13.1 Custom DashboardCopy Anchor Link

Create custom dashboards by clicking Create Dashboard and following the guided setup to configure widgets.

DashboardsCopy Anchor Link

The Dashboards page allows users to create, manage, and access custom dashboards tailored to their operational, financial, governance, security, and compliance requirements.

Custom dashboards help users organize important metrics, reports, and visualizations in one centralized location, providing faster access to the information most relevant to their role and responsibilities.

OverviewCopy Anchor Link

The Dashboards page enables users to:

• Create custom dashboards.
• Organize module-specific views.
• Monitor important business and operational metrics.
• Access dashboards from a centralized location.
• Duplicate existing dashboards.
• Edit dashboard configurations.
• Remove unused dashboards.

Dashboard ListCopy Anchor Link

The dashboard page displays all available custom dashboards.

Each dashboard card contains key information such as:

• Dashboard Name
• Creation Date
• Dashboard Description
• Dashboard Actions

Dashboard InformationCopy Anchor Link

Dashboard NameCopy Anchor Link

Displays the name assigned to the dashboard.

Examples:

• Governance Dashboard
• Operations Overview
• Security Dashboard
• Cost Management Dashboard

Created DateCopy Anchor Link

Displays the date when the dashboard was created.

This helps users identify recently created dashboards and review dashboard history.

DescriptionCopy Anchor Link

Provides a summary of the dashboard's purpose.

Examples:

• Governance compliance monitoring
• Cost optimization tracking
• Security operations overview
• Resource inventory reporting

If no description has been added, the dashboard displays:

No description provided.

Dashboard ActionsCopy Anchor Link

Each dashboard card includes several management actions.

Open DashboardCopy Anchor Link

Click Open Dashboard to access and view the dashboard.

Users can:

• Review visualizations.
• Monitor key metrics.
• Analyze dashboard data.
• Interact with dashboard widgets.

Duplicate DashboardCopy Anchor Link

The Duplicate icon allows users to create a copy of an existing dashboard.

This feature can be used to:

• Reuse existing dashboard layouts.
• Create department-specific variations.
• Quickly build new dashboards.

The copied dashboard can be modified independently from the original.

Edit DashboardCopy Anchor Link

Click the Edit icon to modify dashboard information.

Editable items may include:

• Dashboard Name
• Description
• Default Dashboard Assignment
• Widgets and Layout

Delete DashboardCopy Anchor Link

Click the Delete icon to permanently remove a dashboard.

Warning: Deleting a dashboard removes it from the platform and cannot be undone.

Before deletion:

• Verify the dashboard is no longer required.
• Export important information if necessary.
• Ensure other users are not dependent on the dashboard.

Dashboard Search and NavigationCopy Anchor Link

The dashboard page provides a visual card-based layout, making it easy to browse available dashboards and quickly access relevant information.

Users can manage multiple dashboards from a single centralized location.

Create DashboardCopy Anchor Link

The Create Dashboard page allows users to create a new custom dashboard that can be used to monitor and analyze operational, governance, financial, or security data.

Users can define a dashboard name, description, and optionally assign the dashboard as a default view.

OverviewCopy Anchor Link

Creating a dashboard allows users to:

• Build personalized reporting views.
• Organize business-specific metrics.
• Monitor platform activities.
• Create reusable dashboard templates.
• Improve visibility into cloud operations.

Dashboard ConfigurationCopy Anchor Link

The Create Dashboard panel contains the following fields.

Dashboard NameCopy Anchor Link

Enter a unique name for the dashboard.

Examples:

Operations Overview

Governance Dashboard

Cost Optimization Dashboard

RequirementsCopy Anchor Link

• Dashboard name is required.
• Names should clearly describe the dashboard purpose.
• Duplicate names should be avoided.

Set Default DashboardCopy Anchor Link

Users may designate the new dashboard as the default landing dashboard.

When selected:

• The dashboard opens automatically when accessing dashboard views.
• Users can quickly access their most frequently used dashboard.

Select a dashboard from the dropdown menu to configure the default dashboard preference.

DescriptionCopy Anchor Link

Provide a brief explanation of the dashboard.

Examples:

Provides an overview of governance compliance across all cloud accounts.

Tracks cloud costs, budget utilization, and optimization opportunities.

Descriptions help users understand the purpose of the dashboard and improve dashboard management.

Steps to Create a DashboardCopy Anchor Link

Step 1Copy Anchor Link

Navigate to:

Dashboards

Step 2Copy Anchor Link

Click:

Create Dashboard

The Create Dashboard panel opens.

Step 3Copy Anchor Link

Enter a Dashboard Name.

Example:

Operations Overview

Step 4Copy Anchor Link

(Optional) Select a dashboard under Set Default Dashboard if you would like it to be the default dashboard.

Step 5Copy Anchor Link

Enter a dashboard description.

Example:

Provides operational visibility into governance, security, and cloud resource metrics.

Step 6Copy Anchor Link

Review the entered information.

Verify:

• Dashboard name
• Default dashboard selection
• Description

Step 7Copy Anchor Link

Click:

Create Dashboard

The new dashboard is created and added to the dashboard list.

Cancel Dashboard CreationCopy Anchor Link

To exit without creating a dashboard:

1. Click Cancel.
2. The creation panel closes.
3. No dashboard is created.