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Dashboard

Building custom dashboards

The built-in dashboard is a great starting point, but you'll often want a view built for a specific team, audience, or question. This page covers creating and managing your own dashboards, adding widgets from the library, designing custom widgets, and sharing your work.

What it's for​

  • Tailor a view to an audience — an executive summary, a patch-team worklist, a compliance snapshot.
  • Assemble it from ready-made widgets in the library, or design your own.
  • Organize and share dashboards so the right people see the right view.

The screens in it​

You'll move between four screens as you build:

  • Manage Dashboards — the home for all your dashboards: find, create, organize, and share.
  • The dashboard editor — where you arrange widgets on a single dashboard. This is the in-place editor opened from a dashboard's Edit action — see Arranging a dashboard for how it differs from the older, separate builder some dashboards still use.
  • The Widget Library — the catalog of charts and KPIs you add to a dashboard.
  • The Widget Builder — a full-page designer for creating a custom widget.
Manage Dashboards — the dashboard grid, groups sidebar, and toolbar

Manage Dashboards​

Open Manage Dashboards to see every dashboard you can access, as cards or a list.

Finding and arranging​

ControlWhat it does
Search dashboardsFilters the list as you type.
SortOrders the list by Latest, Alphabetical, or Most Used.
Grid / List viewSwitches between card and row layouts.
Groups sidebarFilters to All Dashboards, My Dashboards, Shared with me, Shared by me, or My Default — and to any groups you create.
New DashboardOpens a panel to create a dashboard without leaving the page.
Widget LibraryJumps to the catalog of widgets.
ImportAdds a dashboard from a file you've been given.

What each dashboard card shows​

A card shows the dashboard's name, description, how many widgets it has, and when it was last updated. Badges mark a dashboard as your Default, a built-in System dashboard, or one that's Shared.

A dashboard's category — System, Template, Shared, or Private — appears as plain text in the card's footer, not as a badge chip, and only one of these four ever applies to a given dashboard at a time.

Each card's actions menu (the ⋮ button) offers:

  • Open — view the dashboard.
  • Edit — open it in the editor (your own dashboards, or ones shared with edit rights).
  • Rename — change its name.
  • Duplicate / Clone Copy — make an editable copy (use this to customize a system dashboard).
  • Set as Default / Unset Default — choose which dashboard opens first.
  • Share — let other people view it (see Sharing and saving for how this differs from the Share Dashboard toggle in some dashboards' settings).
  • Export as JSON — download the dashboard's definition (widgets, layout, filters) as a portable file, to move it between workspaces or keep a backup.
  • Delete — remove a dashboard you own.

Grouping dashboards​

Groups keep related dashboards together. In the Groups sidebar, click New to create a group and name it. Then add dashboards to it either from a card's Add to group control, or by selecting the group and using Browse all dashboards to add… to toggle dashboards in and out, finishing with Done adding dashboards. You can rename or delete a group from the sidebar.

Creating a dashboard​

Click New Dashboard to open the create panel.

  1. Enter a Name (required), and optionally a Description, a Category — None, Executive, Compliance, Threat, Asset, Remediation, Operations, or Custom — and a Group.

  2. Choose which of the global filter rows (time range, patch availability, ownership layer) this dashboard offers its viewers — see Reading your dashboard for what each row does.

  3. Click Create Dashboard.

    Create New Dashboard — the name, category, and filter options panel
Category lists don't always match later

The category you pick here comes from this creation panel's own list. The dashboard's Settings dialog (opened later from the dashboard itself) offers a different set of categories — Exposure Management, Asset Management, Risk, Compliance, Remediation / SLA, Patch Management, Operations, and Executive. A category chosen at creation time may not appear as an option when you revisit Settings, so don't be surprised if the category field looks reset — just re-pick from whichever list you're looking at.

Prefer a head start? Click Or start from a dashboard template instead, pick a template with widgets already placed, and choose Create from Template. You can switch back with Back to blank dashboard.

New dashboards open ready for you to add widgets.

Adding widgets from the library​

The Widget Library is a catalog of ready-made charts and KPIs, grouped into categories in the left sidebar: All, Default Dashboard Widgets, My Widgets, New & Updated, Vulnerability Management, Asset Management, Risk Prioritization, Remediation SLA, Patch Management, Aging & Trending, Operations, Compliance Overview, Application Security, Web Application Scanning, and a cluster of host audit categories — Host Audit → CIS, Compliance Framework, DISA STIG, Host Audit Plugin Type, Best Practice Audits, and Vendor Based Audits. Your own creations live under My Widgets.

Widget Library — categories, widget cards, and the search box
ControlWhat it does
Search widgetsFinds widgets by name.
Category sidebarFilters to a widget category, each with a count.
SortOrders by Latest, A-Z, Z-A, or Oldest.
PreviewShows a live render of the widget before you add it.
Add to DashboardPlaces the widget on a dashboard (you choose which if there's no current one).
Add group to dashboardAdds a whole category of widgets at once.
Clone / CustomizeOpens an editable copy in the Widget Builder — labeled Customize on a built-in widget, Clone on one you or a teammate created.
New Custom WidgetStarts a brand-new widget from scratch (when your workspace has the builder enabled).

The library is a fixed card grid — there's no list-view toggle here (that toggle exists on Manage Dashboards, described above).

To add a widget: find it (search or browse a category), Preview it to be sure, then click Add to Dashboard and pick the dashboard if prompted.

Organizing your own widgets into groups​

Separately from dashboard groups, My Widgets has its own My Groups sidebar for organizing the custom widgets you've created. Click New to create a group, then use a widget card's Add to group control (or the group's own "browse to add" mode) to assign widgets to it. Rename or delete a group from the same sidebar. These groups only organize your widget library — they're independent of the dashboard groups described above.

Arranging a dashboard​

Open one of your own dashboards and switch on Edit to arrange it in place. In edit mode you can:

  • Drag a widget to move it and drag a corner to resize it.
  • Open a widget's menu to Configure its settings or Remove it.
  • Click Add Widget to open the library and place more.
  • Click Save to keep your arrangement, or Cancel to discard changes.
Two different editors — don't mix them up

Most dashboards open in the in-place editor described above. A smaller number of older dashboards — for example ones created by converting a report template via Convert to Dashboard — open in a separate, older builder at a different URL instead. It looks and behaves differently: its own Category list (see the note above), its own simple on/off Share Dashboard toggle instead of the Private/Public/Specific-people picker described in Sharing and saving, and no Reset Layout button. If a dashboard you open feels unfamiliar compared to the rest of this page, this is likely why.

The built-in system dashboard is a special case — see Edit Layout vs. Clone Copy in Reading your dashboard. In short: its Edit Layout control only lets you personally drag and resize the existing widgets, with a Reset Layout button to undo your changes and go back to the shipped arrangement — it does not let you add, remove, or reconfigure widgets, and it never creates a second dashboard. To change which widgets, filters, or sources the built-in dashboard uses, make your own independent copy with Clone Copy first; once cloned, it's a regular dashboard like any other, with full Edit access and no Reset Layout of its own.

Designing a custom widget​

The Widget Builder is a full-page designer with a live preview on the right that updates as you make choices. Open it with New Custom Widget (or by choosing Clone / Customize on an existing widget).

A Simple / Advanced mode switch sits at the top of the config panel. Simple keeps the panel to the essentials below; switching to Advanced additionally reveals Sort & Limit, Source Scope, and Visibility (all described further down), plus — when your workspace has it enabled — an AI Draft box where you can type a plain-language request (for example "Critical KEV risk heatmap by scanner source") and click Generate Draft to have the builder fill in the dataset, chart type, grouping, and filters for you as a starting point.

Work down the panel on the left:

  1. Basic info — give the widget a Name and an optional description.
  2. Dataset — choose the module and the data to chart, such as Vulnerabilities, Assets, or Risk Scores.
  3. Visualization — pick a chart type. Options include bar, column, line, area, pie, doughnut, table, KPI card, gauge, matrix, and heatmap styles. Chart types that don't fit your current dataset or grouping simply aren't offered — the picker only lists the ones that are compatible, rather than showing every type disabled.
  4. Group by — choose the field that splits the data into segments (and, optionally, a second one for matrix, stacked, and table views).
  5. Metric — choose what to measure, such as a count of records, a distinct count, or an average — plus up to a few additional metrics for table/matrix widgets.
  6. Filters — narrow the widget to just the records you want. The top-level conditions combine with Match all or Match any; you can also add one or more nested groups, each with its own independent Match all/Match any logic, for conditions like (severity is Critical OR High) AND state is Active. If two conditions can never both be true — for example a field set to both "true" and "false" under Match all — the builder flags the conflicting rows inline so you don't save a widget that can never match anything.

If your widget shows Platform Summary as its chart type, an additional Platform Summary Metrics section appears: pick the scan-freshness mode (Last Scan, Last Auth Scan, or Both) and toggle which metric tiles (Assets, Agents, Vulnerabilities, Last Sync, Last Scan, Last Auth Scan, Credentialed) are visible on the strip.

Switching to Advanced mode adds:

  • Sort & Limit — sort ranked charts by metric value or by the grouping field, and cap the number of rows/segments shown.
  • Source Scope — inherit the dashboard's active scanner sources, pin the widget to specific sources, or compare active sources side by side.
  • Visibility — the widget's save target. Private (only you) is always available; Workspace (your team), Tenant (everyone in the tenant), and Certified template additionally require a sharing permission, so you may not see all four options depending on your role.

Use Save Draft to keep a work in progress in your browser, and Save Widget when it's ready. If you leave with unsaved work, a banner offers to Resume it next time.

Editing a widget that's shared beyond you

If you edit an existing widget whose visibility is Workspace, Tenant, or Certified template, ThreatWeaver first shows a confirmation naming how many dashboards use it (when known) — because saving changes updates it everywhere it's placed, not just for you. Confirm only if you mean to change it for everyone.

Widget Builder — the configuration panel with the live preview

Workflow: build a "Critical vulnerabilities by system type" widget​

  1. Click New Custom Widget.

  2. Enter a Name, then choose the Vulnerabilities dataset.

  3. Pick a Column chart for the visualization.

  4. Set Group by to the system type, and leave the metric as a count of records.

  5. Add a Filter for severity is Critical.

    Building the widget — grouping by system type with a critical-severity filter

  6. Check the live preview, then click Save Widget.

  7. Open the target dashboard, choose Add Widget, find your new widget under My Widgets, and Add to Dashboard.

Sharing and saving​

Dashboard sharing works two different ways, depending on where you set it:

  • The card's Share action (and the in-place editor's Settings dialog) offer the full three-way choice: Private (only you), Public (everyone in your organization can view it), or Specific people (named users by email).
  • The older, separate builder some dashboards use (see the note under Arranging a dashboard) has its own Settings panel with just a simple Share Dashboard on/off switch instead — a coarser, boolean version of the same idea. Which one you see depends on which editor that particular dashboard opens in.

Beyond sharing:

  • Set a default so your most-used dashboard opens first (Set as Default).
  • Share a widget by setting its visibility in the Widget Builder to Workspace, Tenant, or Certified template (see Designing a custom widget).
  • Export a dashboard as a JSON file from its actions menu to move it between workspaces or keep a backup, and Import to bring one in. When you open a dashboard, it also has its own on-screen Export menu with PDF, PNG, and JPG — a snapshot of the current view, separate from the JSON definition file. (The main Exposure Management dashboard's Export button offers only PDF and PNG — see Reading your dashboard.)

Common workflows​

Workflow: create a dashboard for a specific team​

  1. On Manage Dashboards, click New Dashboard.
  2. Name it, pick a Category, and click Create Dashboard.
  3. Click Add Widget, then add the charts and KPIs the team needs from the library.
  4. Switch on Edit, arrange the widgets, and click Save.
  5. Use Share so the team can open it, and optionally Set as Default for yourself.

Workflow: tailor the built-in dashboard​

  1. Open the built-in dashboard and click Clone Copy (from the toolbar, or from its card in Manage Dashboards). This creates your own fully independent copy — the shared default is untouched.
  2. In the copy, switch on Edit, then add, remove, resize, or reconfigure widgets, or change its filters and sources in Settings.
  3. Click Save.

If all you want is to rearrange the existing widgets on the shared default itself (no adding/removing, no filter changes), you don't need a copy at all — use Edit Layout directly on the built-in dashboard instead; see Edit Layout vs. Clone Copy.