Manage/Organize customer dashboards and reports

[ITProMD]

Challenge: Find ways to Manage/Organize customer dashboards and reports

Question:
Are there any resources or solutions that can be used that will better keep track of, and organize customer dashboards and reports? Is it possible to add a new field "Report Customer" field or something similar, based on sys_user? There are times that the person requesting the report, isn't necessarily the one who needs it.

Background:
Our department acts as the "Reporting Section" for our organization, and we've been struggling with ways to sufficiently manage things when it comes to dashboards and reports, as it relates to customers. We've been using the "Description" field, to put the request number, customer name, etc. as well as trying to use "Tags" based on customers department. This helps, but it relies 100% on not forgetting, and often times tags seem to get finicky. The idea is to be able to attach a customers name and possibly the request number, to the actual report itself that we create; similarly with dashboards.

We are looking for ways to quickly know what customer requested what report, dashboard, and how to manage them, and if any best practices exist for report management. Ideally, by department, customer name, etc.

Any help is greatly appreciated, thank you!

[AndersBGS]

Hi @ITProMD ,

I don’t see a solution OOTB as in general everybody can create a report, hence you only have the created by field. For dashboards you can set the dashboard owner which will give some good indication of who is owning the dashboard together with a description.

if my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

Best regards

Anders

[Tsura Andreeva]

Have you thought about creating group filters, you can add name or a category there, and you can use it to filter on dashboards based on that. For Reports in Core UI I have been using the description on the report as well, and if you use code words you can filter on them in the reporting table, further even create a report of it, so you can flush out your reports per customer. For Performance Analytics I am not 100% sure

[ITProMD]

Hi Tsura,

Yes, we're already using a "Customer" group,

We were looking for some more advanced ways to organize them and manage them, making it easier to know who the original customer for reports was, since the person creating it is not the customer.

It's a little easier with dashboards, since we can just make the customer the "owner" and add them to the "Customer" group. With reports however, we're still trying to find a better way if one exists.

[Tsura Andreeva]

On my end I have noticed our users are not as creative when it comes to report names, so I have been using the Report Info and have added in the Report Description ticket numbers asking for the report or additional detail, and I can filter on that as well. In addition when you have information there anybody that can view the dashboard can hover over the question mark and read that as well.