Dashboard Management

Overview

The Dashboard Management module is used to create and manage visual dashboards that display CI data through charts, tables, and other widgets.

What this module can do for you:

• Create custom dashboards to display key metrics and data
• Manage dashboard groups to organize dashboards by category
• Clone existing dashboards to quickly create similar ones
• Import and export dashboards for backup and migration
• View and edit dashboard layout and configuration

Main Features

• Dashboard List: Display all dashboards in a list format
• Dashboard Groups: Support creating and managing dashboard groups for categorization
• View Mode: View dashboard content in read-only mode
• Edit Mode: Visually edit dashboard layout and widgets
• Import and Export: Support batch import and export of dashboards
• System Protection: System preset dashboards are protected and cannot be edited or deleted

Interface Layout

The Dashboard Management page uses a table layout:

Table Content

The dashboard list displays the following information:

Column	Description	Default Display
Display Name	Display name of the dashboard	Yes
Description	Detailed description of the dashboard	Yes
Dashboard Group	Group the dashboard belongs to	Yes
Created By	User who created the dashboard	Yes
Created At	Time the dashboard was created	Yes
Updated At	Last update time of the dashboard	No
Updated By	User who last updated the dashboard	No

Hidden columns can be displayed through the column settings feature.

How to Use

View Dashboard List

1. Go to the "Dashboard Management" module
2. View the list of all dashboards
3. Use the search function to filter by display name

Toolbar Actions

Button	Function	Use Case
Manage Dashboard Groups	Open the dashboard group management dialog	Create, edit, delete dashboard groups
Create Dashboard	Create a new dashboard	Add a new visual dashboard
Clone Dashboard	Clone the selected dashboard	Create a copy based on an existing dashboard
Export	Export the selected dashboard(s)	Backup or migrate dashboard definitions
Import	Import dashboard file(s)	Restore dashboards from backup files

Row Actions

Each dashboard row supports the following actions:

Action	Description	Restriction
Edit	Edit dashboard basic information (display name, description, group)	System dashboards cannot be edited
Delete	Delete the dashboard	System dashboards cannot be deleted

View a Dashboard

1. Click the "Display Name" of a dashboard in the table
2. The system navigates to the dashboard detail page
3. The dashboard content is displayed in read-only mode
4. Click the "Edit" button to switch to edit mode to modify the dashboard layout and widgets

Edit Dashboard Information

1. Click the "Edit" button on the dashboard row
2. Modify the dashboard information in the popup dialog:
   • Display Name: Editable
   • Description: Editable
   • Dashboard Group: Editable
   • Name, Created By, Created At, Updated At, Updated By: Read-only
3. Click "OK" to save changes

Delete a Dashboard

1. Click the "Delete" button on the dashboard row
2. Click "OK" in the confirmation dialog
3. The dashboard is permanently deleted

Note:

• System dashboards (created by "system") cannot be deleted
• Deletion is irreversible
• Make sure the dashboard is no longer needed before deleting

Dashboard Group Management

Open Dashboard Group Management

Click the "Manage Dashboard Groups" button in the top toolbar to open the dashboard group management dialog.

Create a Dashboard Group

1. Click the "Create Dashboard Group" button in the dashboard group management dialog
2. Fill in the group information:
   • Group Name: Unique identifier for the group
   • Group Display Name: Display name for the group in the interface
   • Description: Description of the group's purpose
3. Click "OK" to complete the creation

Edit a Dashboard Group

1. Select the group you want to edit in the dashboard group list
2. Click the "Edit Dashboard Group" button
3. Modify the group information
4. Click "OK" to save changes

Note: The name of system groups cannot be modified.

Delete a Dashboard Group

1. Select the group you want to delete in the dashboard group list
2. Click the "Delete Dashboard Group" button
3. Confirm the deletion

Note:

• System groups cannot be deleted
• Groups that have assigned dashboards cannot be deleted — move dashboards to another group first

Create a Dashboard

1. Click the "Create Dashboard" button in the top toolbar
2. Fill in the basic information in the creation dialog:
   • Name: Unique identifier for the dashboard
   • Display Name: Display name for the dashboard
   • Description: Description of the dashboard's purpose
   • Dashboard Group: Select the group the dashboard belongs to
3. Click "OK" to complete the creation

Clone a Dashboard

Clone Operation

The clone function is only available when a single dashboard is selected.

1. Select the dashboard you want to clone in the dashboard list
2. Click the "Clone Dashboard" button in the top toolbar
3. Modify the cloned dashboard information in the clone dialog:
   • Name: Must be modified — cannot be the same as the original dashboard
   • Display Name: Can be modified
   • Description: Can be modified

The dashboard group cannot be changed during cloning. The cloned dashboard retains the original dashboard's group assignment.

4. Click "OK" to complete the cloning

Use Cases:

• Create variants based on existing dashboards (e.g., production dashboard → test dashboard)
• Quickly create dashboards with similar structures

Import and Export

Export Dashboards

1. Select the dashboard(s) you want to export in the dashboard list
2. Click the "Export" button in the top toolbar
3. The system automatically downloads a JSON file containing the dashboard definition(s)

Export File Uses:

• Backup dashboard configurations
• Migrate to other environments
• Share with other users

Import Dashboards

1. Click the "Import" button in the top toolbar
2. Select the JSON file to import in the import dialog
3. Choose whether to overwrite existing dashboards
4. Click "OK" to complete the import

Import Options:

• Without overwrite: Skip dashboards that already exist
• With overwrite: Overwrite dashboards with the same name

System Dashboards

About System Dashboards

System dashboards are preset dashboards used to display key metrics and common views.

System Dashboard Characteristics:

• Created by "system"
• Cannot be edited or deleted
• Can be cloned to create custom versions

System Dashboard Protection

• Edit Restriction: The edit button is disabled for system dashboards
• Delete Restriction: The delete button is disabled for system dashboards

System Dashboard Groups

System dashboard groups contain system preset dashboards:

• The name of system dashboard groups cannot be modified
• System dashboard groups cannot be deleted
• Custom dashboards within system dashboard groups can be deleted