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Creating Custom Dashboards

Overview

Custom Dashboards allow users to curate a personalized analytics experience. Using customizable modules, users can choose what data they would like to include on the page and how said data should be displayed (i.e. bar chart, line graph, etc.) Each module can be configured to display information about a particular asset type in your asset inventory. Alternatively, you may also restrict the number of assets included using a saved query.

On this page, you may wish to create modules to display data about the following:

  • Percentage of Devices running on end-of-life operating systems, by OS Platform
  • Percentage of Devices with missing security controls
  • Asset coverage by a particular Source

It should also be noted that Custom Dashboards are created at the user-level and will not impact other users in your organization. Any Dashboards you create will only be visible to you.

Creating a Custom Dashboard

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Users can create up to six Custom Dashboards for their account.

You can add a Custom Dashboard by selecting the Add new dashboard button (). A popup will appear.

Enter a name for your Custom Dashboard in the provided field then click the Add button to create it.

Creating a new Custom Dashboard

Once your Custom Dashboard has been created, you will be redirected to its page. We will review adding content to this page in the following section.

Redirecting to the new Custom Dashboard page

Adding a Module

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While the use of saved queries is not mandatory, incorporating them into your modules will allow you to get the most value out of this feature. We recommend taking inventory of your existing saved queries and adding any new ones you may wish to include in your modules ahead of time.

Once you are on your Custom Dashboard page, it should appear blank. From here you will need to add modules to it with the information that you would like to be displayed on the page.

Select the Add new module button to add a module.

Selecting "Add new module" button

Next, select a module Type and enter information into the provided fields. Descriptions of each module type can be found in the Module Types section of this document.

Additionally, you will want to adjust the sizing of your module using the Width and Height of module fields. Information about module sizing can be found in the Module Size section of this document .

Building a module

Once you have finished entering your information, click the Save button to add it to your Dashboard.

Saving a module

Module Types

In the Module window, there are seven options for types of modules you can add. In this section, we will review each of these.

Bar

The Bar module displays asset analytics in the form of a bar graph. Like other modules, it allows you to exclude certain assets from your results using a saved query (i.e. Only filtering for Devices running on EOL Operating Systems).

  1. Use the Asset Type field to select the asset type you would like to build your module around.
  2. Next, select the Saved Query you would like to include assets from. If this field is left blank, the Sevco platform will pull asset data from your entire inventory.
  3. The X-axis Attribute is used to specify what attribute you would like to organize your results by. In this example, we will choose OS Platform as our X-axis Attribute.
  4. The Stacked Bars By dropdown can be used to further divide the X-axis Attribute results in your bar graph. This field is optional. In this example, we will be selecting OS Release so that each OS Platform is further broken down by OS Release in the graph.

The images below display the configuration and output for a stacked bar chart that displays the total number of devices running on end-of-life operating systems (using a previously saved query), grouped by OS Platform and OS Release.

Bar module configuration Bar module example

Line

The Line module displays information about an attribute over time in the form of a line or area graph.

  1. Use the Asset Type field to select the asset type you would like to build your module around.
  2. Next, select the Saved Query you would like to include assets from. If this field is left blank, the Sevco platform will pull asset data from your entire inventory.
  3. The X-axis Attribute is used to specify what time-based attribute you would like to organize your results by. In this example, we will choose OS End of Life Timestamp as our X-axis Attribute.
  4. The Time Units dropdown allows you to specify what time unit you would like your X-axis to use when displaying information. We will choose Daily.
  5. The Start and End Date fields allow you to set the time frame you would like to include in your graph. If left blank, the graph will display results from the earliest to most recent instance of an attribute.
  6. Check the Area Graph checkbox if you would like your graph to display as an area graph

The images below display the configuration and output for an area graph that displays the daily number of Last Activity Timestamps for devices categorized as IoT (using a previously saved query) for the last 30 days.

Line module configuration Line Module example

Pie

The Pie module displays information about asset attributes in the form of a pie chart.

  1. Use the Asset Type field to select the asset type you would like to build your module around.
  2. Next, select the Saved Query you would like to include assets from. If this field is left blank, the Sevco platform will pull asset data from your entire inventory.
  3. Use the Field dropdown to select the attribute you would like your assets to be broken down by.

The images below display the configuration and output for a pie chart that displays devices that are categorized as IoT (using a previously saved query) by OS Platform.

Pie module configuration Pie module example

Gauge

The Gauge module displays what percentage of your selected asset type meets the criteria in a saved query. This information is displayed as a gauge that resembles a speedometer.

  1. Use the Asset Type field to select the asset type you would like to build your module around.
  2. Next, select the Saved Query you would like to compare your assets against (i.e. a query that returns end-of-life devices).
  3. The Saved Query Baseline dropdown allows you to specify what subset of assets you would like to compare the assets in your saved query against (i.e. a query that only returns Windows devices).

The images below display the configuration and output for a percentage gauge that displays the percent of devices running on Windows operating systems that are also end-of-life devices. Two previously saved queries were used to identify this percentage.

Gauge module configuration Gauge module example

Count

The Count module displays the total number of your selected asset type.

  1. Use the Asset Type field to select the asset type you would like to build your module around.
  2. Next, select the Saved Query you would like to include assets from. If this field is left blank, the Sevco platform will pull asset data from your entire inventory.

The images below display the configuration and output for a total count of the number of at risk devices (using a previously saved query).

Count module configuration Count module example

Tracked Query

The Tracked Query module is used to track the number of a particular subset of assets on a day to day basis. This is done using your tracked queries. While queries on the Tracked Queries page search your entire asset inventory to determine daily asset totals, the Tracked Query module for custom dashboards allows you to select a Tracked Query Baseline. This allows you to determine what percentage of assets from your Tracked Query Baseline also meet the criteria of another tracked query.

  1. Use the Asset Type field to select the asset type you would like to build your module around.
  2. Next, select the Tracked Query you would like to view daily totals for (i.e. a query that tracks the number of Windows devices with endpoint security controls).
  3. The Tracked Query Baseline dropdown allows you to specify what subset of assets you would like to compare the assets in your Tracked Query against (i.e. a query that tracks the number of Windows devices).
  4. The Number of days to show field allows you to specify how many days in the past you would like the module to collect data for. This field defaults to 90 days.

The images below display the configuration and output for a tracked-query area graph that displays the daily number of devices running on Windows operating systems that have endpoint security controls installed for the last 30 days. Two tracked queries were used to identify these daily totals.

Tracked Query module configuration Tracked Query module example

Text

The Text module cannot be used to display asset information; however, it can be used to include important information about your Custom Dashboard on the page. For example, you may wish to:

  • Provide an overview of the contents of your custom dashboard
  • Provide an explanation for a graph
  • Provide instructions for what to do if a module is in a particular state.

The Text module accepts Markdown language, with the exception of links and tables, allowing you to format your information as you see fit.

The images below display the configuration and output for a text module.

Text module configuration Text module example

Module Size

Module size determines the width and height of a module in your Custom Dashboard. It also impacts the placement of a module in relation to other modules.

Module Width

Module widths are divided into four columns, based on the page's width. A module width of 1 represents one column and will span a quarter of the page, while a module width of 4 represents four columns will span the entire page.

Modules are arranged in rows, based on their width. If two or more module's combined widths exceed 4, the most recent module will appear in a new row.

Module width new row example

Module Height

Module height is also selected on a scale of 1-4. Each number in the scale represents a row with a height of 250px. A module height of 1 represents one row and has a height of 250px, while a module with a height of 4 represents four rows and has a height of 1000px.

Like module width, a module's height affects the placement of the modules that follow it. Two or more modules with a combined height that is less than a previous module may appear next to the module in a stacked position, depending on their width.

Module height stacked modules example

Editing and Deleting Custom Dashboards

Editing a Custom Dashboard

Select the Kebab icon () to the right of a Custom Dashboard tab followed by Edit in the dropdown menu. Make changes as needed using the provided field, then click the Save button.

Editing a Custom Dashboard

Deleting a Custom Dashboard

Select the Kebab icon () to the right of a Custom Dashboard tab followed by Delete in the dropdown menu to remove the Dashboard from your organization.

Deleting a Custom Dashboard

Editing and Deleting Modules

Editing a Module

Select the Kebab icon () in the top-right corner of a module followed by Edit in the dropdown menu. Make changes as needed using the provided fields, then click the Save button.

Editing a Module

Deleting a Module

Select the Kebab icon () in the top-right corner of a Module followed by Delete in the dropdown menu to remove the module from your Dashboard.

Deleting a Module

Updated 4 months ago