Using Dashboard

In the selected view you can define the When filter to specify the time period for the data displayed in the dashboard. The When filter is applied to all dashlets in the dashboard, but you can also set up a different When filter for each dashlet if needed. See “Working with Dashlet” for more details.

Supported time dimension for audit event dashlets typically includes Year, Month, or Day period; for history entries dashlets it is Month dimension. Displayed dashboard data depends on a regularly running fact population server job which calculates aggregated fact data according to its schedule (every night by default). This means that the most recent data may not be visible until the next scheduled recalculation of facts. Individual dashlets may have different configured dimensions and zoom level but they are all based on the available calculated fact data.
See the "Managing Fact and Dimension Tables" or the "Populate Fact Tables" chapter for more details.

For the When filter, you can use:

Dashboards can contain both audit event and history entries dashlets, for which you must expect slightly different data calculations. When the default month dimension is selected the audit event dashlets display the whole month chart bar as a sum of all days when at least one audit event was recorded. The audit event dashlets with the day dimension display only those days when at least one audit event was recorded.
When the default month dimension is selected the history entries dashlets display the whole month chart bar based on the data of the last available calculated day of the month. The history entries dashlets with the day dimension display all calculated days (such days that the fact population job took into account when recalculating the data) of the month where the respective history entries were valid. Please note that if you set the When filter e.g. Custom time where the interval does not include the calculated days for the Month dimension (i. e. the last day of previous months and the current day for the current month if the fact population is running on a regular basis), the chart will be empty and you must either change the When filter or zoom in to the Day dimension to see data in the chart.

You can save your changes to the current view or create a new view with your modifications. For details, see “Managing Dashboard Views”.

You can also add a new dashlet to the dashboard if there is at least one free space cell available in the dashboard display pane or delete one of existing dashlets to make space for a new one. For details, see “Creating a New Dashlet” and “Working with Dashlet”.

To change the settings for a dashboard, click the Dashboard settings icon next to the view menu buttons. This action opens the Dashboard layout dialog where you can change the basic grid parameters such as the number of columns or rows in the grid, the grid items margin and enable or disable the single page dashboard layout adapting automatically to the screen size.

Click Update to save your dashboard settings or click Back to cancel your changes.

To improve the readability of charts with many values, you can enable the decal pattern that adds a texture to the chart columns or areas. This makes it easier to distinguish between different values in the chart. To enable this option, use the Use decal pattern button in the filter definition area. This setting will be used for all dashlets in the dashboard.

To export all dashlets presented in a dashboard into a single file, click the Report button in the upper right corner of the configuration area. The Dashboard report dialog opens, allowing you to configure the export settings:

Click Export to generate the report containing the currently displayed data, or click Schedule to create a report set based on the data searched using your view with filters set. The Schedule button is only active if you are working with a private dashboard view. For more information, see “Scheduling Dashboard Report”.
Click Cancel to close the dialog without exporting.
After clicking Export you can choose either Download to save the report file directly or Open to open the generated report in a new browser tab. Your browser may prompt you to open, save, or cancel the download of the report file.

The generated report contains only the resulting chart and does not include the applied When filter used to generate the data. To ensure the report can be interpreted correctly later, users should provide a descriptive report name or configure the dashlet date dimension so that the conditions used to generate the data are clearly visible in the chart itself.

It is also possible to export an individual dashlet via the dashlet Toggle menu. See “Exporting Dashlet Data” for details. DirX Audit Manager creates an image or report with the selected content that you can save to your local file system using your browser options.

You can schedule a report set based on configured dashboard data to be generated at a specific time or on a recurring basis. To schedule a report set, click the Report button in the upper right corner of the configuration area and follow the instructions in the Dashboard report dialog. It includes the same options as for exporting a dashboard report described in the previous section “Exporting Dashboard Data”.

The Schedule button in the Dashboard report dialog is only active if you are working with a private dashboard view. Otherwise, it is inactive so that the user cannot create a report set dependent on a public or product view, which can be modified by another authorized user.

Click the Schedule button and choose either Add a new report set or an existing report set.

It opens a page with the report definition which contains the same settings for the report definition, template and style as in the Dashboard report dialog and also shows the possibility of using decal pattern and your selected view with filters set. If you chose Add a new report set confirming it will create a new report set containing a generated report file with the selected report definition. After filling in the report set name, or other values such as schedule, conditions or output, you can confirm report set creation. In case you chose an existing report set, when you confirm creating the new report, you will be prompted to enter a name for the report file and it will be added to the selected report set.

If you activate your report set it will be executed according to the defined schedule. For more information on managing report sets, see “Using Reports” in this guide.

In each dashlet you can quickly apply a filter by clicking the value shown on the chart’s axis (the axis label or tick corresponding to a bar/column). It is usually a time filter but the same behavior applies to other dimensions, for example an operation or a source. After clicking, the dashlet is filtered by that value – for example, clicking the Feb 2026 axis label will show data only for February 2026. If a time filter is used and differs from the dashboard When filter settings, the dashlet title will also update to reflect the active filter and display it in brackets after the title name, for example Total audit events by month and source (When: 2/1/2026 - 2/28/2026).
Clear the filter by clicking the Undo icon in the filter definition area. It will reset the last modification in the dashlet to the state before applying the filter. If you want to reset all filters or actions applied in the dashlet, click the Undo all changes icon.

The drillthrough functionality allows users to view detailed data related to a specific data point in the dashlet. To use this functionality, click on a data point in the dashlet’s chart which will open a new view displaying detailed information related to the selected data point, such as individual audit events or history entries.

To change the dashlet chart type, click the Datatable or the Chart button in the Toggle menu.

To create a new dashlet with the same configuration as an existing one, click the Clone button in the Toggle menu. This action creates a new dashlet with all the settings copied from the original dashlet. You can then modify the settings as needed and save the new dashlet.

If there is not enough free space in the dashboard display pane, the Clone icon is marked with a red exclamation mark and the cloned dashlet cannot be inserted. You have to resize existing dashlets or change the size of the dashboard.

To display a single component in the entire Dashboard area, click the Maximize button in the Toggle menu. It is especially useful in dashboards featuring multiple small size dashlets, you can maximize the selected one and view its details in the full screen mode. To restore the display to show all dashlets and filter definition area again, click the Restore button in the Toggle menu.
Icons for these functions are also available in the dashlet title in the upper right corner for quick access.

If your dashlet is maximized, the Previous dashlet and the Next dashlet buttons appear on the sides of the dashlet, allowing you to quickly switch between dashlets while in the full screen mode. These buttons are active only if a previous or next dashlet exists in the dashboard.

To change the time dimension level for the displayed data in dashlet, use the Zoom in or Zoom out buttons in the Toggle menu. The available time dimension levels depend on the selected data provider and the respective fact table configuration but typically include levels such as Year, Month and Day. If it is not possible to move to a higher or lower level of the time dimension in the selected dashlet, the Zoom in or Zoom out buttons are inactive. Also, if the selected dashlet does not have a time dimension defined, both buttons are inactive.
The changed time dimension via the Zoom in or Zoom out buttons is also visible in Dashlet setting – Category expression (Dimension) – Year, Month or Date; so you can save your Dashboard view with changes to the time dimension.
Icons for these functions are also available in the dashlet title in the upper right corner for quick access.

To modify the settings for a dashlet, click the Dashlet settings button in the Toggle menu. This action opens the Dashlet settings dialog for the respective dashlet, where you can change the data provider configuration or the display format. For more information about how to use this dialog, see “Changing Dashlet Settings”.

It is possible to export an individual dashlet using the Save as image or the Report button in the dashlet Toggle menu. Both actions will result in DirX Audit Manager creating an image or report with the selected content that you can save to your local file system using your browser options.

You can change the position of the dashlet by dragging and dropping the dashlet with the mouse, but in case of low resolution or when using only the keyboard it may be useful to use the Move button in the Toggle menu. Selecting this button opens a position control component that allows you to move the dashlet in any direction (up, down, right, left) if there is enough free space. You can then confirm the selected position with the Close button. If there is no space to move the dashlet the Move button is marked with a red exclamation mark.

There is also an alternative to resizing the dashlet directly with the mouse which might be useful in case of low resolution or when there is a need to use only the keyboard. Opening the Toggle menu and selecting the Resize button opens the size control component that allows you to resize the dashlet if there is enough free space. You can change the dashlet size by only moving the right or bottom side of the dashlet. Selecting the Close button confirms the specified size. If there is no space to resize the dashlet the Resize button is marked with a red exclamation mark.

To delete a selected Dashlet from the Dashboard area, click the Delete button in the Toggle menu. A deleted dashlet frees up space in Dashboard pane that you can use for adding a new dashlet or to reorganize the layout of existing dashlets.

A new dashlet can be added to the dashboard when there is at least 1 free space cell available in the dashboard display pane. If there is no free space the Add dashlet icon is marked with a red exclamation mark and clicking this button only displays a warning message. It is necessary to either remove or resize any existing dashlet to make free space for a new one.

When it is possible to insert a new dashlet a Add a new dashlet page opens displaying the provider and dashlet definition selection menus. These menus allow users to choose the source of data for the new dashlet. You can select one of existing dashlet definitions which include a preselected configuration of facts and dimensions using a specific fact table as well as chart type configuration. You can also select a data provider only which subsequently opens the same Dashlet settings menu as a dashlet definiton does but there will be no preset configuration items and everything will have to be configured manually. The configuration of a new dashlet is explained in the following section “Changing Dashlet Settings”.

For more details on the configuration of facts, dimensions and fact tables, refer to the DirX Audit Administration Guide.

Clicking the Dashlet settings button in the dashlet Toggle menu results in opening the dashlet configuration options. This very same configuration page is also displayed when adding a new dashlet after you select a dashlet definition or data provider.

The page is divided into three collapsible areas: Title, Data provider and Dataset which includes a Chart settings subsection.

It is possible to change the dashlet name in the Title field, you can also use localization keys to enable dynamic dashlet title changing based on existing location bundle entries and the selected application language setting.

The Data provider displays the selected fact table. You can select an additional filter for the fact table in the Filter by parameters menu where you first choose the dimension and then the value to be filtered. For example, when choosing the Audit events fact table data provider you might want to see only such events which have the Add Object value in the Event Operation.

The Dataset settings modify the way the data is presented. The Chart type selection allows users to choose one of the following chart types by clicking the respective icon: Pie, Line, Line - timeseries, Bar and Bar - timeseries. Please note that changing the chart type also modifies the Category expression values. Please verify the configuration after making changes to ensure it remains correct.

The Category expression defines which dimension from the available dimensions list for the respective fact table (selected in the Data provider section) will be used. There must be always at least 1 selected dimension in every dashlet configuration.
The Series expression defines which fact from the available fact list for the respective fact table (selected in the Data provider section) will be used. There must be always at least 1 selected fact in every dashlet configuration. Additional facts can be added by clicking the + button. The Series name field allows customizing the displayed series name if you wish to change its default name.
The Use series expression switch enables the use of 2 dimensions (1 in the Category and 1 in the Series expression) and 1 fact (in the Value expression) or an alternate setup of only 1 dimension (in the Category expression) and 1 or more facts (in the Value expression).

It is advised to study the fact and dimension configurations in the provided product dashboards and dashlet definitions before customizing your own dashlets. For more details on the configuration of facts, dimensions and fact tables, refer to the DirX Audit Administration Guide.

The Chart settings includes the following options:
Chart area – applicable only to the Line chart type, enables displaying the area below the line in full color.
Stack – applicable only to the Bar chart type, enables stacking Bar chart columns.
Orientation – either horizontal or vertical.
Theme – a selection of predefined color themes.
Legend – allows you to turn off the display of the legend at the bottom of the chart or select the display method. The Scrollable option is suitable if the chart contains many values.
Tooltip trigger – allows you to set what values the tooltip will display; whether only the value of the current item or the values of all items for a given point on the selected axis.