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View a report

The Overview module is a type of homepage which displays various request reports, which 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 reports 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 reports 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

This site is scheduled for a small content update on Monday, November 19th, between the hours of 3:30pm and 5:00pm Pacific Time (Nov 19 23:30 – Nov 20 1:00 UTC). Acces to this site may be slightly delayed during that time.