📊Dashboard

Identity Intelligence Dashboards at a glance

The Dashboards in the Identity Intelligence platform provide high-level views into different focus areas with associated key metrics based on your connected identity platforms.

The Dashboard has a unique section for each themed area, with some sections containing sub-tabs for more focused dashboard:

• Posture which surfaces hygiene gaps across different entities within your environment that increase your org's exposure to risk

  • Identities provides some high level metrics about your organization's identities and their posture

  • Non-Human Identities is similar to Identities, but focuses solely on Non-Human Identities

  • MFA provides detailed metrics about your organization's adoption of Multi-factor Authentication methods and passwordless factors

  • Devices

  • Applications

• Threats

• Compliance

• Operations contains status info for your connected Sources, data on admin actions taken, and a quick launch into the Onboarding Checklists that will walk you through how to quickly get up and running with Identity Intelligence

• ISA Reports

This article provides information about the different functionality that exists across all of the different Dashboard sections and tabs. For more specific information related to each Dashboard tab, such as the widgets or unique features, refer to the documentation for the Dashboard section of interest.

What is a widget?

When reading about the different Dashboard elements, and even other Identity Intelligence pages, you will see that we often to refer "Widgets". A widget refers to a specific element on a page that contains information and can be an individual piece of info or a group of related info. Examples of a widget include data visualizations (ex: bar graph, pie graph or other graphical element), numerical data with only one or multiple numbers, or other text.

Every "widget" is in a box and will have a slight outline around the information, regardless of the type or amount of information present (as seen in the screenshot below taken from the User 360)

Every widget within a Dashboard page can be customized to better align with your particular interests or active projects. Any changes made to a Dashboard page will only be reflected in your environment - other Identity Intelligence users will not see changes that you made. For more information on customizing the dashboard, please refer to the Tailoring your Dashboards section below.

Dashboard Functionality

The functionality described in this section of the article can be found on all of the Dashboard pages within Identity Intelligence.

Tailoring your Dashboard

There are several ways that the ISA Report can be customized to meet your needs and highlight the data that is most relevant to your organization. Any customizations made will be respected within the PDF Report Export

Create Custom Counter Widgets

You can add a custom counter widget based on Saved Filters that you have created on the Users or Applications pages. Select the + Add counter button on the upper right corner of the page and select the saved filter you would like to add to the ISA Report Dashboard. The custom counter will be added to the dashboard page (often at the bottom) and you can then move it to the desired location on the page.

Add or Remove Default Widgets

You can select or deselect from a library of default widgets (visualizations and counters) to customize the data that is shown within your ISA Report. You can add or remove default items by selecting the Configure button in the top right corner of the dashboard page.

You can also remove any widget by selecting the X in the right corner of any widget.

Rearrange Widgets

To reposition a widget or section header, click the six dot button located at the top right corner of each widget to drag and drop it to the desired location, allowing your dashboard to emphasize the most important or urgent information.

Resize Widgets

You can also make any widget bigger or smaller depending on your needs and preferences. Select the arrow button in the bottom right corner of any widget, then drag the corner until your widget reaches the desired size.

Exporting and Sharing

Each Dashboard has 2 options to easily share the data presented - Share and Download to PDF. The buttons to complete both of these actions are located on the upper right side of the page. Select the Share icon button found at the top right corner to copy a link to that exact page that can be easily pasted, bookmarked or shared with anyone who has the appropriate access to your Identity Intelligence tenant so that they can quickly get to the same page in the platform.

Select the Download PDF Report button, which is next the Share icon button, to generate a PDF export of that full dashboard page, including any customizations or annotations made, to share with other members of your organization who do not have access to the platform.

Additionally, across the different Dashboard tabs, many of the visualizations seen in a widget can be exported into different formats by selecting the 3 line button in the top right corner of a specific widget. If the widget does not have this button, it means it cannot be exported; however, you can still screenshot the visualizations if you'd like to use them in presentations, etc. Downloading as a SVG or PNG will export an image, whereas downloading as a CSV will export the raw data for you in CSV format.