This article describes how to create a Dashboard in the Panaseer application.
This article covers the following areas:
- Where to create a Dashboard
- Adding a title and description
- Saving your Dashboard
- Finding a Dashboard saved as draft
- Adding Sections to the Dashboard
Where to create a Dashboard
There are two ways you can start creating your own Dashboards:
- Via the Panaseer Homepage
- Via the Dashboard icon from the left-hand navigation menu
To create Dashboards via the Panaseer Homepage
-
Click on New Dashboard in the Dashboards area of the Homepage.
To create Dashboards via the left-hand navigation menu
- Click on the
icon in the left-hand menu from anywhere in the application.
-
Click on New Dashboard.
This will take you to a screen where you can start creating your Dashboard.
Adding a title and description
You will need to add a Dashboard Title to your Dashboard and Section Titles to each of your Sections. Dashboard and Section descriptions are optional but recommended. These can be determined based on the objective and content of your Dashboard.
You can type these into the relevant areas.
Saving your Dashboard
Once you add the relevant titles, the buttons at the top right of the page become available and you can save your Dashboard.
There are a few options to choose from:
| Option | Description |
|---|---|
| Publish | This option adds the Dashboard to the Dashboard catalogue and makes it available for every user with the appropriate permissions. We recommend you publish the Dashboard when it's finished and you would like to share it or make it available for other users. If you want to save the Dashboard but continue working on it, use "Save and preview". |
| Save and preview | This option saves your Dashboard as a draft and takes you to a preview of your Dashboard to assess the "making of" process. |
| Save | This option saves your Dashboard and you will remain on the Dashboard editing screen. Until "Publish" is clicked, the Dashboard will be saved as a draft, only visible to you. |
| Save and close | This option saves your Dashboard as a draft and will take you to the Dashboard Catalogue. |
| Close |
This option closes the dashboard editing screen without saving. If you have made changes without saving, you will be given the option to save or discard the changes before taking you back to the Dashboard Catalogue screen. |
| Reset | This option resets the pre-applied filters. |
It's always worth previewing your Dashboard as you make individual edits to see how your changes affect the Dashboard. To do so, click "Save and preview". To resume editing click "Edit" in the top right-hand corner.
Finding a Dashboard saved as draft
If you have saved a dashboard as a draft and want to resume your work later, you'll be able to find it in the "Draft" section of "My dashboards".
Adding Sections to a Dashboard
Adding Sections can help to organize a Dashboard by grouping metrics together. For example, if you're building a Dashboard that focuses on different control families, you can have separate groups for endpoint, vulnerability and patch.
To add a new section, click the "Add Section" button that appears below the current Section you are working on. Titles are required but descriptions are optional.
You'll be able to remove or clone the section by using the buttons at the right of the title menu.
Once you've created a new Dashboard and given your first Section a title, you can start adding the metrics you'd like to view and track. Follow our Adding metrics to a Dashboard guide to find out more.
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