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.

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

Displays a summary of requests grouped by assignee, with options to filter by module, timescale, and technician. Users can view counts per assignee, open a detailed ticket list in a slider with pagination, and manage the widget (add, clone, edit, delete).

Supports Ticket, Request, and Problem modules, with data visibility based on user roles.

The Filter tab allows you to apply custom filters, including Priority, Status, Team, Service Catalog, Department, and Location. Multiple filters can be applied together, and the widget displays only matching data. Validation ensures that required values are entered and that filters are retained during editing and cloning.

Example: Monitor requests assigned to technicians, filtered for High priority and Open status. View: 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.

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

Project Task Summary

Displays a consolidated view of tasks across projects, grouped by the selected Group By field (such as Status). It shows project-wise task counts along with a total count to help assess task distribution and progress. Supports configurable Timescale filters (e.g., Current Week, Current Month, Last 30/60 Days) and Auto Reload for real-time updates.

Data is presented in a tabular format with columns such as Project Name, grouped values (e.g., To Do), and Total. The widget supports export, cloning, and dynamic configuration-based updates. Clicking on task counts opens detailed task views for further analysis. View: Data Panel.

Project Summary

Displays a consolidated summary of projects in a card view, grouped by the selected Group By field. Supported grouping options include Space, Customer, Project Type, State, Status, and Risk.

Each card shows the project count for the selected category, along with a Total count for all projects. Supports configurable Timescale filters (for example, Current Week, Current Month, Last 30/60/365 Days) and Auto Reload for automatic data refresh.

Clicking a project count opens the Project Grid view with filtered project details for further analysis.

This widget helps users monitor project distribution, status trends, risk levels, and ownership at a glance.

View: Card Panel.

Project Task Count

Displays the total count of project tasks based on the selected configuration criteria, such as Status, Priority, or Category. Users can configure the widget using project-specific filters, task fields, tags, assignee, and due date conditions to monitor task distribution and progress.

Supports configurable Timescale filters (for example, Current Week, Current Month, Last 30/60 Days) and Auto Reload for automatic data refresh. The widget dynamically updates counts based on the selected filter conditions.

Clicking the displayed count opens a filtered task sidebar that shows the corresponding project tasks for detailed analysis. The widget also supports CSV Export, Clone, Edit, and delete operations for dashboard management.

View: Count Panel.

My Activity

Displays a personalized summary of records assigned to the logged-in user across supported modules, including Ticket, Request, Problem, Change, Tasks, and Project Task. The widget supports configurable Timescale and Auto Reload options for real-time updates.

For the Project Task module, the widget displays the count of project tasks assigned to the logged-in user. Users can apply custom filters such as Project, Status, Priority, and Due Date to refine the displayed data. Changing the module dynamically updates the available filter options based on the selected module.

Clicking on the displayed count opens a sidebar with the filtered record list and matching pagination details. The widget also supports CSV export, edit, and delete operations. Exported CSV files include details such as task name, project, status, priority, assignee, and due date.

This widget helps users track assigned activities, monitor pending work items, and quickly access filtered records directly from the dashboard.

View: Card Panel.

Hardware Size Metrics

Displays hardware size distribution metrics across managed assets. The widget supports the following metric types: RAM Distribution, CPU Configuration, and Disk Capacity Distribution. The widget supports grouping based on hardware-related fields such as RAM Size, Processor, Processor Speed, Number of Cores, Disk Model, Disk Size, and Disk Type. Users can also apply filters such as RAM Size Selection, Disk Size Selection, Asset Tags, and Custom Filters to refine results. Clicking a count value opens a drill-down slider that displays the related asset list, with pagination and CSV export support. The widget also supports edit, clone, delete, resize, auto-reload, and role-based data visibility.View: Tabular, Bar Chart, or Pie Chart.

Asset-Level Size Metrics Table

Displays hardware size metrics for individual assets in a tabular format, enabling users to compare RAM, CPU, memory, and disk-related metrics across managed assets. The widget displays details such as Asset Name, Asset Type, CPU, Memory Size, Free Memory Space, Disk Capacity, and Free Disk Space. Users can apply filters based on Memory Size, Disk Size, Asset Tags, and Custom Filters to refine the displayed asset data. The widget supports search, pagination, auto-reload, resizing, presentation mode, and role-based data visibility. Users can also edit, clone, delete, and resize the widget. Clicking an asset name redirects the user to the corresponding Asset Details page, where they can view detailed hardware metrics.

View: Data Table.

Ticket Aging Summary

Displays a summarized view of ticket aging across the selected Module (Incident, Request, or Change). Users can configure the widget using Group By, Auto Reload, Chart Type, and filtering options to analyze aging trends. Based on the selected module, the available Group By and filter options are updated dynamically. The widget presents ticket counts across predefined aging buckets (for example, <1 Day, <3 Days, <7 Days, <15 Days, and <30 Days) and supports both table and chart views. Clicking a count opens a detailed list of tickets for further analysis. Supports filtering by tags, assignee, ticket custom fields, asset custom fields, and custom filters. View: Table or Chart Panel.

Ticket Aging

Displays the number of tickets within a selected aging range for the chosen Module (Incident, Request, or Change). Users can configure the widget using Status, Timescale, Module, appearance settings, and filters to monitor ticket aging and identify pending work items. Based on the selected module, the available configuration and filtering options are updated dynamically. The widget highlights ticket counts for the configured aging period and supports drill-down analysis. Clicking a ticket count opens a detailed list of matching tickets, from which users can view ticket information or export the results. Supports filtering by tags, assignee, ticket custom fields, asset custom fields, and custom filters. View: Card Panel.

Meeting Summary

Displays the total count of meetings based on the selected Module, Timescale, and configured custom filters. The widget is available for the Incident, Request, Change, Asset, and Project modules. Supports configurable Auto Reload for real-time updates. Users can apply custom filters, such as Type, to refine meeting data displayed in the widget. Clicking on the meeting count opens the Meeting Details grid with matching records and standard table functionalities. The widget also supports CSV export for downloading meeting details. This widget helps users monitor meeting activities and quickly access filtered meeting records directly from the dashboard. View: Card Panel.

Project Relation Summary

Displays a consolidated project-wise summary of related records across multiple modules. Each row represents a project, while the columns display the counts of Incident, Problem, Change, Request, and Release, along with the Total count. Supports project-based custom filters to refine the displayed project data and relation counts. Clicking on any module count opens the respective filtered relation details view for further analysis. The widget also supports CSV export to download the currently displayed filtered data. This widget helps users monitor cross-module project relations and track associated records directly from the dashboard. View: Data Table.

Project Milestone Summary

Displays a milestone-wise summary of project task progress in a tabular view. Each row represents a project milestone and shows task counts for Open, Closed, and Total tasks, along with Completion % based on the selected timescale. Supports configurable Timescale filters (e.g., Current Week, Current Month, Last 30 Days) and custom filters (e.g., Project, Assignee, and Due Date) to refine milestone data. Clicking on the Open, Closed, or Total task count opens a filtered task sidebar view for detailed analysis. The widget also supports CSV export, cloning, editing, and deletion operations. This widget helps users monitor milestone progress, task completion trends, and pending workload across projects. 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.

Global Filters

The Global Filters section in the Edit Dashboard page is used to configure dashboard-level filters that dynamically apply across all configured widgets. These filters help users narrow down dashboard data by selected criteria, such as infrastructure, assets, locations, and ITSM-specific parameters.

Users can configure:

Standard Global Filters
Date Filters
ITSM Global Filters

Configurations | Global Filters

Label

Action

Description / Example

Disable Global Filter

Enable or disable the standard global filter configuration.

When enabled, users can configure dashboard-level global filters.

Global Filters

Select one or more filter types from the dropdown list.

Supported options include: Location, State, City, Device Type, Make, Model, Branch, Branch Code, Asset Tags, Asset Custom Fields, Resource Tags, Resource Custom Fields, Link Name, Link Mode, ISP Name, Region, and PO Number.

Disable Date Filter

Enable or disable the date filter option.

Displays the date range filter on the dashboard view page to filter widget data by the selected time duration.

Disable ITSM Global Filter

Enable or disable ITSM-specific global filter configuration.

When enabled, users can configure ITSM-based filters for dashboard widgets.

ITSM Global Filter

Select one or more ITSM filter types from the dropdown list.

Supported Options include: Impact Service, Catalog, Category, Sub-Category, Priority, Location, Team, Workflow, and Source.

Custom Fields

Ticket and Request dashboard widgets support custom field-based filtering and grouping, enabling users to analyze data using workflow-specific attributes. Supported custom fields of type Dropdown, Checkbox, and Radio Button can be used in both Filter and Group By configurations for supported summary widgets.

Custom field support is available in the following widgets:

Incident Summary
Total Incident Count
Incident SLA Compliance By Templates
Incident Response Time Count
Incident Aging
Incident Created vs Resolved
Incident Aging Summary
In SLA - Out SLA Incidents
Average Turnaround Time – Incidents
Incident Aging Summary Timebar
Incident SLA Aging Summary
Count Summary
Ticket Summary
Request Summary

How does it work

While configuring a supported widget, users can navigate to the Filter section to apply custom field-based filters and use the Group By option to group widget data based on selected custom field values.

The Group By dropdown displays both default fields and supported custom fields (Dropdown, Checkbox, and Radio Button) for the selected module.

For the Count Summary widget, Group By values update dynamically based on the selected module. When users switch between modules such as Incident and Request, the available custom fields are refreshed, and users must reselect the required Group By field.

If multiple workflows contain custom fields with the same name, the workflow name is automatically appended to the field name to avoid duplication and help users identify the correct field when selecting a filter or Group By.

Example:

If a workflow includes a custom field named Business Service, users can use it as a filter when configuring the Incident Summary or Incident Aging widget to display ticket data only for the selected business service.

If the same custom field exists in multiple workflows, the filter displays entries such as:

Business Service – IT Workflow
Business Service – Network Workflow

Nested Grouping

Nested Grouping allows users to analyze Summary widgets data across multiple hierarchical levels within a dashboard widget. It helps organize asset data in a structured, expandable format for deeper visibility into asset distribution and categorization.

This feature is available in the Summary widgets and supports up to 4 levels of grouping.

How does it work?

Navigate to Dashboard → Edit Dashboard.
Select the Asset Summary widget.
Go to the Configuration tab.
Enable the Nested Grouping toggle.
Select required fields under Levels.
Add additional levels if required.
Click Apply Changes to preview.
Click Add and then Submit to save the dashboard.

Nested Grouping | Configuration

Label

Action

Description / Example

Nested Grouping

Enable or disable toggle

Activates hierarchical grouping for the widget. When enabled, Drill-Down is disabled, and multiple grouping levels can be configured.

Levels

Select one or more fields

Used to define the hierarchy of asset grouping. Each selected field becomes a grouping level in the widget.Example: Location → Department → Device Type.

Add Level

Click to add a grouping level

Adds additional grouping levels for deeper asset categorization. Supports up to 4 levels.

Delete Level

Click the delete icon

Removes the selected grouping level from the hierarchy configuration.

Level Sequence

Arrange selected fields

Determines how asset data is grouped in the widget. The first field becomes the parent level, followed by child levels.

Apply changes to preview

Click to generate preview

Displays widget data in a hierarchical structure based on the selected grouping levels before saving.

Auto Reload

Select refresh interval

Automatically refreshes widget data based on the selected interval without changing the grouping configuration.

Grouping Structures | Example

Purpose

Example

Asset Distribution by Location

Location → Department → Device Type

Asset Status Review

Status → Device Type → Model

Hardware Categorization

Vendor → Model → Asset Type

Department Asset Analysis

Department → User → Status

After saving the widget configuration, the Asset Summary widget displays data in a hierarchical tabular structure within the dashboard.

Users can expand grouped levels, view grouped asset counts, open sidebar asset details, export data, and edit the existing widget configuration.

Custom Column

Custom Column allows users to create custom KPI-based calculations for supported dashboard count widgets using a formula builder. This feature helps users define calculated metrics directly within the widget configuration using ticket-related fields and mathematical operations, following BODMAS precedence rules.

Currently, the Custom Column feature is supported only for Count Widgets such as the Total Incident Count widget.

How does it work?

Navigate to the Dashboard and select Add New Widget.
Select a supported Count Widget such as Total Incident Count.
Enable the Enable Formula toggle to activate Formula Mode.

Open the Formula tab to create custom KPI columns.
Add a custom column name and configure the formula expression using supported ticket fields and operators.

Apply the changes to preview the calculated widget data.
Save the widget configuration and dashboard.

Supported Formula Operations

The formula builder supports standard mathematical operations following BODMAS precedence rules:

Addition (+)
Subtraction (-)
Multiplication (*)
Division (/)
Brackets / Parentheses ()

Supported Fields

The following ticket fields can be used while building custom formulas:

Instructions to 'Add Dashboard'

Widget

Assets

Statistics

Events

Views

ITSM

Contract Management

IMACD

Purchase Order

NCCM

System

Log Management

IPAM

Configuration Details | Add Dashboard

Filter Details | Add Dashboard

Edit Dashboard

Global Filters

Custom Fields

How does it work

Nested Grouping

How does it work?

View Widget

Custom Column

How does it work?

Supported Formula Operations

Supported Fields