--- title: "Dashboards Overview" slug: "custom-dashboard-overview" updated: 2026-07-06T09:42:53Z published: 2026-07-06T09:42:53Z canonical: "support.controlup.com/custom-dashboard-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.controlup.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboards Overview ## What is ControlUp Dashboards? **ControlUp Dashboards** is a flexible data visualization feature that helps you monitor and understand your environments by displaying key metrics tailored to your organization’s needs and priorities. In Dashboards, you can view prebuilt dashboards provided by ControlUp in the [**Dashboard Gallery**](/v1/docs/custom-dashboard-overview#dashboard-gallery), view your organization’s dashboards in [**Shared Dashboards**](/v1/docs/custom-dashboard-overview#shared-dashboards), and create your own dashboards in [**My Dashboards**](/v1/docs/custom-dashboard-overview#my-dashboards) and share them with your organization. Using widgets, you can track performance, identify trends, and gain actionable insights through clear, data-driven visualizations. You can: - **View or customize ControlUp dashboards**: Explore prebuilt dashboards designed to give you immediate insights into your environments. - **Access organizational dashboards**: View dashboards shared by your organization’s admins for team-wide use. - **Create your own dashboards**: Start fresh and add widgets, arrange layouts, and design views that match your needs. - **Customize existing dashboards**: Customize and change built-in ControlUp Dashboards from the gallery to better serve your needs, except for read-only dashboards like the Device Health and Rightsize dashboard. - **Drill down in the data**: When displaying a username or device name, the dashboard links it to the correct user or device within ControlUp for Desktops. - **Use global filters**: Use more than 20 filters to filter all widgets in your dashboard. Filters include device name, location, manufacturer, model, username, and more. When creating your own dashboards, you can: - **Build powerful widgets**: Use the [Widget Builder](/v1/docs/dashboard-builder) to pull data from ControlUp for Desktops, ControlUp for Apps, and ControlUp for VDI. Apply aggregations, groupings, filters, and transformations to shape your data. - **Choose your visualization type**: Use a stat, gauge, time series, table, donut, bar chart, or grid to display data. - **Make dashboards interactive with variables**: Define variables and use them as filters across multiple widgets. You can also use bar or donut widget selections as variable values to filter other widgets. - **Inspect the data behind every chart**: Every widget includes a RAW Data Viewer where you can view the underlying query, copy it into Power BI, Grafana, or Postman, or export results to CSV. ## Access and Permissions Access to **Dashboards** is currently granted by default only to the Admin role in the DEX platform. Admins automatically receive all **Dashboards** permissions, and can assign them to other users or roles. - To view and use VDI data within dashboards, you need the permission for VDI data in Dashboards under the Reports section in Permissions. - To view and use Desktops data, you need the permission to view Desktops data. Dashboards adhere to the device groups you have access to. - To view and use DaaS IQ data, you need the permission for DaaS IQ. Dashboards support using [Tag Management](/v1/docs/centralized-tags-management) to further refine which dashboards can be viewed by which users. ### Dashboard permissions These are the permissions you can set for Custom Dashboards in **Settings** > **Roles** > **Permissions** tab. | Permission | Description | | --- | --- | | **View Custom Dashboards** | - View your personal dashboards, as well as organizational and ControlUp dashboards. This permission can be set with tags when you want to configure users to have access only to specific dashboards. For details, see [Tag Management](/v1/docs/centralized-tags-management#scope-permissions-by-tag). | | **Edit Custom Dashboards** | - Create and edit personal dashboards - View organizational and ControlUp dashboards - Customize ControlUp dashboards | | **Edit Organizational Dashboards** | - Create and edit personal dashboards - Edit organizational dashboards - Share dashboards with your organization - Remove dashboards from sharing - View and customize ControlUp dashboards - Assign one or more tags when sharing dashboards across your organization | | **View Dashboard Gallery** | - View the shared and out-of-the box ControlUp dashboards in the gallery. | **Important:** Only data that you have permission to access is displayed in **Dashboards**. ## Dashboard Sections ![Dashboards Homepage](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image-L6JDZGAG.png) There are three dashboard sections: ### **My Dashboards** **My Dashboards** includes dashboards that you created, imported, duplicated, or marked as favorite. These are visible only to you, unless you share them with your organization. You can keep a shared dashboard in **My Dashboards** by marking it as a favorite. To mark a dashboard as a favorite, click the star icon. When an Admin promotes a personal dashboard to an organizational one, it moves to **Shared Dashboards**. If the Admin later removes the organizational dashboard from sharing, it reverts to a personal dashboard and returns to the **My Dashboards** tab of the original creator. ### **Shared Dashboards** **Shared Dashboards** contains dashboards shared by an organization Admin for organizational use. Anyone with the **View Dashboards** permission can access these dashboards. If you have the **Organizational Editor** permission, you can promote your own dashboards to shared dashboards by sharing them, and edit existing shared dashboards. ### **Dashboard Gallery** The **Dashboard Gallery** contains out-of-the-box dashboards provided by ControlUp for quick setup. Anyone with the **View Dashboards** permission can see these dashboards. If you have edit permission, you can click **Customize** within a dashboard to duplicate it as a personal dashboard and modify it. > [!NOTE] > Dashboard Updates > > ControlUp may update these dashboards periodically. Updates to ControlUp dashboards are **not automatically applied** to your customized copies. Any dashboard marked as a favorite, regardless of its source, is displayed in **My Dashboards**. For details on managing your dashboards, see [Manage Your Dashboards](/v1/docs/use-dashboards#manage-your-dashboards).