Dashboard Report
- Julie Joy
- Mayuresh Balaji Kamble (Unlicensed)
- Shilpa K (Deactivated)
The Dashboard report displays the Asset reports for Fixed Assets, Non Fixed Assets, and Software. You can further drill-down the reports to view details about the specific assets.
Fixed Asset
Under the Fixed Asset tab, you can view the following reports:
Figure: CATEGORY WISE ASSET SUMMARY
The following table describes the fields and icons on the CATEGORY WISE ASSET SUMMARY report:
| Field | Description |
|---|---|
| Click the Print Table icon to print the report. |
| Click the Export to Excel icon to export the data of this report to Microsoft Excel. |
| View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table.
Figure: Category-Wise Asset Summary with Asset Status and Count Click the number hyperlink in any column to view the mapped attributes with the count on the ASSET LIST pop-up page.
Figure: ASSET LIST with mapped attribute Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
Figure: Allocated Asset - Detailed Report |
| Map Fields | Click Map Fields to map attributes to the Categories. On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Select the desired attribute from the corresponding drop-down and click SUBMIT to map an attribute to the Category. The report is displayed as per the mapping done here. |
To view Category-wise Asset details, click the related Category on the graph.
Figure: CATEGORY WISE ASSET SUMMARY
To view the allocated Assets for each customer, click the bar on the graph. The CUSTOMER WISE ALLOCATED ASSET SUMMARY graphical report is displayed.
Figure: CATEGORY WISE GROUPED ASSET SUMMARY
Note:
The CUSTOMER WISE ALLOCATED ASSET SUMMARY report is only displayed for the Allocated Assets.
Figure: STORE WISE SUMMARY report
The following table describes the fields and icons on the STORE WISE SUMMARY report:
| Field | Description | |
|---|---|---|
| Click the Print Table icon to print the report. | |
| Click the Export to Excel icon to export the data of this report to Microsoft Excel. | |
| View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table.
Click the number hyperlink in any column to view the asset categories for the corresponding Status with the asset count on the ASSET LIST pop-up page.
Figure: ASSET LIST Click the number hyperlink of any asset category to view the assets configured for the selected store.
Figure: ASSET DETAILS pop-up page |
To view the Asset details of each Store, click the bar graph of any store.
Figure: ALLOCATED ASSETS page - Store-wise allocated assets
To view the asset details, click the count hyperlink of any asset category.
Figure: ASSET DETAILS page: Store-wise allocated assets
Figure: AGEING SUMMARY report
The following table describes the fields and icons on the AGEING SUMMARY report:
| Field | Description |
|---|---|
| Click the Print Table icon to print the report. |
| Click the Export to Excel icon to export the data of this report to a Microsoft Excel sheet. |
| View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
|
| Map Fields | Click Map Fields to map attributes to the Categories. On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.
|
To view the Asset details of each Category, click on the related Category on the graph.
Figure: AGE WISE ASSETS page
Displays the report for all the configured BUs.
Figure: BU WISE SUMMARY report
To view the Customer-wise summary report, select Customer from the drop-down list and the CUSTOMER WISE SUMMARY report is displayed.
Figure: CUSTOMER WISE SUMMARY report
Non Fixed Asset
Under the Non Fixed Asset tab, you can view the following reports:
Figure: CONSUMABLE SUMMARY
Click Print to take a print out of the report. You can also export the data of this report to Microsoft Excel using the Export to Excel icon. You can also download the report as JPEG, PNG, PDF, or SVG Vector.
You can click the View Data icon to view details. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page.
Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
You can click Map Fields to map attributes to Categories. On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to save the changes.
Figure: ACCESSORIES SUMMARY
The following table describes the fields and icons on the ACCESSORIES SUMMARY report.
| Field | Description |
|---|---|
| Click the Print Table icon to print the report in JPEG, PNG, PDF, or SVG Vector format. |
| Click the Export to Excel icon to export the data of this report to Microsoft Excel. |
| View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the assets configured for the selected attribute.
|
| Map Fields | Click Map Fields to map attributes to the Categories. On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.
|
To view Category-wise asset quantity, click the related Category on the graph.
Figure: ASSET LIST page
Software
Under the Software tab, you can view the following reports:
The following table describes the fields and icons on the OPERATING SYSTEM SUMMARY report:
| Field | Description |
|---|---|
| Click the Print Table icon to print the report. |
| Click the Export to Excel icon to export the data of this report to Microsoft Excel. |
| View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
|
To view the installation counts for each operating system, click the related operating system on the graph.
Figure: SOFTWARE DETAILS
Figure: SOFTWARE LICENSE USAGE
The following table describes the fields and icons on the SOFTWARE LICENSE USAGE report:
| Field | Description |
|---|---|
| Click the Print Table icon to print the report. |
| Click the Export to Excel icon to export the data of this report to a Microsoft Excel sheet. |
| View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
|
To view the installation counts for each Software, click the related Software on the graph.
Figure: SOFTWARE DETAILS - Number of Licences for each Asset
Figure: SOFTWARE DETAILS - Number of Licences for each Customer
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the DASHBOARD page.
Filters
Click Filters to specify the Tenant and Location to display records in the Dashboard report.
Figure: FILTERS pop-up page
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ