# Managing Live Dashboards

Create and maintain dashboards with Live Dashboards, a dashboard builder with numerous widget options and powerful Nexthink Query Language (NQL) for data visualization and drill-down possibilities.

## Preparing for dashboard design <a href="#managinglivedashboards-preparingfordashboarddesign" id="managinglivedashboards-preparingfordashboarddesign"></a>

### Understanding dashboard origin

The creation process of a dashboard in Nexthink depends on its **origin**—how the campaign was initially added to your environment. There are two types of campaign origins:

#### Built-in dashboards installed from Library

Nexthink offers a set of preconfigured dashboards that you can manually install from [Nexthink Library](https://docs.nexthink.com/platform/user-guide/nexthink-library). Go to the Nexthink Library module within your Nexthink instance to install, manage, and update predefined dashboards.

#### Custom dashboards

[Creating a custom dashboard](#managinglivedashboards-creatingdashboardscreating_dashboards) from scratch allows you to monitor specific types of data and application usage according to your own needs and use cases.

{% hint style="info" %}
Newly created, duplicated or imported dashboards are [private](https://docs.nexthink.com/platform/configuring_nexthink/configuring-your-platform/privacy-policy-and-settings) by default and visible only to the creator—unless shared with others.
{% endhint %}

### Defining dashboard purpose: operational vs. reporting <a href="#managinglivedashboards-definedashboardpurpose-operationalvs.reporting" id="managinglivedashboards-definedashboardpurpose-operationalvs.reporting"></a>

Nexthink recommends you first identify the general timeframe the dashboard requires and categorize whether the dashboard falls into the operations or reporting category. This affects the dashboard organization, the data it captures and the period over which the data is available.

Below are some useful questions to help you categorize your dashboard:

1. *Will this dashboard primarily be used for troubleshooting or reporting purposes?*
2. *If it is for troubleshooting, how long does it typically take to identify and resolve an issue?*
3. *How frequently will dashboard viewers visit this dashboard?*

<details>

<summary>Operational dashboards</summary>

Operational dashboards typically use **operational data** available for up to 30 days. These dashboards display the latest data and are ideal for troubleshooting. They offer extensive options for filtering data. The default timeframes for the entire dashboard include:

* Last 30 days
* Last 7 days
* Last 72 hours
* Last 48 hours
* Last 24 hours
* Last 6 hours
* Last 1 hour

The available granularity spans from 15-minute to 1-hour (depending on the timeframe).

It is possible and common to insert time series charts that look back over longer periods to, for example, see the expected range of the metric, based on historical values.

{% hint style="warning" %}
Charts with trend data will not interact with the same filters as charts with operational data and will not apply to all timeframe picker options. Deselect **Global timepicker** and **Global filters** and provide appropriate chart name and description to ensure it always displays meaningful and clear data.
{% endhint %}

</details>

<details>

<summary>Reporting dashboards</summary>

Reporting dashboards exclusively use trend data from up to 13 months. It is intended for:

* Annual, quarterly or monthly reporting
* Tracking longer-term projects
* Troubleshooting issues that only are visible over a period longer than 30 days
* Addressing issues that take more than 30 days to fix

**Trend data** has two types:

* **Trends** available in the Nexthink data model, with less (1-day) granularity and stricter limits which is stored for up to 13 months, e.g. DEX scores or Software Metering.
* **Custom trends** that allow you to define critical data specific to your needs and store them for up to 13 months. The custom trend data also comes with certain limitations including the time granularity of 1 day.

The default timeframes for the entire reporting dashboard include:

* Last 1 year
* Last 6 months
* Last 90 days
* Last 30 days

Charts display data with daily, weekly or monthly granularity.

Note that there are many more constraints for reporting dashboards.

* The filtering options are limited to device properties and metrics.
* There is much tighter limit of the number of Custom trends that you can create versus what was possible with the classic metrics.

Refer to the [Data we collect and store](https://docs.nexthink.com/platform/understanding-key-data-platform-concepts/data-we-collect-and-store) and [Data resolution and retention](https://docs.nexthink.com/platform/understanding-key-data-platform-concepts/data-resolution-and-retention) for more information.

If you identified any plots that can be covered using operational data or built-in trends, you can already move to [Creating dashboards](#managinglivedashboards-creatingdashboardscreating_dashboards) section of this page. Otherwise, you will likely utilize Infinity custom trend functionality.

{% hint style="warning" %}
Before defining new custom trend, check if there is any existing one that provides you with the data you need. You can do that by reviewing all your previously configured custom trends NQL definitions or using the autocomplete functionality in the Investigations module.
{% endhint %}

</details>

You can integrate both **operational** and **trend** data into a single dashboard. For instance, you might wish to observe the total energy consumption categorized by device model, gathered from 30-days operational data, and juxtapose it with the annual trend of energy consumption on a line chart.

<details>

<summary>Creating custom trends for long-term data captured by report-focused dashboards</summary>

Identify which NQL tables store data you want to monitor long-term. Refer to [NQL data model](https://docs.nexthink.com/platform/understanding-key-data-platform-concepts/nql-data-model) for a complete list of NQL tables and fields.

Once you identify the tables, specific fields, and metrics to monitor:

1. From the navigation menu, go to **Administration** → **Content management** → **Custom trends.**
2. [Create a new custom trend](https://docs.nexthink.com/platform/administration/content-management/custom-trends-management#new-custom-trends).

Bear in mind that plotting data based on custom trends consists of two steps:

3. Custom trend NQL definition (storing relevant data)
4. Dashboard widget NQL definition (computing and aggregating data)

{% hint style="warning" %}
Avoid unnecessary filtering and aggregating data within the custom trend definition. Custom trends are mainly intended for storing data rather than for computing it. Computation should happen upon retrieval, that is, within the NQL definition of the Live Dashboard widgets.

Avoid creating multiple custom trends that capture the same data. Instead, use specific custom trends in multiple plots.
{% endhint %}

</details>

{% hint style="info" %}
Refer to [Adding widgets](#adding-widgets) section on this page for more information about setting fixed timeframes for specific widgets.
{% endhint %}

***

## Creating a new dashboard <a href="#creatingcampaigns-installingacampaignfromnexthinklibrary" id="creatingcampaigns-installingacampaignfromnexthinklibrary"></a>

### Installing a built-in dashboard from Library <a href="#creatingcampaigns-installingacampaignfromnexthinklibrary" id="creatingcampaigns-installingacampaignfromnexthinklibrary"></a>

To install a dashboard from Nexthink Library:

* Select **Nexthink Library** from the main menu.
* Search for the dashboard content you wish to install.
* **Install** the content. Refer to the [Nexthink Library](https://docs.nexthink.com/platform/user-guide/nexthink-library) documentation for more information.
* Navigate back to the Live Dashboards administration page where you can edit and customize the library dashboard
* Publish the library dashboard when you are ready to use it.

You can update the previously installed library dashboards if a newer version is available.

### Creating a custom dashboard <a href="#managinglivedashboards-creatingdashboardscreating_dashboards" id="managinglivedashboards-creatingdashboardscreating_dashboards"></a>

To create a custom dashboard:

1. Open **Live Dashboards** → **Manage live dashboards** from the navigation menu.
2. Click on **Create a dashboard** in the top-right corner of the empty **Dashboards** page.
3. Enter a meaningful name for the dashboard and click **Save**.

***

## Editing dashboard content <a href="#managinglivedashboards-managingdashboardsmanage" id="managinglivedashboards-managingdashboardsmanage"></a>

To edit a dashboard, click on a dashboard’s name from the Live Dashboards main menu or navigate to the **Dashboards** page by clicking the **Manage live dashboards** button.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-5db2f3d03a6187e13cef5e61305a2dbcf09f4cfd%2FManaging_dashboard.jpg?alt=media" alt="ManageLiveDarshboards-1708017022.png"><figcaption></figcaption></figure>

Use the action menu in the top-right corner of the page to activate the dashboard’s **edit mode**.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-3e3fcf09a3054431f78c088bfaeb59692d0fbcdc%2FEditing_dashboard.jpg?alt=media" alt="ManagingLiveDashboards-1703171541e332.png"><figcaption></figcaption></figure>

When you activate **edit mode,** the Nexthink web interface displays editable dashboard elements in light blue.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-b60320ca75c469cc9b2cb10835a11d9d14489822%2FEdit_mode.jpg?alt=media" alt=""><figcaption></figcaption></figure>

While in edit mode, you can modify the dashboard content:

* [Add](#adding-widgets) and [manage widgets](#managing-widgets).
  * Optionally, [Copy/paste](#copying-and-pasting-widgets-directly-in-view-mode) widgets.
* [Add](#adding-widget-filters) and [manage widget filters](#managing-widget-filters).
* [Add](#adding-tabs) and [manage tabs](#managing-tabs) and [tab descriptions](#adding-tab-descriptions).
* [Rename](#renaming-a-dashboard-and-changing-its-properties) a dashboard and change its properties.

{% hint style="info" %}
Your ability to access or edit **shared** dashboards created by others depends on:

* Your user [role](https://docs.nexthink.com/platform/administration/account-management/roles#roles-livedashboards) permissions for Live Dashboards.
* Your **View** or **Edit** rights for the specific shared dashboard.

Refer to the [#managinglivedashboards-sharingdashboardssharing](#managinglivedashboards-sharingdashboardssharing "mention") section on this page that maps user access and actions based on the aforementioned combination of permissions.
{% endhint %}

### **Adding widgets**

To add widgets in edit mode:

1. Click on the **+** icon to add a new widget.
2. Select the widget type you want to add:
   * **Visualizations** to present data as a line chart, bar chart, gauge chart, table or other type of visualization.
   * **Heading** to enter the name of the new section or a group of widgets on your dashboard.
3. Optionally, **Paste** a widget that you've previously copied to the clipboard, for example from another tab or dashboard, to quickly reuse its configuration.
4. [Fill in the visualization fields](#filling-in-widget-visualization-fields) in the **Add a widget** pop-up and **Save widget**.

<details>

<summary>Filling in widget visualization fields</summary>

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-9ca72d4915f6022abf61ff85db60bc8e2c811826%2Fmanaginglivedashboards-1702906076.png?alt=media" alt="" width="760"><figcaption></figcaption></figure>

The following table displays the visualization widget fields and how to define them when adding new widgets.

{% hint style="info" %}
Context-sensitive fields are not included in the table below as they vary based on the selected chart.

Refer to the [Widget types](https://docs.nexthink.com/platform/user-guide/live-dashboards/widget-types) documentation for more information on configuring fields specific to each widget type.
{% endhint %}

| Visualization widget field                                                                     | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| ---------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Chart Type**                                                                                 | <p><a href="widget-types/bar-chart">Bar Chart</a><br><a href="widget-types/multi-metric-gauge-chart">Gauge Chart (Multi-metric)</a><br><a href="widget-types/single-metric-gauge-chart">Gauge Chart (Single-metric)</a><br><a href="widget-types/kpi">KPI</a><br><a href="widget-types/line-chart">Line Chart</a></p><p><a href="widget-types/table">Table</a></p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| **NQL query**                                                                                  | <p>An NQL query to retrieve appropriate data:</p><ol start="1"><li>Hover over the <img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-f479f80f4552c7e305b8901f51df04398fa3cafd%2Finformation.png?alt=media" alt="" data-size="original"> button next to the <strong>NQL query</strong> to reveal a tooltip to write a query.</li><li>Click <strong>Fill in sample query</strong> in the popover to copy it to the NQL editor.</li><li>Modify the sample NQL query to meet your requirements for the appropriate table and metrics while maintaining the suggested query structure. Consider using the <a href="../../understanding-key-data-platform-concepts/nexthink-query-language-nql/nql-functions/nql-as">NQL as()</a> data formatting function to simplify data interpretation.</li></ol><p>See the screenshot above.</p> |
| <p><strong>Title (optional)</strong>,</p><p><strong>Widget description (optional)</strong></p> | <p>Enter a meaningful title and/or description for the widget.</p><p>The title applies to the Line Chart, Bar Chart and Table. On the other hand, KPI and Gauge Chart widgets use labels.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| **Data updates with**                                                                          | <p>• Selecting <strong>Global timepicker</strong> overrides the time specification of widget's NQL query.</p><p>• Selecting <strong>Global filters</strong> allow you to select values from global filters and apply them to the widget.<br></p><p>Consider deselecting both <strong>Global timepicker</strong> and <strong>Global filters</strong> options when:</p><ul><li>You must keep the timespan constant.</li><li>You wish to look at the inventory, e.g., all devices, users or binaries, and not just those active in the dashboard timespan.</li><li>The query depends on a metric or threshoold based on a time duration. For example, 5 daily crashes.</li></ul>                                                                                                                                                                                                                                          |

</details>

<details>

<summary>Copying widgets directly in view mode</summary>

To **Copy widgets** directly from a dashboard in view mode via the widget action menu, you need at least one of the following permissions:

* A user role with **Manage all dashboards** [permissions](https://docs.nexthink.com/platform/administration/account-management/roles#roles-livedashboards).
* [Edit rights](#managinglivedashboards-sharingdashboardssharing) for another existing dashboard—where you can paste the copied widget.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-3dd55090647fa90a3ac5c195070a355b559034c0%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

</details>

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-7a83fa927ade0989d47642c23e0aae19f44627c3%2Fadding_widgets.jpg?alt=media" alt=""><figcaption></figcaption></figure>

### **Managing widgets**

To manage widgets in edit mode, hover over an existing widget to open the action menu.

1. Select the **Edit** option to modify the [visualization fields ](#filling-in-widget-visualization-fields)of the widget.
2. Select **Copy widget** to copy it to the browser clipboard and then paste it in any dashboard that you have edit permissions to. Use the add widget (the **+** icon) to paste it to your desired location. Note that the first time you try to paste, the browser will ask you to grant permissions to access the browser clipboard.
3. Select **Delete** to remove the widget.
4. Select **Group with right/left/top/bottom** option to cluster adjacent widgets under the same section or heading.

Click **Exit edit mode** to save changes.

{% hint style="info" %}
To move a widget, click and drag the widget box highlighted in light blue.
{% endhint %}

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-36e40fa7c8c6ee12c397c1f19925e599fd5c2b26%2Fmanaging_widgets.jpg?alt=media" alt=""><figcaption></figcaption></figure>

### **Adding widget filters**

Widget filters allow you to view a subset of the data, displaying values from a specific field. The system currently supports strings, enumerators, Booleans and versions as field types.

To add a widget filter in edit mode:

1. Click **Add filter widget** in the top-right corner of the page.
2. Fill in the Add filter widget popup to define the custom filter widget:
   * **Filter label**: provide a meaningful label for the filter widget.
   * **Table** and **Field**: select the NQL table and field to populate the filter’s drop-down menu.
   * **User can select multiple values:** tick this option to enable users to select one or multiple values from the filter's drop-down menu.
3. **Save filter** and **Exit edit mode** to use widget filters.

{% hint style="info" %}
Filter widgets operate on a dashboard level and apply to charts in all dashboard tabs.
{% endhint %}

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-d5fbb1b0869203295071c9e9aec7e62adc619481%2Fadding_filters.jpg?alt=media" alt=""><figcaption></figcaption></figure>

### **Managing widget filters**

To manage widget filters in edit mode:

1. Hover over the top-right corner of the filter widget to open the action menu.
2. Select the **Edit** or **Delete** option.
3. Click **Exit edit mode** to save changes.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-378482e53150e0fff133a372e98c496cf3e9d544%2Fmanaging_widget_filters.jpg?alt=media" alt=""><figcaption></figcaption></figure>

To change the position of a widget filter in the Nexthink web interface, delete the filter and then add it back into the desired position.

### **Adding tabs**

Further organize widgets by adding tabs to the dashboard. Each tab can contain different sets of widgets and layouts.

To add tabs in edit mode:

1. Click on the **+** icon below the filter bar to add a tab.
2. Use the tab’s action menu to rename or delete a tab.
3. Click and drag on individual tabs to reorder them.
4. Click **Exit edit mode** to save changes.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-0858677a36b0c7e72cf547acafeb06b5ab7240d8%2Fadding_tabs.jpg?alt=media" alt=""><figcaption></figcaption></figure>

When adding tabs to a dashboard, consider the following:

* The first tab you create takes on the layout of all existing widgets in your dashboard.
* Add up to 8 tabs in total.
* The system exclusively runs the NQL query of the currently selected tab.
* The [timeframe picker](https://docs.nexthink.com/platform/user-guide/live-dashboards/widget-types/timeframe-picker) and filters operate on a dashboard level and apply to charts in all tabs.

### **Managing tabs**

To manage tabs in edit mode:

1. Hover over the tab and click on the action menu.
2. Choose the **Rename** or **Delete** option.
3. Click **Exit edit mode** to save changes.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-45563e6d58340a329bd7f0eefe033bbcae0a63b9%2Fmanaging_tabs.jpg?alt=media" alt=""><figcaption></figcaption></figure>

When managing tabs, consider the following:

* Deleting the last remaining tab removes the tab, but keeps all widgets/visualizations.
* If there are multiple tabs, deleting a tab deletes all widgets on that tab and removes the tab.

### **Adding tab descriptions**

Tab descriptions allow you to communicate the purpose of the dashboard to other users by providing details of how to interpret and use the data in a specific tab.

To add tab descriptions in edit mode:

1. Click on the **question mark** on the right side of the Nexthink web interface.
2. After the bar expands, click **Edit** to add text.
3. **Save** the tab description.
4. Click **Exit edit mode** to save changes.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-f5cac30a864fed6976ce87dfee28bf3f8ec1f704%2Fediting_tabs_description.jpg?alt=media" alt=""><figcaption></figcaption></figure>

When adding tab descriptions, consider the following:

* There is a rich text editor with the following features: font size, bold, italics, bullets, links.
* Descriptions are tab-specific.

***

## Managing dashboards <a href="#managinglivedashboards-managingdashboardsmanage" id="managinglivedashboards-managingdashboardsmanage"></a>

To manage an existing dashboard, click on a dashboard’s name from the Live Dashboards main menu or navigate to the **Dashboards** page by clicking the **Manage live dashboards** button.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-4888e8f79dbb44796c30ddedfe4f724652ed91ac%2Fimage%20(751).png?alt=media" alt=""><figcaption></figcaption></figure>

Use the action menu in the top-right corner of the dashboard page to:

* [Edit](#managinglivedashboards-editingdashboardcontenteditmode) dashboard content (edit mode).
* [Duplicate](#managinglivedashboards-duplicatingadashboard) dashboards.
* [Export ](#managinglivedashboards-exportinganexistingdashboardexport)a dashboard as a file.
* Delete a dashboard.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-3e3fcf09a3054431f78c088bfaeb59692d0fbcdc%2FEditing_dashboard.jpg?alt=media" alt="ManagingLiveDashboards-1703171541e332.png"><figcaption></figcaption></figure>

### **Renaming a dashboard and changing its properties**

To rename a dashboard or one of its properties in edit mode:

1. Hover and click on the action menu in the top-right corner of the page.
2. Choose the **Edit properties** option.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-5b312ce5212339720e5d714ae57d7777d89afd3b%2FEditing_dashboard_properties.jpg?alt=media" alt=""><figcaption></figcaption></figure>

3. Fill in the fields in the **Dashboard properties** pop-up:
   * **Name**: This field allows you to rename the dashboard.
   * **Default timeframe and graularity**: This drop-down allows you to set the default timeframe and granularity to apply when a user opens and loads the dashboard. The global default timeframe is **Last 7 days**.

{% hint style="info" %}
Refer to the [Using Live Dashboards](https://docs.nexthink.com/platform/user-guide/live-dashboards/using-live-dashboards) documentation to learn how to use the timeframe picker.
{% endhint %}

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-97200dc2e564767f29cdb453cb5cffa7011502a0%2FEditing_dashboard_properties2.jpg?alt=media" alt="ManagingLiveDashboards-170481474934.png"><figcaption></figcaption></figure>

### Duplicating a dashboard <a href="#managinglivedashboards-duplicatingadashboard" id="managinglivedashboards-duplicatingadashboard"></a>

{% hint style="warning" %}
By default, dashboards created from duplication are [private](#created-private-dashboards-versus-shared-dashboards) and visible only to the creator—unless they are shared with others.
{% endhint %}

To duplicate a dashboard, click on a dashboard name from the Live Dashboards main menu or select a dashboard from **the Live Dashboards Manage live dashboards** button.

From the specific dashboard page:

1. Click on the action menu in the top-right corner of the page.
2. Choose the **Duplicate** option from the action menu.

Duplicating a dashboard opens a new duplicate copy with an automatically generated name.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-4153c8aa7cc9fcc9f1efc2fe2fe4a64031e426b2%2FDuplicating_dashboard.jpg?alt=media" alt="ManagingLiveDashboards-170317116934.png"><figcaption></figcaption></figure>

### Exporting and importing an existing dashboard <a href="#managinglivedashboards-exportinganexistingdashboardexport" id="managinglivedashboards-exportinganexistingdashboardexport"></a>

{% hint style="warning" %}
The import and export functionality is restricted to those with the **Manage all dashboards** [permissions](#managinglivedashboards-sharingdashboardssharing).

By default, dashboards created from imports are [private](#created-private-dashboards-versus-shared-dashboards) and visible only to the creator—unless they are shared with others.
{% endhint %}

#### Exporting an existing dashboard <a href="#managinglivedashboards-exportinganexistingdashboardexport" id="managinglivedashboards-exportinganexistingdashboardexport"></a>

The import and export functionality is restricted to those with the **Manage all dashboards** [permissions](#managinglivedashboards-sharingdashboardssharing).

To export a dashboard, click on a dashboard’s name from the Live Dashboards main menu or navigate to the **Dashboards** page by clicking the **Manage live dashboards** button.

From the dashboard page:

1. Click on the action menu in the top-right corner of the page.
2. Choose the **Export** option from the action menu. The system exports dashboards as JSON files

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-d4f4bba3aca97e430b301fdf3efa1ef942f89a38%2FExporting_dashboard.jpg?alt=media" alt=""><figcaption></figcaption></figure>

#### Importing a dashboard <a href="#managinglivedashboards-importingdashboards" id="managinglivedashboards-importingdashboards"></a>

Import custom dashboards previously [exported](#managinglivedashboards-exportinganexistingdashboardexport) from the **Live Dashboards** module, or pre-built dashboards from [Nexthink Library](https://docs.nexthink.com/platform/user-guide/nexthink-library).

To import live dashboards—in JSON—from your local device:

1. Click the **Import** button in the top-right corner of the **Live dashboards** → **Manage live dashboards** page.
2. **Choose** or **drag** multiple JSON files from your hard drive to import them into the system.
   * All imported items from local devices are listed as [custom](#custom-dashboards) content.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-d59398bd8e9990f67226be681797a83eac68e450%2FImporting_dashboard.jpg?alt=media" alt="ManageLiveDarshboards-1708016761.png"><figcaption></figcaption></figure>

### Tagging dashboards <a href="#managinglivedashboards-taggingdashboardstaggingld" id="managinglivedashboards-taggingdashboardstaggingld"></a>

Tagging allows you to quickly sort dashboards. Open the **Tags** right-side panel to:

* Search for a specific tag at the top of the panel.
* Select one or more tags to filter the dashboard table.

To add one or more tags to a dashboard, from the **Live dashboards** → **Manage live dashboards** page.:

1. Hover over a dashboard to display the action menu and choose **Manage tags**.
2. From the **Manage tags** pop-up you can:
   * Type in a new tag or choose an existing one to add it to the dashboard.
   * Open the action menu of a specific tag item to **Delete tag** or change the tag color.
     * Deleting a tag only removes it from the dashboard it is associated with.
3. Alternatively, select multiple dashboards to **Manage tags** in bulks.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-8abd05790e8c5617d6976e7ef075feb32998993c%2FTagging_dashboard.jpg?alt=media" alt="Managing tags in bulks."><figcaption></figcaption></figure>

### Sharing dashboards by granting View/Edit rights <a href="#managinglivedashboards-sharingdashboardssharing" id="managinglivedashboards-sharingdashboardssharing"></a>

The **Live Dashboards** navigation menu differentiates between **private** and **shared** dashboards, sorting each tab by [tags](#managinglivedashboards-taggingdashboardstaggingld).

* The **Private** tab displays dashboards you create and have not shared.
* The **Shared** tab lists dashboards that are shared with others, including those created by other users and built-in system dashboards.

Newly created, [duplicated](#managinglivedashboards-duplicatingadashboard) or [imported](#managinglivedashboards-importingdashboards) dashboards are private by default and visible only to the creator—unless shared with others.

{% hint style="info" %}
As a user, your ability to access or edit **shared** dashboards created by others depends on two things:

* Your user [role](https://docs.nexthink.com/platform/administration/account-management/roles#roles-livedashboards) permissions for Live Dashboards.
* Your **View** or **Edit** rights on the specific **shared** or built-in dashboard.

The following sections on this page map user access and actions based on the aforementioned combination of permissions:

* [#managinglivedashboards-scenariosforshareddashboardpermissions](#managinglivedashboards-scenariosforshareddashboardpermissions "mention")
* [#managinglivedashboards-sharedashboardpermissionsreferencetable](#managinglivedashboards-sharedashboardpermissionsreferencetable "mention")
* [#available-actions-by-user-role-and-shared-dashboard-permissions-custom-dashboards](#available-actions-by-user-role-and-shared-dashboard-permissions-custom-dashboards "mention")
  {% endhint %}

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-4888e8f79dbb44796c30ddedfe4f724652ed91ac%2Fimage%20(751).png?alt=media" alt=""><figcaption></figcaption></figure>

If you have **Manage shared dashboards** [permissions](https://docs.nexthink.com/platform/administration/account-management/roles#roles-livedashboards), you can share specific dashboards with users who don’t have Live Dashboards access.

1. Navigate to **Live Dashboards** > **Manage live dashboards**.
2. Hover over a dashboard to reveal the action menu on the right side of the table.
3. Choose the **Share** option.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-ea1587509cb0fe7030c005774b9420b69f0d8f7a%2Fmanaginglivedashboards-1702999210.png?alt=media" alt="" width="760"><figcaption></figcaption></figure>

4. Fill in the **Share dashboard** pop-up:
   * Add the profile you wish to share the dashboard with.
   * Select permissions for the profile from the drop-down menu. The options are **View** or **Edit**.
   * Click **Grant permissions** to add them to the dashboard list.

Giving **Edit** permissions does not grant **View** permissions. Both permissions are required for editing rights.

<details>

<summary>Removing shared edit and/or view rights from a user role</summary>

In the **Share dashboard** pop-up, you can view the profiles with access to the dashboard. To remove permissions for a specific profile:

* Hover over the permissions column of a profile to reveal the action menu.
* Click **Remove all permissions**.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-06faacdde4499073d8b739cd5d112db4a6184647%2Fmanaginglivedashboards-1703000364.png?alt=media" alt="" width="760"><figcaption></figcaption></figure>

</details>

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-e58460f4ff4a0b0724322cfe9badd762a182d3a6%2Fdash-1681214155.png?alt=media" alt="Share dashboard modal"><figcaption></figcaption></figure>

#### Access scenarios for shared dashboard permissions <a href="#managinglivedashboards-scenariosforshareddashboardpermissions" id="managinglivedashboards-scenariosforshareddashboardpermissions"></a>

| User profile                       | Rights granted for shared dashboard                                                                                                      | Access                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| ---------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| No permissions for Live Dashboards | No                                                                                                                                       | No access, the **Live Dashboards** module doesn’t appear in the main menu.                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| No permissions for Live Dashboards | <p>Dashboard 1</p><ul><li><strong>View</strong> permission</li></ul>                                                                     | <ul><li>The <strong>Live Dashboards</strong> module appears in the main menu.</li><li>Dashboard 1 appears in the navigation panel.</li><li>The <strong>Manage live dashboards</strong> link is not visible in the navigation panel.</li></ul>                                                                                                                                                                                                                                                                                                        |
| No permissions for Live Dashboards | <p>Dashboard 1</p><ul><li><strong>View</strong> permission</li></ul><p>Dashboard 2</p><ul><li><strong>Edit</strong> permission</li></ul> | <ul><li>The <strong>Live Dashboards</strong> module appears in the main menu.</li><li>Dashboard 1 and Dashboard 2 appear in the navigation panel.</li><li>The <strong>Manage live dashboards</strong> link appears in the navigation panel.</li><li>Dashboard 1 and Dashboard 2 appear on the Dashboard administration page, however the user cannot create or import dashboards.</li><li>User can view Dashboard 1 but cannot edit, duplicate or export it.</li><li>User can view and edit Dashboard 2 but cannot duplicate or export it.</li></ul> |

#### Available actions by user role and shared dashboard permissions: Built-in dashboards <a href="#managinglivedashboards-sharedashboardpermissionsreferencetable" id="managinglivedashboards-sharedashboardpermissionsreferencetable"></a>

By default, the edit option for [built-in dashboard](#built-in-dashboards) is disabled.

<table data-full-width="true"><thead><tr><th>User role permission</th><th>Rights granted for shared dashboard</th><th>Can view a dashboard , Dashboard listed in the menu</th><th>Can duplicate a dashboard</th><th>Can import a dashboard</th><th>Can share a dashboard</th><th>Can access Manage Live Dashboards</th><th>Can delete or export a dashboard</th></tr></thead><tbody><tr><td>Manage all dashboards</td><td>Edit</td><td>Yes</td><td>Yes</td><td>Yes (imported as custom)</td><td>Yes</td><td>Yes</td><td>Yes</td></tr><tr><td>Manage all dashboards</td><td>View</td><td>Yes</td><td>Yes</td><td>Yes (imported as custom)</td><td>Yes</td><td>Yes</td><td>Yes</td></tr><tr><td>Manage all dashboards</td><td>None</td><td>Yes</td><td>Yes</td><td>Yes (imported as custom)</td><td>Yes</td><td>Yes</td><td>Yes</td></tr><tr><td>View all dashboards</td><td>Edit</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>Yes</td><td>Yes</td></tr><tr><td>View all dashboards</td><td>View</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr><tr><td>View all dashboards</td><td>None</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr><tr><td>No permissions</td><td>Edit</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>Yes</td><td>Yes</td></tr><tr><td>No permissions</td><td>View</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr><tr><td>No permissions</td><td>None</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr></tbody></table>

#### Available actions by user role and shared dashboard permissions: Custom dashboards

By default, newly created custom dashboards are [private](#created-private-dashboards-versus-shared-dashboards) and visible only to the creator—unless shared with others.

<table data-full-width="true"><thead><tr><th>User role permission</th><th>Rights granted for shared dashboard</th><th>Can view a dashboard, Dashboard listed in the menu</th><th>Can create or duplicate a dashboard</th><th>Can import a dashboard</th><th>Can share a dashboard</th><th>Can access Manage Live Dashboards</th><th>Can edit, delete or export a dashboard</th></tr></thead><tbody><tr><td>Manage all dashboards</td><td>Edit</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td></tr><tr><td>Manage all dashboards</td><td>View</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td></tr><tr><td>Manage all dashboards</td><td>None</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td><td>Yes</td></tr><tr><td>View all dashboards</td><td>Edit</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>Yes</td><td>Yes</td></tr><tr><td>View all dashboards</td><td>View</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr><tr><td>View all dashboards</td><td>None</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr><tr><td>No permissions</td><td>Edit</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>Yes</td><td>Yes</td></tr><tr><td>No permissions</td><td>View</td><td>Yes</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr><tr><td>No permissions</td><td>None</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td><td>No</td></tr></tbody></table>

***

RELATED TOPICS

* [Using Live Dashboards](https://docs.nexthink.com/platform/user-guide/live-dashboards/using-live-dashboards)
* [Widget types](https://docs.nexthink.com/platform/user-guide/live-dashboards/widget-types)


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