About the Dashboards app
Note
The Dashboards app version 1.19.0 requires ITRS Analytics Query Service version 2.26.0 or later for proper functionality.
Overview Copied
The ITRS Analytics Dashboards app lets you quickly create and share customizable dashboards for applications or specific areas of interest. Designed for dynamic environments, it offers a single view of both current and historical data, with custom views that automatically update as new entities are added.
To access your dashboards, go to the Web Console UI and click Dashboards in the left navigation panel.
Tip
Watch this product demo tour in full screen to quickly explore the main UI elements and learn what actions you can take within the app. This guided overview allows you to explore the app’s capabilities and understand its features without needing to install it first.
Key features Copied
- Dashboard creation made simple — Quickly add and configure dashboards and data views for monitoring or ad-hoc analysis.
- Smarter data navigation — Filter by context (for example, Kubernetes, Geneos) and use keyword search to instantly locate relevant metrics, data views, and entities.
- Richer insights — Preview metrics with context such as source data view and managed entity, and see where a metric is used across multiple data sets.
- Flexible attribute filters — Narrow down views by attributes like application or component, with the option to include missing values for identifying configuration gaps.
- Multiple visualization options — Switch between table, KPI tiles, and chart views, or combine them for both detailed and high-level perspectives.
- Time-based exploration — Adjust time ranges to validate data history and spot missing or incomplete values.
- Save and share — Store dashboards with a name and group for ongoing use, or explore data without saving for one-off investigations.
Business use cases and benefits Copied
Performance monitoring and alerting Copied
Create real-time dashboards for system performance metrics, enabling proactive issue identification and faster mean time to resolution (MTTR). Teams can quickly spot performance bottlenecks before they impact end users.
Executive reporting and KPI tracking Copied
Build high-level dashboards that consolidate key performance indicators across multiple systems and applications. Executives gain instant visibility into business-critical metrics without requiring technical expertise.
Operational troubleshooting and incident response Copied
Develop targeted dashboards for specific applications or infrastructure components, enabling operations teams to rapidly diagnose issues during incidents. Historical data views help identify patterns and root causes.
Capacity planning and resource optimization Copied
Monitor resource utilization trends over time to make informed decisions about scaling, hardware procurement, and cost optimization. Identify underutilized resources and optimize allocation across environments.
Compliance and audit reporting Copied
Create standardized dashboards that track compliance metrics and generate audit-ready reports. Automated data collection ensures consistent documentation and reduces manual reporting overhead.
Cross-team collaboration Copied
Share dashboards across development, operations, and business teams to foster data-driven decision making. Common visibility into system health and business metrics improves coordination and alignment.
Comparison: Legacy Web Console Dashboards vs. ITRS Analytics Dashboards App Copied
The Web Console Dashboards (legacy) and the ITRS Analytics Dashboards App follow different approaches to creating dashboards
Note
The legacy Web Console Dashboards feature has been deprecated and is no longer supported. All new dashboard creation should be done using the ITRS Analytics Dashboards App.
| Feature | Web Console Dashboards (Legacy) | Standalone Dashboards App |
|---|---|---|
| Workflow | Build dashboards by adding and configuring individual visualization panels. |
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| Control | Granular control over each visualization element. |
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Create a dataview Copied
The Create a Dataview screen in the ITRS Analytics Dashboards app allows you to build custom dataviews for visualizing system metrics. This guide walks through the fields, functions, and features available.
Interface overview Copied
The dataview creation interface is divided into two main sections:
Filters panel Copied
This section contains filters and columns for configuring which data attributes and dimensions to include in the dataview.
| Field | Description |
|---|---|
| Search bar | Located at the top-left under the header. Allows you to search for metrics or attributes (for example, typing cpu filters CPU-related metrics). |
| Filters section | Use this section to control which entities appear in the dataview. You can add one or more filters to scope the dataview before selecting metrics and visualization options.
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| Available columns | A list of metrics you can add to the dataview. Columns can be selected via checkboxes. Selected columns are highlighted with a blue check. The Attributes toggle switches between showing attributes and metrics. |
Dataview panel Copied
This section displays a live preview of the dataview, including selected metrics, entities, and optional charts.
| Field | Description |
|---|---|
| Dataview metadata |
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| Display options | These options control how elements within the dataview, such as headers and entity labels, are displayed. Available options vary depending on the visualization mode selected. |
| Dataview preview | By default, the preview displays the dataview in tabular format containing the following columns:
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Visualization modes Copied
When you create or edit a dataview, choose a visualization mode to control how filtered entities and metrics are shown and use the live preview to see which format fits your goal. You can still change the mode after the dataview is saved without rebuilding the dashboard.
The following visualization modes are available:
Additional configurable options to fine-tune the dataview are available depending on your visualization mode:
- Show header — Show or hide the dataview name at the top of the panel (all modes).
- Entity label — Show or hide entity names alongside values (Table and KPI cards only).
- Table footer — Show or hide summary rows such as totals or aggregations (Table only).
- Permanent dataview filters — Save filters by metric, attribute, or dimension so the dataview always shows only matching entities when the dashboard opens (all modes).
Table Copied
Use this format when comparing several entities and metrics in a sortable row-and-column layout. Each row lists the entity IDs and the values of the metrics selected. To ensure a column is always included in the display, toggle its corresponding Required button.
Configure columns Copied
In the dataview preview, open the menu beside a column header to adjust how that metric is labeled, sourced, and displayed without changing your entity filters or other columns. Settings are grouped under General and Summary tabs.
| Tab | Setting | Description |
|---|---|---|
| General | Visible | Show or hide the column in the dataview while keeping it in your column selection for later. |
| General | Name | Set a display name for the column, or reset to the default metric name. |
| General | Use latest value | When enabled, shows the most recent value. When disabled, choose an Aggregation and Duration to summarize values over time (for example, the sum over the last hour). |
| General | Visualisation | Select how metric values are displayed:
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| Summary | Summary aggregation | Select how this column is aggregated in the table footer (for example, sum, mean, or count). |
| Summary | Summary description | Add a short label to indicate what the footer value represents. |
| Summary | Clear summary | Remove all Summary tab settings for this column. |
From the same menu, you can duplicate the column or delete it from the dataview.
Add customized columns Copied
Customized columns add specialized visualizations beyond standard metrics. In the dataview preview, click the blue + button in the upper-right corner of the table, then select a column type. These columns appear in both Table and KPI cards views.
Only Severity timeline is available at present:
- Severity timeline — Shows how an entity’s severity changed over time as a color-coded timeline in the cell.
- Severity timeline parameters — Define the time window used to build the timeline to determine which severity states and events are included.
KPI cards Copied
Use this format when you need to see an at-a-glance status of entities on compact cards. It displays one card per entity and metric so you can scan statuses without scrolling a full table. This is useful when quick comparison matters more than row-by-row detail.
How each metric appears on KPI cards depends on the table column’s Visualisation setting. The available types are:
| Column visualization | Description |
|---|---|
| Default | Displays each metric’s actual numeric value and unit on the card. Use for any metric type, including counts, rates, and status values that do not map to a percentage scale or defined threshold. |
| Bar (percentage or relative) | Displays metric values as a horizontal bar on a scale, so you can compare utilization or headroom across entities at a glance. Best for capacity-style metrics (for example, CPU, memory, or disk usage) where the value reflects how much of a limit is in use. |
| Gauge | Displays each metric as a dial with the current value plotted against configured minimum or maximum thresholds. Use for health and performance metrics with defined targets or SLAs (for example, latency, error rate, or severity) when you need a quick signal of whether values are within range. |
Line chart Copied
Use this format when you need to view trends and changes over time. Plot selected metrics on a liner graph to compare behavior across entities or spot spikes and dips.
When you create or edit a line chart dataview, use the display options below to choose which metrics and entities appear, how series are grouped or stacked, and the time range for the chart.
| Line chart display options | Description |
|---|---|
| Metrics to display | Select which metrics among the selected metrics from the filter will be displayed in the dataview. |
| Display top | Display only the top x entities. Select a value between one to 20, or MAX. |
| Merge by unit | Display multiple metrics within the same chart to combine metrics with the same unit for easier comparison and more streamlined data visualization. |
| Stacked | Display stacked area visualization for one or more entity metrics across multiple entities to see the combined contributions and the relative proportions of each metric or entity over time. |
| Show table | Display the data in tabular format below the line chart. |
| Time window picker | Specify the time range for data displayed in the line chart. Select short windows (5 minutes through 5 hours) for recent troubleshooting, longer presets (90 days through 3 years), or a custom calendar range for trend analysis. Set the range when you create the dataview, or change it later while editing. Open the picker from the floating toolbar or from Display settings. |
Bar chart Copied
Use this format when you need to see values across entities at a single point in time. Plot metric values as bars to rank or compare entities.
When you create or edit a bar chart dataview, use the display options below to choose which metrics and entities appear, how bars are grouped or stacked, and whether the chart uses vertical or horizontal bars.
| Bar chart display options | Description |
|---|---|
| Metrics to display | Select which metrics among the selected metrics from the filter will be displayed in the dataview. |
| Display top | Display only the top x entities. Select a value between one to 20, or MAX. |
| Merge by unit | Display multiple metrics within the same chart to combine metrics with the same unit for easier comparison and more streamlined data visualization. |
| Stacked | Display stacked area visualization for one or more entity metrics across multiple entities to see the combined contributions and the relative proportions of each metric or entity over time. |
| Horizontal | Display the bar chart using horizontal bars. |
| Show table | Display the data in tabular format below the bar chart. |
Workflow example Copied
Tips
- Use dimension filters to narrow results to specific nodes or groups.
- Limit rows if working with large datasets to improve performance.
- Combine table and chart views for richer visualization.
- Always give your dataviews descriptive names for easier dashboard management.
To create a dataview showing CPU utilization and performance across entities:
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Search for
cpuin the search bar. -
Select columns:
cpuUtilizationor more. -
Set Dataview name:
New Dataview. -
Keep the time window at 12 hours.
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Set row limit to 50.
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Preview the table; confirm the metrics are displayed correctly.
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Click Add Dataview to save.
Create a new dashboard Copied
- From the app’s main screen, click Add new dashboard.
- Click Add Dataview.
- Follow the workflow example to create a new dataview depending on the metrics you want to monitor.
You can continue by adding dataviews to the new dashboard.
Adding a dataview to an existing dashboard Copied
Customize dataviews by selecting your desired context group, range, and specific metrics. You can add multiple dataviews in the dashboard.
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Navigate to the Dashboard list and open the dashboard you’ve created.
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From the top navigation, click the Edit button located in the upper-right corner.
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From the blue plus button on the lower right, click Add dataview to access the Create a dataview screen. Here you can configure monitoring for additional columns or metrics.
Once saved, the new dataview will appear on your current dashboard.
Create a tab Copied
Tabs provide an efficient way to organize multiple monitoring views within a single dashboard, allowing you to create focused, role-specific or topic-specific monitoring interfaces without cluttering your main dashboard view.
A tab functions as a collection of tiles displayed in a clean tabbed interface, enabling seamless navigation between different monitoring perspectives while maintaining context within the same dashboard file.
Why create tabs:
- Organized monitoring — Group related metrics and dataviews logically (for example, “Infrastructure,” “Applications,” “Security”).
- Role-based views — Create tabs tailored to different team members or stakeholders (for example, “Operations,” “Management,” “Development”).
- Reduced cognitive load — Focus on specific monitoring areas without distraction from unrelated metrics.
- Efficient screen utilization — Maximize dashboard real estate by organizing content across multiple tabs instead of scrolling through long single-page dashboards.
- Contextual monitoring — Switch between different monitoring contexts quickly during incident response or routine monitoring.
Customize dashboard layout with dataview panels Copied
You can customize dataviews and adjust their size to fit your dashboard layout. Resize each dataview as needed to match your preferred view.
To resize a dataview panel:
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Hover over the edge of the dataview panel you want to resize.
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Click and drag the edge to adjust the size.
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Release when you’ve achieved the desired dimensions.
The resizing works just like adjusting a table or image. You can make panels wider, taller, or adjust them to any size that fits your monitoring needs.
Manage access Copied
Rename or move a dashboard Copied
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Go to the Dashboard list.
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Select and open the dashboard you want to delete.
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In the upper-right corner, click the More options button, displayed as a vertical three-dot menu.
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Click Rename or move.
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Use the Name field to enter a new dashboard name.
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Use the Group option to select from available groups and move the dashboard to a different location.
Share a dashboard Copied
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Go to the Dashboard list.
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Select and open the dashboard you want to delete.
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In the upper-right corner, click the More options button, displayed as a vertical three-dot menu.
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Click Manage access.
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Enable the Make public or Shared toggle button.
- Public dashboards — Visible to all users with read-only access by default. Write permissions can be granted to specific users as needed.
- Private dashboards — Shareable through direct links, allowing recipients to view but not modify the dashboard content.
Delete a dashboard Copied
Warning
Deleting a dashboard is permanent and cannot be undone. Make sure you no longer need the dashboard before proceeding.
- Go to the Dashboard list.
- Select and open the dashboard you want to delete.
- In the upper-right corner, click the More options button, displayed as a vertical three-dot menu.
- Click Dashboard settings.
- Click Delete to remove the dashboard.
Export a dashboard Copied
The Export function generates a downloadable JSON file containing your dashboard configuration and data.
Create dashboards from the Entity Viewer app Copied
The Entity Viewer app provides a streamlined workflow for creating dashboards directly from entity metrics. This integration allows you to transform complex entity data into clear, actionable visualizations without switching contexts or manually searching for metrics.
This approach offers several advantages:
- Context-aware dashboard creation — Start with the exact metrics you’re already viewing in Entity Viewer.
- Faster workflow — Skip manual metric selection by leveraging pre-configured entity data.
- Consistent monitoring — Build dashboards using the same entity relationships and hierarchies you rely on for entity management.
- Incremental expansion — Add related metrics to existing dashboards as monitoring needs evolve.
Create a new dashboard from Entity Viewer Copied
Follow these steps to create a new dashboard using metrics from the Entity Viewer:
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In the Entity Viewer app, navigate to the dataview containing the metric you want to monitor.
For example, select CPU to view its available metrics.
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Click Create a new dashboard from the Entity Viewer interface.
This automatically redirects you to the Create a Dataview screen in the Dashboards app with your selected metric pre-populated.
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In the Create a Dataview screen:
- Filters — Select or deselect columns to display only relevant metrics. Apply filters to include specific managed entities or groups.
- Dataview name — Provide a descriptive name (for example,
CPU Monitoring). - Limit rows to — Define the maximum number of rows to display.
- Visualization mode — Select among Table, KPI cards, Line chart, or Bar chart.
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Click Add Dataview to finalize and add it to your dashboard.
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Save the dashboard to preserve your configuration.
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Navigate to Dashboard settings and provide a name and group for your dashboard.
Tip
You can add multiple dataviews to the same dashboard by clicking Add Dataview again from within your new dashboard. This allows you to consolidate related metrics into a comprehensive monitoring view.
Add metrics to an existing dashboard from Entity Viewer Copied
Once you’ve created a dashboard, you can easily expand it with additional metrics from the Entity Viewer:
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Return to the Entity Viewer app and navigate to the metric you want to add.
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Click Add to an existing dashboard. This opens a selection screen showing all your available dashboards.
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Select the dashboard where you want to add the new dataview.
The system will redirect you to the Create a Dataview screen with your selected metric pre-populated.
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Set up the dataview using the same configuration options as when creating a new dashboard:
- Filter columns and entities.
- Name the dataview descriptively.
- Set row limits and visualization preferences.
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Click Add Dataview to include the metric in your selected dashboard, then save the dashboard to persist your changes.
Note
When adding metrics from Entity Viewer to an existing dashboard, the new dataview will appear as a separate panel. You can resize and reposition panels in edit mode to create your ideal dashboard layout. See Customize dashboard layout with dataview panels for more information.