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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Desired State Overview module

The Desired State Overview module displays various desired state reports. The Overview module is a type of homepage.

Desired State Overview module roles

Only compliance users with certain roles can access the Overview module. The different levels of access are:

RoleAccess
certificationView \(view overview page and refresh reports\)
certification\_admin- View \(view overview page and refresh reports\) - Customize \(refresh, add, delete, and rearrange reports\) View, customize
admin- View \(view overview page and refresh reports\) - Customize \(refresh, add, delete, and rearrange reports\) - Edit \(can edit reports\)

The different levels of access are:

  • View: can view the overview page and refresh reports.
  • Customize: can refresh, add, delete, and rearrange reports.
  • Edit: can edit reports.

Use the Desired State Overview module

The Desired State Overview module displays various desired state reports.

Before you begin

Role required: none

Procedure

  1. Navigate to All > Compliance > Desired State > Overview.

  2. Move or add reports where needed.

  3. Click elements within the reports to obtain more information.

    The Desired State Overview Module in the base system contains these reports:

    • Upcoming Desired State Audits: All scheduled audits.
    • Outstanding Desired State Tasks: All follow-on tasks in the Pending, Open, or Work in Progress state.
    • Hierarchical Task Roll Up: All follow-on tasks grouped by Assigned to user.
    • Desired State Discrepancies: All audit discrepancies for attributes and relationships.
    • 30/60/90 Day Task Aging: All outstanding follow-on tasks grouped by age in 30-day increments.