Dashboard By Customer AM

 Administrators

Administrators

Configuring Asset Management Module

Configuring Asset Category Using Form Builder

Configuring My Asset List Page

Custom Scheduler Jobs

Asset Masters

Configuring Location And Store

Configuring Asset Purpose

Configuring Action Attribute

Configuring Fault Type

Configuring Solution Type

Configuring Notifications and Templates

Configuring Allocation Form Template

Configuring Key Field Mapping

Configuring Data Templates

Configuring Field Display Order on Fixed Asset List Page

Software

Software Request Mapping Form

Adding/ Updating Software

License Mapping

Blacklisting Software

Configuring Software Baseline Profiles

Software Baseline Profile Mapping

Configuring Software License

License Key Mapping

Depreciation

Configuring Depreciation Formula

Configuring GAAP Depreciation

Configuring Depreciation Field Mapping

Configuring Custom Depreciation Formula

Mapping

Discovery Mapping

Configuring CMDB Mapping

Procurement Mapping

Account Mapping

Configuring Custom Hardware Variance

Mapping ServiceNow Category

Application Control

Creating and Updating Profile

Mapping Profiles

Configuring Application Control Messages

Configure Software and Executable Execution Type

Viewing Software Process List

Endpoint Compliance

Endpoint Dashboard

Viewing Endpoint Profile List

Configuring Endpoint Profile

Viewing Dynamic Endpoint

Configuring Dynamic Endpoint

Mapping Endpoint Profile

Endpoint Automation

Endpoint Automation Scripts

Endpoint Automation Scheduler

Endpoint Automation Profile Mapping

Patch Management

Viewing Patch List

Creating Asset Groups

Configuring Patches

Others

Configuring Asset Application Settings

Configuring Asset Movement

Configuring Asset Alerts

Configuring Store Threshold

Configuring Asset Scan Domain List

Configuring Local Password Management

Configuring E-mail Notifications

Configuring Asset Integration Details

Configuring Additional Discovery

Scheduling Asset Physical Verification

Configuring Product Price

Adding Software Deployment Profile

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Mapping Approver

Deactivation Approval Matrix

Configuring Deactivation Approval Matrix

Configuring Approver

Configuring Location-Wise Approvers

SUMMIT Software Center


The Dashboard By Customer report provides the Asset Summary details grouped by the Business Units or Customers. For information about reports, see Viewing Reports.

DASHBOARD BY CUSTOMER page - BU WISE SUMMARY report
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 report
Figure: DASHBOARD BY CUSTOMER page - CUSTOMER WISE SUMMARY report

Note:

The  icon enables you to print the record displayed on the page. The  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 page
Figure: FILTERS pop-up page