Dashboard UI interactions

Here's how to interact with the UI elements of a dashboard.

For additional information about Dashboards please see our Dashboards page.

Dashboard toolbar

The four icons (Calendar, Business Unit Filter, Export, and Refresh) on the upper right of the OneSite Patch Home page and on any of the dashboard pages (Overview, Products, Patches, or Devices) provide options to customize the date settings to a particular date range, choose some or all widgets on the page for exporting data, and refresh the data shown on the page.

Set Dates for Status Views

The dashboard Date Settings default to the current day. Use the following steps to change the date settings:

1. Select the calendar icon on the upper-right of the Home page.

2. Enter the starting and ending dates for the range you want to view or use the calendar icon to the right of each date field to choose a date from the calendar.

   
3. Select the Window Type setting, and then select whether to view data by Day, Week, Month, Quarter, or Year from the dropdown menu.

4. Select Update to save the settings. The view details update automatically for the date range you entered.

Business Unit Filter

The Business Unit Filter allows you to filter dashboard data to specific devices, patches, or products within a selected Business Unit.

1. Select the Business Unit icon on the upper-right of the Home page.

2. Select Browse to choose which Business Unit you'd like to filter.

   
3. Click Update.

4. Select the Business Unit icon again, select the ellipses (...) next to the Business Unit and click Remove if you would like to remove the filter.

Export Widget Data

1. Select the export icon on the upper-right of the Home page. This changes the view to an Export Data page, which highlights in gray the widgets you can export.

   
2. Choose which widgets to export:

   • Select Select All at the top of the page to export all widgets.

   • Select an individual widget to export a single widget, or select multiple widgets to export.

3. Select Export Selected on the upper-right. The system downloads the export to the server with an .xlsx extension.

Refresh the Status View

Select the Refresh icon on the upper-right corner of any dashboard view. This refreshes the data on the status pages to reflect the most current information if your customized date range includes the current date.

Dashboard and Performance Widgets

The OneSite Patch Home page shows several widgets that provide patching details for the environment. You can expand each widget to a full page using the expansion icon at the upper-right corner of each widget.

The layout of these widgets depends on the size of your computer monitor.

Collectively, these widgets supply information about the overall state of patches in your environment based on OneSite Patch system scans. The Software > Patches or Software > Products menus show more detail about specific products and patches, and Asset Management > Devices has details about Devices.