Skip to main content

Managing dashboards

You can create multiple named dashboards, each with its own layout of data cards. Switch between dashboards from the left sidebar or the dashboard dropdown to view different perspectives of your browser security data.

Creating a dashboard​

To create a new dashboard:

  1. Click Add dashboard from the Overview page, the dashboard dropdown in the header, or the overflow menu on a custom dashboard.
  2. Enter a name for your dashboard.
  3. The new dashboard opens with a blank grid, ready for you to add data cards.

See Editing the grid for how to add and arrange blocks in your new dashboard.

Switching dashboards​

Your most relevant dashboards appear in the left sidebar under Dashboard, showing up to 4 at a time ordered by:

  1. Favorite first
  2. Recently used dashboards next
  3. Remaining dashboards in the order they were created

The full list is available in the dashboard dropdown in the header, ordered by creation date.

The Overview dashboard always loads first when you open the console. The browser tab title updates to show the name of the active dashboard.

Setting a favorite​

Click the star icon next to a dashboard name to set it as your favorite. Your favorite dashboard is pinned to the top of the sidebar and recents list, making it easy to find. Only one dashboard can be favorited at a time. Starring a new dashboard removes the star from the previous favorite.

Duplicating a dashboard​

To duplicate a dashboard, select Duplicate from the dashboard's overflow menu. The first copy is created with the name "Dashboard Name (copy)", and subsequent copies increment as "Dashboard Name (copy 2)", "Dashboard Name (copy 3)", and so on. The duplicate includes all blocks and their configurations from the original.

Duplicating is useful for iterating on an existing layout without modifying the original.

Deleting a dashboard​

To delete a dashboard, select Delete from the dashboard's overflow menu. If the deleted dashboard was active, the console switches to the next available dashboard. If it was the last custom dashboard, the console falls back to the Overview page.

Importing and exporting​

You can export a dashboard two ways: as a PDF report for sharing or presenting, or as a JSON layout file for reuse across teams or tenants. You can also import a JSON layout file to recreate a dashboard.

Exporting a PDF report​

Export a dashboard as a branded, paginated PDF that renders its data cards as presentation slides. The report covers the date range currently selected in the dashboard's date range dropdown.

To export a PDF report:

  1. Select Export from the dashboard's overflow menu.
  2. In the Export report dialog, optionally enable Send to [your email address] to receive the finished PDF by email.
  3. Click Export.

The report generates in the background and takes 1–2 minutes. A confirmation appears with a View status link that opens the scheduled reporting settings, where you can track generation. If you opted in, Keep Aware emails you the PDF when it's ready.

To review the report before generating it, click Preview in the dialog to open an in-app view of the slides.

The Export option is available on the Overview dashboard and any custom dashboard. On a custom dashboard, it's disabled while you're editing the grid and when the dashboard has no data cards.

The PDF includes:

  • A title slide with the dashboard name and selected date range
  • One slide per section, titled to match the dashboard layout
  • Metric cards, bar charts, donut charts, line and over-time charts, ranking tables, and recent activity tables, rendered to match the live dashboard
  • A footer on each content slide showing the slide title, date range, and page number

Downloading a layout file​

Dashboard layouts can be shared across tenants or teams using JSON files.

To download a dashboard layout:

  • Select Download from the dashboard's overflow menu. The layout is saved as a JSON file to your local machine.
  • The exported file name follows the format KEEP_AWARE_DASHBOARD_Name_YYYY-MM-DD.json.

Importing a layout file​

To import a dashboard layout:

  • Click the import a configuration link in the create dashboard dialog.
  • Select a JSON layout file from your local machine.
  • The imported dashboard appears with the name from the file. If a dashboard with that name already exists, it's renamed using the "Dashboard Name (copy)" format.

Table of Contents