# Add a Dashboard

## Instructions to 'Add Dashboard' <a href="#rh_pdf_topic_id_87-add_dashbo" id="rh_pdf_topic_id_87-add_dashbo"></a>

{% embed url="<https://app.arcade.software/share/NnUD6oieHIraiCUfX93U>" %}

To add a new dashboard:

* Navigate to the **Dashboard module**.
* Expand the left panel by clicking the **right arrow key**.
* Click the **plus (+) icon** to create a new dashboard.
* Provide a **name** (this name will represent and help identify the dashboard) for the dashboard and click Create.

<div align="left"><img src="https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2F1o8jftXggzYD609C7BMh%2F4.png?alt=media" alt=""></div>

Once created, the next step is configuring **Widgets**, which dynamically display data from various modules in graphical or tabular formats.

### Widget

Infraon widgets are pre-built components designed to pull key insights from your infrastructure, ITSM modules, and network data, and display them in clear, interactive formats such as:

<table data-header-hidden><thead><tr><th width="200.39996337890625"></th><th></th></tr></thead><tbody><tr><td><strong>Chart Type</strong></td><td><strong>Description / Example</strong></td></tr><tr><td><strong>Data Panel</strong></td><td><p>Displays high-level KPIs or summary metrics in a compact panel format.</p><p><strong>Example:</strong> Total Tickets Today, Total Active Assets.</p></td></tr><tr><td><strong>Data Table</strong></td><td><p>Presents detailed data in a structured table with sorting, filtering, and drill-down options.</p><p><strong>Example:</strong> Asset Location Drilldown Table.</p></td></tr><tr><td><strong>Line Chart</strong></td><td>Visualizes trends over time with a line graph. Ideal for SLA breaches or request resolution trends.</td></tr><tr><td><strong>Bar Chart</strong></td><td><p>Shows comparative metrics in horizontal/vertical bar form.</p><p><strong>Example:</strong> Tickets by Priority, License Usage.</p></td></tr><tr><td><strong>Area Chart</strong></td><td><p>Highlights cumulative growth or changes over time with shaded areas.</p><p><strong>Example:</strong> Static Trend of Tickets.</p></td></tr><tr><td><strong>Gauge Chart</strong></td><td><p>Displays progress against a target or threshold (like a speedometer).</p><p><strong>Example:</strong> SLA Compliance Rate.</p></td></tr><tr><td><strong>Sunburst Chart</strong></td><td><p>Provides hierarchical data in concentric circles for drill-down insights.</p><p><strong>Example:</strong> Business Service Summary.</p></td></tr></tbody></table>

Widgets are grouped into multiple categories, such as Assets, Statistics, Events, Views, ITSM, Contract Management, IMACD, Purchase Orders, NCCM, System, Log Management, and IPAM, ensuring complete coverage across IT operations and business service management.

#### **Assets**

The **Assets category** provides insights into IT and Fixed Assets, including inventory distribution, purchases, license usage, consumables, and vendor information. IT teams can track asset lifecycles, utilization, and financial impact.

| **Widget**                       | **View**                                                                                                                                                                                                                                                                                                         |
| -------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Resource Count Summary           | Pie Chart, Data Panel, Bar Chart                                                                                                                                                                                                                                                                                 |
| New Purchases                    | Data Panel                                                                                                                                                                                                                                                                                                       |
| AMC Expiry                       | Data Panel                                                                                                                                                                                                                                                                                                       |
| Asset Count Panel                | Data Panel                                                                                                                                                                                                                                                                                                       |
| License Usage                    | Bar Chart, Data Table                                                                                                                                                                                                                                                                                            |
| True-up Cost                     | Data Panel                                                                                                                                                                                                                                                                                                       |
| Top Publishers                   | Bar Chart, Data Table                                                                                                                                                                                                                                                                                            |
| Consumable Summary               | Data Panel                                                                                                                                                                                                                                                                                                       |
| Location-Wise Asset Summary      | Bar Chart, Data Table                                                                                                                                                                                                                                                                                            |
| Agent Status                     | Data Panel                                                                                                                                                                                                                                                                                                       |
| Asset Location Drilldown Table   | Data Table                                                                                                                                                                                                                                                                                                       |
| Asset Location Drilldown Summary | Data Panel                                                                                                                                                                                                                                                                                                       |
| Asset Aging Summary              | Bar Chart, Data Panel                                                                                                                                                                                                                                                                                            |
| Agent Count                      | <p>Displays agent counts in a panel view with Total, Active, and Inactive agents. When the Creation Time filter is applied, all counts are shown.<br>When the Down Since filter is applied, only the inactive agent count for the selected time range is displayed.<br><br><strong>View:</strong> Data Panel</p> |

#### **Statistics**

The Statistics category helps monitor performance metrics, availability, trends, and resource utilization. It is crucial for proactive oversight and SLA reporting.

| **Widget**                       | **View**                          |
| -------------------------------- | --------------------------------- |
| Stat Summary                     | Pie Chart, Data Table, Bar Chart  |
| Multistat Summary                | Pie Chart, Data Table, Bar Chart  |
| Static Trend                     | Area Chart, Data Table, Bar Chart |
| Resource Trend                   | Line Chart                        |
| Resource Status Panel            | Data Panel                        |
| Statistic Panel                  | Data Panel, Gauge Chart           |
| Node Status Panel                | Data Panel                        |
| Link Status Panel                | Data Panel                        |
| Node Availability Summary        | Data Table                        |
| Critical Device Summary          | Data Panel                        |
| Branch Availability Summary      | Data Table                        |
| Service Provider Index           | Data Panel                        |
| ISP Link Availability Summary    | Data Table                        |
| Device Type Availability Summary | Data Table                        |
| Network Performance Index        | Data Panel                        |
| Node Summary                     | Data Panel                        |
| Link Summary                     | Data Panel                        |
| Wireless Controller              | Data Panel                        |

#### **Events**

The **Events category** provides a breakdown of all system events and alarms, helping teams prioritize incidents by severity and track event history over time.

| **Widget**          | **View**                                                 |
| ------------------- | -------------------------------------------------------- |
| Event Summary       | Bar Chart, Pie Chart, Line Chart, Data Panel, Data Table |
| Event Count         | Data Panel                                               |
| Event Trend         | Bar Chart, Line Chart, Pie Chart, Area Chart             |
| Aging Summary       | Data Table                                               |
| Node Aging Summary  | Data Table                                               |
| Link Aging Summary  | Data Table                                               |
| Event Aging         | Data Panel                                               |
| Branch Summary      | Data Panel                                               |
| Branch Details      | Data Panel                                               |
| Branch Availability | Data Panel                                               |

#### **Views**

The **Views category** provides device-level status and network visualizations, enabling topology-based monitoring and drill-downs.

| **Widget**                | **View**                   |
| ------------------------- | -------------------------- |
| Text/URL Panel            | Data Panel                 |
| Network Diagram           | Data Panel                 |
| Topology View             | Data Panel                 |
| Geo Map Drilldown Summary | Data Panel                 |
| Device Status             | Data Panel                 |
| Business Service View     | Data Panel                 |
| Business Service Summary  | Data Table, Sunburst Chart |

#### **ITSM**

The ITSM category consolidates ticketing, request, change, release, and problem metrics in one location. It allows support teams to track SLA compliance, workload, and turnaround times.

<table data-header-hidden><thead><tr><th width="218.7999267578125" valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><strong>Widget</strong></td><td valign="top"><strong>View</strong></td></tr><tr><td valign="top">Total Ticket Count</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Count Summary</td><td valign="top">Data Table</td></tr><tr><td valign="top">Count Summary Timebar</td><td valign="top">Data Table</td></tr><tr><td valign="top">Ticket Created Vs Resolved</td><td valign="top">Line Chart, Bar Chart, Area Chart, Pie Chart</td></tr><tr><td valign="top">Request Summary</td><td valign="top">Pie Chart, Data Table, Bar Chart, Data Panel</td></tr><tr><td valign="top">Request Count</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Request Created Vs Resolved</td><td valign="top">Pie Chart, Bar Chart, Area Chart, Line Chart</td></tr><tr><td valign="top">Problem Summary</td><td valign="top">Pie Chart, Bar Chart, Area Chart, Line Chart</td></tr><tr><td valign="top">Problem Count</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Problem Created Vs Resolved</td><td valign="top">Pie Chart, Bar Chart, Area Chart, Line Chart</td></tr><tr><td valign="top">Change Summary</td><td valign="top">Pie Chart, Bar Chart, Data Panel, Data Table</td></tr><tr><td valign="top">Change Count</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Change Created Vs Closed</td><td valign="top">Pie Chart, Bar Chart, Area Chart, Line Chart</td></tr><tr><td valign="top">Ticket SLA Compliance by Templates</td><td valign="top">Data Table</td></tr><tr><td valign="top">Requester Summary</td><td valign="top">Data Table</td></tr><tr><td valign="top">Assignee Summary</td><td valign="top">Data Table</td></tr><tr><td valign="top">My Activity</td><td valign="top">Data Table</td></tr><tr><td valign="top">Ticket Response Time Count</td><td valign="top">Data Panel, Data Table</td></tr><tr><td valign="top">Release Summary</td><td valign="top">Pie Chart, Bar Chart, Data Panel, Data Table</td></tr><tr><td valign="top">Release Count</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Release Created Vs Closed</td><td valign="top">Pie Chart, Bar Chart, Area Chart, Line Chart</td></tr><tr><td valign="top">Ticket Aging</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Ticket Aging Summary</td><td valign="top">Line Chart, Data Panel</td></tr><tr><td valign="top">Client Summary</td><td valign="top">Data Table</td></tr><tr><td valign="top">Request SLA Compliance by Templates</td><td valign="top">Data Table</td></tr><tr><td valign="top">Request Response Time Count</td><td valign="top">Data Panel, Data Table</td></tr><tr><td valign="top">ITSM Work Tracker</td><td valign="top">Data Table</td></tr><tr><td valign="top">In SLA – Out SLA Tickets</td><td valign="top">Bar Chart</td></tr><tr><td valign="top">Average Turnaround Time – Tickets</td><td valign="top">Bar Chart</td></tr><tr><td valign="top">Ticket Aging Summary Timebar</td><td valign="top">Data Panel</td></tr><tr><td valign="top">Ticket SLA Aging Summary</td><td valign="top">Data Panel</td></tr><tr><td valign="top">AI Token Consumption Count</td><td valign="top"><p>Displays the total tokens consumed by different AI-powered features in the application. Each time features like bots, service classification, rephrasing, or knowledge base (KB) creation are used, tokens are consumed and reflected here.</p><p><br><strong>Bots</strong> – AI bots that assist in real-time problem-solving for departments like IT, HR, Finance, or are custom-built for specific needs.</p><p><br><strong>Service Classification</strong> – Auto-classifies tickets when emails are received via IMAP based on configured services.</p><p><br><strong>Rephrase</strong> – Refines notes, replies, or emails added in tickets, requests, or other modules.</p><p><br><strong>KB Creation</strong> – Converts closed tickets into AI-enhanced knowledge base articles for easy reuse.</p><p> </p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top">User Attendance Widget</td><td valign="top"><p>Displays real-time employee attendance metrics, showing Present, Absent, and Total counts with percentage-based visual indicators. Users can click Present or Absent to view detailed employee lists in the sidebar.</p><p> </p><p>The widget supports filtering by location and date to analyze attendance for specific criteria. When no attendance data is available for the selected filters, the widget displays "No Data Available," with all counts set to 0.<br></p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top">In SLA - Out SLA Incidents</td><td valign="top"><p>This widget displays the number of incidents that are <strong>within SLA</strong> (achieved) and those that have <strong>breached SLA</strong> for each priority level, based on the selected time range. Users can click on the widget to open a detailed incident grid in a slider view. The data displayed is determined by the selected profile and metric (e.g., <em>Response</em>), with an option to enable <strong>auto-reload</strong> for real-time updates.</p><p> </p><p><strong>View:</strong> Bar Chart.</p></td></tr><tr><td valign="top">Average Turnaround Time – Incidents</td><td valign="top"><p>This widget provides a monthly view of incident counts categorized by priority, based on the selected timescale. When hovering over the chart, it displays the <strong>average turnaround time (TAT)</strong> for incidents at each priority level. Users can click on a data point to open a detailed <strong>incident grid</strong> in a slider view for deeper analysis.</p><p> </p><p><strong>View:</strong> Bar Chart.</p></td></tr><tr><td valign="top">Problem Summary</td><td valign="top"><p>Group problems by their source with an interactive, clickable tabular view. This enables users to quickly filter, organize, and analyze problems by Source for improved issue tracking and actionable insights.</p><p> </p><p><strong>View:</strong> Pie Chart, Bar Chart, Area Chart, and Line Chart.</p></td></tr><tr><td valign="top">Count Summary</td><td valign="top"><p>Summarizes records by grouping them across Assignee, Team, Catalogue, Category, Impact Service, Requester, and Tag. This widget visualizes the distribution of Tickets, Requests, Problems, Changes, and Releases, providing rapid insights into operational workload and service delivery effectiveness.</p><p> </p><p><strong>View:</strong> Data Table.</p></td></tr><tr><td valign="top">Assignee Summary</td><td valign="top"><p>Displays a summary of requests grouped by assignee, with options to filter by module, timescale, and specific technician. Users can view counts per assignee, click to open a detailed ticket list in a slider with pagination, and manage the widget by adding, cloning, editing, or deleting it.<br><br><strong>Example:</strong> Monitor the number of requests assigned to each technician in the <em>IT Helpdesk</em> team over the last 30 days.<br><br></p><p><strong>View:</strong> Data Table.</p></td></tr><tr><td valign="top">Ticket Aging Summary Timebar</td><td valign="top">Displays the distribution of tickets based on their aging duration, helping track SLA compliance and identify delays. It allows users to group tickets by parameters like state, priority, or assignee and visually compare time-barred versus non-time-barred cases using standard or extended aging types.</td></tr><tr><td valign="top">Request Summary</td><td valign="top"><p>Displays the count of requests grouped by fields such as State, Status, Priority, Severity, Impact Service, or Request Source. Users can view how requests are distributed and drill down into specific groups for detailed data.</p><p> </p><p><strong>View:</strong> Data Panel, Pie Chart, Bar Chart, Data Table.</p></td></tr><tr><td valign="top">My Activity</td><td valign="top"><p>This widget shows all tickets, requests, problems, or changes you’ve worked on during the selected time. It helps users track recent actions, follow-ups, and items that need attention.</p><p> </p><p><strong>View:</strong> Data Table.</p></td></tr><tr><td valign="top">Ticket Summary</td><td valign="top"><p>Displays ticket counts grouped by selected <strong>Group By, Drilldown, or Nested Group-By</strong> configuration. Supports grouping by standard fields (Status, Priority, Urgency, State, Impact, Service, Category, Assigned Team, Location, Ticket Source, Event, etc.), <strong>Ticket Custom Fields,</strong> and linked <strong>Asset Custom Fields.</strong></p><p><br>Allows filtering by tags, assignee, standard and custom filters (including dynamic Event values from incidents), timescale, and custom date range. Supports up to 6-level hierarchical grouping (Flat or Drill-Down view).</p><p><br>Clicking any count opens a slider with the filtered ticket list, including pagination and export. Data visibility is determined by user role, license, and MSP access.</p><p><br><strong>View:</strong> Data Panel, Pie Chart, Bar Chart, and Data Table.</p></td></tr><tr><td valign="top">Ticket Aging Summary</td><td valign="top"><p>Shows tickets count across selected SLA aging ranges and highlights how long tickets have remained open.</p><p>Supports SLA Profile, Metric, breach status, timescale selection, Group By options, and filters for tags, assignees, and custom fields.</p><p>View: Data Panel.</p></td></tr><tr><td valign="top">Ticket Aging Summary Timebar</td><td valign="top"><p>Shows ticket counts by aging buckets and time-bar status (Yes/No). Configure Group By, Aging Type and select a custom Timebar field to show only time-barred or non-time-barred tickets. Click any count to open the ticket list and export CSV.</p><p> </p><p><strong>View:</strong> Data Panel.</p></td></tr><tr><td valign="top">Asset Summary</td><td valign="top"><p>Displays asset counts grouped based on the selected <strong>Group By</strong> or <strong>Drilldown</strong> configuration. The widget supports grouping by standard fields and all configured <strong>asset custom fields</strong> (e.g., Department, Device Type, OS Name, Zone, Region, etc.).<br><br>Users can apply filters (Tag, Custom Filters, Department, etc.) to refine results. Clicking on any count or chart segment opens a sidebar with the corresponding asset list, where pagination, sorting, column selection, export (CSV), and redirection to Asset View are supported.<br><br>Data visibility is enforced based on user role and MSP access. The widget supports auto-reload and resizing.</p><p> </p><p><strong>View:</strong> Data Panel, Pie Chart, and Bar Chart.</p></td></tr><tr><td valign="top"><strong>AMC Expiry</strong></td><td valign="top"><p>Displays the count of assets or licenses whose AMC (Annual Maintenance Contract) is approaching expiration or has expired, based on the selected timescale and filters. The widget helps users quickly identify expiring AMCs and review associated cost and date information for renewal planning.</p><p> </p><p><strong>View:</strong> Data Panel.</p></td></tr><tr><td valign="top"><strong>Ticket Summary</strong></td><td valign="top"><p>Provides a real-time overview of tickets based on status and performance metrics. In addition to status-wise counts (Open, In Progress, On Hold, Resolved, Closed, Approval), the widget supports <strong>Resolution Rate,</strong> which measures SLA performance using the formula:</p><p><br><strong>(Tickets resolved within SLA ÷ Tickets due for resolution) × 100.</strong><br><br>Users can select the <strong>Type</strong> as <em>Compliance</em> or <em>Resolution Rate</em> to switch between SLA adherence and resolution efficiency views.</p><p> </p><p>The widget supports grouping by <strong>Impact Service, Department, Profile, or All Tickets,</strong> along with configurable timescales and filters.</p><p> </p><p><strong>View:</strong> Data Panel, Pie Chart, Bar Chart, Data Table</p></td></tr><tr><td valign="top"><strong>Ticket SLA Compliance By Templates</strong></td><td valign="top"><p>Provides a detailed view of SLA performance across configured SLA templates (profiles) for the selected time period. The widget lists each SLA profile along with the <strong>Total Ticket Count, Breach Count,</strong> and calculated <strong>Compliance Percentage.</strong></p><p> </p><p>Compliance is calculated as the <strong>number of tickets resolved</strong> within SLA targets divided by the <strong>total number of tickets</strong> governed by that SLA template. Administrators and managers can use this widget to compare SLA effectiveness across templates, identify SLA profiles with frequent breaches, and assess overall SLA adherence at a glance.</p><p> </p><p>The widget supports time-scale selection (e.g., the current month) and auto-refresh, making it suitable for operational dashboards and periodic compliance reviews.</p><p> </p><p><strong>View:</strong> Data Table</p></td></tr></tbody></table>

{% hint style="info" %}
**Event and Summary Filters in Ticket Dashboard Widgets**

The Event and Summary fields are available as custom filters in dashboard widgets to further refine ticket data displayed in widgets such as Ticket Summary, Ticket Assignment Summary, Aging Summary, Count, and Created vs Closed.

These filters allow users to narrow widget data by text-matching ticket summaries or event types across the Incident, Problem, Change, and Request modules.

Supported operators:

* **Event:** in, contains, not in
* **Summary:** in, contains, not in

When applied, the widget refreshes to display only records that match the configured filter criteria.
{% endhint %}

{% hint style="info" %}
**Note:** Service Category is available in the custom filter for ITSM widgets. Selecting one or more categories filters the widget data accordingly.
{% endhint %}

<figure><img src="https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2FbMX2uI4IzJwD01Y4WkMs%2Fimage.png?alt=media&#x26;token=50e88f68-7e22-40a9-adbe-943b996148fd" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**

* The Summary and Event fields appear in the filter field dropdown when adding a custom filter.
* The contains operator allows partial text matching (for example, filtering all tickets with the word *server* in the summary).
* Filters cannot be applied without entering a value. If the value field is left empty, a validation message is displayed, and the filter is not applied.
* Clearing the custom filter restores the widget to display all applicable records.
  {% endhint %}

**Count Summary Widget**

The Count Summary widgets offer high-level aggregation and drill-down capabilities for the Ticket, Request, Problem, Change, and Release modules. These widgets support flexible data grouping and multiple drill-down levels, empowering users to visualize and analyze operational metrics with greater depth.

<figure><img src="https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2FPfuYtJUB0NO7JbgftAyc%2Fimage.png?alt=media&#x26;token=80003731-d6de-4c6c-bb37-8d7144460ed2" alt=""><figcaption></figcaption></figure>

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><strong>Label</strong></td><td valign="top"><strong>Action</strong></td><td valign="top"><strong>Description</strong></td></tr><tr><td valign="top"><strong>Widget Name</strong></td><td valign="top">Select module (Ticket, Request, Problem, Change, Release Summary)</td><td valign="top">Displays the summary count based on the chosen ITSM category, auto-refreshes for a real-time view.</td></tr><tr><td valign="top"><strong>Group By</strong></td><td valign="top">Choose grouping field (State, Status, Urgency, Priority, Severity, Release Type, Impact Service)</td><td valign="top">Enables filtering and grouping data by the chosen attribute for focused monitoring.</td></tr><tr><td valign="top"><strong>Drill-Down Level 1</strong></td><td valign="top">Select an option from the group by fields and the widget view</td><td valign="top">First-level drill-down using the chosen field, showing a quick breakdown (e.g., open/closed status).</td></tr><tr><td valign="top"><strong>Drill-Down Level 2</strong></td><td valign="top">Add secondary grouping and view option.</td><td valign="top">Allows further segmentation of data (e.g., breakdown by priority within status) and supports multiple levels for deep analysis.</td></tr><tr><td valign="top"><strong>Timescale</strong></td><td valign="top">Choose time period (e.g., current week)</td><td valign="top">Filters widget data by the selected timescale, aiding trend analysis.</td></tr><tr><td valign="top"><strong>Auto Reload</strong></td><td valign="top">Set refresh interval</td><td valign="top">Ensures summary data is updated automatically at specified intervals.</td></tr><tr><td valign="top"><strong>Chart Type</strong></td><td valign="top">Select a data panel, a pie chart, a bar chart, or a data table</td><td valign="top">Provides various visualization options for presenting summary and drill-down data.</td></tr></tbody></table>

#### **Contract Management**

The **Contract Management category** enables organizations to track vendor/manufacturer contracts, including their types and status, for compliance and renewal purposes.

| **Widget**           | **View**   |
| -------------------- | ---------- |
| Contract Summary     | Data Panel |
| Contract Count Panel | Data Panel |

#### **IMACD**

The **IMACD category** captures Install, Move, Add, Change, and Dispose activities, providing visibility into asset and service lifecycle changes.

| **Widget**    | **View**                                     |
| ------------- | -------------------------------------------- |
| IMACD Summary | Pie Chart, Bar Chart, Data Panel, Data Table |
| IMACD Count   | Data Panel                                   |

#### **Purchase Order**

The **Purchase Order category** tracks all purchase orders, providing summaries of order counts and detailed records.

| **Widget** | **View**   |
| ---------- | ---------- |
| PO Summary | Data Table |
| PO Count   | Data Panel |

#### **NCCM**

The **NCCM category** provides insights into configuration backups, baseline comparisons, vulnerabilities, and policy compliance for network devices.

<table data-header-hidden><thead><tr><th width="238.800048828125" valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><strong>Widget</strong></td><td valign="top"><strong>View</strong></td></tr><tr><td valign="top"><strong>Backup Success</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Backup Failed</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Recent Downloads</strong></td><td valign="top">Data Table</td></tr><tr><td valign="top"><strong>Baseline Vs Running</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Baseline Vs Startup</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Previous Vs Running</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Previous Vs Startup</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Startup Vs Running</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Vendor Summary</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Download Summary</strong></td><td valign="top">Pie Chart, Data Table</td></tr><tr><td valign="top"><strong>Vulnerable Nodes</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Top Vulnerable Nodes</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Recent Authorized Changes</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Recent Unauthorized Changes</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Unauthorized Change Count</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Policy Alarms</strong></td><td valign="top">Pie Chart, Bar Chart, Line Chart, Data Panel, Data Table</td></tr><tr><td valign="top"><strong>Policy Failed Nodes</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Policy Not Associated</strong></td><td valign="top">Data Panel</td></tr><tr><td valign="top"><strong>Policy Violated Nodes Summary</strong></td><td valign="top">Data Table</td></tr><tr><td valign="top"><strong>Policy Status Summary</strong></td><td valign="top">Data Table</td></tr><tr><td valign="top"><strong>Recent Unauthorized Changes</strong></td><td valign="top"><p>Displays the most recent configuration changes that are identified as <strong>unauthorized</strong> during configuration comparison. The widget retrieves data from download job audits whose authorization checks returned unauthorized results.</p><p><br>Users can click <strong>View</strong> to open a side panel that displays configuration comparison details, including time, version, configuration type (running/startup), download time, and hostname. Options are available to view only differences or the full configuration and export the comparison as a PDF.<br><br>Filters such as Timescale, MSP filter, and custom filters (for example, Vendor and IP Address) are supported.</p><p> </p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top"><strong>Recent Authorized Changes</strong></td><td valign="top"><p>Displays the most recent configuration changes that are identified as <strong>authorized</strong> during configuration comparison. The widget shows the download job audit results for the authorization check, which is successful.</p><p> </p><p>Users can click <strong>View</strong> to open a comparison panel that displays details such as time, version, configuration type, download time, and hostname. The widget supports viewing differences, full configuration comparison, PDF export, Timescale selection, MSP-based filtering, and additional custom filters.</p><p> </p><p>Auto-reload configuration is supported as per the widget settings.</p><p> </p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top"><strong>Backup Failed</strong></td><td valign="top"><p>Displays the count and details of devices where the <strong>configuration download (backup) has failed</strong> during execution. Data is derived from configuration download job results within the selected timescale.</p><p> </p><p>Supports filtering using <strong>Timescale, MSP (Customer/Entity),</strong> and custom filters (for example, Vendor, IP Address, Tag, Entity). The widget supports auto-reload based on configuration.</p><p> </p><p>Used to monitor failed backup attempts and quickly identify affected assets requiring re-execution or troubleshooting.</p><p> </p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top"><strong>Backup Success</strong></td><td valign="top"><p>Displays the count and details of devices where the <strong>configuration download (backup) has completed successfully.</strong> Data is retrieved from successful download job audit results within the selected timescale.</p><p> </p><p>Supports <strong>Timescale, MSP (Customer/Entity)</strong> filtering, custom filters, and auto-reload configuration. Custom entity field (Customer/Entity) visibility follows MSP configuration rules.</p><p> </p><p>Used to validate successful configuration backup operations and monitor compliance with backup schedules.</p><p> </p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top"><strong>Policy Severity Status</strong></td><td valign="top"><p>Displays policy compliance results categorized by <strong>severity level (Critical, Major, Minor, Comply/Success)</strong> for each policy. Provides an overview of the severity distribution across devices based on policy evaluation results.</p><p> </p><p>Supports chart type selection, resizing, auto-reload, tag filtering, assignee filtering, MSP visibility, and custom filtering. Data visibility is role-based (Admin, Non-Admin, MSP).</p><p> </p><p>Used to monitor policy compliance posture and identify high-severity violations across managed devices.</p><p> </p><p><strong>View:</strong> Chart Panel</p></td></tr><tr><td valign="top"><strong>Policy Status</strong></td><td valign="top"><p>Displays the overall <strong>status of each policy based</strong> on evaluation results. Shows policy name, status, device count, and rule severity distribution.</p><p> </p><p>Users can click on policy names to navigate to the Policy module. Clicking the device count opens a side panel with the associated device list and export option (CSV). Supports Timescale, custom filters, MSP filtering, chart type selection, and auto-reload.</p><p> </p><p>Used to analyze policy-level compliance and device distribution under each policy.</p><p><br><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top"><strong>Policy Violated Node Summary</strong></td><td valign="top"><p>Displays a summary of devices (nodes/assets) where <strong>policy violations are detected.</strong> Shows Hostname/IP Address, Policy Count, and associated rule severity details.</p><p> </p><p>Clicking IP/Hostname redirects to the respective <strong>IT-Asset view page.</strong> Supports Timescale, tag, assignee, custom filters, MSP visibility, resizing, and auto-reload configuration.</p><p> </p><p>Used to identify affected assets and drill down into violation details for remediation.</p><p> </p><p><strong>View:</strong> Data Panel</p></td></tr><tr><td valign="top"><strong>Policy Status Pie</strong></td><td valign="top"><p>Displays a pie chart showing the distribution of policy status (e.g., Comply vs Non-Comply or Configured vs Not Configured) based on policy evaluation results.</p><p> </p><p>Users can apply Timescale, Custom, and MSP filters to refine data. Clicking on a pie segment opens a count grid showing the list of devices for the selected status.</p><p> </p><p>Visibility depends on user role and MSP scope.</p><p> </p><p><strong>View:</strong> Pie Chart</p></td></tr><tr><td valign="top"><strong>Policy Configured Summary</strong></td><td valign="top"><p>Displays a summary pie chart showing the <strong>number of policies configured versus not configured</strong> across devices. Data updates based on selected Timescale, Custom filters, and MSP filters.</p><p> </p><p>Clicking on a pie segment opens a grid view displaying the list of devices corresponding to the selected status.</p><p> </p><p>Visibility is determined by user role and MSP-level access control.</p><p> </p><p><strong>View:</strong> Pie Chart</p></td></tr><tr><td valign="top"><strong>Download Summary</strong></td><td valign="top"><p>Displays the summary of <strong>configuration download job</strong> statuses within the selected timescale. The widget shows the <strong>total count of download jobs</strong> grouped by status, such as Download Success, PING Failed, Device Access Denied, Invalid Commands, and other failure categories.</p><p> </p><p>Users can configure Title, Timescale, Auto Reload, and Chart Type (Pie / Table). Custom filters and MSP-based filters are supported when enabled.</p><p> </p><p><strong>View:</strong> Pie Chart and Data Table.</p></td></tr><tr><td valign="top"><strong>Top Vulnerable Nodes</strong></td><td valign="top"><p>Displays the top Node devices with the <strong>highest vulnerability count</strong> based on the selected timescale. The widget shows Hostname, IP Address, Vendor, and Vulnerability Count.</p><p> </p><p>Users can configure Title, Top Count, Timescale, and Auto Reload. Custom filters and MSP filters are supported when enabled. Supports CSV export of displayed data.</p><p> </p><p><strong>View:</strong> Data Table.</p></td></tr><tr><td valign="top"><strong>Vulnerable Nodes</strong></td><td valign="top"><p>Displays the list of devices with <strong>detected vulnerabilities</strong> within the selected timescale. The widget shows device-level vulnerability details based on applied filters.</p><p> </p><p>Supports Title, Timescale, and Auto Reload configuration. Custom and MSP filters are supported when enabled. Supports CSV export of vulnerability data.</p><p> </p><p><strong>View:</strong> Data Table.</p></td></tr><tr><td valign="top"><strong>Policy Failed Nodes</strong></td><td valign="top"><p>Displays the count of nodes with <strong>failed policy compliance</strong> based on the selected timescale. The widget shows only the numeric count of failed nodes.</p><p> </p><p>Users can configure Title Style, Font Color, Background Color, Timescale, and Auto Reload. Custom filters and MSP filters are supported when enabled.</p><p> </p><p><strong>View:</strong> Data Table.</p></td></tr><tr><td valign="top"><strong>Policy Alarms</strong></td><td valign="top"><p>Displays <strong>policy compliance status</strong> grouped by severity: Critical, Major, Minor, and Comply. Clicking on Pie/Bar segments or Table counts opens the filtered device grid. A line chart does not support on-click actions.</p><p> </p><p>Users can configure Title, Timescale, Auto Reload, and Chart Type. Custom and MSP filters are supported when enabled.</p><p> </p><p><strong>View:</strong> Data Panel, Pie Chart, Bar Chart, and Data Table.</p></td></tr><tr><td valign="top"><strong>Policy Not Associated</strong></td><td valign="top"><p>Displays the <strong>count of devices that do not have any policy associated</strong> with the selected timescale. Supports configuration of Title, Title Style, Font Color, Background Color, Timescale, and Auto Reload. Custom filters and MSP filters are supported when enabled.</p><p> </p><p><strong>View:</strong> Data Panel.</p></td></tr></tbody></table>

#### **System**

The **System category** monitors platform/system health for proactive troubleshooting.

| **Widget**            | **View**   |
| --------------------- | ---------- |
| System Health Summary | Data Panel |

#### **Log Management**

The **Log Management category** provides an overview of collected logs, counts, and summaries for better monitoring and auditing.

| **Widget**        | **View**                         |
| ----------------- | -------------------------------- |
| Log Count Panel   | Data Panel                       |
| Log Tables        | Data Panel                       |
| Log Summary Table | Data Panel                       |
| Log Count Summary | Pie Chart, Bar Chart, Data Table |

#### **IPAM**

The **IPAM category** focuses on IP address and subnet utilization, ensuring optimized network capacity planning.

<table data-header-hidden><thead><tr><th width="221.20001220703125"></th><th></th></tr></thead><tbody><tr><td><strong>Widget</strong></td><td><strong>View</strong></td></tr><tr><td>Subnet Usage</td><td><p>Displays the utilization percentage for each subnet, showing how many <strong>IPs are in use, free, or pending scan.</strong> It tracks subnet capacity, highlights usage trends, and identifies segments nearing exhaustion using color-coded thresholds for quick assessment and monitoring.</p><p> </p><p><strong>View:</strong> Data Panel.</p></td></tr><tr><td>Subnet Usage Summary</td><td><p>Displays a pie-chart summary of IP usage across selected subnets, including counts for <strong>Free, In Use, Transient, Allocated, Reserved, Network, Broadcast, and Yet To Scan</strong> addresses. Assess overall subnet utilization and detect capacity or usage patterns.</p><p> </p><p><strong>View:</strong> Pie Chart.</p></td></tr><tr><td>IPAM Summary Widget</td><td><p>Provides a consolidated view of IP allocation for any selected container, sub-container, block, or subnet. Shows <strong>group details, IP availability, used vs. available counts,</strong> and a detailed table of <strong>IP status</strong> distribution. Assess overall IP utilization, capacity, and scanning results across the selected segment.</p><p> </p><p><strong>View:</strong> Data Panel.</p></td></tr></tbody></table>

Select the widget you want to configure, then set up its parameters.

![](https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2Fm0YJro7YJIxicrdmnzKN%2F5.png?alt=media)

While each widget serves a predefined purpose (e.g., asset tracking, ticket monitoring, event summaries), they can be fully customized by applying filters, selecting specific time ranges, or adjusting visual elements such as color schemes.

### **Configuration Details |** Add Dashboard

The **Configuration tab** allows you to define how a widget should display information. Different configuration fields will appear depending on the widget category and chart type selected. The table below combines all available fields across different widget types for reference.

<table data-header-hidden><thead><tr><th width="199.4000244140625"></th><th width="219.60009765625"></th><th></th></tr></thead><tbody><tr><td><strong>Label</strong></td><td><strong>Action</strong></td><td><strong>Description / Example</strong></td></tr><tr><td><strong>Title</strong>*</td><td>Enter text</td><td><p>A mandatory field is needed to provide a unique name for the widget.</p><p><strong>Example:</strong> Asset Summary<em>,</em> Ticket Trend<em>.</em></p></td></tr><tr><td><strong>Group By</strong>*</td><td>Dropdown</td><td>Choose how data is grouped (e.g., Device Type, Day, Assignee, Requester). Determines the primary categorization for the widget.</td></tr><tr><td><strong>Type</strong>*</td><td>Dropdown</td><td><p>Select the data type or event type relevant to the widget.</p><p><strong>Example:</strong> Active Events<em>,</em> Closed Tickets<em>.</em></p></td></tr><tr><td><strong>Top</strong>*</td><td>Dropdown</td><td><p>Define how many top results to display.</p><p><strong>Example:</strong> Top 10 Assets by Value<em>.</em></p></td></tr><tr><td><strong>Drill-Down (Add Level)</strong></td><td>Add additional field levels</td><td><p>Let's users add hierarchical drill-downs for deeper analysis.</p><p><strong>Example:</strong> Group by Device Type → Location → Vendor<em>.</em></p></td></tr><tr><td><strong>Timescale</strong>*</td><td>Dropdown</td><td><p>Select the time range for data visualization.</p><p><strong>Options:</strong> Last Hour, Current Day, Current Week, Current Month, etc.</p></td></tr><tr><td><strong>Auto Reload</strong>*</td><td>Dropdown</td><td><p>Set automatic refresh intervals for the widget.</p><p><strong>Example:</strong> 5 mins, 15 mins, 30 mins, 1 hour, etc.</p></td></tr><tr><td><strong>Chart Type</strong></td><td>Icon selector</td><td>Choose the display format. The available types are Panel View, Data Table, Line Chart, Bar Chart, Area Chart, Gauge Chart, Sunburst Chart, and <strong>Pie Chart.</strong></td></tr><tr><td><strong>Cross Launch URL</strong></td><td>Input field</td><td><p>Provide a URL that can be cross-linked for detailed analysis or drill-through.</p><p>Example: Linking a Ticket Summary widget to the Ticket Management module.</p></td></tr><tr><td><strong>Color Palette</strong></td><td>Selector</td><td>Choose a predefined color scheme for graphs and charts. Helpful in aligning with brand or theme.</td></tr><tr><td><strong>Show All</strong></td><td>Toggle (On/Off)</td><td><p>Option to display all available results instead of a limited set.</p><p><strong>Example:</strong> Show all services in Business Service Summary<em>.</em></p></td></tr></tbody></table>

{% hint style="info" %}

* Fields marked with \* are **mandatory**.
* Not all fields appear for every widget; they vary based on **category** and **chart type**.
* Widgets can be previewed by clicking **Apply changes to preview** before saving.
  {% endhint %}

![](https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2FCWhQlwpm7p9EAzohfDqQ%2F6.png?alt=media)

### **Filter Details |** Add Dashboard

The **Filter tab** allows you to refine and narrow widget data by applying specific filters. Instead of displaying all available information, you can limit the results to focus on relevant data points (e.g., filtering tickets by priority or assets by tags).

<table data-header-hidden><thead><tr><th width="137.800048828125"></th><th width="237"></th><th></th></tr></thead><tbody><tr><td><strong>Label</strong></td><td><strong>Action</strong></td><td><strong>Description / Example</strong></td></tr><tr><td><strong>Ticket Tags</strong></td><td>Select from the dropdown or search.</td><td><p>Filter tickets based on associated tags for better categorization.</p><p><strong>Example:</strong> SLA Breach, Customer Escalation, etc.</p></td></tr><tr><td><strong>Asset Tags</strong></td><td>Select from the dropdown or search.</td><td><p>Filter assets by pre-defined tags.<br></p><p><strong>Example:</strong> Critical Devices, Production Servers, etc.</p></td></tr><tr><td>Resource Tags</td><td>Select from the dropdown or search.</td><td><p>Filter resources (users, services, or configurations) by tags.</p><p><strong>Example:</strong> Cloud Resource, Database Server, API Service, etc.</p></td></tr><tr><td><strong>Assignee</strong></td><td>Select from the dropdown</td><td>Restrict (ticket, etc.) data to a particular assignee. Helpful in tracking workload distribution.</td></tr><tr><td><strong>Custom Filters</strong></td><td>Add field-value pair</td><td><p>Filters are visible based on selected preferences. Different filters are available on the Infraon platform, which can be applied to a widget to filter data displayed in the Dashboard.</p><p>Here is the list of custom filters depending on the field :</p><ul><li>Asset ID</li><li>IP Address</li><li>Device Type</li><li>Asset Type</li><li>IT Asset Status</li><li>Fixed Asset Status</li><li>Group By</li><li>Location Name</li><li>Installed Location</li><li>Organization Name</li><li>Is Active</li><li>Designation</li><li>Floor</li><li>Building</li><li>SAP ID</li><li>Location</li><li>OLD Associated Assets</li><li>Colour</li><li>Service Catalogue</li><li>Organization Name</li><li>Department</li><li>Team</li><li>And more.</li></ul></td></tr><tr><td><strong>Field</strong></td><td>Select field type</td><td><p>Choose the attribute to filter on.<br></p><p><strong>Example:</strong> Location, Department, Priority, etc.</p></td></tr><tr><td><strong>Value</strong></td><td>Select the corresponding value</td><td><p>Define the actual filter criteria.</p><p><strong>Example:</strong> Critical, High, Medium, Low<em>.</em></p></td></tr><tr><td><strong>Add Filter</strong></td><td>Click to add a new row.</td><td>Add multiple filters for complex queries.</td></tr></tbody></table>

{% hint style="info" %}

* Filters vary depending on the widget category.
* Multiple filters can be applied together for granular results.
* Use **Apply changes to preview** to validate filtered results before saving the widget.
  {% endhint %}

Click on **Add** to finalize your configuration and add the widget to the dashboard.

![](https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2Fs14Pc3qU6PhoCVWcvbsP%2F7.png?alt=media)

### Edit Dashboard

You can perform the following actions while editing a dashboard:

![](https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2FD3rrqDBPtSADvSc0JNy3%2F8.png?alt=media)

**Edit Dashboard |** Add Dashboard

<table data-header-hidden><thead><tr><th width="138.5999755859375"></th><th width="248"></th><th></th></tr></thead><tbody><tr><td><strong>Label</strong></td><td><strong>Action</strong></td><td><strong>Description / Example</strong></td></tr><tr><td>Edit Name</td><td>Click the <strong>pencil icon</strong> beside the dashboard name.</td><td><p>Rename the dashboard as per your requirement.</p><p><strong>Example:</strong> “Organization Summary” → “Team SLA Dashboard”.</p></td></tr><tr><td>Add Widget(s)</td><td>Click <strong>Add Widget(s)</strong> on the top bar</td><td>Add new widgets using the same configuration and filter process described earlier.</td></tr><tr><td>Assignee</td><td>Click <strong>Assignee</strong> on the top bar.</td><td>Assign the dashboard to a specific <strong>User</strong> or a <strong>Team</strong>. Select from the pop-up list (e.g., Approval Team, Change Team).</td></tr><tr><td>Global Filter</td><td>Click <strong>Global Filter</strong> on the top bar</td><td><ul><li>Apply overall filters to the dashboard:<br></li><li><strong>Global Filter</strong>: Toggle on/off. Add filters such as Location, Department, and Make to refine dashboard and widget data.</li><li><strong>Date Filter</strong>: Enable/disable to view data within a selected time range.</li></ul></td></tr><tr><td>Resize Widgets</td><td>Click and drag the widget’s edges</td><td>Increase or decrease widget size to fit the dashboard layout.</td></tr><tr><td>Reposition Widgets</td><td>Double-click and drag a widget</td><td>Move the widget’s position anywhere on the dashboard canvas.</td></tr></tbody></table>

Click on **Submit** to save and apply the changes to your dashboard.