View Overview Dashboard

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • The Overview dashboard provides a graphical representation of HR cases.

    Before you begin

    Role required: sn_hr_core.manager

    About this task

    By default, the Overview Dashboard shows the following reports:
    • HR Cases Opened in the Last 6 Months by Topic Category: Provides a color coded bar chart on the number of cases opened in the last six months by type of Topic Category.
    • Active HR Case Breakdown by Topic Category: Provides a bar chart color coded by active HR cases and the HR agent assigned.
    • Active HR Cases by Topic Category: A pie chart, color coded by active HR cases by Topic Category.
    • Active HR Cases Pivot Table by Topic Category: A spreadsheet that cross-references the HR agent assigned to the HR case by Topic Category with number of cases.

    You can customize any dashboard that you can access to add or remove reports and other widgets.

    Procedure

    1. Navigate to All > HR Dashboards & Reports > Overview.
    2. Perform any of the following actions.
      ActionDescription
      Add content Click, highlight topics, and move to sections of the page.
      Change Layout Click the column layouts on the left.
      Save the chart as an image file If a menu icon appears when you point your cursor to a chart, you can click the icon to export the chart to an image file.