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Dashboard Management

This section covers how to create, configure, and manage dashboards. It is primarily intended for advanced users and administrators.

Entering edit mode

From any dashboard in view mode, click EDIT WIDGETS in the action bar.

The action bar changes to show the full set of editing controls:

Button Action
+ ADD WIDGET Open the Widgets Catalog to add a new widget
DASHBOARD SETTINGS Edit dashboard metadata (name, description, refresh interval, etc.)
SAVE CHANGES Persist all layout and widget changes
CANCEL Exit edit mode discarding unsaved changes
DELETE DASHBOARD Permanently delete this dashboard

Dashboard edit mode

Fig.1 — Dashboard in edit mode — full editing action bar

Adding widgets

In edit mode, click + ADD WIDGET. The Widgets Catalog opens as a full-panel overlay.

Widgets catalog

Fig.2 — Widgets Catalog — searchable, grouped by functional domain, with visual preview of each widget

The catalog provides:

  • A search bar to filter by widget name, group, or description
  • Widgets organized by functional group (e.g. Analytical Accounting, Cloud Costs, IT Infrastructure, Network…)
  • A visual preview and short description for each widget
  • A count badge on each group showing how many widgets it contains — click the group header to expand or collapse it

Click a widget to add it to the dashboard grid. The catalog closes and the widget appears on the grid with a "Drag the widget to move it" prompt.

Moving and resizing widgets

Once a widget is on the grid:

Action How
Move Drag the widget by its title bar to any position on the grid
Resize Drag the resize handle at the bottom-right corner of the widget
Remove Click the Remove button that appears in the top-right corner of the widget in edit mode

Saving changes

When you are done editing, click SAVE CHANGES in the action bar. A confirmation dialog appears:

Save changes dialog

Fig.3 — Save Changes confirmation dialog

Click Yes to persist all layout changes. Click No to return to editing without saving.

Configuring widget settings

After adding a widget, it may display:

⚙ Settings are required for this widget.

Widget settings required

Fig.4 — Widget requiring configuration before it can display data

This means the widget needs specific parameters to know what data to show. To configure it:

  1. Click the ⚙ gear icon in the widget's top-right corner
  2. The Widget Settings dialog opens

Widget settings dialog

Fig.5 — Widget Settings dialog — select the required parameters and optionally enable "Defined per Customer"

  1. Fill in the required fields (e.g. a Cost View selector, a metric, a date range)
  2. Optionally toggle Defined per Customer (see below)
  3. Click SAVE

Defined per Customer

When this toggle is enabled:

  • The dashboard layout stays the same for all customers
  • Each customer can have different widget parameters (e.g. a different cost view or data source)
  • Useful for global or shared dashboards reused across multiple customers

Info

This feature is particularly useful in multi-tenant environments where the same dashboard template is deployed for several customers, each needing to see their own data.

Cloning a dashboard

In view mode, click CLONE to create a personal copy of any dashboard — including global and shared ones.

The clone is added to your Personal Dashboards and can be freely edited without affecting the original.

Info

Cloning is the recommended approach when you want to customize a Global or Shared dashboard without impacting other users.

Creating a new personal dashboard

  1. On the dashboard home page, click the + button next to the Personal Dashboards section title
  2. Fill in: Name, Description (optional), Refresh interval
  3. Confirm — the new empty dashboard opens in edit mode, ready to receive widgets

Editing dashboard properties

In edit mode, click DASHBOARD SETTINGS to modify:

  • Name and description
  • Type (personal / global)
  • Owner user
  • Refresh interval
  • Ordering priority in the list
  • Thumbnail image

Deleting a dashboard

In edit mode, click DELETE DASHBOARD (shown in red in the action bar).

Warning

  • You can only delete dashboards you own
  • Deleting a dashboard removes it for all users who had access to it
  • If you have access to a shared dashboard you do not own, the delete button is not available — you can only remove it from your personal list without affecting the original

Permissions reference

Role Capabilities
Standard user Create / edit / delete personal dashboards; edit shared dashboards; clone any dashboard
Administrator All of the above + manage global dashboards and other users' dashboards

For permission configuration see Access Control.