Introduction to Dashboards

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@<IP address>).

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Related Topics

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.

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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.