How to Use Dashboards

Note:

This feature is available only to users licensed for ControlUp for Desktops and ControlUp for Apps.

Getting Started

When you first open Dashboards, the Getting Started with Dashboards onboarding page appears. You can create your first dashboard in one of the following ways:

• Use a pre-built dashboard
  Select a dashboard from the Dashboard Gallery tab. These dashboards are provided by ControlUp and can be customized to fit your needs.

• Import a dashboard
  To use a dashboard shared within your organization, click the import icon next to the Build Now button.
  In the file picker, select the dashboard’s JSON file.

• Build a dashboard from scratch
  Click Build Now to open the Widget Builder, where you can either select preset widgets or build widgets from scratch using your preferred data indexes, metrics, and visualization settings.
  To learn more, see Widget Builder.

Note

The actions that you can perform depend on your role permissions and dashboard or widget type.

Manage Your Dashboards

You can manage dashboards from their respective tabs, or directly within the dashboard view.
Built-in ControlUp dashboards in the Dashboard Gallery tab are read-only.

My Dashboards and Shared Dashboards tabs

The My Dashboards and Shared Dashboards tabs display a list of dashboards, including their type and last modification date.
From these tabs, you can also Import a dashboard () or create a new one (+ New Dashboard).

Each dashboard includes an action (⋮) menu on the right. Available actions depend on your permissions and the dashboard type..

You can:

• Mark or unmark as favorite

• Share or unshare

• Duplicate

• Rename

• Delete

Note: Not all actions are available for all dashboard types.

Create a new dashboard

1. Click + New Dashboard.

2. Enter a name and description and then save.

3. Click Add Widget to open the Widget Builder.

4. Select one of the following options:

• Use a preset widget:
  From the Widget Presets tab, select a template provided by ControlUp for common use cases.
  Customize it using visualization tools and then click Customize to open the Builder page and configure it.
  When finished, click Add to dashboard.

• Import a widget:
  Click Import () and select a JSON file.

• Build a custom widget:
  Click Build from Scratch to create your own widget using your chosen data indexes, metrics and variables.

5. When you finish configuring the widget, click Add to dashboard.

You can add up to 40 widgets per dashboard.

Important: Click Save Changes after adding widgets; unsaved widgets are not retained.

View and edit a dashboard

To open a dashboard, click its name in the list.

From the dashboard view, you can:

• Add widgets

• Edit the dashboard

• The action (⋮) menu also allows you to:

  • Export the dashboard to a JSON file

  • Duplicate the dashboard

  • Import widgets

  • Delete the dashboard

Edit mode

You can edit only dashboards that you created or duplicated.
To enter Edit mode, click Edit Dashboard or select Edit from the action (⋮) menu.

When editing, you can:

• Resize widgets by dragging their handle icon ()

• Move widgets around the dashboard

• Rename the dashboard by clicking its title

• Add variables

• Apply filters to tags and groups using variables (filters reset when switching dashboards).

• Enable or pause Live Data monitoring.

  • When enabled, the dashboard refreshes automatically every minute.

  • When paused, the it displays data collected up to that moment. You can refresh manually using the Refresh button.

Add variables

You can add and edit variables only in Edit mode, and only on dashboards that you created or duplicated.

To add a variable:

1. Click Edit Dashboard.

2. Click Variables.

3. Click +Add Variable.

4. Enter the variable’s name, data index, and metric.

5. Save the variable. You can then add more as needed.

For details, see Configured Variables.

Dashboard Gallery tab

The Dashboard Gallery tab displays ControlUp dashboards in a grid view. These dashboards are read-only, but you can view or duplicate them to create editable copies.

When you click Customize, a duplicated copy is created and added to your My Dashboards tab, where you can edit it.

To manage a dashboard, hover over it and select one of the options:

• View: Opens the dashboard and displays its widgets. To customize it, click Customize at the top of the page.

• Customize: Duplicates the dashboard. The Customize Dashboard window opens, with “Copy of” added to the name. You can edit the name and description and then save it. The copy appears in the My Dashboards tab.

Gallery Dashboard Tags

Tags appear below each ControlUp dashboard to help you quickly understand its context.

Note:

• Tags are available only for ControlUp dashboards in Dashboard Gallery.

• ControlUp dashboards can display up to four tags. Extra tags are collapsed under . To see their content, click this tag.

Status banners

Recently added or updated dashboard are labeled for visibility:

• New (green) - Added within the last four weeks.

• Updated (yellow) - Recently modified.

To view all dashboards with these banners, click the status icon. This view includes each dashboard’s thumbnail, description, tags, type, and last modification date.

Sort and filter your dashboards

You can organize ControlUp dashboards by tags or sort them by name, creation date or last update, using the dropdown menus at the top of the page.

The Sort by filter lets you arrange dashboards alphabetically or by time:

• Recently Updated

• Oldest Updated

• Recently Created

• Oldest Created

Manage Dashboard Widgets

You can customize both the visualization and the data configuration of widgets.
Each widget includes built-in visualization tools (such as RAW Data Viewer) and an action menu.
The available actions depend on your permissions and the widget type.

Widget action menu

To open the action menu, hover over a widget and click the three-dot (⋮) menu.

You can:

• Edit: Opens the Widget Builder, where you can modify the widget’s configuration.
  Click Save Changes to apply your updates.

• Duplicate: Creates a copy of the widget on the same dashboard, with “(Copy)” added to its name.

• Rename: Changes the widget’s name.

• Query: Displays the raw query used to gather the data. You can switch to Chart view to visualize the data as a graph.

• Export: Downloads the widget’s configuration as a JSON file, that can later be imported into another dashboard.

• CSV: Exports the data displayed in the widget to a CSV file.

• Delete: Permanently removes the widget from the dashboard.

Visualization views

When you hover over a widget, three icons appear that let you switch between visualization modes:

Depending on the widget’s configuration, you can also switch between visualization types such as bar, gauge, table and more.

Edit a widget

To edit a widget:

1. Click Edit in the widget’s action menu.

2. The Widget Builder opens, where you can:

   • Change the widget’s configuration and data sources

   • Import from a JSON file

   • Modify visualization settings and display options

3. Click Save Changes to apply your edits and return to the dashboard.

For detailed instructions, see Widget Builder.