Dashboard By Customer

Owned by Julie Joy (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

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

 Additional 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 > 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.

    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 to 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. 

    Figure: Dashboard by Customer Report