Customizing the Analytics Dashboard

The Analytics Dashboard provides a selection of predefined widgets, such as pivot tables and charts, which you can place on the dashboard.

The following table shows the ways that you can customize the Analytics Dashboard.
Table 1. Analytics Dashboard customizations
Customization Description
Add a widget.

Click Add Widget and click the type of widget that you want to add. Drag the widget to the preferred location on the dashboard.

The number of times that each type of widget is used on the dashboard is shown next to the widget name.

Configure an existing widget.

Hover over the widget and select the wrench icon to open the widgets configuration dialog. Select the configuration options, such as the date range, that you want to implement. Click Save.

Widgets that you cannot customize do not have the wrench icon.
Remove a widget.

Hover over the widget and select the X icon.
Filter information.

Filters that are applied appear beneath the dashboard name.

To add more filters, click More and select the filter from the list. For example, to filter by workspace, select the Workspace filter and select the workspaces that you want to view.

Filters that are applied to a specific widget work with filters that are enabled for the entire dashboard. For example, on the Analytics Dashboard, enable the Incident Disposition, Severity, and Status filters. Then, on the Incident List widget, enable the Incident Disposition and Severity filters. Only values from the Incident Disposition and Severity filters are displayed on the Incident List widget.

Some widgets, such as the Notifications widget, do not have filters.
Save changes as a new dashboard.

To save your changes, create a new analytics dashboard.

On the dashboard, click Save As and enter a name and a brief description. If you have permission, you can set the dashboard to be Shared with all users.

To discard dashboard changes, click the arrow next to Save Changes and click Discard Changes.
Change the dashboard name, or share it with other users.

To change dashboard information, such as name, description, and sharing permissions, click the selector icon () and choose Manage Dashboards.

Tip: When the dashboard is set to Shared, you can share a dashboard with another user by sending them the URL link.

You must have permissions to change the dashboard settings.

To view the contact information for the dashboard owner, hover over the owner’s name.
Add headers, images, or text.
Use HTML code and CSS styling to add headers, images, or text to the dashboard.
  1. Click Add Widget in the dashboard.
  2. Select the Custom HTML Block widget.
  3. In the Custom HTML Block Widget window, type a title for the widget.
  4. Select a size for the widget.

    Use Full size for large areas that span across the screen, while Half is useful for displaying a smaller area.

  5. Enter the HTML content.
  6. Click Save.
For example, the following HTML code adds an image with custom styling.
<img style='width:400px; height:400px;' src='https://your.company.com/path/image.jpg' />