Introduction to BI Dashboards

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This page provides an overview of the BI Dashboards in Lansweeper Sites, detailing how to create and share dashboards, and providing explanations of the available datasets and filters.

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The new BI Dashboards in Lansweeper Sites are designed to empower you with flexible, fully integrated tools that transform your data into actionable insights. Built with a modern, intuitive interface, these dashboards allow seamless navigation and customization to spotlight the metrics that matter most.

With advanced filtering capabilities, you can quickly refine your data to uncover precise insights, while alert features let you stay on top of key metrics through timely email notifications. For sharing and analysis, the dashboards offer versatile export options and powerful tools for in-depth data exploration, enabling a deeper understanding of your analytics than ever before.

• Create a new dashboard
• Modify a dashboard
• Share dashboards
• Datasets
• Static and dynamic filters

Create a new dashboard

1. In your Lansweeper Site, navigate to Dashboards.
2. Select Create dashboard.
3. Select Add item, and drag and drop an item on your new dashboard.
4. In Available datasets, select which data you want to display in the dashboard item.
5. Drag and drop the selected data into the dashboard item.
6. Select Close edit mode.

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Modify a dashboard

If you want to modify dashboard items, you’ll first need to enter Edit mode.

Customize dashboard items

To customize the entirety of a dashboard item:

1. Select the dashboard item you want to modify.
2. Select  Settings.
3. Customize the dashboard item in style, data display, or interactivity options.

If you want to customize how specific data fields are displayed instead:

1. Select the dashboard item you want to modify.
2. Select  Data.
3. Select  Settings for the field you want to customize.

Duplicate dashboard items

1. Select the dashboard item you want to modify.
2. Select  Clone.

If you want to duplicate the entire dashboard instead, select  Duplicate dashboard.

Add alerts to dashboard items

1. Hover over the dashboard item you want to add an alert for, and select  Set an alert.
2. In the popup, customize the Trigger and Category.
3. Optionally, add a filter for your alert.
4. Select Next.
5. Choose the frequency for your alert.
6. Select Create new channel to configure a channel for your alert.
7. Select and configure a channel type.
8. Select Create to create the channel.
9. Select Create and Close to add your alert.

Delete dashboard items

1. Select the dashboard item you want to modify.
2. Select  Delete.

If you want to delete the entire dashboard instead, select  Delete dashboard.

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Share dashboards

You can share any dashboards you’ve created with other members of your Lansweeper Site, or save the dashboard items themselves to share externally.

Share an entire dashboard

You can share your dashboards with other users in your Lansweeper Site.

1. Select  Share.
2. Choose the site accounts you want to share the dashboard with.
3. Select Share dashboard.

Share dashboard items

You can download the data displayed in dashboard items as either a CSV or XLSX file, or save the entire dashboard item as PNG.

1. Hover over the dashboard item you want to save, and select  Download.
2. Select how you want to save the dashboard item.

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Datasets

Datasets are collections of fields gathered from various Lansweeper Sites modules. These fields are taken from custom views, making it easy to include the exact data points you need for detailed analysis.

Currently, four datasets are available:

• Vulnerabilities: contains Risk insights information, including fields like Risk score and CVE, to help assess potential vulnerabilities
• Inventory: contains asset data, featuring details such as Manufacturer, IP address, and Last scan attempt
• Software: contains software-related data, such as Publisher and Install date, useful for tracking applications
• Users: contains user information fields, like Display name and Employee ID, which are ideal for linking users with assets or software

Have suggestions for new fields? Let us know which fields you’d like to see added to your datasets!

You can combine fields from different datasets to create more detailed items:

• The Inventory and Software datasets are linked through the assetKey field, connecting asset data with software details.
• The Inventory and Vulnerabilities datasets are linked through the assetKey field, allowing you to view vulnerabilities with asset details.

Currently, not all datasets can be linked, so certain combinations aren’t yet possible. Upcoming enhancements will allow:

• The Inventory and Users datasets to be linked through the Last user field.
• The Vulnerabilities and Software datasets to be linked through the Affected product field.

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Static and dynamic filters

There are two types of filters: static filters and dynamic filters. You can use static filters to keep consistent views in your dashboard, or dynamic filters to interactively explore data in real-time, adjusting insights on demand.

Static filters

Static filters are permanently applied to your dashboard, ensuring that each time you open it, your dashboard items will automatically display with these filters in place.

To add static filters to dashboard items:

1. Select the dashboard item you want to modify.
2. Select  Data.
3. Select Add filter.
4. In the popup, select Add filter.
5. Create your filter, and select Apply filters.

Dynamic filters

Dynamic filters let you interact with your data. To add dynamic filters to dashboard items, simply click on a specific bar or figure. Connected widgets will be updated in real time, meaning you can explore specific data throughout your dashboard.

Dynamic filters are not saved. Closing a dashboard will reset your dashboard items.
Additionally, dynamic filters are not visible to other users in shared dashboards.