Data visualization is essential when looking at the performance of runbooks and tasks in your workspace. In this article, we'll cover how to create a dashboard in your Cutover instance.
Create a new dashboard
Click Settings > Dashboard Layouts.
Next, click the blue plus sign on the bottom right-hand corner of your screen.
In the new dashboard modal, enter and select the following information:
Name: Enter a name for the dashboard.
Preset: Select a preset from a list of default options.
Visibility: Select whether your dashboard is visible to users in all workspaces or visible in a specific workspace.
The following presets are available for you to choose from when creating your dashboard:
Post Implementation Report
Multi Runbook Dashboard
ARO Trends and History
TechRes Event Management
Edit your dashboard
Click your dashboard in the Dashboard Layout list to open the Edit Dashboard modal.
Within this modal, you can:
Delete your dashboard
Edit your dashboard name
Decide to restrict your dashboard to a runbook type
Add or remove dashboard components
Add or delete components
Dashboard components further enhance observability across runbooks within a workspace and surface key metrics to analyze your existing runbooks and processes.
Dashboard components can be added or removed in the Components section of the Edit Dashboard modal. At the moment of creation, your dashboard will have a set of components available by default based on the preset dashboard you've selected.
To add a component to your dashboard, click either the plus icon or dropdown arrow. Then, select a component from the dropdown list.
To delete a component, click the X icon. To change the display name of a component, click the gear icon.
Learn more about dashboards and components on the Cutover platform: