

  1. Select Admin > Basic > Infrastructure > Widgets > New Widget Reports.
  2. On the NEW WIDGET REPORT page, click ADD NEW on the ACTIONS panel.
  3. Fill in the required details. For more information about fields and icons on the NEW WIDGET REPORT page, see Field Description.
  4. Click SUBMIT. A new Widget Report is configured.

    NEW WIDGET REPORT page
    Figure:  NEW WIDGET REPORT page

Field Description

The following table describes the fields on the NEW WIDGET REPORT page:

Field

Description

DETAILS

Widget Name

Select the Widget from the list.

Tab Name

Select the tab from the list.

Report Name

Type in a name for the report.

Graphical

Select this option to view a graphical report.

Marquee

Select this option to display the consolidated report as an Information Ticker on the selected Tab.

Report Image

Click Upload icon to choose an image.

Image

Displays the uploaded image.

Active

Indicates the status of the report.

  • If selected, the report is active.
  • If not selected, the report is inactive.

Filter By

Lists the filter categories for the customized report:

  • All: Select this option to view all reports.
  • Daily: Select this option to view daily report.
  • Weekly: Select this option to view weekly report.
  • Monthly: Select this option to view monthly report.
  • Yearly: Select this option to view yearly report.

Query Text

Type in the query text for the selected Filter By option to view the report.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the NEW WIDGET REPORT page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Custom Widget Reports.


Figure:  NEW WIDGET REPORT page: List of widget reports

  • To edit a Custom Widget Report, click the configured Report Name. Make appropriate changes and click SUBMIT.
  • To display the inactive Reports, click the Include Inactive check box.

Note
titleNote:

When the configured custom Widget Reports are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Custom Widget Report.

References

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