Dashboards Page
  • 06 Feb 2024
  • 9 Minutes to read
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Dashboards Page

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Article Summary

The Dashboard page consists of individual Dashboards that include one or more charts. Each Dashboard is represented by a tab in the Dashboards List.

Use Dashboards to see a visual representation of data from your environment. Each chart is based on one or more saved queries and gives you immediate insights about your environment. It provides a single, consolidated, and central area to monitor and absorb insights on all assets. Dashboards are designed to shed light on desired policy, breach of policy, and any other questions regarding asset management. Dashboards and charts can also be filtered to drill down to the details you want to see.

Use the default Axonius charts or create custom charts to build dashboards that meet your specific needs. Use dashboard templates to get a quick start with common charts and queries. You can also import dashboards set up by others.

The Dashboard page opens by default every time you log in to Axonius. You can also click image.png on the left navigation panel.

DashboardNewComplete.png

The Dashboard page consists of the Dashboards List pane on the left where you select the dashboard you want to view and, on the right, the dashboard charts. If no data has been collected, the dashboard is empty, waiting for the initial data to be collected.

Each chart includes either a visual/graph capturing the graphical insights or data in a table view. If no data has been collected, the charts are empty waiting for the initial data to be collected.

System Dashboards

Axonius includes two system dashboards:

  • Axonius Dashboard - The Axonius Dashboard is displayed by default for new users. Once a user configures Favorites, the first dashboard in the Favorites folder is displayed upon logging in to Axonius. An Admin user or a user with the Add and edit dashboards permission, can configure the system to not display the Axonius Dashboard. See System Charts for more about the default charts included on this dashboard. Once data is collected, the default Axonius Dashboard appears, displaying these default system charts:
  • My Dashboard - Visible only to you. You can add any charts to customize this dashboard. See Working with Custom Charts to learn more about adding and using custom charts. This dashboard cannot be exported.

You can add new charts to each dashboard. System dashboards cannot be deleted.

The Dashboard List

The Dashboard List organizes dashboards into various folders according to access level. You select a dashboard from one of the folders.

Metadata for the selected dashboard is displayed next to the dashboard name above the top-left side of the Dashboard. Hover over the update information to see information about the dashboard creator and who last updated it.

Dashboard-New-MetaData.png

Click the arrow to collapse the Dashboard List.

Dashboard-New-ClosePane.png

Click it again to expand the Dashboard List.

To temporarily display the Dashboard List when it is closed, hover over the left band of the dashboard. The Dashboard List will open on top of the selected Dashboard.

Dashboards are organized under the following main folders according to access permissions:

  • Favorites - Lists all dashboards starred as Favorite.
  • Public - Lists all dashboards accessible to all users in your Data Scope. Dashboards you create are available only to this Data Scope. This folder includes the Axonius default dashboards.
  • Shared - Lists all dashboards shared across all Data Scopes. You must have the Add or Edit for all data scopes permission to edit dashboards in this folder.
  • Private - Lists queries accessible only to you.

Subfolders can be created under the Public, Shared, and Private folders. See Managing Dashboards for more details about creating subfolders, arranging dashboards and other management tasks. The arrangement of folders and dashboards set in Dashboard Manager appears here in the Dashboard List.

Note:

Users with the Admin role always have access to all Dashboards (which are not private).

Folders can be expanded and collapsed by clicking the arrows next to the folder name.

Dashboard-New-ExpandFolders.png

The folder that contains the currently selected Dashboard is highlighted.

Dashboard-New-FolderHighlight.png

To search for a specific Dashboard, start typing in the Search bar at the top of the pane. Matching results are shown immediately.

Dashboard-New-SearchBar.png

Setting Favorites in the Dashboards Page

You can mark a Dashboard as Favorite to add it to the Favorites folder at the top of the Dashboards List. This makes it easy to find the dashboards you use the most.

You can drag 'n drop dashboards to rearrange them within the Favorites folder. Dashboards are sorted alphabetically within the other folders.

Dashboard-New-List-Favs.png

To add a dashboard to Favorites:

  1. Do one of the following:

    • Hover over a dashboard name in the Dashboards List and click on the Favorites star that appears.
      Dashboard-New-FavoriteInList.png

    • Click the star over the right top corner of the dashboard.
      Dashboard-New-FavoriteInDashboard.png

    • From the Add Dashboard dropdown, choose Select Dashboards. Move the Dashboards you want to be favorites to the Displayed Dashboards list. At least one Dashboard must be in the Favorites. Click Apply.

  2. The dashboard is added to the Favorites list. Favorite dashboards still appear in their original folder as well as in the Favorites folder.

Default Dashboards

Axonius includes two default Dashboards:

  • My Dashboard - An editable dashboard you can set up to show the data you want to see.
  • Axonius Dashboard (displayed by default) - Displays basic information about assets in your environment and other system information, such as Adapters Fetch History. An Admin user or a user with the Add and edit dashboards permission, can configure the system to not display the Axonius Dashboard.

You can add new charts to each dashboard, add additional dashboards for your needs, and rename and delete existing ones.
For more details, see Working with Custom Charts.

Creating a New Dashboard

You can add additional Dashboards that include charts to display the data about your environment you want to see.

To create a Dashboard using one of the included Dashboard templates, see Using Dashboard Templates.

To create a new Dashboard:

  1. In the upper-right corner of the Dashboard page, click Add Dashboard. You can also click Plus-button-sm.png at the top of the Dashboards List.

    Dashboard-New-AddPlusButton.png

  2. In Dashboard name, enter a descriptive name for the Dashboard.

  3. Under Access, select specific roles you want to have access to the Dashboard. The Dashboard creator always has Editor access.
    NewDashboardWithDS-New-RolesSelection.png

    Then, select the permission the selected roles are granted:
    NewDashboardWithDS-New-Permission.png

    • No Access - The selected roles will not have access to the Dashboard. This is useful if you want to grant access to all roles except a few.
    • System Access - The selected roles are granted access according to the permissions configured for each role.
    • Viewers - The selected roles only have permission to view the Dashboard, regardless of the permissions configured for each role.
    • Editors - The selected roles have permission to view and edit the Dashboard, regardless of the permissions configured for each role.
    NOTE
    See Managing Roles for more information about assigning permissions to roles at the system level.
  4. For All roles, select the permission level for all roles not specifically selected above.
    NewDashboardWithDS-New-AllOtherRoles.png

    A description of the access settings is displayed in the blue message area.

  5. When in the Global Data Scope, you can select Share with selected roles within all Data Scopes if you want users with the selected roles that are assigned any Data Scope to have access to the Dashboard.

  6. Select Admin Access Only to give access only to users with the Admin role.

  7. Click Save. The Dashboard is created, added to the Dashboard List according to the access permissions you selected, and displayed.

Editing an Existing Dashboard

You can edit an existing Dashboard.

Notes:
  • A shared dashboard can only be edited in the Global Data Scope.
  • In the case where a Role is assigned a non-Gobal Data Scope and has been assigned Editor access on a shared Dashboard, users with that Role still won't be able to edit the shared Dashboard.
  • When you change access permissions, the Dashboard is moved to the folder in the Dashboards List appropriate for the new permissions.

To edit an existing Dashboard:

  1. Select the Dashboard you want to edit.
  2. From the 3-dot menu above the upper right corner of the Dashboard, select Edit.
  3. Change the Dashboard name and/or access permissions.
  4. Click Save.
Note:
When you change access permissions, the Dashboard is moved to the folder in the Dashboards List appropriate for the new permissions.

See Performing Actions on Dashboards for more options.

Adding a Custom Chart to a Dashboard

See Working with Custom Charts on how to add and configure the different chart types.

Refreshing Dashboard Data

You can refresh all of the data on all the charts on a Dashboard. This is useful if a fetch has occured since the Dashboard was created or last refreshed.

To refresh the charts on a Dashboard:

  1. Select the Dashboard you want to refresh.

  2. From the 3-dot menu next to the Dashboard name in the Dashboard List or above the upper right corner of the Dashboard, click the 3-dot menu and then Refresh Dashboard.

    RefreshDashboardbutton.png

  3. A message appears asking if you want to do this. Click Yes to proceed.

    The system updates all of the charts in the current Dashboard.
    Refreshing the Dashboard might take a little while. A spinner icon shows that the update is taking place. While the Dashboard is refreshing, you can continue to work with the existing data.

  4. The time the chart was last updated appears in the metadata next to the Dashboard name above the upper left corner of the Dashboard.

See Performing Actions on Dashboards.

For more about fetches, see Adapters Fetch History.

Duplicating a Dashboard

You can duplicate a Dashboard and then modify it. This is useful when you want to create a new Dashboard similar to an existing one. All charts in the Dashboard will be duplicated.

To duplicate a Dashboard:

  1. Select the Dashboard you want to duplicate.

  2. From the 3-dot menu next to the Dashboard name in the Dashboard List or above the upper right corner of the Dashboard, select Duplicate. What

    RefreshDashboardbutton.png

  3. The duplicate Dashboard will appear to the right of the original.

    • The name of the new Dashboard will be in the format: “COPY - <original dashboard name>”
    • The copy will have the same access, roles and permissions as the original.
    • All charts will be copied including all settings as they are in the original including the order of the charts, size, name, description, queries, etc.
    • The copy can be edited as any other Dashboard. You can change the name, the queries and any other item.

Deleting Dashboards

Deleting a Dashboard completely removes it from the system and cannot be undone.

To delete a single Dashboard:

  1. Select the Dashboard you want to delete.
  2. From the 3-dot menu next to the Dashboard name in the Dashboard List or above the upper right corner of the Dashboard, select Delete.
  3. Confirm the delete action. The Dashboard is removed from the system.

To delete a multiple Dashboards:

  1. On the Dashboard Manager page, select the Dashboards you want to delete.
  2. From the Actions menu, select Delete.
  3. Confirm the delete action. The Dashboard is removed from the system.

Exporting a Dashboard

You can export a Dashboard for use in another Data Scope or Axonius instance.
See Importing and Exporting Dashboards for more information.

Searching the Dashboard List

You can search the Dashboard List for a specific Dashboard.

To search for a Dashboard:

  • Start entering the name of a Dashboard or folder. The Dashboard List is instantly filtered and the entered text is highlighted blue.

    DashboardNewSearch.png

Filtering Dashboards and Charts

You can add a persistent filter to a Dashboard that applies to all charts and a non-persistent filter to an individual chart.
See:

Color Palette

To use Axonius's updated and more modern color palette, on the top-right of the screen, enable the Use new color palette toggle.



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