The screenshot below shows the main interface and the common items available across the different screens/reports.

From here, you can access the main dashboards and screens. Some menu items have sub-menus. You can expand/collapse such items by clicking them. You can expand/collapse the menu by clicking the Angle Brackets icon in front of the Window Title.

Shows the title of the screen/report. In front of the title, you will see an Angle Brackets icon. It will let you expand/collapse the main menu.

You can use the Filters button to narrow down the data on an entire dashboard or screen. Clicking it opens a panel on the right where you can specify your criteria. The filters available will vary depending on what you're viewing, though some are always available.

For example, on the main Dashboard screen, you can only filter by Dashboard Name and Description. However, if you're on the Applications & Websites dashboard, you can use more specific filters like App/Domain, Browser, Title, URL, etc.

Most dashboards also have some common filters like Employee, Computer, and Department. Other screens like Employees, Computers, and Configurations > Departments, etc. have their own specific filters, but they all work the same way.

1. Add a Filter: Click the Add filter dropdown menu and choose from the available list.

2. Add/Remove Values: Once the filter is added, you can click inside the field to add a value. Some filters support multiple values (e.g., Employee). To remove the values, click the small x icon.

3. Delete a Filter: Click the Trash Can icon next to the filter you want to remove.

4. Pin (Bookmark) a Filter: Click the Star icon in front of a filter to pin or unpin it. Pinned filters will appear in the top-left corner of your dashboard. For example, the Date and App/Domain filters shown in the screenshot are pinned.

5. Toggle the Include/Exclude Mode: Click the Include Funnel icon or the Exclude Funnel icon to toggle the mode of the filter. An include filter includes the filter values in the result. However, when you set a filter to exclude, it removes the selected values from the results. For example, if you exclude "chrome.exe" from the App/Domain filter, data for that application will not be displayed in the widgets. Note: this feature isn’t available on dashboards.

6. Clear All Filters: Click the Clear All button to remove all active filters.

You can also apply filters to a widget independently of the dashboard filters. Check out the Applying Filters to a Widget section to learn more.

The Search field at the top of a dashboard/screen allows you to search for the content of the screen. For example, when you are on the Dashboards screen, you can search for a dashboard by name.

The Global Search field near the top-right corner allows you to search for an item across the screens/dashboards/reports. You can search for any item (e.g., dashboard, user, computer, behavior rule, configuration items, etc.).

Select an item from the list to go to that screen.

Click outside the search window to close it.

The Layout buttons let you switch between preview/list layout:

The UI Settings icon lets you access the UI settings:

1. Light mode / Dark mode: select a mode to change the dashboard theme (the default mode is Light):

2. Regular interface / Dense interface: Select an interface to change the dashboard layout. The Regular mode has more spaces while the Dense mode fits more information on the screen (the default interface is Dense):

The Help menu comes with several links to helpful resources.

The Issues icon shows how many issues/notifications you have unread. Clicking the icon will open the Issues report, which shows a list of notifications such as login failures, monitoring issues, etc., for employees and computers.

1. You can select a date range from the top left corner of the dashboard.

2. You can apply filters by employees/computers, etc., by clicking the Filters button.

3. Click the Grid icon to select which columns to display on the report. You can also drag a column to the Row Groups or Values to aggregate the report.

4. The Dashboard Actions Menu allows you to reset the dashboard and export it as a CSV file.

The User Menu gives you access to options specific to your own account.

You can click the Three Dots icon to access the Dashboard Actions Menu. From there, you can reset the dashboard, export it as a CSV file, clone it, pin it to the Dashboards menu, etc.

1. Depending on the dashboard/screen you are in, the Dashboard Actions Menu comes with the following possible* options:

2. Click the Save Changes button to save any changes you have made to it.

The Export PDF option, found in the Dashboard Actions menu, allows you to export the dashboard as a CSV file. Currently, only grid widgets are exported; charts are not included (see the Dashboard Widgets section to learn more about widgets).

When you click Export PDF, a System Alert will appear at the bottom-right corner of the screen while the report is being prepared. You'll then receive a second notification when the report is ready:

Click Download ZIP to download the exported file.

You can also download the file from the System > Dashboard Exports screen.

The Export PDF option of the Dashboard Actions menu will let you export the dashboard as a PDF. When you click that option, the Export PDF panel will open on the right side:

Select widgets to export:

1. On the left side of the panel, you will be able to select the Chart widgets for export:

PDF settings:

2. On the right side of the panel, you will be able to configure the layout and page orientation for the PDF:

3. You can enable the Save settings for this dashboard to save your settings for future exports.

4. Click the Export button to start the export process. A System Alert will appear at the bottom-right of the screen while the report is being prepared. You will then see another notification when the report is ready:

5. Click the Export button to start the export. The exported report will be available for download in the System > Dashboard Exports screen.

The Schedule Export option of the Dashboard Actions menu will let you set up a schedule to auto-deliver a dashboard to your chosen email address(es). When you click that option, the Schedule export settings panel will open on the right side:

1. Click the Enable auto-export email option to toggle auto-export on/off.

2. Enable the Encrypt with password option to protect the report with a password. A Password field will let you enter the password. The user will need the password to open the exported file.

3. Select an Export Period such as Day, Week, or Month. Depending on what option, you will be presented with two scenarios:

4. Select an Export Format for the report: CSV or PDF.

5. Enter one or more email addresses in the Send export file to emails field.

6. Click the Save changes button to save and schedule the auto-export. You can download the scheduled files later from the System > Dashboard Exports screen. Scheduled exports will be marked with "True" in the Scheduled column.

When you perform an action, such as saving or deleting an item, or when there's a system warning or error, a system alert message will appear at the bottom-left of the screen:

The icon of the alert will indicate whether it’s a simple information message, a warning, an error, etc.

The message will automatically disappear after a few seconds.