Insights Issue Dashboard

Throughout each tab of the Insights Issue Default Dashboards, the following slicers and metrics are available. By default, slicers affect all the other visualizations on the tab, including each other. As you choose values in the list and date slicers, the other slicers and visualizations will be filtered to include only the data that intersects those selected values.

Available Slicers

Field

Description

Organization

The name of the organization to which the issue is related.

Select specific organizations to adjust the data the displays in the visualizations.

Workflow

The name of the current workflow of the issue.

Select specific workflow to adjust the data that displays in the visualizations.

Stage

The name of the current workflow stage of the issue.

Select specific stages to adjust the data that displays in the visualizations.

Issue Owner

The name of the owners assigned to the issue.

Select specific owner names to adjust the data that displays in the visualizations.

Created Date

Dates when issues were created.

Click the start and end date fields and select dates from the calendar to adjust the time period of the data that displays in the visualizations.

Standard Metrics

Field	Description	Applicable Tabs
Total Issues	The total number of issues based on the configured organization, workflow, stage, issue owner, priority, and created date.	Issue Overview
Open Issues	The total number of open issues based on the configured organization, workflow, stage, issue owner, priority, and created date.	Issue Overview
Past Deadline	The total number of issues that have passed the mitigation deadline based on the configured organization, workflow, stage, issue owner, priority, and created date.	Issue Deadlines
Approaching Deadline (within 7 days)	The total number of issues that are near the deadline date.	Issue Deadlines
Stalled (7+ days)	The total number of issues that have remained in the same stage for seven days or more.	Issue Deadlines
Average Days to Close Issues	The average number of days it takes your organization to close an issue.	Issue Trends

The Issues Overview tab displays all issues associated with your organization. This tab allows users to view a detailed overview of your organization's issues.

The following metrics are available on the Issues Overview tab:

Field

Description

How many issues does each organization have?

The total number of issues for each organization.

Hover over each bar in the chart to view the exact number of issues per organization. In addition, you can click each bar to display only data for that particular organization. Click the bar once more to return to the original view.

What are the priority levels of open issues?

The total number of open issues grouped by priority level.

Hover over each segment in the chart to view the exact number and percent of issues per priority. In addition, you can click each segment to display only data for that particular priority. Click the segment once more to return to the original view.

Which workflow and stages are issues in?

The total number of issues in a given workflow and workflow stage.

Hover over each segment in the chart to view the exact number of issues per workflow and stage. In addition, you can click each segment to display only data for that particular workflow and stage combination. Click the segment once more to return to the original view.

Issue Details List

The list of issues along with the following details:

• ID

• Issue Name

• Issue URL

• Workflow

• Stage

• Deadline

• Updated Date

• Issue Age

• Owners

• Priority Level

In addition, you can click an issue in the list to display only data for that particular record. Click the issue record once more to return to the original view.

What category of issues are open?

The total number of issues by category.

Hover over each bar in the chart to view the exact number of issues per category. In addition, you can click each bar to display only data for that particular issue type. Click the bar once more to return to the original view.

Note:

Category is a newer system attribute that can be customized based on the needs of your organization using the Attribute Manager.

The Issues Deadlines tab provides insight into the issues that are in need of attention in your organization.

The following metrics are available on the Issues Deadline tab:

Field

Description

How many issues have almost or already expired?

Total number of issues that have almost or already expired in buckets of expired (already past deadline), 30+ days (deadline more than 30 days out), and within 30 days (deadline within 30 days).

Hover over each bar in the chart to view the exact number of issues per bucket. In addition, you can click each bar to display only data for that particular bucket. Click the bar once more to return to the original view.

What workflow stage are past due issues in?

The total number of issues that are past due in each workflow stage.

Hover over each bar in the chart to view the exact number of past due issues per workflow stage. In addition, you can click each bar to display only data for that particular stage. Click the bar once more to return to the original view.

What issues are stalled (7+ days)?

The total number of issues that have been stalled for 7+ days.

Hover over each bar in the chart to view the exact number of stalled issues per workflow stage. In addition, you can click each bar to display only data for that particular stage. Click the bar once more to return to the original view.

Issue Details List

The list of issues along with the following details:

• ID

• Issue Name

• Issue URL

• Workflow

• Stage

• Deadline

• Updated Date

• Issue Age

• Owners

• Priority

In addition, you can click an issue in the list to display only data for that particular record. Click the issue record once more to return to the original view.

Who owns the most overdue issues?

The total number of open overdue issues by owner and workflow stage.

Hover over each segment in the chart to view the exact number of overdue issues per owner and workflow stage. In addition, you can click each segment to display only data for that particular owner and stage combination. Click the segment once more to return to the original view.

The Issue Trends tab provides a snapshot of all issue records in your organization. You can use the Context menu to export as a column report.

The following metrics are available on the Issue Trends tab:

Field

Description

How many days are issues open?

The number of days issues have been open in buckets of 0-30 days, 31-60 days, 61-90 days, and 90+ days.

Hover over each bar in the chart to view the exact number of issues per bucket. In addition, you can click each bar to display only data for that particular bucket. Click the bar once more to return to the original view.

Are we reducing past due issues over time?

The total number of past due issues by month.

Hover over each point in the graph to view the number of issues closed in a given month and year. In addition, you can click a point on the graph to display only data for that particular date and time. Click the point once more to return to the original view.

How many issues have been created over time?

The total number of issues that have been created by your organization each month.

Hover over each point in the graph to view the number of issues created in the given month and year. In addition, you can click a point on the graph to display only data for that particular date and time. Click the point once more to return to the original view.

Issue Details List

The list of issues along with the following details:

• ID

• Issue Name

• Issue URL

• Workflow

• Stage

• Deadline

• Updated Date

• Issue Age

• Category

• Owners

• Priority

In addition, you can click an issue in the list to display only data for that particular record. Click the issue record once more to return to the original view.

How many issues have been closed over time?

The total number of issues that have been closed by your organization each month.

Hover over each point in the graph to view the number of issues closed in the given month and year. In addition, you can click a point on the graph to display only data for that particular date and time. Click the point once more to return to the original view.