Filters and Views: Customizing the Dashboard

You can filter AlertSite UXM’s Dashboard to show only the monitors and monitor groups you are interested in. For example, you can see only monitors in error, or only monitors with a specific name prefix.

You can also save your filters as custom views that can be reused. Views are shared among all users in your AlertSite account, and are listed under the  Select a view menu at the top of the dashboard. You can quickly switch between them and set a default view.

Dashboard views

In This Topic

Default View

The default view is used when you open the Dashboard. It has the blue bookmark icon in the list of views. Default views are user-specific and each user can have their own default view.

Tip: For your default view, select only the monitors you are responsible for or must focus on.

When you create a view, there is an option to set it as the default one. You can also change your default view at any time.

Public and Private Views

Views can be public (shared) and private, which determines who can see them.

public views are shared with all users in your AlertSite account. This is the default option for new views. Public views can contain both public and private monitor groups, but private groups are visible only to the group owners. Other users will see only the public groups in this view.

private views are visible only to you (the logged-in user) and not other users.

Creating Views

You can create views that include specific monitors and groups, or that use a filter such as “only API monitors” or “only monitors that failed in the last 12 hours”.

To create a view:

  1. On the Dashboard, click the big +, then click + New View.
  2. Configure the filter to include the desired monitors and groups.

  3. At the top, enter a name for the view.

    Saving a view

  4. (Optional.) To make the view private, click the lock icon so that it becomes .
  5. (Optional.) To set the view as default, click the icon so that it becomes blue .
  6. Click Save as new.

The created view will be automatically activated.

Filtering the Dashboard

To filter using quick select

Under the  Select a view menu, you can select any combination of monitors and monitor groups you want to see.

Selecting groups and monitors to show

To filter monitors by name, type or status

  1. On the Dashboard, click Filter By.
  2. Specify the filter conditions: the search string, monitor types and groups, status (Good / Bad).

    For status filters, also select the time period to account for (the default value is last 24 hours).

  3. (Optional.) To save your filter as a dashboard view, enter its name and click Save as new.
  4. Close the filter panel.

To remove filters

You can remove individual filters by clicking (x) in the list of the applied filters.

To remove all filters, click Clear All on the right.

Removing a filter

Managing Views

To set the default view

  1. Activate the view you want to use as default.
  2. Click Filter By.
  3. Click the icon so that it becomes blue .
  4. Click Save.

To reset the dashboard

To return the Dashboard to its default (unfiltered) state, click Clear All in the list of filters.

Alternatively, you can deactivate the selected view:

  1. On the Dashboard, click  Select a view.
  2. Clear the check box next to the selected view.
  3. If a message about unsaved changes in the view appears, click OK.

To copy an existing view

  1. Activate the view you want to copy.
  2. Click Filter By.
  3. (Optional.) Change the filter conditions for the new view.
  4. Enter the name for the new view.
  5. Click Save as new.

To edit a view

To change a view’s filter condition or rename a view:

  1. Activate the view.
  2. Click Filter By.
  3. Change the filter conditions, the view name or public/private status as required.
  4. Click Save.

To delete a view

  1. Activate the view.
  2. Click Filter By.
  3. Click and confirm by clicking OK.

See Also

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