Add a Dashboard

Instructions to 'Add Dashboard'

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.

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:

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

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	Displays agent counts in a panel view with Total, Active, and Inactive agents. When the Creation Time filter is applied, all counts are shown. When the Down Since filter is applied, only the inactive agent count for the selected time range is displayed. View: Data Panel

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.

Widget	View
Total Ticket Count	Data Panel
Count Summary	Data Table
Count Summary Timebar	Data Table
Ticket Created Vs Resolved	Line Chart, Bar Chart, Area Chart, Pie Chart
Request Summary	Pie Chart, Data Table, Bar Chart, Data Panel
Request Count	Data Panel
Request Created Vs Resolved	Pie Chart, Bar Chart, Area Chart, Line Chart
Problem Summary	Pie Chart, Bar Chart, Area Chart, Line Chart
Problem Count	Data Panel
Problem Created Vs Resolved	Pie Chart, Bar Chart, Area Chart, Line Chart
Change Summary	Pie Chart, Bar Chart, Data Panel, Data Table
Change Count	Data Panel
Change Created Vs Closed	Pie Chart, Bar Chart, Area Chart, Line Chart
Ticket SLA Compliance by Templates	Data Table
Requester Summary	Data Table
Assignee Summary	Data Table
My Activity	Data Table
Ticket Response Time Count	Data Panel, Data Table
Release Summary	Pie Chart, Bar Chart, Data Panel, Data Table
Release Count	Data Panel
Release Created Vs Closed	Pie Chart, Bar Chart, Area Chart, Line Chart
Ticket Aging	Data Panel
Ticket Aging Summary	Line Chart, Data Panel
Client Summary	Data Table
Request SLA Compliance by Templates	Data Table
Request Response Time Count	Data Panel, Data Table
ITSM Work Tracker	Data Table
In SLA – Out SLA Tickets	Bar Chart
Average Turnaround Time – Tickets	Bar Chart
Ticket Aging Summary Timebar	Data Panel
Ticket SLA Aging Summary	Data Panel
AI Token Consumption Count	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. Bots – AI bots that assist in real-time problem-solving for departments like IT, HR, Finance, or are custom-built for specific needs. Service Classification – Auto-classifies tickets when emails are received via IMAP based on configured services. Rephrase – Refines notes, replies, or emails added in tickets, requests, or other modules. KB Creation – Converts closed tickets into AI-enhanced knowledge base articles for easy reuse. View: Data Panel
User Attendance Widget	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. 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. View: Data Panel
In SLA - Out SLA Incidents	This widget displays the number of incidents that are within SLA (achieved) and those that have breached SLA 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., Response), with an option to enable auto-reload for real-time updates. View: Bar Chart.
Average Turnaround Time – Incidents	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 average turnaround time (TAT) for incidents at each priority level. Users can click on a data point to open a detailed incident grid in a slider view for deeper analysis. View: Bar Chart.
Problem Summary	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. View: Pie Chart, Bar Chart, Area Chart, and Line Chart.
Count Summary	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. View: Data Table.
Assignee Summary	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. Example: Monitor the number of requests assigned to each technician in the IT Helpdesk team over the last 30 days. View: Data Table.
Ticket Aging Summary Timebar	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.
Request Summary	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. View: Data Panel, Pie Chart, Bar Chart, Data Table.
My Activity	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. View: Data Table.
Ticket Summary	Displays ticket counts grouped by selected Group By, Drilldown, or Nested Group-By configuration. Supports grouping by standard fields (Status, Priority, Urgency, State, Impact, Service, Category, Assigned Team, Location, Ticket Source, Event, etc.), Ticket Custom Fields, and linked Asset Custom Fields. 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). 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. View: Data Panel, Pie Chart, Bar Chart, and Data Table.
Ticket Aging Summary	Shows tickets count across selected SLA aging ranges and highlights how long tickets have remained open. Supports SLA Profile, Metric, breach status, timescale selection, Group By options, and filters for tags, assignees, and custom fields. View: Data Panel.
Ticket Aging Summary Timebar	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. View: Data Panel.
Asset Summary	Displays asset counts grouped based on the selected Group By or Drilldown configuration. The widget supports grouping by standard fields and all configured asset custom fields (e.g., Department, Device Type, OS Name, Zone, Region, etc.). 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. Data visibility is enforced based on user role and MSP access. The widget supports auto-reload and resizing. View: Data Panel, Pie Chart, and Bar Chart.
AMC Expiry	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. View: Data Panel.
Ticket Summary	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 Resolution Rate, which measures SLA performance using the formula: (Tickets resolved within SLA ÷ Tickets due for resolution) × 100. Users can select the Type as Compliance or Resolution Rate to switch between SLA adherence and resolution efficiency views. The widget supports grouping by Impact Service, Department, Profile, or All Tickets, along with configurable timescales and filters. View: Data Panel, Pie Chart, Bar Chart, Data Table
Ticket SLA Compliance By Templates	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 Total Ticket Count, Breach Count, and calculated Compliance Percentage. Compliance is calculated as the number of tickets resolved within SLA targets divided by the total number of tickets 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. The widget supports time-scale selection (e.g., the current month) and auto-refresh, making it suitable for operational dashboards and periodic compliance reviews. View: Data Table

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.

Note: Service Category is available in the custom filter for ITSM widgets. Selecting one or more categories filters the widget data accordingly.

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.

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.

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

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.

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

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.

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

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

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.

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

• 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.

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).

Label	Action	Description / Example
Ticket Tags	Select from the dropdown or search.	Filter tickets based on associated tags for better categorization. Example: SLA Breach, Customer Escalation, etc.
Asset Tags	Select from the dropdown or search.	Filter assets by pre-defined tags. Example: Critical Devices, Production Servers, etc.
Resource Tags	Select from the dropdown or search.	Filter resources (users, services, or configurations) by tags. Example: Cloud Resource, Database Server, API Service, etc.
Assignee	Select from the dropdown	Restrict (ticket, etc.) data to a particular assignee. Helpful in tracking workload distribution.
Custom Filters	Add field-value pair	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. Here is the list of custom filters depending on the field : Asset ID IP Address Device Type Asset Type IT Asset Status Fixed Asset Status Group By Location Name Installed Location Organization Name Is Active Designation Floor Building SAP ID Location OLD Associated Assets Colour Service Catalogue Organization Name Department Team And more.
Field	Select field type	Choose the attribute to filter on. Example: Location, Department, Priority, etc.
Value	Select the corresponding value	Define the actual filter criteria. Example: Critical, High, Medium, Low.
Add Filter	Click to add a new row.	Add multiple filters for complex queries.

• 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.

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

Edit Dashboard

You can perform the following actions while editing a dashboard:

Edit Dashboard | Add Dashboard

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

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