Working with Dashboards

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

The Axonius Dashboard page opens by default every time you login to Axonius. You can also click on the left navigation panel to open the Dashboard page.

Axonius includes two default dashboards: Axonius Dashboard and My Dashboard. Axonius Dashboard is the default Dashboard displayed. 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 select which Dashboards to display, arrange their order and set a default arrangement. See Selecting Dashboards for more information.

The table below summarizes the different Dashboard types:

Adding a New Dashboard

You can add additional Dashboards according to your needs.

To add a new Dashboard (Data Scopes NOT enabled)

1. In the upper-right corner of the Dashboard page, click Add Dashboard.
2. In Dashboard name, enter a descriptive name for the Dashboard.
3. Under Access, select one of the access options. This determines who can access this Dashboard.
   • All - Unrestricted - The Dashboard will be available to all users and all roles.
   • Roles - The Dashboard will be available to all the roles selected from the list.
   • Private - The Dashboard will be available only to you.
4. Click Save.

To add a new Dashboard (Data Scopes ARE enabled)

1. In the upper-right corner of the Dashboard page, click Add Dashboard.
2. In Dashboard name, enter a descriptive name for the Dashboard.
3. Under Access, select one of the access options. This determines who can access this Dashboard.
   • Current Data Scope - The Dashboard will be available to all users within your current Data Scope. The name of the current Data Scope appears in the option name.
   • All Data Scopes - (Available when in the Global Data Scope) The Dashboard will be available to all Data Scopes. The chart will display data available within the user's current Data Scope. For example, if the following Data Scopes exist: Asia, Europe, North America and the user has access to the Asia Data Scope, the charts will display data only from the Asia Data Scope.
   • Roles - The Dashboard will be available to all the roles selected from the list that are in the current Data Scope.
   • Private - The Dashboard will be available only to you and display the data from your assigned Data Scope.
4. Click Save.
   See Selecting Dashboards for more information about configuring the displayed Dashboards and their order.

See Selecting Dashboards for more information about configuring the displayed Dashboards and their order.

Adding a Custom Chart to a Dashboard

To add a custom chart to a Dashboard

1. Click on the tab of the Dashboard to which you want to add the chart.
2. Click the large + in the Dashboard and configure the chart. See Custom Charts on how to configure the different chart types.

Refreshing the Dashboard

You can refresh all of the data on all the charts on a Dashboard.

1. Click Refresh Dashboard.

   

2. 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.

3. Mouse over the clock icon to see the time the chart was last updated.

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. Click on the tab of the Dashboard you want to duplicate. Then, click the 3-dot menu on the tab and select Duplicate.
2. 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.