Service Manager powered by HEAT
Default Dashboards
•Service Desk Default Dashboards
•Cost Management Default Dashboards
•Configuration Management Default Dashboards
•Change Management Default Dashboards
•Knowledge Management Default Dashboards
•Problem Management Default Dashboards
•Release Management Default Dashboards
•Asset or Inventory Management Default Dashboards
•Portfolio and Project Management Default Dashboards
Service Desk Default Dashboards
This section describes the default dashboards for Service Desk Analysts and Service Desk Managers.
Service Desk Analyst Dashboards
Default dashboards for Service Desk Analysts:
Dashboard Parts Name |
Description |
My Open Tasks |
List view of all the open tasks assigned to the logged-in Service Desk Analyst. |
My Active Incidents |
List view of all the incidents in active state assigned to the logged in Service Desk Analyst. |
Incidents Breaching Today |
List view of all the incidents owned by the logged-in Service Desk Analyst that will have breached the default escalation time during the day. |
Unassigned Self Service Incidents |
Incidents submitted from the Self-Service Portal that do not have owners assigned. |
All Active Priority 1 Incidents |
Incidents in active status that have a priority of 1. |
Service Desk Manager Dashboards
Default dashboards for Service Desk Managers:
Dashboard Parts Name |
Description |
Incidents Breaching Today |
List view of all the incidents owned by the logged-in Service Desk Analyst that will have breached the default escalation time during the day. |
My Team's Active Incidents by Owner |
Total count of all incidents in active status by assigned owners in the team of the logged-in user, drills down to each the incidents for each owner, by priority. |
Unassigned Self Service Incidents |
Incidents submitted from the Self-Service Portal that do not have owners assigned. |
My Team's Active Incidents by Priority |
Total count of all incidents that are in active status by assigned owners in the team of the logged-in user, organized by priority. |
Top 5 Services with Active Incidents |
Total count of all incidents in active status grouped by service. |
Incident Survey Dashboards
Default dashboards for viewing incident survey results:
Survey dashboards are available only to Service Desk Managers.
Dashboard Parts Name |
Description |
Owner by Category |
Average score for each survey question category grouped by incident owner. |
Survey Results by Owner |
Average score for the total number of survey results, grouped by incident owner. |
Owner Team by Category |
Average score for each survey question category, grouped by incident owner team. |
Survey Results by Owner Team |
Average score for the total number of survey results, grouped by incident owner team. |
Service by Category |
Count for each survey question category by incident service. |
Survey Results by Service |
Average score for the total number of survey results by incident service. |
Survey Dashboards
Default dashboards for viewing both incident and service requests survey results:
Survey dashboards are available only to Service Desk Managers.
Dashboard Parts Name |
Description |
Customer Satisfaction Rating |
Bar chart of the average ratings from customers, grouped by the survey metrics fields. |
Customer Satisfaction over Time |
Line chart of the average ratings from customer, grouped by survey metrics per month, over the course of a year. |
Service by Category Average Score |
List view of the average numeric ratings from customers, grouped by the survey metrics for each services. |
Survey Average Score by Owner Team and Category |
List view of the average numeric ratings from customers, grouped by the survey metrics for each owner team. |
Survey Average Score by Owner and Category |
List view of the average numeric ratings from customers, grouped by the survey metrics for each owner. |
Survey Results by Owner Team |
List view of the average numeric ratings by customer organizational units, for each owner team. |
Survey Results by Service |
List view of the average numeric ratings by customer organizational units, for each service. |
Survey Results by Owner |
List view of the average numeric ratings by customer organizational units, for each owner. |
Cost Management Default Dashboards
Default dashboards for cost management:
Dashboard Parts Name |
Description |
Service Item Expenses (last 30 days) |
Table shows the sum of all item expenses (direct costs) for each service for the last 30 days. Click any part of the row to open the Expense Line record. |
Total Service Expenses (last 30 days) |
Table shows the sum of all the item expense (direct costs) and supporting expenses for each service for the last 30 days. Click any part of the row to open the Expense Line record. |
Item Expenses (historical) |
Line chart shows the sum of all item expenses (direct costs) for each service by month. |
Total Service Expenses (historical) |
Line chart shows the sum of all the item expense (direct costs) and supporting expenses for each service by month. |
Configuration Management Default Dashboards
Default dashboards for Configuration Managers:
Dashboard Parts Name |
Description |
Configuration Items by Type |
Total count of all configuration items grouped by type. |
Configuration Items by Status |
Total count of all configuration items grouped by status; drills down to configuration item type. |
Computers by Operating System |
Total count of all the configuration items of type computers, grouped by operating system. |
Variance Report |
Shows a list of all the configuration items that have been updated since their last recorded baselinewas taken. |
Installed Software by Usage |
Total count of all installed software, grouped by usage frequency. |
Top 5 CIs with Active Changes |
Top 5 configuration items by configuration item name that are a part of active changes. |
CIs with Incidents |
Total count of all configuration items, by configuration item name, that are associated with incidents. |
Change Management Default Dashboards
Default dashboards for Change Managers:
Dashboard Parts Name |
Description |
Top 5 CIs with Active Changes |
Pie chart of the top 5 configuration items with associated changes. |
Changes Pending Approval |
List view of all changes that are in pending approval state. |
Active Changes by Type |
Bar chart of all open changes sorted by type of change. |
Variance Report |
Shows a list of all the configuration items that have been updated since their last recorded baseline was taken. |
Major Changes |
Total count of all the changes of type major (saved search). |
Requested Changes |
Changes that are in requested status. |
Knowledge Management Default Dashboards
Default dashboards for knowledge roles:
Dashboard Parts Name |
Description |
Most Viewed Articles |
Knowledge articles that have been viewed the most in the Self-Service Portal; drills down to the list view. |
Least Viewed Articles |
Knowledge articles that have been viewed the least in the Self-Service Portal; drills down to the list view. |
Articles with Pending Actions |
Articles that are in pending approval status, specifically the task created is in logged, assigned, or accepted status (saved search); drills down to the list view to show the records for each of the defined states. |
Highest Rated Articles |
Knowledge articles that have been given the highest ratings in the Self-Service Portal; drills down to the list view. |
Articles which Solved Incidents |
Knowledge articles that were used to resolve incidents in the Self-Service Portal (saved search; drills down to the list view. |
Articles with Feedback last 30 days |
Knowledge articles that have received feedback in the Self-Service Portal within the last 30 days (saved search); drills down to the list view. |
Default dashboards for Knowledge Managers:
Dashboard Parts Name |
Description |
Articles Last 30 days by Category and Author |
Total count of knowledge articles that have been created within the last 30 days, grouped by category and drills down to author; drills down to the list view of records for each author grouping. |
Knowledge Articles by Status |
Total count of knowledge articles grouped by status, which drills down to the list view of records for each status. |
Knowledge Articles Expired this Month |
Total count of knowledge articles by category that have expired within the last month, which drills down to the list view of records. |
Knowledge Articles Created this Year by Month, Category |
Total count of knowledge articles that have been created within the last year, grouped by month; drills down to grouped by category, which further drills down to the list view of records of the same category. |
Knowledge Articles by Collection and Type |
Total count of knowledge articles grouped by collection, and further grouped by category within each collection. |
Knowledge Views by Category |
Sum of all knowledge articles grouped by category. |
Problem Management Default Dashboards
Default dashboards for Problem Managers:
Dashboard Parts Name |
Description |
CIs with Incidents |
Bar chart of configuration items that have associated incidents, shows the total incident count per configuration item. |
Top 5 Services with Active Incidents |
Pie chart of the top five services that have associated incidents within the specified period; drills down to the categories within each service. |
Changes Implemented during <x> period |
Pie chart of the change categories of changes implemented within the specified period; drills down to a list view of the number of associated changes within the selected category. |
Active Priority 1 Problems |
List view of problems that are open, with a priority of 1. |
Logged Problems |
List view of problems that are in logged status. |
Release Management Default Dashboards
Default dashboards for release:
Dashboard Parts Name |
Description |
Active Emergency Releases |
List view of all releases that are of type emergency, that are in active state. |
All Major Releases |
List view of all releases by type major. |
Changes Scheduled in Last 7 Days |
List view of all changes that are in scheduled status within the last seven days. |
CIs with Active Releases |
Pie chart of configuration items, including services, that are affected by releases in active status. |
Releases by Status |
Pie chart of total count of releases sorted by status of the release (for example, active, closed, waiting, draft); drills down to a list view of release records matching the selected status. |
Asset or Inventory Management Default Dashboards
These are usually used by Configuration Managers, ISM Discovery Managers, and ISM Discovery Analysts.
Asset Management Dashboard
The default dashboard for ISM Discovery Managers and ISM Discovery Analysts. Predefined for asset management.
Dashboard Parts Name |
Description |
Assets by Type |
Pie chart that shows the total count of assets. The view can be changed checking or unchecking the items listed in the drop-down and clicking the refresh icon. Click the toggle icon in the header to view or hide the legend. |
Assets by Location |
Bar chart that shows the number of assets at each defined location; drills down to the configuration item records. |
Computers by Agent Status |
Pie chart that shows computers grouped by type, that have an agent installed; drills down to the configuration item records. |
Computers Types By Organization Unit |
Bar chart that shows the count and types of computers for each organizational unit; drills down to configuration item records. |
Configuration Items by Status |
Pie chart that shows the total count of configuration items grouped by status; drills down to show the total count of records by type within the status; further drills down to a list of the configuration item records. |
Audit Status Dashboard
Predefined audit status dashboard.
Dashboard Parts Name |
Description |
Agent Tasks by Status |
Pie chart that shows the status of current tasks such as complete, pending, canceled, expired, and so on; drills down to the configuration item records. |
Audit Inventory Status |
Bar chart that shows the audit inventory state; drills down to the configuration item records. |
Agent Tasks by Type and Status |
Bar chart that shows the agent tasks by both status (complete, pending, etc.) and type of task; drills down to the configuration item records. |
Audit Age |
Bar chart that shows the items discovered during the selected audit date range; drills down to configuration item records. |
Discovery Agent Versions |
Bar chart that shows the total count of assets discovered by the version of the client agent used when scanning; drills down to a list of the configuration item records. |
Unaudited Computers | Bar chart that shows the type and number of assets discovered but not audited; drills down to the configuration item records. |
Hardware Dashboard
Predefined hardware inventory dashboard.
Dashboard Parts Name |
Description |
Audit Age |
Bar chart that shows the last audit date, grouped by the total count of configuration items that were audited on that date; drills down to the configuration item records. |
Top 5 Computer Manufacturers |
Bar chart that shows the top five computer manufacturers in ascending order by total count; drills down to show the total count of records for each manufacturer in a list view. |
Memory |
Bar chart that shows the total count of configuration items grouped by memory; drills down to show the total count of records by memory in a list view. |
Computers with free disk space |
Line chart that shows the total count of computers by the percentage of free disk space; drills down to show the total count of records by disk space in a list view. |
Computers by CPU |
Bar chart that shows the total count of computers, grouped by CPU; drills down to show the total count of records by CPU in a list view. |
Computers by Operating System |
Bar chart that showing a count of computers grouped by the operating system; drills down to list of configuration items. |
Software Dashboard
Predefined for software inventory.
Dashboard Parts Name |
Description |
Software by Manufacturer |
Pie chart that shows the total count of software products, grouped by manufacturer; drills down to show the total count of software records for each manufacturer in a list view. |
Installed Software by Usage |
Bar chart that shows the total count of software grouped by usage frequency; drills down to show the total count of software records for each frequency type (for example, daily) in a list view. |
Operating System by Type |
Bar chart that shows the total count of configuration items grouped by operating systems; drills down to show the total count of records by operating system in a list view. |
Software by Execution Environment |
Bar chart that shows the total count of software, grouped by execution environment (local, remote, virtual); drills down to show the total count of records by execution environment in a list view. |
Software Added the Past 7 Days |
List view of the saved search that searches the software inventory (or identity business object) for software discovered within the past seven days. |
Top 5 Software Manufacturers |
Bar chart that shows the top five manufacturers by a count of software applications; drills down to a list view. |
Call Log Default Dashboards
The following dashboards are available for call log users:
•The Call Log Support Agent dashboard is available to Call Log Support Desk Analysts. See Default Dashboard for Call Log Support Desk Analysts.
•The Call Log Support Manager dashboard is available to Call Log Support Desk Managers. See Default Dashboard for Call Log Support Desk Managers.
Default Dashboard for Call Log Support Desk Analysts
Dashboard Parts Name |
Description |
My Open Call Records |
Lists all calls records for the user. Can be sorted by ID, customer type, customer ID, call type, call status, service level agreement breach, or call description. Drills down to the project details page. |
Announcements |
Lists the latest Support Desk announcements. |
Open Call Records by Priority |
Pie chart that shows a total count of open calls by priority; drills down to show the records in a list view. |
Open Call Records by Call Type |
Bar chart that shows the total count of open call records grouped by call type; drills down to show the records in a list view. |
All Call Records by Month |
Bar chart that shows the total count of calls by month; drills down to show the records by month in a list view. |
Default Dashboard for Call Log Support Desk Managers
Dashboard Parts Name |
Description |
Overdue Call Records |
List of all overdue calls. Can be sorted by ID, customer type, customer ID, call type, call status, service level agreement breach, or call description. Drills down to the project details page. |
Call Closed Today |
Bar chart shows the total count of the calls closed for the day by status; drills down to the list view. |
Call Received Today | Bar chart shows the total count of the calls received today by status; drills down to the list view. |
All Open Assignment by Team and assignee |
Bar chart shows all open assignments by team and assignee; drills down to show the total count of assignments to each assignee in a list view. |
Open Call Records by Priority |
Pie chart shows the total count of calls grouped by priority; drills down to show the total count of records in a list view. |
Portfolio and Project Management Default Dashboards
The following dashboards are available for Portfolio Management and Project Management users:
•The Portfolio dashboard is available to Portfolio Managers. See Default Dashboard for Portfolio Managers.
•The Project dashboard is available to Project Managers. See Default Dashboard for Project Managers
Default Dashboard for Portfolio Managers
Dashboard Parts Name |
Description |
Project Health |
List of all overdue calls. Can be sorted by ID, customer type, customer ID, call type, call status, service level agreement breach, or call description. Drills down to the project details page. |
Active Projects on Time & On Budget |
Displays all active projects that are both on time and on budget. |
Project Assessment (in My Portfolio) | Bar chart that shows the total count of the calls received today by status; drills down to the list view. Drills down to project details. |
% of Allocated Budget Remaining |
Bar chart that shows all open assignments by team and assignee; drills down to show the total count of assignments to each assignee in a list view. |
Default Dashboard for Project Managers
Dashboard Parts Name |
Description |
Project Health |
Lists all projects. If associated with a portfolio, it also lists the portfolio. Displays color-coded status fields for health, schedule, and budget. Displays the project owner in the display name and the project status. Drills down to the project details page. |
Project Assessment |
Lists projects, due date, and the number of escalations. Drills down to the project details page. |
Project Overview | Lists all projects. For each project, lists the project ID, due date, a progress bar for percent of schedule and budget, the name, and project status. Drills down to the project details page. |
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