> For the complete documentation index, see [llms.txt](https://docs.nexthink.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nexthink.com/platform/getting-started/navigating-the-web-interface.md).

# Navigating the web interface

This document outlines key Nexthink web interface components and introduces the user interface (UI) terminology you encounter in the online documentation, in-product documentation and educational materials. It also helps you understand how to navigate, interpret and interact with the available interface elements and features.

## Navigation <a href="#navigatingthewebinterface-navigation" id="navigatingthewebinterface-navigation"></a>

Use the navigation elements of the Nexthink web interface to move between modules, access pages and dashboards, and locate module-specific content and actions.

1. **Main menu**

The main menu is the starting point of navigation across the Nexthink web interface and its modules. This menu appears in blue on the left side of the page.

* If you use Nexthink on a low-resolution or mobile device, some menu icons may extend below the bottom of the screen. Scroll down to access all icons.

2. **Module**

A module is a self-contained component of the Nexthink web interface with specific features, UI elements, widgets, charts, tables, dashboards, and links to other modules. You can access modules from the main menu.

3. **Navigation panel**

A navigation panel is a sub-menu you use to navigate to a specific page within a module. This panel appears after you select an item from the main menu. It typically contains the following items:

* links to module-specific overviews and dashboards
* links to the module management pages
* button to create new content
* list of module-specific content items
* a search box at the top of the content items list

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Ftx9LCnLWZtqeIo2gUG3t%2FMain_menu-2026-05-06_17-13-40.png?alt=media&amp;token=1756e92a-fd01-4db6-8a72-6fbd3cd725a7" alt="main navigation"><figcaption></figcaption></figure>

***

## Right-side panel

1. The **Right-side menu** appears on the right side of the page. The available menu items depend on the page you are currently viewing and may include item previews, troubleshooting, diagnostics, investigations, or in-product documentation.
2. Clicking a menu item opens the **right-side panel** with additional content, such as summaries for selected items, links to related investigations or other modules, troubleshooting options, or additional information.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FxSnAT4Omnp9inDjLhY9V%2Fright-side-menu-2026-05-06_17-22-51.png?alt=media&amp;token=65dceae1-7704-46d9-b5ba-80759b46be5a" alt="main navigation"><figcaption></figcaption></figure>

***

## AI assistance

Nexthink includes AI-powered capabilities that help you navigate the platform, investigate issues, and analyze Digital Employee Experience (DEX) data more efficiently.

You can use AI-powered features to:

* Search and explore data using natural language.
* Investigate issues faster with contextual insights and recommendations.
* Identify trends, anomalies, and potential root causes.
* Analyze employee feedback and adoption trends.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Foegk9b60e9P5vxyoyI1l%2Fimage.png?alt=media&amp;token=6bc6a173-e74f-4af5-80df-f8b5df1d8f7c" alt=""><figcaption></figcaption></figure>

AI-powered capabilities are integrated across multiple areas of the Nexthink platform to help IT teams accelerate troubleshooting and decision-making.

Refer to [Unlocking AI-powered DEX with Nexthink](/platform/getting-started/unlocking-ai-powered-dex-with-nexthink.md) for more information.

***

## Charts, components and widgets <a href="#navigatingthewebinterface-charts-componentsandwidgets" id="navigatingthewebinterface-charts-componentsandwidgets"></a>

### Pages

A page is a structured view that organizes dashboards, data views, controls, documentation, and other UI elements into a unified context for a specific workflow, function, or area of analysis.

### Dashboard

A dashboard is a centralized view that groups related metrics, visualizations, filters, and interactive components to provide focused insights into a specific area, including its trends, relationships, and dependencies.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-cffbba97204b86e5e78db62abd9f06a5da98f48a%2Fdashboard.png?alt=media" alt="Dashboard"><figcaption></figcaption></figure>

### Tabs

Tabs organize dashboard or module content into focused sections, helping users navigate efficiently between pages, related visualizations, widgets, and insights.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FnE5sBEjjecqjK4qSvFNk%2Ftabs_2026-05-07_10-15-25.png?alt=media&amp;token=e24d26e6-8d98-45a0-9c3c-de6913bf410d" alt=""><figcaption></figcaption></figure>

### Gauge chart

A gauge chart represents quantitative data in the form of a gauge-shaped graphic. The gauge can be color-coded (green, yellow, red) or monochromatic, depending on the information it displays and whether you apply thresholds to it.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-3ea3a3c8a78b4c7537d93f860ba4ede35e60ee2a%2Fterm-1667308057.png?alt=media" alt="" width="204"><figcaption></figcaption></figure>

### Bar chart

A bar chart represents quantitative data in the form of horizontal bars. The bars can be color-coded (green, yellow, red) or monochromatic, depending on the information they display and whether you apply thresholds to them.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-d1b5e1f6681601f99c20224f0cf349b098662b99%2Fterm-1667308707.png?alt=media" alt="Bar charts"><figcaption></figcaption></figure>

**Bar chart drop-down list**

Customize the bar chart breakdown by selecting a specific property from the drop-down list. For example, you can select different levels in the location hierarchy, such as country or state, to see how the metric is distributed and identify outliers. The available options depend on the module you are currently in and the data context.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FvZgoIXZTzrfwehkfobR2%2FNavigating_web_interface_202601021709.jpg?alt=media&amp;token=9eb82664-1bf5-4d14-a4f1-6cac1568055c" alt="dropdown list"><figcaption></figcaption></figure>

### Column chart

A column chart represents quantitative data in the form of vertical columns. The columns can be color-coded (green, yellow, red) or monochromatic, depending on the information they display and whether you apply thresholds to them.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-2fcea73573b4be4e19906022f1390946db879a78%2Fterm-1667312122.png?alt=media" alt="column chart" width="563"><figcaption></figcaption></figure>

### Line chart

A line chart represents quantitative data in the form of one or multiple, color-coded lines. Refer to the legend below the chart for further details.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-60b4aea7d7f661fd22043dd1813b77bf71cc5beb%2Fterm-1667312660.png?alt=media" alt="line chart" width="563"><figcaption></figcaption></figure>

### Area chart

An area chart is a variation of the line chart with a color fill between the lines and the horizontal axis.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-d249a9fcac4465ab891d0bd94bd492a029c2c59a%2Fterm-1667312936.png?alt=media" alt="area chart" width="563"><figcaption></figcaption></figure>

### Key performance indicator (KPI)

A key performance indicator (KPI) represents a quantifiable measure of performance over time, such as the number of crashes, the number of impacted employees, devices, operating systems, and other types of data.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-78c072c8b30c33fde7b6c701adc3d06a286e0c9b%2Fterm-1667313307.png?alt=media" alt="KPI" width="442"><figcaption></figcaption></figure>

### Table

A table displays data in a structured format using rows and columns. It can display investigation results, such as a list of items with associated metrics, or show content items, including campaigns or remote actions, on the administration pages of various modules.

Click the column headers to sort the tables in either ascending or descending alphabetical order, depending on the type of data the column displays.

If the table lists objects, such as devices, users, or VDI sessions, it includes direct hyperlinks to a detailed view of each object, enabling faster issue analysis.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-482455f8101ffbd26a9039eac75daa022a35cb85%2Fterm-1667314244.png?alt=media" alt="Tables" width="563"><figcaption></figcaption></figure>

### Heatmap

A heatmap is a grid that compares metrics or scores across a categorical breakdown, such as organizational or geographical dimensions. Cells are color-coded (for example, **Good**, **Average**, **Bad**) to help you quickly spot where performance is strongest or weakest.

Use the group-by selectors above the heatmap to choose which dimensions to compare, and the metric selector, where available, to switch what the heatmap measures.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FHNYOCY18a3IZlMHOvwyo%2F2026.8_gettingstarted_Zq2Bc9.png?alt=media&amp;token=140bc20d-78fe-4aff-99f3-1097ad4fae9f" alt=""><figcaption></figcaption></figure>

### Widget

A widget is a self-contained, visual, and logical component that displays the results computed for metrics such as KPIs, charts, gauges, tables, and other metrics.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-3af5bd1311f384275bea58f024acd11add9e9f0d%2Fterm-1667893692.png?alt=media" alt="Widget"><figcaption></figcaption></figure>

***

## Interactive elements in dashboards and management pages <a href="#navigatingthewebinterface-contextmenus" id="navigatingthewebinterface-contextmenus"></a>

Dashboards, widgets and management pages include interactive features, such as filtering, time selection, drilldowns and contextual actions, to help you explore and analyze data more efficiently.

Refer to [Five time-saving Nexthink tips](/platform/getting-started/five-time-saving-nexthink-tips.md) for examples of common interactions and navigation shortcuts available across the Nexthink web interface.

### Time selection

<details>

<summary>Timeframe picker</summary>

Use the timeframe picker in the top-right corner of the page to set up the timeframes that apply to all widgets.

Use one of the predefined timeframes, ranging from **Last hour** to **Last year,** or select a custom timeframe. For **Custom** timeframes, the maximum lookback and maximum selected duration depend on the specific dashboard you are currently viewing. Examples include:

* Live Dashboards: 395 days
* Spark All conversations: 30 days
* Device View: 30 days

Refer to [Data resolution and retention](/platform/understanding-key-data-platform-concepts/data-resolution-and-retention.md#dataresolutionandretention-dataavailabilityinmodules) documentation.

{% hint style="info" %}
Refer to the [Timeframe picker](/platform/user-guide/live-dashboards/widget-types/timeframe-picker.md) documentation for details on how the system implements the timeframe picker in the NQL queries for dashboards.
{% endhint %}

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-d08cad4bf51795cacee1ccf93949196405c1eb2f%2FTimeframe.png?alt=media" alt="timeframe picker"><figcaption></figcaption></figure>

</details>

<details>

<summary>Time granularity</summary>

Some dashboards allow you to adjust the time granularity of line charts based on the selected time frame. Available options may include **By 15 min**, **By hour**, **By day**, **By week**, or **By month** to help identify patterns and troubleshoot issues. Changing the time granularity updates only the line charts.

</details>

<details>

<summary>Zooming in on a timeline</summary>

On supported dashboards, you can drag the cursor over an area on the timeline to zoom in on a specific period. The dashboard automatically applies the timeframe selection.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-efd931b3b1808ade1d0961c7f6b50323e615916c%2Fsessions-overview-timeline-dnd.png?alt=media" alt=""><figcaption></figcaption></figure>

</details>

### Filtering capabilities <a href="#navigatingthewebinterface-filteringcapabilities" id="navigatingthewebinterface-filteringcapabilities"></a>

<details>

<summary>Filtering bar</summary>

Various pages allow you to directly click on items in graphs or tables to apply filters and focus on the insights that matter to you. Activate the filtering bar by clicking on items in a graph or results in a table. The filters are highlighted in yellow and appear at the top of the page.

Click **Clear filters** to remove them from the page.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FWcGPWh1xcwzRVrGhdrNG%2FNavigating_web_interface_202601021630.jpg?alt=media&amp;token=68e9866b-34c7-4ebe-97df-1ade23a83da1" alt="filtering bar"><figcaption></figcaption></figure>

</details>

<details>

<summary>Interactive chart items</summary>

Click a chart item to apply filters to the entire dashboard or tab.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FmCz7be59n1t8RR9AgP9x%2FBar_chart_filter_2026-05-06_13-52-05.png?alt=media&amp;token=e6605a08-da89-4872-9ca6-29b556529833" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Chart legend</summary>

Click items in the legend to filter the displayed data in timeline charts, such as column, line, or area charts.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FK49BRpPVEBX0mlhEqvw2%2FFilter_area_chart_2026-05-06_13-48-37.png?alt=media&amp;token=f80a9fed-bc1e-44de-998a-4e5d9e29f73b" alt="" width="563"><figcaption></figcaption></figure>

</details>

<details>

<summary>Filter widget</summary>

Use the filter widget to filter the page by platform, device, location, hardware, and other parameters configured for the dashboard. You can select multiple items.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-c7cb919a1ce43ff68bbb9fa673e0b3b001c913bd%2FFilter%20widget.png?alt=media" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Search bar</summary>

Use the search bar, available for the entire dashboard or a specific widget, to type in the value you want to find.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FRw0l7ovLG9omZ3flLYSL%2FNavigating_web_interface_202601021650.jpg?alt=media&amp;token=df05bd81-387b-44f3-8bc9-b3998d556a75" alt="search bar"><figcaption></figcaption></figure>

</details>

<details>

<summary>Filtering a management page list</summary>

Management pages that list content—such as **Manage workflows**, **Manage campaigns**, or **Administration > Custom fields**—show filters at the top of the list. Use them to narrow a long list to the items you want to work on.

The available filters depend on the columns the list shows:

* **Origin**: Filters by how the content was created. Refer to [Understanding Nexthink content](/platform/getting-started/understanding-nexthink-content.md) for more information.
* **Tags**: Filters by the tags assigned to each item. This filter appears on pages whose list includes a **Tags** column.
* **Active**: Filters by whether an item is active. This filter appears on pages whose list includes an **Active** column.

Remaining filters differ per page. The documentation for each management page names the filters available there.

The options in each filter match the values shown in its column, in the same order.

Selecting several values within one filter returns the items matching any of them. Selecting values across different filters returns only the items matching every filter.

The system keeps your selections when you reload the page, and includes them when you copy the page link. Share the link to give a colleague the same filtered list.

Names and descriptions are free text, so no filter covers them. Use the search bar to find an item by name.

</details>

{% hint style="info" %}
Changing the time frame or applying filters may update the NQL query used by the widget. As a result, related Investigations opened from the [Action menu](#navigatingthewebinterface-contextmenus-1) may automatically include the selected time range and filters.
{% endhint %}

### Sorting items

Click a bar chart or table column header to sort items. Click the header again to switch between ascending and descending order. The icon next to the header indicates the currently applied sorting order.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FnMVCAM5n3FOQXmxdzKNR%2Fsorting_2026-05-06_14-02-20.png?alt=media&amp;token=03e3ecab-1065-4efb-be63-5b7d4d5e2e79" alt=""><figcaption></figcaption></figure>

### Action menus <a href="#navigatingthewebinterface-contextmenus" id="navigatingthewebinterface-contextmenus"></a>

Action menus provide quick access to relevant actions based on where you are and what you are interacting with.

Click the three vertical dots to open the action menu. This menu is available on widgets across various modules and provides contextual options, such as related dashboards and relevant investigations. Its contents are context-sensitive and depend on the current module and the data you are interacting with.

Options may include:

<details>

<summary>Access diagnostics dashboards and Views</summary>

* **Open Device View**
* **Open user overview**
* **Open binary profiling**
* **Open VDI session view**
* **Diagnose** issues using dashboards from the [Alerts and Diagnostics](/platform/user-guide/alerts-and-diagnostics.md) module.

</details>

<details>

<summary>Open related investigations</summary>

* **Drill down to:** This option is available only for the list of objects with at least one associated event metric. It allows you to run a quick investigation to retrieve:
  * Objects related to the selected items from the results list, with at least one event from the original query recorded.
  * Events included in the original query which have been recorded for the selected objects from the results list. The new investigation keeps the original timeframe and filters.
* **Retrieve all**: Run a quick investigation to list all objects or events related to the selected items from the results list, regardless of whether any events from the original investigation were recorded for them. The new investigation keeps the original timeframe and applicable filters.
* **View investigation** opens the Investigations page for the original NQL of the widget plus any applied filters to the Dashboard page, the time duration and granularity.

</details>

<details>

<summary>Copy or edit values</summary>

* **Copy** copies the formatted value visible on the widget, including the units, for example `1m 26s`, `306 GB` or `32.5%`.
* **Copy raw value** copies the full underlying value, for example:
  * `1m 26s` is copied as `86.42345139288133` (total seconds)
  * `306GB` is copied as `328676378256` (bytes)
  * `32.5%` is copied as `0.325057090224` (decimal form)
* **Edit** opens a dialog to enter or modify the value of a manual custom field.

</details>

<details>

<summary>Content item action menu</summary>

When you are managing content items, such as campaigns or live dashboards, hover over an item to reveal its action menu. The available options are specific to the content type, origin or status. Refer to [Understanding Nexthink content](/platform/getting-started/understanding-nexthink-content.md) and to the module-specific sections about managing content for more information.

</details>

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-c08e9746fe8810a08b63cddff4ce6c26e9f39f5e%2FInvestigation.png?alt=media" alt="action menu"><figcaption></figcaption></figure>

### Popovers

Hover over a chart item to reveal a popover with additional information.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FXZc6LnCnlAUO7SI9tw6b%2FPop-over_2_2026-05-06_14-10-28.png?alt=media&amp;token=7ac49bdc-344d-43df-9cd3-3720847575aa" alt="" width="563"><figcaption></figcaption></figure>

***

RELATED TOPICS

* [Discovering Nexthink](/platform/overview.md)
* [Unlocking AI-powered DEX with Nexthink](/platform/getting-started/unlocking-ai-powered-dex-with-nexthink.md)
* [Five time-saving Nexthink tips](/platform/getting-started/five-time-saving-nexthink-tips.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.nexthink.com/platform/getting-started/navigating-the-web-interface.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.