Creating a dashboard - Security Center 5.12

Security Center User Guide 5.12
Product
Security Center
Content type
Guides > User guides
Version
5.12
Language
English
Last updated
2024-08-13

You can create custom dashboards and save them as public tasks or private tasks in Security Desk.

Before you begin

To create a dashboard, users must have the following privileges:
  • Modify dashboards
  • Manage private tasks or Add public tasks

Specific widgets might require privileges of their own. For more information, refer to Standard dashboard widgets.

Procedure

  1. In Security Desk, open the Dashboards task.
  2. On the Select dashboard screen, click Create.
    In Security Desk, the Select dashboard menu displayed when opening the Dashboard task. The Create button in the top right is boxed in red.
  3. Provide a name for your new dashboard and save it as a private task or a public task.
    An empty dashboard is created.
  4. Click Add widgets.
    The dashboard canvas opens with the available widgets shown in the Widgets palette.
    In Security Desk, a blank dashboard in the Dashboard task with the widget menu open on the right.
  5. To populate the dashboard with widgets, drag and drop widgets from the palette to the canvas.
    Tip: Search for the widget you are looking for.

    By default, all changes to the dashboard layout and widget configuration are saved automatically. To disable this behavior, deselect auto-save in the dashboard menu.

  6. To customize your dashboard or make changes later, go to Menu () > Options, and configure the following options:
    Name
    Change the dashboard name.
    Auto-refresh
    Refresh all widgets on the dashboard automatically.
    Fit to window
    Scale the dashboard to your display.
    Auto-hide header
    Make the dashboard header disappear.
    Save to
    Change the save destination for your dashboard.
  7. For each widget, configure the size, position, and other settings:
    • Move the widget into position and resize it as needed.
      In the Dashboard task in Security Desk, a green arrow shows how you can move a selected tile on the dashboard, and the yellow arrows show how you can resize the tile.

      The widget frame snaps to the grid lines on the canvas. Widgets can overlap. You can place a widget in front of others () or behind ().

    • In the widget-specific options, set what the widget displays.
      The widget-specific menu for the Charts widget in the right pane of the Dashboard task. The Report option is set to Unassigned and the Show legend is enabled.
    • In the general options, configure the look and behavior of the widget. These options include the widget title, background color, and whether or not the data refreshes automatically.
      The general widget options menu including Show title, Title, Background color, and Auto refresh. Displays in the right pane of the Dashboard task when a widget is selected.

    Counts, charts, reports, and web pages must be refreshed to show the latest information. Dashboard widgets can be refreshed manually or on an interval. You can specify an auto-refresh interval per widget, or once for the entire dashboard in the dashboard Options.

  8. After populating your dashboard with widgets, click Done.

Results

Your dashboard layout is ready for use. Public dashboards are available to all users who have the View dashboards and View public tasks privileges. Private dashboards are only available to the current user.

After you finish

To access your dashboard, select it in the Dashboards task, or open it directly with the associated public task or private task.
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