> For the complete documentation index, see [llms.txt](https://docs.infraon.io/product-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infraon.io/product-help/explore-more/use-cases/dashboard/add-a-dashboard.md).

# Add a Dashboard

This guide explains creating a personalized dashboard in the Infraon Infinity platform.

## **Creating a new dashboard**

**Step 1:** Click the arrow icon in the top left corner to open the left panel. Then, click the (+) "New Dashboard" icon to create a new dashboard.

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/z7QS55ZWGWQpRsB6vJh2/0.png" alt=""><figcaption></figcaption></figure>

**Step 2:** Enter a name for the dashboard in the provided field, then click **“Create.”**

![](https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/jksrPaRkjJwmSmRrN17b/1.png)

### **Adding widgets**

**Step 1:** A pop-up will appear where technicians can add widgets to personalize their dashboard. Widgets are categorized into **Assets, Statistics, Views, ITSM, Contract Management,** and **NCCM.** Select a widget to add.

{% hint style="info" %}
**NOTE:** Only one widget can be added at a time.
{% endhint %}

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/i7r3pBwK5nZpG4l3fDjo/2.png" alt=""><figcaption></figcaption></figure>

**Step 2:** Customize each widget by setting its “**Title”** and choosing a grouping option from the dropdown menu. Select the appropriate **“Group By”** criteria to categorize the data.

Finally, determine how often you want the dashboard to refresh by setting the **“Auto Reload”** time.

{% hint style="info" %}
**NOTE:** Customization capabilities differ between widget types. Refer to individual widget types for specific options.
{% endhint %}

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/rrguL9dKLoA5LperUJgt/3.png" alt=""><figcaption></figcaption></figure>

**Step 3:** To filter the data, click on **"Filter."** Technicians can then add filters based on asset ID, IP address, or other criteria to control the information displayed. Select the desired filters and apply them.

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/HZbkGK5CMHQ72b5Sg3b0/4.png" alt=""><figcaption></figcaption></figure>

**Step 4:** After customizing the required configurations, click **“Apply Changes”** to view the changes. To include a new widget, click **“Add."**

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/Y1buHgHLEOQGgr6gXd18/5.png" alt=""><figcaption></figcaption></figure>

**Step 5:** To rearrange widgets, drag and drop them on the dashboard. Clicking the **“More Options”** icon will enable the technicians to edit, copy, or remove a widget.

![](https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/vgmPf4NrawEwSj1zJlCV/6.png)

## **Miscellaneous**

**Step 1:** Locate the “Add Widget(s)” button on the top panel to add a new widget.

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/7uBQatG3hgQEbn0m2cm9/7.png" alt=""><figcaption></figcaption></figure>

**Step 2:** The **ITSM** category offers a range of widgets, including ticket summary, count, and creator-versus-resolved breakdowns. Similar widgets are available for requests, problems, and changes. Select the desired widget to proceed.

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/dOamPKiEBp5aGPrZpmum/8.png" alt=""><figcaption></figcaption></figure>

**Step 3:** Input a **“Title”** for the widget within the configuration tab and determine the **“Group by”** parameter from the available options. Use the dedicated **“Timescale”** configuration panel to filter data based on time.

**Step 4:** Customize the widget's appearance on the configuration page by selecting from Data Panel, Pie Chart, Bar Chart, or Data Table. Apply the changes to view the preview, then **“Add”** the widget to the dashboard.

![](https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/bamoQU8RvAkM5fsdemhi/9.png)

{% hint style="info" %}
**NOTE:** Widget customization options vary based on their respective data types and functionalities. For detailed customization parameters, consult the specific widget documentation. Infraon Infinity provides a user-friendly interface for data visualization through various graphical representations, including pie charts, graph views, panel views, data tables, bar charts, and line charts.
{% endhint %}

### **Assign the dashboard**

**Step 1:** To allocate dashboard access privileges to specific users or groups, click on the **“Assignee”** tab.

![](https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/8W6zBXqQQ0Yf7jDvJtWh/10.png)

**Step 2:** Select the desired entities from the available list to specify the target **“Users”** or **“Team”** recipients for dashboard access. Upon completion of the assignee selection process, **“Submit”** the configuration to save the changes and apply the specified permissions.

<figure><img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/IsyaVNhvJ52vaO9wVwNP/11.png" alt=""><figcaption></figcaption></figure>

<img src="https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/FveA2zvWkm2UgP6fcz3R/19.png" alt="Right pointing backhand index" data-size="line"> Once the desired dashboard modifications have been implemented, click “Submit” to finalize and store the updated configuration.

![](https://content.gitbook.com/content/BqsHrj8dFIJiK3toEp18/blobs/R9nw6RB7HKeTkUGI60nL/12.png)

That's how to create a dashboard in the Infraon Infinity platform.
