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. 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.

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

4. Click the Filter button to filter the dashboard by name/description.

5. Click the Three Dots icon near the top-right corner to access the main Dashboard Action Menu. The All Dashboards screen only has one option: Export data as CSV. Click it to export all dashboards’ data (e.g., name, description, widgets used) as a CSV file.

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

7. Under each dashboard, you will see the dashboard widgets used in that dashboard. If all the widgets’ names do not fit in the space, you a +n will be shown. For example, +8. Hover over the number to see all the widgets.

8. Click the Three Dots icon next to a dashboard’s name to access its context menu. The actions are similar to the Dashboard Actions Menu, except the Dashboards screen has an extra item, “Set as home”. Clicking it will set the selected dashboard as the default screen, meaning when you log in, this screen will be shown first.

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 create your own tabs with custom dashboards. See the Dashboard Tabs section for more information.

2. Date Selector: You can select a date range for the dashboard by clicking the Calendar on the left.

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

4. Accessing the 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, export data, etc. See the Dashboard Actions Menu section to learn more.

5. 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.

6. Drilling-Down a Chart (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 Viewing the Drill-Down Chart (quick filter) section to learn more.

7. Using the Grid Row Context Menu: Click the Three Dots icon in front of a row on a grid widget to access its Context Menu. 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 in. See the Using the Row Context Menu section for more information.

8. Viewing Video Record: On some dashboards, you will see Movie Camera icons. Clicking the icon will take you to the Session Player at the selected timestamp/activity.

9. Showing/Hiding Grid Columns: 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 Columns and Rows section to learn more.

10. Managing Displayed 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.

11. Expanding/Collapsing a Row Group: Some dashboards/screens have grouped rows (for example, the Aggregate tab on the Applications & Websites dashboard, the Configurations > Behavior Policies screen, etc.). To expand and collapse the grouped rows, either double-click the column or click the Right Arrow/ Bottom Arrow icons:

Some dashboards, like Applications & Websites, Keystrokes, etc., allow you to classify applications and websites 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.

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

3. The default profile is the General profile. 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.

Teramind comes with many built-in 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 one tab: Basic.

On top, the Basic tab contains four chart widgets: Activity (shows the activity% of users), Web Usage (time spent on various websites), App Usage (time spent on various apps), and Behavior Rule Violations by users.

A Live Users widget shows the current online users’ Name, Location, Current Task, Current Activity (the app/website the user is active on), Work Time, Activity Rate, etc.

A grid widget, List of Behavior Rule Violations on the bottom, shows a detailed list of rule violation alerts. By default, it shows the 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.
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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 many times the location was used (Count). A color scale on the left can be used as a reference.

2. You can hover over a circle to view the latitude, longitude, count (number of times 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.

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).

The rows in the grid are grouped by the Department:

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:

1. Click the Remove-drill-down button to clear all the filters and return to the user/computer screen.

2. 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. For example, Green = top active user, Orange/Yellow = Ok, Red = lowest performer.

3. Click a thumbnail to view the Session Player.

4. You can hover over a thumbnail and then click the X icon under 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.

5. 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

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

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.:

Teramind’s patented OCR feature allows you to discover on-screen text from the screen recordings. The OCR engine continuously captures, indexes, and analyzes a user’s screen recordings using machine learning and sophisticated pattern recognition algorithms.

The OCR engine works with multi-monitor setups and virtual desktops, including those from the Terminal Servers.

With the OCR dashboard, you can quickly search for textual information even inside images or videos. When you first open the dashboard, you will see the screen below:

1. Click the pull-down menu in front of the OCR Search. Select a search type from the list. You can conduct four types of OCR searches:

2. Enter your search criteria in the Text field. For example, “budget”. Note that you need to specify a minimum of three (3) characters.

3. Click the Search button. The OCR report will be displayed.

4. Alternatively, you can use the dashboard filter to specify the search term and other filters, such as which user to search, activity, etc.

5. Click the Remove drill-down button to clear the filters and return to the first screen.

6. Click the Three Dots icon in front of a row on the OCR dashboard to open its Context Menu and then select the View snapshot option. Alternatively, you can also click the Camera icon. A window will pop up:

7. In the snapshot window, you will be able to see the user’s desktop with areas highlighted in a semi-transparent yellow color where the OCR text was detected. In the above example, a dozen-plus areas of the screen snapshot are highlighted (including text inside images and videos, URL, search box, captions, etc.) because they contain the search term “budget”.

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.

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 and performance KPIs for employees and departments. It comes with three tabs: Basic, Departments, Tasks, and Time Worked.

The Basic tab shows several chart widgets such as Top Employees by Total Work Time, Productive Time, Idle Time, Time Worked, Activity (keyboard and mouse activities), and a Heatmap for the same.

A grid widget on the bottom shows Name (user), Task, Login Sessions Time, Work Time, Idle Time, etc. The rows are grouped by the Employee column:

The Departments tab shows several chart widgets such as Top Employees by Total Work Time, Productive Time, Idle Time; Classifications by department (e.g., productive, unproductive, etc.); Activity by department (keyboard and mouse activities), and Top Idle Time by department.

A grid widget on the bottom shows Name (Department), Employee, Work Time, Idle Time, etc. The rows are grouped by the Department column:

The Tasks tab shows several chart widgets such as Top Employees by Total Work Time, Productive Time, Idle Time; Classifications by task (e.g., productive, unproductive, etc.); Activity by task (keyboard and mouse activities), and Top Idle Time by task.

A grid widget on the bottom shows Name (Task, Department), Employee, Work Time, Idle Time, etc. The rows are grouped by the Task and Department columns:

The Time Worked comes with a single grid widget that shows average total (sum) Work Time, Input Activity (%), average Active/Idle Time Graph, average Activity (%) Graph, average Active/Idle Time Graph, etc. The rows are grouped by Department and Employee (you can also expand an employee row to view their work time by date):

1. The colors of the graph give you a quick idea of an employee’s performance. For example, Green = top active user, Orange/Yellow = Ok, Red = lowest performer, etc. A Grey/empty bar means missing time.

2. You can hover over any area of a graph to view the details for the timeslot.

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:

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. See the section below to learn how to use the AI widget generator.

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

1. 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.

2. Click the Generate button to generate the widget:

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

4. Click the Save widget button to add the widget to the dashboard:

5. Click and drag on the widget name/title or an empty area to move it. Note that the AI widget generator automatically assigns the widget a title. You can change the title by editing the widget (see below).

6. Click and drag the bottom-right corner of the widget to resize it.

7. Click the Three Dots at the top-right corner of the widget to access its Context Menu*. From the Context menu, you can:

8. Click the Save Changes button at the top to save the dashboard.

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.

Tabs allow you to add widgets and organize your dashboards into categories for easy navigation. You can add multiple tabs to a dashboard.

When you create a new dashboard, it comes with a Basic tab, but you can add additional tabs.

1. You can add a new tab to the dashboard by clicking 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.

3. Hover over a tab’s name/title. You will see a Three Dots icon. Click the icon, and you will see options to edit or delete the tab. Note: editing a tab is similar to creating a new tab.

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 two ways to represent data with a custom widget:

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

2. Optionally, enter a description in the Widget Description field.

3. Click the small Plus icon in the Data Sources field to select one or more data sources, such as Applications & Webpages, Emails, Behavior Alerts, Input Activity, etc. Click the X icon to remove a data source.

4. Select a Chart Type such as Bar, Column, Area, etc.

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

6. Select data points for Dimension #1 and Dimension #2 pull-down menu. Note that if you have chosen multiple data sources in Step 3, then only dimensions common to all the selected data sources will be available for selection. You can delete a Dimension by clicking the small Trash Can icon next to it.

7. Click the small Plus icon in the Measures field to select one or more values to be displayed on the chart. Click the X icon to remove a measure.

8. Optionally, you can set a Limit to the number of items displayed on the chart.

9. Optionally, click the Add Sorting button to add sorting. Select a data point to base the sorting on (the data points available will depend on what dimensions and measures you have selected). Choose either ASC-ending or DESC-ending option for the sort order. You can delete a Sort by clicking the small Trash Can icon.

10. As you make changes, you will see a live preview of the widget on top of the panel.

11. Click the Save button to save the widget.

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.

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

2. Optionally, enter a description in the Widget Description field.

3. Click the small Plus icon in the Data Sources field to select one or more sources of data, such as Applications & Webpages, Emails, Input Activity, etc. Click the X icon to remove a data source.

4. Click the small Plus con in the Columns field to select one or more columns, such as Employee, App/Domain, etc. Click the X icon to remove a column.

5. Select Grid from the Chart Type field.

6. As you make changes, you will see a live preview of the grid at the top of the window.

7. Click the Save button to save the widget.

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 Bottom Arrow icon to collapse it.

2. Click a Column Title to sort it. Click again to change the sort order (between ascending or descending). Note that you cannot sort a Group column. You can also click and drag a column name to move it left/right.

3. If you hover over a column, you will see a small Hamburger icon. Clicking the icon will display a small pop-up window with two tabs:

a. From the first tab, you can pin columns, auto-size them, or reset the changes. There might be other options available depending on the dashboard. For example, the Group by option allows you to group rows by the selected column, the Value Aggregation option (available on the Dashboards > Productivity dashboard) allows you to average/sum the column values, etc.

b. From the second tab, you can select which columns to display on the grid.

4. You can click on an employee's name to go to the employee's details page or a computer's name to go to the computer's details page.

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. You can group multiple rows by dragging one or more data points and dropping them under the Row Groups section. For example, you can create groups by Employees, Departments, etc. You can also create sums for some of the data points by dragging them to the Values section. Use the Track icon to drag the data point(s) you need. Note that you cannot add unique data points to the Row Groups. For example, a Timestamp cannot be grouped. Similarly, you cannot drag and drop data points that cannot be summed up. For example, Employee, Date, etc. If a data point cannot be dropped into a Row Groups / Values section, you will see a small Stop symbol as you drag it.

1. Click the Three Dots in front of a row to access its Context Menu.

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

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 the number of employees to show.

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 team activity related to insights.

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 and drag on the widget title or an empty area to move it. Other widgets will automatically rearrange themselves to fit the moving widget.

2. Click the Tree Dots icon near the top-right corner of the widget to access its Context Menu:

3. Click and drag the bottom-right corner of the widget to resize it.