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With Custom dashboards, you build a page of widgets and set it as the page your team lands on when they sign in. This walkthrough builds one, adds a widget from scratch, and assigns it. For what each field and widget does, see the overview.
Creating and editing dashboards requires organization or tenant administrator permissions.

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Steps to build a dashboard

1

Go to Settings > Custom dashboards

Custom dashboards in the Plerion settings menu
2

Click Create custom dashboard

Plerion creates the dashboard immediately and opens the editor.
The custom dashboards list with the create button
3

Name the dashboard

  • The cursor starts in the name field. Type a name and press Enter.
  • To rename it later, click the name in the breadcrumb, or the pencil beside it.
  • Names are limited to 64 characters.
4

Add a ready-made widget

The widget panel opens with the dashboard. Click any widget to add it, or drag it to a position on the canvas.
  • Widgets are grouped by subject: Findings, Vulnerabilities, Assets, and Other.
  • The Other group starts collapsed. It holds Summary, Risk score, Focus here, and A block of text.
  • The panel stays open, so you can add several in a row.
The widget panel on a new dashboard
5

Build a widget from scratch

Click Build your own instead at the top of the panel, then fill in each field:Use Add filter to narrow the widget. Click Add widget at the foot of the panel when you are done.
Building a widget from scratch
6

Arrange the canvas

Drag a widget by its header to move it. Drag any edge or corner to resize it. A dashboard holds up to 10 widgets.
A dashboard with five widgets arranged on the canvas
7

Click Save

Nothing is kept until you save. Discard changes discards everything since the last save.
Leaving the editor with unsaved changes prompts you to save, discard, or keep editing. The browser’s back button is not covered by that prompt.

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Change a widget

Click the kebab menu (⋮) on a widget and select Edit. The panel reopens on that widget’s settings, and every change appears on the canvas as you make it.
The edit and delete actions on a widget
Delete removes the widget from the canvas, but the removal is not applied until you save. Discard changes brings the widget back. The Summary and Risk score widgets store no settings, so editing them changes the title only.

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Steps to set a dashboard as a homepage

1

Click Assign as homepage

The button is disabled while the dashboard is unsaved or empty. Hovering it shows which: Save first or Add a widget first.
2

Add users and user groups

  • Search by name in the Assign to field.
  • Users and user groups are listed separately, and each user group shows its member count.
  • Changes save as you make them. There is no save button on this panel.
Assigning a dashboard as a homepage
Plerion resolves a person’s homepage in order: their own choice, then their user group’s, then the tenant default. Anyone can override what they inherit under Profile > Home dashboard.

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Steps to email a dashboard on a schedule

Scheduling requires an email integration. Without one there is nothing to send to.
1

Open the kebab menu in the editor and select Email schedule

Save the dashboard first. The item is disabled while there are unsaved changes.
The dashboard actions menu
2

Set up the schedule

  • Send to: the email integration to deliver to.
  • Every: Day, Week, or Month.
  • On: the weekday, or the day of the month. Monthly schedules offer days 1 to 28 only, so a short month never skips a delivery.
  • At: the time of day.
Use Add schedule for more, up to 10 per dashboard. Click Save schedule.
Setting an email schedule

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Other actions

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From the dashboards list

Open the kebab menu (⋮) on a row:
Actions on a dashboard in the list
  • Pin to navigation adds the dashboard to your own side navigation. Other users are not affected.
  • Duplicate copies the dashboard and opens the copy.
  • Delete dashboard asks you to confirm, and tells you first if anyone has it as their homepage.

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From the editor

Open the kebab menu (⋮) beside Save:
  • Preview shows the dashboard as a viewer sees it.
  • Save as PDF exports the canvas. Findings tables are trimmed to 10 rows in the export.