Working with dashboards

Each user account is preconfigured with a set of dashboards:

• Asset management

  Includes a collection of widgets that show the breakdown of your devices by platform, make, model, OS version, and device usage

• At risk

  Includes four widgets that show your missing, stolen, dark, and frozen devices

• Compliance (default)

  Includes a collection of widgets that show:

  • The encryption and anti-malware status of your devices
  • Devices with at-risk file data (detected during an EDD scan), if applicable
  • Devices that are currently located in a prohibited country

These three dashboards are fully editable. For example, you can:

• Edit, add, move, or remove widgets
• Update the dashboard's properties
• Set a dashboard as the default
• Duplicate a dashboard
• Delete a dashboard

Alternatively, you can create new dashboards and add widgets to them.

A legacy dashboard, Dashboard [Classic], is also available. To work with this dashboard, see Dashboard [Classic].

To view and manage dashboards in the Dashboard area, your user role needs to be granted the View permission for Dashboard - Inventory. All default user roles are granted this permission.

Additional permission requirements

To work with some dashboard widgets, the following permissions are also required:

• To view and export device location information, the View permission for Geolocation is required

• To view and export web usage information, the View permission for Web usage is required

• To view and export device usage information, the View permission for Device usage is required

• To view and export application information, or application usage information, the View permission for Software reports is required

• To view or export EDD Endpoint Data Discovery (EDD) policies scan the hard drives of your managed Windows and Mac devices for confidential file content, such as personal health information, credit card numbers, and SSNs. Scan results are reported in EDD reports to help you identify at-risk devices. information, the View permission for Endpoint Data Discovery reports is required

Note the following:

• If your user role is not granted the permission that is required to view a widget's data, the following message shows in the widget:

  <Permission name> permission is required for this widget

• When creating or editing a widget, if your user role is not granted the View permission required to use a data source, field, metric, or filter, the item is grayed out and the following message shows in a tooltip when you hover over the item:

  <Permission name> permission is required

To view a dashboard, hover over Dashboard on the navigation bar to show the dashboard selector pane, and then click the dashboard you want to open.

To review the data in a widget, you can do one or more of the following:

• Hover over a bar or slice to view its associated data. Hover over a line to view the associated data for each line in the chart.

• Depending on the type of chart, do the following:

  • Bar charts:
    • If the widget includes grouped data, you can click a group name above the chart to show the group's bars in the chart. The other group names are now grayed out and their bars are hidden.
    • To view more information about a specific item in a widget, do one of the following:
      • Click a value on the X or Y axis. The widget opens in expanded view, filtered by the selected value. A solid black border is added to the bar (or bars) associated with the value.

        For horizontal bar charts, only the values on the Y axis are clickable. For vertical bar charts, only the values on the X axis are clickable.

      • Click a bar. The widget opens in expanded view, filtered by the selected bar. A solid black border is added to the selected bar.
  • Donut charts:
    • To view information about a specific slice in the chart, hover over the slice.
    • To view more information about a specific slice in a widget, click the slice or the slice's label. The widget opens in expanded view, filtered by the selected slice. Visually, the selected slice is separated from rest of the donut.

  • Line charts:

    • To view information for a specific point in time, hover over the line.

• To open a widget in expanded view without filtering the data first, click (View expanded size).

• To view or edit a widget's settings, open it in edit mode.

• To update a widget's data without opening it in edit mode, use the following quick controls:

  Quick control	Applies to	Details
  Sort	Bar charts	Change the sort order of the data Data can be sorted from most to least or least to most.
  Date range filter	Line charts, and charts showing usage information	Specify a date range Options are Last 7 days, Last 30 days, Last 60 days, and Last 90 days To enter a custom time range, click Select and select two dates in the calendar.
  Time interval filter	Line charts	Aggregate the data based on an interval of time Options are Daily, Weekly, and Monthly.
  Filter	All charts	Tailor the data by adding one or more filters If a count is displayed, one or more filters are already set. Hover over the icon to view the existing filters in a tooltip.

  Any changes you make using the quick controls are saved to the widget's settings and persist across user sessions.

Filtering data in a widget

You can use a widget's icon to refine the data shown in its chart. Any changes you make to a widget's filters are saved to Settings and persist across user sessions.

A filter consists of two, three, or four fields depending on the filter options you choose.

Field type	Description
Data point	Choose from a list of data points to use as filter criteria The list of data points depends on the data source selected in the widget. Click the field and select a data point from the list. You can also search for a data point.
Condition	Choose from a list of conditions specific to the selected data point
Value	Refers to one of the following elements, depending on the values specified in the data and condition fields: a text field where you enter a keyword or value a list of options a Yes/No toggle a calendar, if the data point is date-based
Unit of time This field is available when the within last or not within last filter condition is selected for a date-based data point.	Select one of the following options: Days Hours Minutes Weeks Months Years

Filtering by date and time

You can use dates and times to filter your results.

To add a date-based filter:

1. In the filter dialog, click the Select Field field and select a date-based data point from the list.
2. Click the condition field and select a date-based filter condition from the list, such as greater than.
3. Click the third field to open the Calendar dialog, and do one of the following:
   • To add a date only, select a date from the calendar.

     If you selected the between or not between filter condition, two date fields show. Add the start date in the first calendar field and the end date in the second calendar field.

   • To add a date and time, select a date from the calendar and then select the hour, the minute, and AM or PM and click OK. If you don't select a time, the time defaults to 12:00 am.

Combining filters

You can combine filters to produce the results you want:

• To expand the results, click OR within a filter group and add another filter. Results that satisfy at least one of the filters are included.
• To refined the results, click AND to add a new filter group. Only the results that satisfy all the filter groups are included.

Removing filters

You can remove one filter, or all of the filters in a filter group:

• To remove an individual filter, click beside the filter.
• To remove an entire filter group, click beside each filter in the filter group.

Exporting widget data

To export a widget's data to a report, click (Export data). Learn more

You can create multiple dashboards and add widgets to them. In this way, you can organize your widgets to best suit your needs.

For details about adding, editing, moving, and deleting the widgets on a dashboard, see Adding and managing dashboard widgets.

Adding a dashboard

You can create a new dashboard and add widgets to it.

In the current release, you can't add widgets to a new dashboard by duplicating or moving a widget that currently resides on another dashboard.

To add a dashboard:

1. Hover over Dashboard on the navigation bar to show the dashboard selector pane.

2. At the bottom of the pane, click Add dashboard. An empty dashboard opens.

3. Edit the dashboard name and description by editing its properties.

4. Add one or more widgets to your new dashboard.

Your new dashboard is added to the dashboard selector pane. If desired, you can set it as the default dashboard.

Editing dashboard properties

To edit the name and description of a dashboard:

1. Open the dashboard you want to edit.
2. Click (Edit Properties) in the dashboard toolbar.
3. Update the Dashboard name and Description.
4. Click Save.

Setting a new default dashboard

Each time you log in to the Secure Endpoint Console, a default dashboard is displayed. The Compliance dashboard is the predefined default, but you can specify any of your dashboards as the default.

To set the default dashboard:

1. Hover over Dashboard on the navigation bar to show the dashboard selector pane.
2. Hover over the name of the dashboard that you want to set as the default.
3. Click Set as default.

The selector pane refreshes to show the selected dashboard at the top of the pane with a Default label.

Duplicating a dashboard

While duplicating a dashboard, you can decide which of the dashboard's widgets to include. If desired, you can then edit those widgets, or add additional widgets.

To create a copy of a dashboard:

1. Open the dashboard you want to duplicate.
2. Click (Make a copy) in the dashboard toolbar.
3. [Optional] Clear the checkbox next to each widget you don't want to include in the new dashboard.
4. Click Duplicate. The new dashboard is created with the name Copy - <original dashboard name>.
5. To update the dashboard's name and description, update its properties.

6. [Optional] Add one or more widgets to your new dashboard.

Deleting a dashboard

If a dashboard is now obsolete, or you created it in error, you can delete it. Note that all of its widgets will also be deleted.

This action can't be undone.

To delete a dashboard:

1. Open the dashboard you want to delete.
2. Click (Delete) in the dashboard toolbar.
3. In the confirmation dialog that shows, click Delete.

The dashboard is removed from the dashboard selector pane. Note that if the deleted dashboard was set as the default dashboard, the first dashboard listed in the dashboard selector pane becomes the default.