Page Management¶

After entering a dashboard page, you can perform management operations using the top toolbar and the settings panel on the right.

Card Metadata¶

After entering a specific dashboard, view the information shown in the metadata area at the top of the page. You can view and modify the ID, name, description, tags, and visibility scope of the dashboard, and you can also delete the dashboard here.

TOBY AI TruePilot Smart Analysis¶

Ask questions in natural language to quickly interpret multi-dimensional metric views in dashboards and detect faults.

Multi-user Editing Notification¶

When two or more members edit the same dashboard at the same time, the avatars of other collaborators are displayed in the dashboard title area. Click an avatar to view the members currently editing.

Merely opening or browsing a dashboard does not enter editing mode. The current member is counted as an active editor only after entering Add Chart mode or modifying charts, groups, view variables, dashboard properties, and other content. Clicking Done or leaving the current dashboard ends the editing state. The same account counts as only one member when multiple tabs are open at the same time.

Chart Management¶

Add Chart¶

After the dashboard is created, you can add charts. After selection, click Done Adding at the top of the page.

Batch Operations for Charts¶

Batch operations support analyzing, moving, copying, or deleting multiple charts at the same time, making it easier to centrally organize dashboard content. This operation requires edit permission on the current dashboard.

1. Click Settings > Batch Operations in the upper-right corner of the dashboard; you can also hold Shift and click a chart to directly enter batch operation mode and select that chart.
2. Select the charts or groups to operate on; selecting a group includes the charts within it.

3. In the bottom action bar, select the operation to perform:

   Action	Description
   Ask AI	After AI capabilities are enabled in the workspace, you can start analysis on the selected charts or groups.
   Move to Group	Select an existing group or Create Group, then click Move to Group.
   Copy	Copy the configuration of the selected charts to the clipboard, then paste it into a target dashboard where you have edit permission by pressing Ctrl+V (Windows) or Cmd+V (macOS).
   Delete	Delete the selected charts after confirmation; when a group is selected, the charts within it are deleted while the group itself is retained.

4. After the operations are complete, click Exit at the bottom.

Refresh a Single Chart¶

Hover over a data chart and click Refresh in the upper-right corner of the chart to re-query that chart according to the current time range and filter conditions. Refresh applies only to the current chart; it does not refresh other charts in the dashboard or change the global time, view variables, or auto-refresh frequency.

Group¶

Classify and manage charts:

1. Click to enter Add Chart > Group;

2. Enter the group name;

3. Select the default state of the group: expanded/collapsed;

4. Select the group color as needed;

5. Confirm.

To modify the group, hover over it and click the settings button on the right.

Data and Display Control¶

Auto Refresh¶

Helps you quickly obtain real-time dashboard data. Available frequencies: 5s, 10s, 30s, 1m, 5m, 30m, 1h.

If you do not need auto refresh, select Off.

Filter¶

Click the filter and the system displays a search bar. Enter custom attributes and values to apply a global filter, and all charts will apply this filter condition synchronously.

Use Cases¶

Click a data point in a chart to add tag name:tag value to the filter and execute the query. You can click multiple tags in succession to observe query trend changes.

Cross-Workspace Query¶

If the current workspace has been granted access to data from other workspaces, you can switch workspaces in the dashboard to view the corresponding chart information.

Pin¶

When the workspace you are in is authorized to view data from other workspaces, you can choose to pin an authorized workspace and set it as the default query target.

Settings Panel¶

After the dashboard is created, click to perform a series of operations on the dashboard.

Historical Versions¶

View the historical operation records of this dashboard within the last three months.

Clone Dashboard¶

1. Enter a name for the cloned dashboard;

2. Select the visibility scope of the dashboard;

3. Confirm. You can then view the cloned dashboard in the dashboard list.

Save Snapshot¶

1. Enter a snapshot name;

2. Select the visibility scope;

3. Select a time range; this time range will automatically populate the next time the snapshot is opened;

4. Confirm.

In addition to opening the save page through the button, you can also use the shortcut (Windows: Ctrl+K / Mac OS: Cmd+K) to quickly save a snapshot. After saving, you can view it at Shortcut > Snapshot.

For more information, see Snapshot.

Report Records¶

Click to enter the Report Records page. The system lists all reports in the current dashboard on the right and displays the data of the latest report record by default, for you to view archived static data and perform analysis.

You can perform the following operations:

• Filter by report name in the dropdown;

• Click on the right of a single report to share or delete the current report.

Share Report¶

1. The system uses the report's time range by default; it cannot be changed here;

2. Select the validity period after sharing: 1 day, 3 days, 7 days, or permanently valid;

3. Select a sharing method:

   • Public sharing: any user who obtains the share link can view the workspace data displayed in the snapshot

   • Encrypted sharing: set a share code in the format of 4-8 characters combining digits and English letters; only users who obtain both the share link and the share code can view it

4. Choose whether to display the top bar. If enabled, platform introduction information is displayed at the top of the shared page;

5. Choose whether to display the watermark. If enabled, a watermark with the sharer's name is displayed in the format "Shared by: Name";

6. After completing the configuration, click Preview Report to view the effect;

7. Finally, create the share.

View Shared Reports¶

All reports that have been shared can be viewed in the Manage > Share Management > Shared Reports module, including the report name, sharing method, validity period, time range, sharer, and other information.

On this page, you can perform the following operations:

• View the shared report;

• View the share link;

• Cancel sharing.

Create Report¶

For configuration steps, see Create Report.

Fullscreen Mode¶

Click the Fullscreen button to collapse the left and top navigation bars and display the view in fullscreen. Press ESC to exit.

Save to Built-in View¶

Save the current dashboard as a reusable view template:

1. Modify the view name (defaults to the dashboard name);

2. Set the binding relationship (for example, label:*);

3. Confirm.

After saving, you can view the saved dashboard view "CPU Monitoring View" under Scenarios > Built-in Views > User Views.

At the same time, because the binding relationship label:* is set, hosts and containers with "Label attributes" configured in Infrastructure can view the bound built-in view "CPU Monitoring View" on their detail pages.

Export/Import Dashboard JSON¶

You can export the JSON file of the current dashboard or import a JSON file to overwrite the current dashboard. Once overwritten, it cannot be recovered.

Share Dashboard¶

Two sharing dimensions are supported:

Shared dashboards are stored in Manage > Share Management > Shared Dashboards, where you can go to view them. You can also directly click View Shared Dashboard List at the top of the sharing interface to view.

External Sharing¶

Configure Sharing¶

Before sharing the current dashboard externally, confirm that the dashboard has been set to "Publicly Visible". You must then complete three types of configuration:

1. Basic Configuration

• Time range: the time of the current dashboard charts is selected by default. After the dashboard is shared, this is the time range that recipients can view;

• Define the dashboard share name;

• Select the validity period: 1 day, 3 days, 7 days, or permanently valid;

• You can set the dashboard to be automatically deleted when the share expires;

• Select a sharing method:

  • Public sharing

  • Encrypted sharing: define a share code. Recipients must enter the share code to view the charts

• More options:

  • Choose whether to display the top bar and watermark
  • Choose whether to pin view variables. External sharing supports locking view variables so that recipients cannot change the filter conditions when viewing. After sharing, the view variable dropdown displayed to recipients shows fixed values and cannot be switched.

2. Data Masking

You can configure masking for field values in the dashboard. Enter the fields to mask and a regular expression, then click Preview. Content matched by the regular expression is displayed as * in the current dashboard.

• Enter the fields to mask (multiple selection supported);

• Regular expression: implement masking through regular expression syntax.

For more operations, see Field Display Permissions.

3. Access Restrictions

You can choose whether to enable an IP allowlist for accessing the currently shared dashboard.

• Workspace IP Allowlist: follows the IP allowlist configuration of the workspace and cannot be edited or modified under dashboard sharing;

• Custom Input: you can enter a custom IP allowlist; IPs not listed cannot view the dashboard.

For more details, see How to Configure IP Allowlist.

Pass View Variables in the Share Link¶

Adding view variables to an external share short link allows the same dashboard to display data by different services, environments, and other conditions, making it easy to embed in business applications or share with different audiences.

1. Configure view variables in the dashboard, complete the sharing steps according to External Sharing, and copy the short link.
2. Combine the variable names and values into a JSON object, keeping the variable names consistent with the configuration in the dashboard.
3. URL-encode the JSON content and use it as the value of the variable parameter in the short link. If the link already has query parameters, append it using &.

For example, to set env to prod, the corresponding JSON is {"env":"prod"}, and the encoded link is as follows. Replace the example domain and share identifier with the content you actually copied:

https://console.example.com/share/eidnmv?variable=%7B%22env%22%3A%22prod%22%7D

Opening this link displays the dashboard data when env is prod.

Internal Sharing¶

Configure Sharing¶

1. Time range: the time of the current dashboard charts is selected by default. After the dashboard is shared, this is the time range that recipients can view;

   • You can choose whether to save it as a static time

2. Copy the current link directly; you can shorten the link length as needed.

Log Analysis¶

When analyzing views in a dashboard, click Log Analysis to view and analyze related log data in a new slide-out page with one click. If you need to view in fullscreen, click Log Analysis again at the top of the slide-out page to jump to the fullscreen Log Explorer in a new window.

In the slide-out page, the Log Explorer automatically brings in the dashboard's view variables as filter conditions, queries according to the time range set in the dashboard, and displays log list data in standard mode.