Manager Portal Introduction
The Manager Portal is SysAid's management module. It gives you access to both real-time charts and graphs and to more in-depth reporting. You can also design reports, and you can view your helpdesk's performance in a global IT context using IT Benchmarks.
Important
In order to access the Manager Portal, you must have the correct permission.
- Go to User Management --> Administrators.
- Click on an administrator to open his or her profile.
- Click on the Permissions tab.
- Check the box Manager: access to Manager Portal.
- Click OK/Apply.
The Manager Portal has three components. Click on a link to expand a section. Click again to close it:
- Manager Dashboard
- Reporting
- IT Benchmarks
Manager Dashboard
Viewing the Dashboard
Go to Manager Portal --> Dashboard.
The Manager Dashboard gives you a collection of real-time, graphical charts that allow you to keep up-to-date on the latest developments in your IT environment. These charts all offer customizability, so you can tailor your Dashboard to show you exactly what you would like to see. The Manager Dashboard allows you to view 4 charts per page, and you can create as many pages as you like. You can even set the pages to rotate automatically from Preferences --> My Settings.
Please read the full Manager Dashboard help page for more information.
Please see Designing the Dashboard for instructions on customizing this page.
Designing the Dashboard
Go to Manager Portal --> Design Dashboard.
The Manager Dashboard offer many customization options. Pick your desired charts from the list, 4 per page, and create filters to show you exactly the data you're looking for. If you need more than 4 charts, create a new view and add 4 additional charts to that view. When creating or modifying a view, make sure to indicate that it should be included in the rotation of Dashboard views.
Click here for full instructions for designing the Manager Dashboard.
Reporting
Viewing reports
SysAid offers you a tremendous variety of prewritten reports that you can run to view performance for your helpdesk, the status of your inventory, and progress on your various tasks and projects (Task & Project module). You can also view any custom reports you've designed. Reports can be exported to Excel or .pdf, and each report has customizable parameters so that you can see exactly the service records, assets, etc. that you would like to see.
Go to Manager Portal --> Reports. There are three tabs here:
- All Reports
- View a list of all reports in SysAid and click on a report to run it. When you run a report, you will be taken first to the report generation screen. On this screen, you choose the specific parameters of the report you would like to run. You may also save your report so you can easily run it again, and you can schedule the report to be run and delivered by e-mail on a regular basis.
- Recent Reports
- View a list of the most recent reports you've run.
- My Reports
- View a list of all reports you've saved from the report generation screen. Click on a report name to run that report.
Please note that all reports available from the Manager Portal are also available from the Analyzer. Click here for a partial list of the reports available and a description of these reports.
Designing reports
Go to Manager Portal --> Design Reports.
The SysAid Manager Portal allows you to customize any of the prewritten reports included with SysAid, or to create your own. For modifying reports, you use iReport, a report generation tool. For creating reports, you can use iReport or the built-in Report Wizard.
- Click here for information about creating and modifying reports using iReport.
- Click here for instructions for creating reports using the Report Wizard.
For every report in SysAid, you may choose which administrator groups have access to that report. You can do this easily from the Report Properties tab of the Modify Report screen.
IT Benchmarks
IT has become one of the most critical functions in an organization. Because of this, it makes sense to run the most efficient, effective IT department possible. SysAid's reporting gives you the tools you need to measure your performance against your own goals and expectations. However, this view is still limited in scope to just your company. With IT Benchmark, you can measure your performance in key helpdesk categories to the performance of IT helpdesks the world over.
Go to Manager Portal --> IT Benchmarks to access IT Benchmarks. For a full explanation of everything IT Benchmarks offers, please go here.
