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Dashboards Overview

Accessing the Platform

Login

Open portal.xautomata.com in your browser. The login page offers three access methods:

  • Username / Password — enter your credentials and click LOGIN
  • SSO — use LOGIN WITH GOOGLE, LOGIN WITH MICROSOFT, or LOGIN WITH APPLE
  • Mobile app — scan the QR code with the XAUTOMATA mobile app to connect to this environment

Login

Fig.1 - Login Page

Customer Selection

After login, the platform shows the customer selection screen. All customers you have access to are listed here.

  • Click the ★ star icon on any customer card to add it to your Favorites — starred customers appear at the top for quick access
  • Use the Search bar to filter by customer name
  • Switch between Customers and Virtual Domains using the tabs in the top bar

Customer selection

Fig.2 - Customer Selection

Dashboard Home

Figure 3 shows the page that appears immediately after selecting a customer. This page features a series of menus for interaction:

  1. Home menu to return to this screen while navigating the portal.
  2. By clicking on the customer's name, you can access a view dedicated to the customer's assets and how they are logically organized within XAUTOMATA.
  3. User profile.
  4. Create new empty private dashboards to be filled with selected widgets.
  5. List of Personal Dashboards. By clicking on one of the dashboards on this list you access the specific dashboard.
  6. List of Shared Dashboards. Dashboards that other users have shared with you. This section only appears if at least one dashboard has been shared with your account.

  7. List of Global Dashboards. By clicking on one of the global dashboards you access one of the dashboards among:

    1. Support Service KPI: Dashboard dedicated to the visualization and management of tickets for the various ITSM integrated into the service.
    2. Cloud Costs: Dashboard dedicated to visualizing cloud costs for the major cloud providers.
    3. Cloud Cost Analytics: Dashboard dedicated to analytical accounting, where it is possible to organize cloud costs according to their tags.
    4. Network: Dashboard dedicated to visualizing information about internet networks.
    5. NetFlow: Dashboard dedicated to visualizing NetFlow information of a network, with detailed traffic management data.
    6. IT Infrastructure: Dashboard dedicated to visualizing information about the IT infrastructure.

  8. Customer/Administrator/Dispatcher menu.

Dashboard Home

Fig.3 - Dashboard Home

Note

Not all dashboards are always visible; it depends on whether the user logged into the portal has visibility of the widgets contained within a dashboard. If none of the widgets in a dashboard are visible to that user, the dashboard itself will not be displayed on the interface. The visibility of widgets depends on the type of data collected by XAUTOMATA to manage digitized processes and the type of contract in place.

Dashboard Types

Type Visible to Editable by
Personal You only You only
Shared You + designated users All users with access
Global All users in the organization Administrators only

Warning

Shared dashboards are collaborative: layout changes are visible to all users who have access to the same instance. Use CLONE to create your own personal copy if you want to work independently.

Dashboard View Mode

When you open a dashboard, you are in view mode. The action bar shows:

Button Action
EDIT WIDGETS Enter edit mode to add, move, resize or remove widgets
CLONE Create a personal copy of this dashboard
SCREENSHOT Download a snapshot image of the current dashboard view

The Customer selector and Reference Month filter at the top right apply to all widgets simultaneously.

Dashboard view mode

Fig.4 — Dashboard in view mode — action bar with EDIT WIDGETS, CLONE, SCREENSHOT

Available Dashboards

For dashboard creation and configuration see Dashboard Management.