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Creating Dashboards

OpsiMate allows you to create custom dashboards to visualize your services and their performance in a way that makes sense for your organization.

Understanding Dashboard Views​

In OpsiMate, dashboards are organized as "views" that can be customized and saved with specific filters and search criteria for future use. Each view can display different services, metrics, and visualizations based on your needs.

Creating a New Dashboard View​

Step 1: Navigate to the Dashboard​

  1. Log in to OpsiMate
  2. Click on the Dashboard option in the main navigation

Step 2: Create a New View​

  1. search and filter the services you want to include in the dashboard
  2. In the dashboard, locate the Views dropdown in the top navigation bar
  3. Click on the + New View button
  4. Enter a name for your new view (e.g., "Production Services")
  5. Click Create to generate the new view

Step 3: Customize Your Dashboard​

Once your new view is created, you can customize it:

  1. Add Filters:

    • Click the Filter button in the dashboard toolbar
    • Select filter criteria (e.g., provider, service status, tags)
    • Apply filters to show only relevant services

  2. Arrange Services:

    • Click the Layout button
    • Choose a layout option:
      • Grid: Services displayed in a grid format
      • List: Services displayed in a detailed list
      • Compact: Minimalist view showing only essential information

  3. Sort Services:

    • Click the Sort button
    • Choose a sorting option:
      • By name
      • By status
      • By provider
      • By alert count

  4. Group Services:

    • Click the Group button
    • Group services by:
      • Provider
      • Status
      • Tags
      • Custom groups

Step 4: Save Your Dashboard View​

After customizing your dashboard:

  1. Click the Save View button
  2. Confirm the name or modify it
  3. Click Save to store your custom view

Managing Dashboard Views​

Setting a Default View​

To set a view as your default dashboard:

  1. Create or select the view you want to make default
  2. Click the More Options (three dots) next to the view name
  3. Select Set as Default

The selected view will now load automatically when you access the dashboard.

Sharing Views​

To share a view with other team members:

  1. Select the view you want to share
  2. Click the Share button
  3. Choose sharing options:
    • Team: Share with specific team members
    • Public: Make available to all OpsiMate users
  4. Click Share to confirm

Editing Existing Views​

To modify an existing view:

  1. Select the view from the Views dropdown
  2. Make your desired changes to filters, layout, sorting, or grouping
  3. Click Save View to update the existing view
    • Or click Save As to create a new view based on your changes

Deleting Views​

To remove a view you no longer need:

  1. Select the view from the Views dropdown
  2. Click the More Options (three dots) next to the view name
  3. Select Delete View
  4. Confirm deletion when prompted

Best Practices for Dashboards​

  • Keep It Focused: Create separate views for different purposes
  • Review and Refine: Regularly update your views as your needs change
  • Create Team-Based Views: Design different views for different teams

Next Steps​

After creating your custom dashboards:

  1. [Set up alerts](/docs/ for critical services
  2. [Configure integrations](/docs/ to enhance your dashboards
  3. [Share your views](/docs/ with your team