Asset Reports and Dashboards

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Asset Reports within the Asset Module

Reports can be viewed when in the Asset module by navigating to the reports drop down and selecting view reports. This is where you can create a new report as well. Copying, Editing, and Saving Ticket Reports

Reminders: 

  • This report has several filters you can use to sift data. Adjust these as you like, according to your teams needs.

  • Save a copy in a folder where your team has permission to view it. This will lock in the reports filter parameters you have set. 

    • Do not add/remove Fields from the original report. Spin off a copy and then make your adjustments. 

  • Asset Report Source [TDX]​ lists and explains the different fields that you can add to your report

Dashboard within the Asset Module

  • You have a Dashboard within the Assets module that is specific to you as a user. You can edit the configuration of this Dashboard and it will not impact other users. 
  • Unlike the dashboards on your Home screen, your Dashboard within the Assets tab can only contain asset reports.

Need help with adding reports to your desktop? Add a Report to Your Desktops

What are the reports available by default?*

  • Application Portfolio by Portfolio (Chart) 
  • Application Portfolio by Product (Chart) 
  • Application Portfolio - My Applications 
  • Application Portfolio

*These are found under View Reports in the Asset Module - Folder Application Inventory Reports

What the MVP Data tells us

  1. What applications we have and which portfolio/product they belong to (Portfolio & Product charts)   

  1. Who owns an application, who supports it, and who administers it (Owner, Asset Steward, Functional Administrator fields)   

  1. How many applications a portfolio carries (Asset Count fields in charts)   

  1. Which applications require review (Needs Reviewed report based on Review Date)   

  1. Which applications a specific person is responsible for (My Applications report, filtered by Current User)   

  1. Application metadata for basic risk and governance decisions 

Additional Data Included: 

  • Hosting Environment 

  • Data Classification 

  • Disaster Recovery Tier 

  • Usage Scope 

  • User Access URL (if populated)   

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Details

Details

Article ID: 1599
Created
Wed 3/25/26 9:46 AM
Modified
Tue 3/31/26 7:58 AM