If you click/expand the Dashboards menu, you will see a sub-menu called All Dashboards. If you have pinned (see below) any dashboards, they will appear as sub-menus under All Dashboards.

1. Click the Dashboards > All Dashboards to see a list of all the dashboards. Click on a dashboard to access it.

2. The top section of the Dashboards screen shows all Custom Dashboards you have created.

3. The lower section shows the Preset Dashboards that come pre-packaged with your deployment.

4. Click the Layout buttons near the top-left corner to switch between a preview layout and a list layout. See the Layout section to learn more.

5. Click the New custom dashboard button to create a new Custom dashboard. See the Custom Dashboards section to learn more.

6. Click the Three Dots icon next to a custom dashboard’s name to access its context menu. You can clone the dashboard, share it, set it as home, delete the dashboard, etc. from the context menu. See the Dashboard Actions Menu for more information about common dashboard actions.

7. Click the Star icon in front of a dashboard’s name to pin/unpin it. Pinning it will show it under the Dashboards menu.

Most of the Dashboards have some common features such as the ability to filter the data, create a duplicate (clone), view detailed records, drill-down charts, etc.

1. Tabs: Tabs allow you to organize dashboards. Tabs act as a placeholder/container for widgets. You can click the New tab button to add new tabs to you custom dashboards. See the Dashboard Tabs section for more information.

2. Pinned Filters: Pinned filters appear near the left side of the dashboard. For more information, check out the Filters section.

3. Export: Allows you to export the dashboard in CSV/PDF or schedule for automated delivery via email. Check out the Dashboard Export Menu section for more information.

4. Customize Dashboard: Click this button to put the dashboard in edit mode. Click and drag a widget's title to move it around, or drag its left, right, or bottom border to resize it. Note that if it’s a preset or built-in dashboard, you will not be able to save your changes. If it’s a custom dashboard, you can save your size and location adjustments, as well as add or remove tabs and widgets:

a. Click New tab to add a new tab. See the Dashboard Tabs section to learn more about tabs.

b. Click the New widget button to add a new widget to the dashboard.

c. Click the AI button to create a widget with the AI Widget Generator. See the Adding an AI-Generated Widget section to learn more.

d. Hover of the top-right corner of a widget to access Widget Actions (see below).

e. Click the Save button to save the changes or Cancel to revert any changes.

5. Filters: Click the Filters button to select users/computers, show only data points matching certain values, etc. For more information, check out the Filters section.

6. Dashboard Actions Menu: Click the Three Dots icon near the top-right corner of the dashboard to access the Dashboard Actions Menu. The action menu allows you to pin the dashboard, clone it, etc. See the Dashboard Actions Menu section to learn more.

7. Widgets: Widgets are the main components of a dashboard. Widgets are dynamic tiles that display information on selected data points or KPIs. Charts and Grids (tables) are the most common widget types. But there are also special types of widgets. See the Dashboard Widgets section to learn more.

8. Chart Drill-Down (Quick Filter): On some chart widgets (e.g., Bar, Column, or Heatmap), you can click on a chart element (e.g., the bar of a bar graph) to drill down into the chart element. The whole dashboard will then update to show data for that element only. For example, in the above figure, “Jackson Gollan” is selected. Other charts and the grid widget now show data for “Jackson Gollan” only. You can reset the drill-down by clicking on the selected element again or by pressing the Remove drill-down button. See the Applying Quick Filters (Chart Drill-Down) section to learn more.

9. Grid Row Context Menu: Click the Three Dots icon in front of a row on a grid widget to access its Context Menu. You can also access it by right-clicking directly on a row. From here, you can view the detailed record (metadata) of an activity/incident, view the video recording (Session Player), or investigate an employee (Viewing an Employee’s Details / Monitoring Reports). The context menu may also include additional actions depending on the dashboard you are on. See the Using the Grid Row Context Menu section for more information.

10. Session (Video) Records: On most dashboards, you will see Movie Camera icons next to session activities. Clicking the icon will take you to the Session Player at the selected timestamp/activity.

11. Grid Columns: You can click & drag a column to move it. You can click on some columns to sort them. You can also hover over a column and access its Context Menu. The column’s context menu allows you to pin the column, auto-size it, etc. See the Adjusting Columns and Rows section to learn more. You can click a column to sort it. Click again to toggle between Ascending and Descending sort.

12. Widget Actions: Hover over the top-right corner of a widget to reveal actions you can apply to the widget. Note that some of the options are only available when you activate the dashboard edit mode (Customize Dashboard). See the Editing/Managing Widgets section for more information on how to manage widgets, including options to edit, clone, remove, filter, etc.

You can use the Filters button on a dashboard to narrow down the data on an entire dashboard. Clicking it opens a panel on the right where you can specify the filters.

1. Expand/Collapse Filter Groups: The filters are grouped into categories like Common, App & Web, Office, etc. You can expand or collapse a filter group by clicking the title or the Up/Down Arrow icons.

2. Add/Remove Filters: Click inside a filter field to add a value. Some filters support multiple values (e.g., Employee). To remove the values, click the small x icon.

3. Pin (Bookmark) a Filter: Click the Pin icon next to a filter to pin it. Pinned filters will appear in the top-left corner of your dashboard. For example, the Date, Employee and Type filters shown in the screenshot are pinned. Click again to unpin it.

4. Exclude Items: Click the Exclude checkbox to exclude (remove) 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.

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

You can apply filters to individual widgets too. To do so:

Hover over a widget and click the Filter icon to open its filter panel. Widget filters are configured similarly to Dashboard Filters, but their scope applies exclusively to the selected widget.

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

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

1. The Export menu allows you to export the current dashboard:

The Schedule Export option lets 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.

The Export CSV option 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-left 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 lets 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.

Custom dashboards can be shared with other employees on your Teramind instance, so teams can collaborate on the same reports without rebuilding them.

1. Open a custom dashboard and click the Three Dots icon located near the top-right corner to access the Dashboard Actions Menu.

2. Click Share. This will open the Share panel:

3. Under Add an employee, select the person you want to share with. Repeat for each employee you wish to add.

4. Choose their access level: Read-only or Read-write. See below for more information about access levels.

5. To stop sharing with someone, click Remove nex5t to their name.

6. Click Save to start sharing the dashboard.

The table below explains what the user can do for each access level:

Some dashboards, like Applications & Websites, Keystrokes, etc., allow you to classify applications and website domains as productive, unproductive, or assign them to custom categories (i.e., assign the Productivity Profiles directly from the dashboard).

The Classification column in the grid widget shows if an app or website is productive, unproductive, etc.

You can classify an item from a grid widget's Context Menu:

1. Click the Three Dots icon in front of a row on a grid widget to access its Context Menu. You can also access it by right-clicking directly on a row.

2. Then, select the Classify Activity option. The Classify Activity panel will open on the right side:

3. There is a Default profile assigned to the activity. You cannot change it. Select a category from the Category drop-down menu.

4. You can add additional profiles by clicking the Add Productivity Profile button.

5. Click the Minus button to remove a profile.

6. Click the Classify button to save the classification.

When one or more filters are applied to a dashboard, a New Rule option becomes available under the Dashboard Actions menu. Selecting it opens the rule creation form with fields pre-filled from the active filters, so you do not have to re-enter the same criteria manually. The example below shows three filters applied to the Applications & Websites dashboard and how each one maps into the generated rule:

Each filter maps to the rule as follows:

Filters that can't be determine, such as Name, Parent Policy, Action, etc. are left for you to set before saving.

This gives you a quick starting point for building an Activity rule around data you are already looking at, rather than recreating the same conditions from scratch in the rule builder.

Teramind comes with many many pre-built dashboards for common use cases. For example, the Overview dashboard gives you a quick snapshot of user activity, web and app usage, behavior rules violations, and users who are online. The Audit and Behavior Alerts dashboards facilitate investigations, Productivity dashboard lets you identify your team’s output. There are also dedicated dashboards that help you track user activities across all monitored systems, such as Applications & Websites, Emails, etc.

The Overview dashboard comes with only one tab: Live Activity Overview.

On the Live Activity Overview tab, you'll see three rows of widgets.

On the first row, four chart widgets provide a high-level view of user activity: Activity shows the percentage of user activity, Web Usage displays the time users have spent on different websites, App Usage shows the time users have spent on various applications, and Behavior Rule Violations lists violations committed by users.

The second row contains two widgets that show real-time user data. The Live Montage displays live screen snapshots of users, and Live Users shows information about currently online users, including their Name, Location, Current Task, Current Activity (the app or website they're using), Work Time, and Activity Rate. A small dot in front of the employee’s name indicates their status:

The third row has a grid widget called List of Behavior Rule Violations. This widget provides a detailed list of rule violation alerts, including the Timestamp, Employee, Computer, Policy, Rule, Description of the alert, and the Triggers column. The Triggers column shows what specifically triggered the rule and the exact conditions that were detected when the rule was violated.

The AI Usage dashboard helps you monitor and understand how your team uses AI tools and services like ChatGPT, Gemini, Claude, and other Large Language Model (LLM) chat agents.

It's delivered as a single-tab dashboard, Overview, which brings together trend, model, and employee-level metrics so you can quickly see when AI is being used, which tools and models are most active, and who your top AI users are.

On top of the dashboard, two chart widgets summarize how your employees are interacting with AI tools:

At the bottom, the AI usage details grid lists each captured AI interaction in the selected period. It supports standard dashboard operations (sorting, filtering, column selection) and shares the same filters/date range as the charts.

In addition to common columns (e.g., Timestamp, Employee, Computer), the grid includes special columns to help you investigate the AI interactions:

1. Click the Three Dots icon in front of a row to access its Context Menu. You can also access it by right-clicking directly on a row.

2. Then, select the View AI Conversation option. An AI Conversation window will pop up:

3. Click the Source field to filter the message by participants (e.g., employee and the AI agent).

4. Click the Show previous messages button to load older messages (if present).

5. Click the Show next messages to load more messages (if present).

6. Click the Export PDF or Export CSV button to export the conversation as a PDF/CSV file.

1. Click the Three Dots icon in front of a row to access its Context Menu. You can also access it by right-clicking directly on a row.

2. If the row contains attachment(s), you will see the Download attachments option. Hover over the option and select the file you want to download. A search bar is available to locate specific files when multiple attachments exist.

3. Click the Export CSV or Export PDF button to export the conversation.

1. Select rows by clicking the Checkboxes .

2. An Actions menu will be shown near the top-left corner. From the menu, select Export CSV or Export PDF to export the selected conversations. Select the Download attachments option to download all the attachment associated with the conversations.

3. Click the Apply button to start the export/download process. The files will be combined into a Zip file and then downloaded.

The Agentic AI dashboard transforms raw rule violation data into actionable intelligence regarding the behavior of automated AI agents. It’s designed to track Agentic and CLI-based tools, such as OpenClaw, which operate entirely outside the view of traditional browser or network monitors.

It’s delivered as a single-tab dashboard, Basic, which shows all the metrics related to the rule violations.

The Usage Timeline chart shows number of rules violated over the timeline.

The Activity Type Breakdown shows a breakdown of rule violations by risk object type (e.g., Application, File) allowing administrators to monitor the frequency and nature of autonomous tasks, specifically identifying when an agent performs filesystem or application-specific operations.

The AI Usage By Employees chart highlights top violators.

The Application Details grid captures policy and rule details including descriptions and specific triggers such as command-line arguments, execution strings, file operations (e.g., read/write), and file paths. This establishes a transparent audit trail to ensure agents do not initiate dangerous actions or bypass security controls without authorization.

The AI Data Exfiltration dashboard provides specialized oversight for preventing the unauthorized movement of sensitive information to AI platforms. It acts as a central repository for alerts generated by purpose-built AI rules, such as blocking proprietary document uploads or detecting sensitive API keys in LLM prompts.

It comes with two tabs: Basic and Risk.

The Timeline chart plots rule violation trends and identifies peak activity periods.

The Rules Breakdown chart categorizes violations by risk type, such as Clipboard, File Upload, etc. helping you identify the riskiest exfiltration vectors. The Violating Employees chart provides a similar breakdown by users to highlight top violators.

Detailed logs in the Exfiltration Events grid document the policy and exact conditions that tripped each alert, including file paths, destination URLs, and matching triggers.

The Risk tab is similar to the Risk tab under the Behavior Alerts dashboard.

It allows you to conduct risk assessment for the potential AI data exfiltration incidents. The dashboard contains several chart widgets that show various alert and risk comparisons such as Alerts & Risk Timeline (alerts count and risk score by timeline), Alerts Heatmap (alerts count by hour), Risk Heatmap (risk score by hour), Total Violating Employees (employees who generated the most alerts count), Top Violating Departments (departments who generated the most alerts count), Top Violating Rules (rules which generated the most alerts count), Top Risky Employees (employees with the highest risk score), Top Risky Departments (departments with the highest risk score), Top Risk Rules (rules with the highest risk score).

A grid widget on the bottom shows Name (grouped by Employee, Policy, and Rule), Count (number of alerts), Risk (risk score), Timestamp, Employee, Computer, Description (of the alert), etc.

The All Events dashboard shows all the events/activities for all users and computers.

The Basic tab comes with a single grid widget. In addition to the common columns (e.g., Timestamp, Employee, etc.), the widget shows information such as Event Type (e.g., App Activity, Web Activity, Alerts, File Transfers, Emails, Sessions, Print, Keystrokes, etc.) and Event Description columns.

The Applications & Websites dashboard highlights app and web usage statistics for employees and departments. It comes with three tabs: Basic, Aggregated, and Categories.

The Basic tab contains several chart widgets such as Top Employees, Top Departments, Top App/Domains, Top Categories*, Top Browsers, etc.

A grid widget on the bottom shows all app/web activities by Timestamp, URL, Department, Computer, App/Domain, Title, etc.

The Aggregated tab shows similar charts to the Basic tab. The only difference is the grid widget on the Aggregated tab groups employees by App/Web category.

A grid widget on the bottom shows all the Name (app/website domains), Employee, Time (spend on the app/site), Task, Active Time, Productive Time, Unproductive Time, etc. The rows on the grid widget are grouped by the App/Domain column.

The third tab, Categories, has a few more chart widgets such as Top Security Categories, Top Reputations, Classification Timeline, etc.

A grid widget on the bottom shows Name (app/website category, domain, and user), Timestamp, Title (of the app/website), Idle Time, Productive Time, etc. The rows are grouped by the Category and App/Domain columns.

Please see the Classifying Applications and Websites as Productive/Unproductive section.

The Audit dashboard comes with only one tab: Basic. It captures all the activities performed by users on the Teramind Dashboard. The dashboard comes with a grid widget only.

In addition to common columns like Timestamp, Date, etc., the dashboard comes with some unique columns (you can add columns by clicking the Columns tab on the right side of the grid):

The Behavior Alerts dashboard shows all the rule violation incidents. This dashboard shows details for all alerts, actions taken by the system, and risk information for employees and departments. It comes with two tabs: Basic and Risks.

The Basic tab contains several chart widgets that show alert count by Timeline, Hourly, and Top Employees.

A grid widget on the bottom shows Timestamp, Employee, Computer, Policy, Rule, Description (of the alert), and a Triggers column that shows what triggered the rule and exactly what rule criteria and conditions were detected when the rule was violated:

The Risk tab allows you to conduct an organization-wide risk assessment. It contains several chart widgets that show various alert and risk comparisons such as Alerts & Risk Timeline (alerts count and risk score by timeline), Alerts Heatmap (alerts count by hour), Risk Heatmap (risk score by hour), Total Violating Employees (employees who generated the most alerts count), Top Violating Departments (departments who generated the most alerts count), Top Violating Rules (rules which generated the most alerts count), Top Risky Employees (employees with the highest risk score), Top Risky Departments (departments with the highest risk score), Top Risk Rules (rules with the highest risk score).

A grid widget on the bottom shows Name (Tag, Policy, Rule), Count (number of alerts), Risk (risk score), Timestamp, Employee, Computer, Description (of the alert), etc.

The Camera Usage dashboard allows you to view detailed information about the camera (webcam) usage statistics by the users.

The dashboard comes with only one pre-configured tab: Basic. The tab gives you an overall report on the camera usage activities. In addition to the common BI data points/dimensions (e.g., Date, Employee, Department, Computer, etc.), it shows the Meeting Application and Camera Name:

The Console Commands dashboard shows details of console/terminal commands executed by a user or an application from the command line. Console Commands can be useful to keep an eye on privileged users (system admins, power users, etc.), as these commands are often used to execute system-level applications and scripts. In the wrong hands, such commands can be dangerous and need overseeing.

The dashboard comes with only one tab, Basic, that shows several chart widgets by Timeline, Hourly, and Top Commands.

A grid widget on the bottom shows all console commands by Timestamp, Employee, Command, etc.

The Emails dashboard displays all the email activity for employees and departments. It comes with four tabs such as Basic, Attachments, Destinations, and Sources.

The Basic tab comes with three chart widgets: Timeline (incoming and outgoing emails by date), Top Employees (by incoming/outgoing emails), and Hourly (a heatmap of email count by hour on a week).

A grid widget on the bottom shows the details of the email activities, such as Direction, Source, Destinations, Subject, Body, Attachment, etc.:

The Attachments tab shows details of email attachments. It comes with six chart widgets: Top Employees (by incoming/outgoing attachments), Top Destination Domains, Mail Clients, Timeline, Incoming and Outgoing Attachment Heatmap (a heatmap of attachment count by hour on a week).

A grid widget on the bottom shows details such as Name (attachment, user), Source, Destinations, Destination Domains, Subject, Count (total items in the row group), Incoming, Outgoing, etc. The rows are grouped by the Attachment and Employee columns:

The Destinations tab shows details of email destinations. It comes with three tabs: Top Employees (by incoming/outgoing emails), Top Destination Domains, and Top Destination Addresses.

A grid widget on the bottom shows details such as email Direction, Source, Destination, Subject, Count (total number of emails sent/received), Incoming (total number of incoming emails), etc. The rows are grouped by the Destination Domains and Destination columns:

The Sources tab shows similar information to the Destinations tab. Except, it shows information for email sources:

The File Events dashboard shows details of all file events on the local drives, external drives (such as USB drives), network, and even Cloud files. It comes with only one tab, Basic.

The Basic tab shows several chart widgets: Timeline (by the volume of file activities such as Access, Copy, Create, Rename, Remove/Delete, etc.), Top Employees (who had the most file activities), and Top File Extensions.

A grid widget on the bottom shows all file events by Timestamp, Employee, Event Type, Path, Description, etc.:

With the Geolocation monitoring feature, you will be able to track where your employees are working from. This might be useful if you have a remote, dispersed team or have field workers who work on different job sites. You can use the information for security, scheduling, payroll, and compliance purposes. For example, check for attendance, identify if an employee is working from home, track when a user is traveling abroad, etc.

The Geolocation dashboard comes with two tabs: Basic and Map.

The Basic tab has a grid widget that shows the detailed location information for all users:

You can select from the following columns (by clicking the Columns tab on the right side of the grid):

On the Map tab, the coordinates are plotted on a map for easy visualization of the locations:

1. Circular areas on the map show the locations of the users. The color of the circle represents how long the location was used (hours). A color scale on the left can be used as a reference.

2. You can hover over a circle to view the latitude, longitude, time (total hours the location was used), and the location.

3. You can zoom in/out on the map, reset the view, etc., by using the controls located near the top-right corner of the map. If you have a mouse wheel, a touch pad, or a touch screen, you can also use gestures (e.g., pinch, scroll the mouse wheel, etc.) to zoom. Click and drag to move the map around.

The Instant Messages dashboard helps you track any chat conversation, whether on the web or in-app. It can track Google Hangouts, Skype Web, Skype Desktop, Slack, etc. You can monitor incoming and outgoing messages and group chats.

The dashboard comes with two pre-configured tabs: Basic and Attachments.

The Basic tab comes with three chart widgets: Timeline (of incoming/outgoing IMs), Top Employees, and Hourly (total IMs by each hour for a week). It also has a grid widget that shows all the details about the IM activities, such as Source (who sent the message), Destination (recipient), Attachments, Meeting Application, etc.:

The Attachments tab comes with six chart widgets: Top Employee, Top Destination, Top Clients, Timeline, Incoming Attachments Heatmap, and Outgoing Attachment Heatmap.

A grid widget on the bottom shows details such as attachment Name(attachment, user, IM client), Timestamp, Count (total number of IMs sent/received), Incoming (total number of incoming IMs), etc. The rows are grouped by the Attachment, Employee, and IM Client columns:

You can view the instant message conversations from the grid widget's Context Menu:

1. Click the Three Dots icon in front of a row on a grid widget to access its Context Menu. You can also access it by right-clicking directly on a row.

2. Then, select the View Conversation option. A Conversation window will pop up:

1. At the top, you can filter the message by participants.

2. Click the Load previous messages button to load older messages (if present).

3. Click the Show more to load more messages (if present).

4. Click the Export PDF or Export CSV button to export the conversation as a PDF/CSV file.

The Keystrokes dashboard shows statistics of all keystrokes entered by the users. In addition to regular characters, the dashboard also tracks words and phrases, special commands (i.e., clipboard copy/paste), use of special keys, and hidden symbols such as the <Print Screen>, <CapsLock>, <Backspace>, etc.

The report comes with two tabs: Basic and Categories.

The Basic tab comes with three chart widgets: Timeline (shows no. of words vs no. of characters/letters typed for the duration), a Heatmap (no. of characters typed each hour), and a Top Apps/Domains (where the most keyboard activities occurred).

There is also a grid widget on the bottom that shows all keystrokes by Timestamp, Employee, Task, App/Domain, etc.:

The Categories tab shows similar information, but for top app/web Categories, Security Categories, and Reputations:

Please see the Classifying Applications and Websites as Productive/Unproductive section.

The Live View dashboard comes with three tabs: Live Users, Live Player, and Snapshots.

The Live Users tab shows currently online users in a grid widget. You can view columns such as Department, Employee, Location, Current Task, Current Activity, Work Time, Idle Time, Activity Rate (the average activity % of the total Work Time), Activity Chart (activity % at each 5-minute interval), and Active/Idle Time (idle times are shown as gaps in the bar graph). A small dot in front of the employee’s name indicates their status:

The Live Player tab shows a montage of user desktops live. You can click a video thumbnail to view the Session Player.

The Snapshots tab allows you to have a glance at the employee’s desktop:

1. Select a user or a computer. If you select a computer, you will be able to see all the users’ snapshots from that computer. The Snapshots widget will be shown:

2. You can select how many snapshot thumbnails to show per row from the Snapshots per row dropdown.

3. Under each snapshot, you will see the task the user is working on and their activity level (in percentage). The color of the percentage also gives you a quick idea of an employee’s performance:

4. Click a thumbnail to view the Session Player.

5. You can hover over a thumbnail and then click the X icon located at the top-right corner of the thumbnail to remove the time slot. An Add/Remove Time panel will open on the right side. From this panel, you can remove the time/screen recordings or restrict access to the recordings. See the Adding/Removing Time > Remove Time section below to learn more.

6. Hover over an empty thumbnail and click the Add Time button to add time. See the Adding/Removing Time>Add Time section below to learn more.

Timeslots may show different types of previews/thumbnails depending on the task or screen recording availability:

Add Time

On the Live View dashboard’s Snapshots tab, hover over an empty thumbnail and click the Add Time button to add time. An Add/Remove Time panel will open on the right side:

1. Select employee(s)

2. Select a task to be assigned.

3. Select a date.

4. Drag the Orange Circles to adjust the time.

5. Click the Add Time button to add the time.

Remove Time

On the Live View dashboard’s Snapshots tab, hover over a thumbnail and then click the X icon under the thumbnail. An Add/Remove Time panel will open on the right side:

1. Select employee(s).

2. Select a date.

3. Drag the Red Circles to adjust the time.

4. Depending on the record, you might see several options under the What to remove section.

The following three options will be shown if the slot you selected has a time/task record and video recording:

The following two options will be shown if the slot you selected has a video recording but no task (e.g., you removed the task by choosing option 1 from the above dialogue):

The following two options will be shown if the slot you selected has a restricted video recording (e.g., you removed the task by choosing option 1 from the above dialogue):

5. Click the Remove Time button to remove time.

The Login Session dashboard shows immutable logs of user sessions. It comes with only one tab, Basic.

The Basic tab shows several chart widgets. The chart shows session counts by Top Source Computers, Top Source IPs, Top Employees, Session Count by Hour, Session Count by Timeline, and Session Time.

A grid widget on the bottom shows all sessions by Timestamp, Employee, Computer, Source Computer, Source IP, and Time (user’s total session time including any locked sessions), etc.

Explanations of Special Columns:

Moved under the main menu. See the OCR section in the User Guide.

The Printing dashboard shows details of documents sent to the local or network printers. It comes with only one tab, Basic.

that shows several chart widgets: Timeline (shows no. of print jobs, pages, and copies), Top Employees (by no. of print jobs), and an Hourly heatmap of the print jobs.

A grid widget on the bottom shows all printing activity by Timestamp, Employee, Printer Name, Document Name, Pages, Copies, etc.:

1. Click the Three Dots icon in front of a row on the grid widget to open its Context Menu. You can also access it by right-clicking directly on a row.

2. Select the View Document option. A window will pop up:

3. If it’s a multi-page document, you can navigate through the pages using the Pages field above or by clicking a page thumbnail on the left.

4. You can download a PDF version of the document or print the document using the buttons at the bottom.

The Productivity dashboard highlights productivity metrics and Key Performance Indicators (KPIs) for employees and departments and their resource utilization. This dashboard serves as a central hub for managers and administrators to assess workforce efficiency, identify productivity trends, and spot areas for improvement. It comes with two tabs: Overview and Time Worked.

The Overview tab of the Productivity dashboard provides a comprehensive, organization-wide snapshot of workforce productivity for the selected period. It combines high-level KPI metrics, trend charts, department and location comparisons, and individual employee highlights into a single view, giving managers and administrators everything they need to assess efficiency, identify underperforming areas, and make informed decisions about resource allocation and policy adjustments.

Located at the very top of the dashboard, four KPI cards provide immediate, high-level insight into the organization's aggregate performance for the selected period. The metrics are:

A trend indicator (↑ or ↓) appears beneath each metric, showing the change relative to the previous comparable period. For example, an Avg active hours/day of 9.93 hrs with a ↑+0.65 indicates an increase of 0.65 hours compared to the prior period. This section is best used for a quick "health check" of your team's overall productivity.

This line chart contrasts Avg productive no idle time with Avg active time on a daily basis across the selected period. This comparison is critical for distinguishing between mere online presence and actual productive output, allowing managers to identify whether high activity levels are translating into meaningful work. A persistent gap between the two lines indicates that a significant portion of active time is not being classified as productive.

This line chart tracks three metrics simultaneously: Avg productive no idle time %, Avg unproductive time %, and Avg unclassified time %. This breakdown highlights efficiency trends and potential distractions over time. It also alerts the organization when employees are spending significant time on uncategorized resources, prompting necessary updates to your productivity classifications.

This horizontal bar chart compares the average productive no idle time across departments for the current period against the previous period (shown as a lighter bar). Use this chart to identify which teams are performing best and to allocate coaching or resources where needed.

Same as the Avg productive time by department but shows unproductive time instead.

This horizontal bar chart breaks down average productive no idle time by office location or remote status (e.g., Germany office, Out-of-office), compared against the previous period. Use this to assess the effectiveness of remote work policies and identify whether certain locations are outperforming others.

Same as the Avg productive time by location but shows unproductive time instead.

This grid widget ranks the applications and websites contributing most to productive work (e.g., chrome.exe, accounts.google.com, mail-google.com), showing the average productive no idle time per app or domain alongside a trend indicator comparing to the previous period. This section is useful for confirming that the tools employees rely on are properly classified as productive in your Productivity Profiles.

Same as the Most productive but shows unproductive apps/sites instead.

This grid widget lists the top-performing employees ranked by average productive time, also displaying each employee's average productive no idle time % alongside a visual bar and a trend indicator. This is useful for recognition, benchmarking, and identifying employees whose habits can serve as a model for others.

Same as the Most productive but shows unproductive employees instead.

Located at the bottom of the dashboard, this comprehensive grid widget offers a granular, per-employee view of all the possible productivity metrics for the selected period. This widget is essential for deep-dive analysis, individual performance reviews, and validating the high-level trends observed elsewhere on the dashboard.

This section contains two grid widgets showing providing context on how time is being spent.

The Most productive widget ranks the applications and websites that contribute most to work tasks (likely CRMs, email, or specialized software).

The Most unproductive widget highlights distractions (such as social media or entertainment sites). This section is critical for IT and management to audit software usage and adjust content filtering policies if necessary.

This section acts as a leaderboard to identify outliers in workforce performance. The Most productive employees widget lists top performers based on productive hours or percentages, useful for recognition and benchmarking.

On the other hand, Most unproductive employees widget highlights users with the highest ratios of non-work-related activity, enabling managers to proactively address potential engagement issues or burnout.

Located at the bottom, this comprehensive grid widget offers a granular view of every individual employee's metrics. It lists specific data points for each user, including Avg active hours, Avg productive/unproductive/idle time, and Total work time. This widget is essential for deep-dive analysis, performance reviews, and validating the high-level trends observed elsewhere on the dashboard.

The Time Worked tab of the Productivity dashboard provides a focused view of how employee working hours are distributed across the selected period. Where the Overview tab surfaces productivity quality, this tab centers on raw time - how much employees worked, how much of that was idle, and how activity is spread across the day. It is best used by managers and administrators who need to verify attendance patterns, monitor shift coverage, or investigate specific employees' daily time logs.

Located at the very top of the tab, three KPI cards provide an immediate, organization-wide summary of time metrics for the selected period:

A trend indicator (↓ or ↑) appears beneath each metric, showing the change relative to the previous comparable period. For example, a Total work time of 1971h 51m with a ↓-195h 20m indicates a decrease compared to the prior period. Use these cards for a quick pulse check on whether overall working hours and engagement levels are trending in the right direction.

This stacked bar chart displays the daily breakdown of total working hours across the organization for the selected period. Each bar represents one day and is divided into two segments:

Use this chart to spot days with unusually high idle proportions, drops in overall work time (e.g., weekends or public holidays appearing as shorter bars), or week-over-week patterns in workforce engagement. Hovering over a bar reveals the exact values for that day.

Located at the bottom of the tab, this detailed grid provides a per-employee breakdown of time metrics, with the ability to expand each employee row to see their data broken down day by day. Rows are grouped by Employee by default, but can also be filtered by Employee or Department using the top filters.

This grid is essential for investigating specific employees' attendance and activity patterns, validating reported hours, and drilling into any day that appears anomalous in the Time Worked chart above.

This dashboard shows details of user searches on sites like Google, Bing, YouTube, ChatGPT*, etc. The report comes with only one tab, Basic.

The Basic tab comes with several chart widgets showing the number of searches by Timeline, Top Employees, Top Sites, and Top Keywords.

A grid widget on the bottom shows all searches by Timestamp, Employee, Site, Search Phrase, etc.:

The Social Media dashboard shows details of employees’ social media activities on popular platforms such as Facebook, Twitter, LinkedIn, etc. It comes with only one tab, Basic.

The Basic tab shows several chat widgets: Timeline (shows the number of actions for posts, comments, edit posts, etc.), Top Employees (by the number of social media activities), and Top keywords.

A grid widget on the bottom shows all social media activity by Timestamp, Employee, Computer, Social Media platform, Action, and the actual Message:

Moved under Time Tracking > Time Cards.

The Web File Events dashboard shows web upload/download activities. The report comes with two tabs: Basic and Details.

The Basic tab shows several chart widgets by the number of web upload/download activities by Timeline, Top Employees, and Top Domains.

A grid widget on the bottom shows all web file events by Timestamp, Employee, Event Type (Web Download/Upload), Domain, File Name, etc.:

The Details tab shows more details related to web file events such as upload/download Timeline (number of uploads/downloads), Size Timeline (upload/download file size), Top Domains (by upload/download count), Download History (by download count), Uploads Hourly (by upload count), Top Domains by Size (by upload/download file size), Download Size Hourly(by download file size), Uploads Size Hourly (by upload file size), and Total (total number of uploads/downloads).

A grid widget on the bottom shows details for the upload/download activities, such as Timestamp, Employee, Computer, Process, File Name, Domain, URL, Category, Security Category, Reputation, etc.:

You can create a Custom dashboard by either creating a new dashboard from scratch or cloning an existing dashboard first and then editing it.

1. From the Dashboards > All Dashboards screen, click the Custom Dashboard button. A panel open on the right side:

2. Enter a name and optionally a description, then press the Create button. The dashboard will be created with a Basic tab and an AI widget generator:

3. You can type a prompt in the text area and click the Generate button to create widgets automatically.

You can clone a dashboard from the Dashboards > All Dashboards screen or from any open dashboard.

Click the Three Dots icon to open the Dashboard Actions Menu. Then select the Clone dashboard option.

After you have cloned a dashboard, you can edit its tabs and widgets or add new ones. Please see the following sections to learn how.

If you were previously a Teramind Legacy customer, the first time Teramind NextGen is enabled on your instance, all of your custom BI Reports will be automatically migrated and created as Custom dashboards in NextGen.

The following table contains additional important details about the migration process:

Tabs allow you to add widgets and organize your dashboards into categories for easy navigation.

1. Click the New tab button near the top-right corner. The Add new tab panel will open on the right side of the screen:

2. Give the tab a name and optionally a description, then click the Submit button to save and add it to the dashboard. Repeat the steps to add more tabs.

Hover over a tab’s name/title. You will see a Three Dots icon. Click the icon to open the tab’s Context Menu. From the menu, select:

Widgets are the main components of a dashboard. Widgets are dynamic tiles that display snippets of information on selected data points or KPIs. Teramind has many widgets you can place on your dashboard according to your needs.

The widgets are placed on a virtual grid. They can be moved around or resized. When you move or resize a widget, other widgets around it will reposition themselves to make room for it.

There are three types of widgets you can add to your Custom dashboards:

Custom dashboards come with an AI widget generator that allows you to quickly create powerful chart and grid widgets using natural language prompts.

To add an AI-generated widget to your dashboard, do the following:

1. Click the New Widget button. This will show a panel on the right side where you can see a list of widget templates:

2. Click the Generate button on the AI widget generator to create an AI-generated widget.

3. Type a prompt in the text area of the widget generator. Here are some examples:

Be creative with your prompt and try different phrasings to get the result you want.

4. Click the Generate button. The widget will be generated:

5. Click the Done button.

6. Optionally, click the Thumbs Up/Thumbs Down icons at the top-right corner of the widget to provide us feedback to improve the AI.

7. A widget name will be automatically assigned by the AI, but you can edit it.

8. Click the Save button to add the widget to the Dashboard.

A custom widget allows you to create a chart or grid out of common data sources such as Applications & Websites, Emails, Social Media, Behavior Alerts, etc.

To add a custom widget to your dashboard, do the following:

1. Click the New Widget button. This will show a panel on the right side where you can see a list of widget templates:

2. Click the Setup button next to the Create Custom Widget template. There are three main types of custom widgets:

1. Give the widget a name in the Widget Name field.

2. Select a chart type from the Type pull-down menu, such as Bar, Column, Area, Line, Pie, etc.

3. Click the Data Source field to select one or more data source, such as Apps & Web, Emails, Behavior Alerts, Input Activity, etc. Click the X icon on a selected source to remove it.

4. Optionally, check Show Minimap to display a minimap on the chart, and Legend to display the chart legend. Note that not all charts have these options.

5. Optionally, select a Palette (color theme).

6. Select a data point for Dimension 1. Optionally, select a data point for Dimension 2 to break the data down further (for example, Employee by App/Domain). You can delete a dimension by clicking the small Trash Can icon next to it. For each dimension, optionally set its Ranking: choose Top or Bottom, enter a Count, and pick the value to Rank by (for example, Top 10 employees by Active time).

7. Click the Measures field to select one or more values to be displayed on the chart, such as Productive Time. Click the X icon on a measure to remove it.

8. Optionally, click + Add Sorting to add a sort level. Select a data point to sort on (the available data points depend on the dimensions and measures you selected) and choose Ascending or Descending. You can delete a sort by clicking the small Trash Can icon next to it.

9. Optionally, set a Limit to restrict the number of items displayed on the chart.

10. Optionally, under Filter widget, click + Add filter to apply a filter to this widget. Select a field and value. Check Exclude to exclude the selected values instead of including them. You can delete a filter by clicking the small Trash Can icon next to it.

11. As you make changes, a live Widget preview at the bottom of the panel shows how the chart will look.

12. Click the Save button to save the widget.

1. Give the widget a name in the Widget name field.

2. Select Grid from the Type pull-down menu.

3. Click the Data Source field to select one or more data sources, such as Apps & Web, Work time, Behavior Alerts, Emails, etc. Click the X icon on a selected source to remove it.

4. Some data sources come with Graphs options. Check the options for the supported data sources to add their special graph columns to the grid (for example, checking Work time adds a Work time: Active/Idle time graph column, Input activity adds an Input activity: Activity (%) graph column, etc. - each showing visual timeline in the column instead of text values).

5. Optionally, under Filter widget, click + Add filter to apply a filter to this widget. Select a field and one or more values. Check Exclude to exclude the selected values instead of including them. You can delete a filter by clicking the small Trash Can icon next to it.

6. Click the Save button to save the widget.

Special widgets differ from standard chart and grid widgets, featuring unique properties and distinct data visualization formats. Widgets in this Type include:

The Indicator widget displays key metrics as large, easy-to-read tiles - one tile per measure. Use it for headline numbers you want to see at a glance, such as total employees being monitored, average active hours, average productive time, etc. Tiles can also show a comparison against the previous period.

1. Give the widget a name in the Widget name field.

2. Select Indicator from the Type pull-down menu.

3. Click the Data Source field to select a data source, such as Apps & Web.

4. Click the Measures field to select a values to display, such as Employees Monitored, avg(Active time), or avg(Productive Time), etc.

5. Optionally, under Filter widget, click + Add filter to apply a filter to this widget. Select a field and one or more values. Check Exclude to exclude the selected values instead of including them. You can delete a filter by clicking the small Trash Can icon next to it.

6. As you make changes, a live Widget preview at the bottom of the panel shows how the tiles will look.

7. Click the Save button to save the widget.

The Geo widget plots geolocation data on an interactive map as a heatmap - colored hotspots show where activity is concentrated, with a color scale legend indicating the value range. Use it to visualize where employees work from, or to spot activity in unexpected locations.

1. Give the widget a name in the Widget name field.

2. Select Geo from the Type pull-down menu. This chart type is only available when the Geolocation data source is selected.

3. Click the Data Source field and select Geolocation. Note that this chart type reads one data source only.

4. Select a data point for Dimension 1. The Geo chart only allows the Coordinates data point here.

5. Optionally, select a data point for Dimension 2 to break the data down further, such as City, Employee, etc. You can delete a dimension by clicking the small Trash Can icon next to it. For each dimension, optionally set its Ranking: choose Top or Bottom, enter a Count, and pick the value to Rank by (for example, Count, Time, Latitude/Longitude, etc.).

6. Click the Measures field to select the value that drives the heatmap intensity, such as Count, Time, Latitude, Longitude, etc.

7. Optionally, set a Limit to restrict the number of data points plotted on the map.

8. Optionally, under Filter widget, click + Add filter to apply a filter to this widget only, on top of the dashboard filter - for example, filter Office By Geolocation to Out-of-office to see only activity outside known office locations. Check Exclude to exclude the selected values instead of including them. You can delete a filter by clicking the small Trash Can icon next to it.

9. As you make changes, a live Widget preview at the bottom of the panel shows the map.

10. Click the Save button to save the widget.

The Live Montage widget shows a montage of live desktop views of online employees. It’s similar to the Live Player tab on the Live View dashboard.

The widget is easy to set up. Just enter a widget name, a description (optional), and select how many screen tiles to show per row.

The Employees Online widget shows a grid view of online employees and their activity status (e.g., Current Activity, Active/Idle Time, Current Task, etc.). It’s similar to the Live Users tab on the Live View dashboard.

The widget is easy to set up. Just enter a widget name, a description (optional), and select the columns (e.g., Employees, Computer, Current Activity, etc.) to be displayed.

The Snapshots widget shows screen snapshots of a selected user or computer at 10-minute intervals. It’s similar to the Snapshots tab on the Live View dashboard.

The widget is easy to set up. Select a user or computer from the Widget preview section, enter a widget name, and a description (optional).

The Employees Online Total widget shows the total number of employees online.

The widget is easy to set up. Just enter a widget name and a description (optional).

The Agent Versions widget shows the total number of computers by Agent versions.

The widget is easy to set up. Just enter a widget name, a description (optional), and the limit (how many different agent versions to show).

The Computers Offline widget shows the total number of offline computers.

Setting up the widget is straightforward. Simply provide a widget name, an optional description, and a From/To range in days.

Shows the total insights as a donut chart broken down by risk severity.

The widget is easy to set up. Just enter a widget name and a description (optional).

Shows a list of insights, including screen recordings.

The widget is easy to set up. Just enter a widget name and a description (optional).

1. Click the Customize dashboard button to active the dashboard edit mode.

2. Moving/Positioning: Click and drag on the widget title or top area to move it. Other widgets will automatically rearrange themselves to fit the moving widget.

3. Widget Actions: Hover over the top-right corner of a widget to reveal actions you can apply to the widget. Note that some of the options are only available when you activate the dashboard edit mode (see Customize Dashboard above):

a. Configure Grid Columns/Rows: Click the Grid icon at the top right corner of a grid widget to open/close its settings panel. From this panel, you can select which columns to show on the grid, create row groups, sum the number of items, etc. See the Adjusting Grid Columns and Rows section to learn more.

b. Apply Widget Filters: Click the Filter icon to apply filters to a widget independently of the dashboard filters. The filters work similar to the Dashboard Filters but the scope is applied to the selected widget only.

c. Expand Widget: Click the Expand icon to expand/maximize the widget in a pop-up window.

d. Edit/Clone/Remove Widget: Click the Three Dots icon near the top-right corner of a widget to access the widget’s Context Menu. From the menu you can edit, clone or remove the widget. Editing the widget is similar to creating a new widget.

4. Click and drag the left/right/bottom or the bottom corners to resize it.

You can filter a widget's data by adding widget filters. These filters work similarly to dashboard filters, but they only affect the widget(s) they are applied to. Both widget filters and dashboard filters can be applied simultaneously, as they function independently.

On some Bar, Column, or Heatmap chart widget, you can click on a chart element (e.g., the bar of a bar graph) to drill down into the chart element. Other charts and grids on the dashboard will update to show data related to the chart element(s) you selected. The element(s) will turn into a lighter color when selected:

Click on an element to select it. You can Shift+click to select multiple elements. The elements will be automatically added as filters on the filter panel.

Click on a selected element to deselect it. You can also click the Remove drill-down button on top to deselect all elements.

Once you have added a grid widget on the dashboard, you can configure which columns (data points) will be shown on the grid, rearrange its columns, organize rows into groups, etc.:

1. You can click a Group row’s Right Arrow icon to expand it and the Down Arrow icon to collapse it.

2. Hover over a column header and click the Three Dots icon to open its context menu. From here, you can sort the column, pin/unpin it, group or ungroup rows, choose which columns to display, etc.

3. You can use the Vertical Divider | divider between columns to change their length. You can also click and drag a column to move it left/right.

4. Click a Column Title to sort it. Click again to change the sort order (between ascending ↑ or descending ↓).

5. Click the Grid icon at the top right corner of a grid widget to open/close its settings panel:

a. You can search for data points (columns) using the Search… field.

b. Click on the Checkbox in front of a data point to add/remove it as a column on the grid. Use the top checkbox to select/deselect all data points.

c. To customize your report, use the Columns icon to drag fields into either the Row Groups or Values sections:

To switch the function (e.g., avg. to sum) simply click on the column in the Values section and select the desired function. Keep in mind that not all values support all functions.

1. Click the Three Dots in front of a row to access its Context Menu. You can also access it by right-clicking directly on a row.

Depending on the dashboard, you might see several options on the menu. But three options are common: