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. Default (VOSS reference) dashboards are read-only. To make a custom dashboard based on a default dashboard, you can clone (copy) the default dashboard, then modify the clone and save it as a new, custom dashboard.

  • An animated wave icon insights-loading-animation displays while the GUI is loading or refreshing data.

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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.

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 Access Control Editor where you can set up multi-tenant customers and users, configure roles, permissions, password policy, SAML settings, and user log in credentials.