Overview
- 17 Jul 2024
- 4 Minutes to read
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Overview
- Updated on 17 Jul 2024
- 4 Minutes to read
- Print
- PDF
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Visualizing Data for Empowered Excellence!
A Report Dashboard visualizes key performance indicators (KPIs), metrics, and data related to IT service operations and management. It provides an at-a-glance overview of various aspects of IT service delivery and support, enabling stakeholders to make informed decisions and track the performance of IT services and processes. The dashboard typically consolidates data from different sources and presents it in a user-friendly format, often using charts, graphs, tables, and other visual elements.
User Persona: Analyst / Administrator
Let's explore the following use-case.
Use Case User Persona: Analyst / Administrator | Solution |
| ACME Services is an IT company providing services to various clients. IT team wants to improve incident response times, reduce downtime, and enhance customer satisfaction. Hence they want to consolidate different reports into a dashboard to show real-time data. | To have a consolidated report dashboard, the analyst can use the pre-defined dashboard on the application. The dashboard can consist of multiple reports that show real-time data. Also, the data range can be customized by selecting a date range and time range. For example, if the analyst wants to monitor the data related to the incoming count of incidents, the response SLA, ticket distribution, and top incident categories. All these various reports can be combined to make a report dashboard. The Dashboard components are explained below: Average Incident Response Time: A line graph displays the average time taken to respond to incidents over a specified period. By tracking this metric, the IT team can identify trends and potential areas of improvement. Incident Priority Distribution: A pie chart illustrates the distribution of incident priorities (e.g., high, medium, low). This helps identify whether most resources are being allocated to high-priority incidents and whether lower-priority incidents are receiving appropriate attention.
Top Incident Categories: A table lists the top incident categories based on frequency. This information aids in identifying common issues and allocating resources to address them effectively. |
View OOTB Dashboards
The dashboard can be customized per the requirement and is available in the analyst dashboard under the reports section.
To view the configured dashboards, perform the following steps:
- Navigate to Service Management > Analyst Dashboard > Reports.
Figure: Reports - On this page select Dashboard and Module to display the dashboard.
The available dashboards are displayed.
Figure: Dashboards - Select any of the dashboards to view the data. The selected dashboard opens in a new tab.
Figure: Dashboard view - The dashboard can be exported to pdf, image or excel.
Figure: Reports
Figure: Dashboards
Figure: Dashboard viewExport
The entire dashboard or any card can be exported to pdf, image or excel.
To export the dashboard or a card, click the Export icon 
Figure: Export to
Export to PDF 
The export to PDF option allows you to export the entire dashboard or any card to PDF format.
Once you click the PDF icon, the below pop-up appears. You can edit the name, select the page layout, etc., and click Export on this page.
Figure: Export to PDF
This table contains the list of fields and their descriptions that are available on the Export to PDF| Field | Description |
File name | The name of the dashboard or the card is displayed. You can also edit the name of the dashboard or the card. |
Page Layout | Select the page layout as portrait, landscape or auto |
Size | Select the size of the page. The available options are Letter, Legal, Executive, A5, A4, or A3. |
| Show Title | Check the option to show the title of the dashboard or the card on the exported pdf page. |
| Title | Displays the title of the dashboard or the card to be exported. |
| Scale Mode | If the page layout is selected as portrait or landscape, the scale mode is editable. You can use either the scale factor or auto fit to page width. Figure: Scale mode |
Include | Select export filters and export parameters to be included in the exported PDF. |
Dashboard State | Select the state of the dashboard or the card to be exported.
|
Figure: Dashboard stateExport to Image 
The export to image option allows you to export the entire dashboard or any card to image format.
Once you click the Image icon, the below pop-up appears. You can edit the name, select the page layout, etc., and click Export on this page.
Figure: Export to image
This table contains the list of fields and their descriptions that are available on the Export to Image:
| Field | Description |
File Name | The name of the dashboard or the card is displayed. You can also edit the name of the dashboard or the card. |
Show Title | Check the option to show the title of the dashboard or the card on the exported image. |
Title | Displays the title of the dashboard or the card to be exported. |
| Image format | Specifies the format of the exported image. The image can be exported to PNG, GIF, or JPG formats. |
| Resolution (dpi) | Specifies the resolution of the exported image. It is an editable field. |
| Include | Select export filters and export parameters to be included in the exported image. |
Reset | Click reset to reset all the parameters to the default. |
Export to Excel 
The export to Excel option allows you to export the entire dashboard or any card into an excel spreadsheet.
Once you click the Excel icon, the below pop-up appears. You can edit the name, select the page layout, etc., and click Export on this page.
Figure: Export to excel
This table contains the list of fields and their descriptions that are available on the Export to Excel:
| Field | Description |
File Name | The name of the dashboard or the card is displayed. You can also edit the name of the dashboard or the card. |
Excel Format | Specifies the Excel format either XLSX or XLS to be exported. |
Include | Select export filters and export parameters to be included in the exported excel sheet. |
| Dashboard state | Select the state of the dashboard or the card to be exported.
|
Reset | Click reset to reset all the parameters to the default. |
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