Reporting › Building Custom Views › Build a Custom View

Build a Custom View

You can create custom views that contain metrics that you select. The Edit Dashboard feature lets you select generic view "containers" that you can use to build new views. These generic containers are available when you edit a dashboard. After you add a generic view to a dashboard, you can select view options to build a custom view.

Follow these steps:

1. Log in as a user with the required administrative role rights.
2. Navigate to a dashboard page where you want the custom view to appear.
3. Click the More menu and select Edit Dashboard.

   The Edit Dashboard Layout page opens.

4. Expand the categories of views shown in the left pane.
5. Select a view from one of the expanded lists of custom views. For example, select the 'IM Gauge Chart' view from the 'Custom View - Infrastructure Management' category.
6. Drag the view to the layout, and drop it where you want it to appear.
7. Click Save to save the change to the dashboard.

   The dashboard page refreshes to show the generic view container. Its title and subtitle are 'Undefined'.

8. Click the Edit icon on the generic view, and select Edit.

   The View Settings dialog opens.

9. Replace the default view Title and Subtitle with text to describe the custom view.
10. Select another metric or metric family from the drop-down list.
11. Select or type other view-specific settings. For example, supply a value for the minimum value on the gauge.
12. Select another managed item or group in the Context Settings area.

    Data from the new item or group will be shown in the custom view.

13. Select the scope of your changes from the Apply Changes drop-down. Select one of the following options:
    • For All Tenant Users: Saves the changes so that they are only available to users associated with your tenant (possibly the Default Tenant).
    • My User Account: Saves the changes to your user account as a default for this view.
    • My Current Session: Reverts the changes when you log out.

    Note: The availability of these options depends on your user account role rights.

14. Click Save.

    The view refreshes to reflect your updates.