Page Management¶

After entering a single dashboard page, you can perform management operations through the top toolbar and the right settings panel.

Card Metadata¶

After entering a specific dashboard, view the information in the metadata area at the top of the page. You can view and modify the dashboard's ID, name, description, tags, and visibility scope, and also delete the dashboard here.

Obsy Copilot Intelligent Analysis¶

Use natural language queries to quickly interpret multi-dimensional metric views in the dashboard and detect faults.

Multi-Editor Indication¶

When two or more members edit the same dashboard simultaneously, the dashboard title area displays the avatars of other collaborators. Click the avatar to view the member currently editing.

Simply opening or browsing the dashboard does not enter editing mode. The system will count the current member as editing only after entering the add-chart mode, or after modifying charts, groups, view variables, dashboard properties, etc. After clicking Done or leaving the current dashboard, the editing state ends. The same account opening multiple tabs simultaneously is counted as one member.

Chart Management¶

Add Charts¶

After the dashboard is created, you can add charts. After selection, click "Finish Adding" at the top of the page.

Grouping¶

Manage charts by category:

1. Click to enter Add Chart > Group;

2. Enter the group name;

3. Select the default group state: Expanded/Collapsed;

4. Optionally select a group color;

5. Confirm.

To modify a group, hover over it and click the settings button on the right.

Data and Display Control¶

Auto Refresh¶

Get real-time dashboard data quickly. Available frequencies: 5s, 10s, 30s, 1m, 5m, 30m, 1h.

If auto refresh is not needed, select Off.

Filter¶

Click the filter to display the search bar. Customize the attribute and value for global filtering; all charts will apply this filter condition synchronously.

Use Cases¶

Click a data point on a chart to add tag_name:tag_value to the filter and execute the query. You can click multiple tags in succession to see the query trend change.

Cross-Workspace Query¶

If the current workspace has been granted access to data from other workspaces, you can switch workspaces in the dashboard to view the corresponding chart information.

Pin¶

When the accessed workspace is authorized to view data from other workspaces, you can pin the authorized workspace to set it as the default query target.

Settings Panel¶

After the dashboard is created, click to perform a series of operations on the dashboard.

History Versions¶

View the historical operation records of the dashboard for the past three months.

Clone Dashboard¶

1. Enter the name of the cloned dashboard;

2. Select the visibility scope of the dashboard;

3. Confirm. You can view the cloned dashboard in the dashboard list later.

Save Snapshot¶

1. Enter the snapshot name;

2. Select the visibility scope;

3. Choose a time range. When you open the snapshot again later, the time range selected here will be automatically populated;

4. Confirm.

In addition to opening the save page via the button, you can also use the shortcut (Windows: Ctrl+K / Mac OS: Cmd+K) to quickly save a snapshot. After saving, you can view it under Shortcut > Snapshot.

For more information, see Snapshot.

Report Records¶

Click to enter the "Report Records" page. The system lists all reports in the current dashboard on the right, and displays the data of the latest report record by default for you to review archived static data and analyze.

You can perform the following operations:

• Filter by report name in the dropdown;

• Click the on the right of a single report to share or delete the current report.

Share Report¶

1. The system defaults to the time range of the report, which cannot be changed here;

2. Select the validity period after sharing: 1 day, 3 days, 7 days, or permanent;

3. Choose the sharing method:

   • Public sharing: Users who obtain the share link can view the workspace data displayed in the snapshot

   • Encrypted sharing: Set a share code that meets the 4-8 digit and letter combination format. Only users who obtain both the share link and the share code can view it

4. Choose whether to display the top bar. If enabled, the top of the share page will display a platform introduction;

5. Choose whether to display a watermark. If enabled, a watermark with the sharer's name will be displayed in the format "Shared by: Name";

6. After configuration, you can click "Preview Report" to see the effect;

7. Finally, create the share.

View Shared Reports¶

All shared reports can be viewed under Manage > Share Management > Share Reports, including the report name, sharing method, validity period, time range, sharer, etc.

On this page, you can perform the following operations:

• View the shared report;

• View the share link;

• Cancel sharing.

Create Report¶

For configuration steps, see Create Report.

Full Screen Mode¶

Click the "Full Screen" button to collapse the left and top navigation bars and display the view in full screen. Press ESC to exit.

Save to Built-in View¶

Save the current dashboard as a reusable view template:

1. Modify the view name (defaults to the dashboard name);

2. Set the binding relationship (e.g., label:*);

3. Confirm.

After saving, you can view the saved dashboard view "CPU Monitor View" under Scenes > Built-in Views > User Views.

At the same time, because the binding relationship label:* is set, the bound built-in view "CPU Monitor View" can be viewed on the host and container detail pages that have the "Label" attribute set in the infrastructure.

Export/Import Dashboard JSON¶

Export the current dashboard as a JSON file or import a JSON file to overwrite the current dashboard. Overwriting is irreversible.

Share Dashboard¶

Two sharing dimensions are supported:

Shared dashboards are stored under Manage > Share Management > Shared Dashboards. You can view them there, or click "View shared dashboard list" at the top of the share interface.

External Sharing¶

Configure Sharing¶

Before sharing the current dashboard externally, ensure the dashboard is set to "Publicly Visible". Then, complete three types of configuration:

1. Basic Configuration

• Time range: The system defaults to the time range of the current dashboard's charts. After sharing, the shared person can view the dashboard within this time range;

• Define the dashboard share name;

• Select the validity period: 1 day, 3 days, 7 days, or permanent;

• Optionally set the dashboard to be automatically deleted after expiration;

• Select the sharing method:

  • Public sharing

  • Encrypted sharing: Define a share code. The shared person must enter the share code to view the charts

• More options:

  • Choose whether to display the top bar and watermark
  • Choose whether to fix view variables. When sharing externally, you can lock view variables so that the shared person cannot change the filter conditions. After sharing, the view variable dropdown seen by the shared person is fixed and cannot be switched.

2. Data Masking

You can configure masking for field values in the dashboard. Enter the masking field and regular expression, click preview, and the content matched by the regex will be displayed as * in the current dashboard.

• Enter the masking field (multiple selection supported);

• Regular expression: Use regex syntax to implement masking.

For more operations, see Field Display Permissions.

3. Access Restrictions

Optionally enable IP whitelist access for the shared dashboard.

• Workspace IP whitelist: Follows the workspace's IP whitelist configuration, cannot be edited under the dashboard share;

• Custom input: You can customize the IP access whitelist; IPs not listed cannot view the dashboard.

For more details, see How to Configure IP Whitelist.

Internal Sharing¶

Configure Sharing¶

1. Time range: The system defaults to the time range of the current dashboard's charts. After the dashboard is shared, the shared person can view the dashboard within this time range;

   • Optionally save as static time

2. Directly copy the current link; you can shorten the link length as needed.

Log Analysis¶

When performing view analysis in the dashboard, click "Log Analysis" to view and analyze related log data in a new side-sliding page. To view in full screen, click "Log Analysis" again at the top of the side-sliding page to jump to a full-screen log explorer in a new window.

In the side-sliding page, the log explorer automatically brings in the dashboard's view variables as filter conditions, queries based on the time range set in the dashboard, and displays log list data in standard mode.