Open the dashboard menu to:

  • Create a dashboard using the dashboard builder tools.
  • Import a dashboard.
  • Upload a JSON file that can be used to instantiate a dashboard.

Functionality

FunctionDescription
Create DashboardManually create a dashboard using the dashboard create tool.
Share DashboardShare a dashboard to partner and client users.
Import DashboardImport a JSON file previously exported using the dashboard export option.
Create CollectionCreate a folder for grouping dashboards.
Search for dashboards or collectionsSearch for a dashboard or collection by name.

Dashboard list

The dashboard list shows curated, pre-configured dashboards and user-created dashboards. Click the dashboard entry to view the dashboard. Dashboards are only displayed if the associated integration is installed.

Filters

Filter TypeDescription
filter on time rangeSelect a time range to filter the start time and end time for displaying metric data. Select pre-defined time intervals or use the date time-picker.
filter on variablesAssign a named variable to the value of an attribute to toggle between series to display.

Collections

Collections group dashboards allow you to organize dashboards. You can copy and move dashboards to a collection.

Dashboard options

OptionDescription
Set Default DashboardSelects a dashboard to be the first to be displayed when the main Dashboard 2.0 page is visited.
This default dashboard view can be set at the user, client, and the partner level.
To set the default dashboard, do the following:
  1. From the Dashboard Name field, select the dashboard from the list and click Set Default.
    1. Notes
      • The My Default Dashboard toggle sets your personal default dashboard.
      • A partner admin user can set the default dashboard for other partner users based on the role.
      • A partner admin user or a client admin user can set the default dashboard for other client users based on the role.
CopyCopies a dashboard to the specified collection. Dashboards must have a unique name.
MoveMoves a dashboard to the specified collection.
ExportExports the dashboard as a JSON file, which can be imported using the Import Dashboard menu option.
RenameRenames the dashboard.
RemoveRemoves the dashboard.