Skip to main content
With Custom dashboards, you build a page of widgets from your own data and set it as the page your team lands on when they sign in. A dashboard is a grid of up to 10 widgets. Each widget reports one figure or one breakdown, such as the number of failed findings or the integrations carrying the most. Name the dashboard, arrange the widgets, then email it on a schedule or assign it as someone’s homepage.

​
Building a dashboard

Add widget opens a panel beside the canvas with two ways to add one: a list of ready-made widgets, and a Build your own instead link.
The widget panel on a new dashboard

​
Ready-made widgets

Click one and it is added to the canvas. The panel lists: The Other group starts collapsed.

​
Build your own instead

This link opens a form with four fields. The options in each field depend on the ones above it.
Building a widget from scratch
Shown as offers different renderings depending on the breakdown. These are the ones findings offer: On Nothing, the last rendering is the records themselves, drawn the way the subject’s own page draws them: Table for findings and vulnerabilities, Cards for assets and alerts. Choosing Change adds a Compare to field, which sets the comparison day: yesterday, or 7, 30, or 90 days ago. Title is generated from your answers. Type over it to set your own, or clear it to get the generated one back.

​
Filtering a widget

Below the fields is a filter row offering the same filters as the subject’s own page. For findings that is status, severity, checks, framework, SLA status, environment, integration, asset group, provider, and resource type. For assets and vulnerabilities it is the filters those pages carry. Filters are set per widget, so two widgets on the same dashboard can show different parts of your environment.

​
The global filter

When a dashboard is someone’s homepage, the filter in the top navigation bar narrows every widget that supports it. The editor does not show the filter, so what you see while building is the unfiltered dashboard. Widgets respond in one of three ways:
  • Narrowed. The widget’s figures are scoped to the selection.
  • Not filtered. The widget shows a Not filtered label, with the reason in a tooltip. Unit consumption is measured against your subscription, which covers the whole tenant. Framework posture is calculated once for the whole tenant. Some metric histories are recorded per integration only, so they cannot be narrowed to an environment or asset group.
  • Outside the global filter. The widget is set to a different part of your environment than the selection. Its body is replaced by an empty state reading “This widget is set to a different part of your estate, so the global filter leaves it nothing to show.”

​
Setting a dashboard as a homepage

Assign as homepage opens a panel where you add users and user groups. Changes save as you make them.
Assigning a dashboard as a homepage
Each row states its effect: how many members of a user group will land on the dashboard, and which dashboard it replaces for them. Plerion resolves a person’s homepage in order: their own choice first, then their user group’s, then the tenant default. Anyone can set their own under Profile > Home dashboard, which overrides what they inherit, and clear it to go back. A dashboard still called Untitled must be named before you can assign it.
Deleting a dashboard that is somebody’s homepage sends them back to the Plerion homepage, stops its email schedules, and removes its side navigation entries.

​
Sharing a dashboard

  • Email schedule delivers the dashboard to an email integration on a repeating schedule.
  • Save as PDF exports what is on the canvas.
  • Pin to navigation adds the dashboard to your own side navigation. Other users are not affected.
  • Duplicate copies a saved dashboard and opens the copy.
See How to create a custom dashboard for how to set each of these up.

​
Limits