Dynamic Dashboards

Only admin access is supported at this time, and more features will be added in later releases.

Dashboard Editor Page showing Your Dashboards in BeyondInsight

Dynamic Dashboards provide a faster, customizable experience, allowing administrators quick access to the information that is most important to them.

To access Your Dashboards, click Menu > Dashboard (Preview). A list of available dashboards displays on the left. BeyondInsight comes with several prebuilt dashboard cards, including:

  • Analytics & Reporting
  • Password Safe
  • Password Safe Session
  • Endpoint Privilege Management
  • Privileged Remote Access Dashboard
  • Default Dashboard
  • System Activity
  • Health
  • Omniworker

The list of system-generated dashboards displayed can change depending on licensing, as well as data available in the system, and configuration settings. This also affects what tiles are shown in the Add a tile dropdown list.

Dashboard Editor showing Prebuilt Dashboards and Tiles

Each dashboard card comes with preset tiles, which display information for that particular feature. Icons allow you to control the tile:

Refresh Icon Click to refresh information displayed.
Information Icon Click to get information on what is displayed on the tile.
Delete Tile Icon Click to delete the tile. You can always add the tile later if needed.

 

Image of BeyondInsight Dashboard Options

Use Dashboard Options to:

  • Create New: Create a new empty dashboard, then add the tiles you want.
  • Duplicate: Create a copy of the dashboard that can be modified.
  • Delete: Delete the selected dashboard.
  • Set as Default: Set the current dashboard as the default so it displays every time you click on Menu > Dashboards.

Customize a Dashboard

Image of adding a tile to the BeyondInsight Dashboard

You can customize a dashboard to display the information that is important to you. Tiles can be deleted, added, moved, and resized to allow you a personalized and more efficient experience.

  1. To create a custom dashboard, select one of the available dashboard cards. In this example we use the Password Safe card. If necessary, delete any of the existing tiles that come installed with that card.
  2. From the Add a tile dropdown, select the tiles you want to add. Resize and reposition tiles in a manner that makes sense to you.
  3. Next, under Name, give your layout a name so you can identify it.
  4. Click Save Layout. Your custom layout now appears on the lower left side of the window, under Custom Dashboards.
  5. If you want to make this your default layout so it opens every time you select Menu > Dashboard, click Dashboard Options, and then select Set as Default.

Setting a dashboard as default causes that dashboard to be displayed when the user logs in, or every time the user clicks on Home, replacing the default dashboard.

Access Dashboard Tile Information

Image of accessing tile information in BeyondInsight Dashboard

The information displayed on some tiles can be used to access all relevant data associated with it. In this example, by clicking on the Last Changed tile 10 Failures message, you are taken directly to the Managed Accounts page, where you can get full details on the issues mentioned. You can find linked tile information by hovering your mouse over it.