.. _dashboards: Introduction to Dashboards ------------------------------- .. _21.3|EKB-12577: Overview .......... In the Insights Dashboard user interface, the **DASHBOARDS** panel displays all dashboards, reports, and their associated folders, and the following additional menus, which you can use to work with the dashboards: Search, Reports, Data Sources, Access Controls .. note:: Both default and custom dashboards display in the **DASHBOARDS** panel. If you wish to restore a dashboard to its default value, you can use the **Reinstall Packaged Dashboards** option via the admin menu (via ssh admin@). .. image:: /src/images/analytics-main-menu2.png .. rubric:: Related Topics * .. raw:: latex Introduction in the Dashboards Administration Guide. .. raw:: html Introduction * .. raw:: latex Default Dashboards in the Dashboards Administration Guide. .. raw:: html Default Dashboards * .. raw:: latex Custom Dashboards in the Dashboards Administration Guide. .. raw:: html Custom Dashboards Search Dashboards ..................... Use the Search bar at the top of the **DASHBOARDS** panel to perform a quick search to find dashboards by their name. View Dashboards .................. To access the **DASHBOARDS** panel, click the hamburger icon |main-menu-icon|. The panel that displays lists the available default and custom dashboards. .. note:: Folders and dashboards display only if search definitions have been performed. You will need to create search definitions to view these items. Add a Dashboard ................ To create a new dashboard from the **DASHBOARD** panel, click the Plus (+) icon |analytics-create-new-dashboard-icon| to open the **Dashboard Editor**. Fill out details for the new dashboard, and click **Save**. Now you will need to create resource definitions and widgets to use in your dashboard. Global Filters .................. Selecting a dashboard in the **DASHBOARDS** panel displays configuration and display options for that dashboard. One such option is **Global Filters**, which allows you to configure and apply global filters based on a data element extracted from a search definition and resource defined for the dashboard. |analytics-global-filtering| Click **Edit Filters** to open the **Filter Wizard**, where you can select the Resource and the Definition to apply as a filter. Once complete click **Save Filters** to return to the dashboard. An example of a global filter is producing a performance dashboard by customer location. The widgets on the dashboard are all the performance statistics but the data is filtered by the customer location. |analytics-global-filtering-save-filters| .. note:: Global filters (and customer filters) work as an IN function that searches for exact string match in SQL. For example: ``IN (172.30.42.1, 172.30.42.2)`` You must type out all values in the search box (separated by commas), and then press Enter. If you press Enter after selecting each IP address, the search only returns data if all of the IPs are found in the field (which is unlikely). Dashboard Folders ................... Dashboards are organized initially in alphabetical order. When creating dashboards, you can organize these into folders that expand out into trees based on the order you define. To add a new sub-folder or top-level folder in the **DASHBOARDS** panel, click the **Folders** down-arrow and select either **New sub folder** or **New top level folder**. You can drag and drop a sub-folder into the relevant top-level folder, or drag the relevant dashboard into a folder. To remove a folder, select the folder, then select **Remove folder** from the **Folders** drop-down. .. note:: Dashboards with the same name can exist in different folders. The names of dashboards in the same folder must be unique. |analytics-dashboard-menu-options-folders| Search, Reports, Data Sources, and Access Controls Menus .......................................................... The table describes additional menus in the **DASHBOARDS** panel: ================= ========================================================================= Search Select **Search** to display the main Search screens, which store all logs in a JSON index data store. Reports Select **Reports** to open the Report Scheduler, where each report can be scheduled based on customer, duration, repeat timeframe, and email address. Data Sources Select **Data Sources** to open the page where you can define multiple data sources to extract data on which to analyze and report. Access Controls Select **Access Controls** to open the page where you can set up multi-tenant customers and users, along with each user's associated log in credentials. ================= ========================================================================= .. |main-menu-icon| image:: /src/images/analytics-main-menu-icon.png .. |analytics-dashboard-menu-options-folders| image:: /src/images/analytics-dashboard-menu-options-folders.png .. |analytics-create-new-dashboard-icon| image:: /src/images/analytics-create-new-dashboard-icon.png .. |analytics-global-filtering| image:: /src/images/analytics-global-filtering.png .. |analytics-global-filtering-save-filters| image:: /src/images/analytics-global-filtering-save-filters.png