View a report

The Overview module is a type of homepage which displays various request gauges or reports, that help administrators and staff members track and manage aspects of the request fulfillment processes.

Before you begin

Role required: admin
Note: If you have tasks defined with assignment groups of the type Vendor, additional gauges display information for tracking vendor tasks and performance.

Procedure

  1. Navigate to [SM application] > Overview.
    A list of active requests appears at the top, and several built-in charts appear at the bottom.
  2. Click a request number to open that request.
  3. Click elements within the gauges to obtain more information.

    For example, in the Active Facilities Requests by Building bar chart, click the building name. All of the active requests for that building appear in a list.

    Example facilities overview