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Introduction to Dashboards

After Lucidum has ingested data, you can view dashboards and charts in the Dashboards page. These dashboards and Charts provide insights into your environment.

This chapter provides an overview of the Dashboards page, charts, and dashboards to help you navigate the user interface.

Home Page

When you log in to Lucidum, the Home page displays the Lucidum CAASM Summary dashboard (https://docs.lucidum.io/lucidum-help-center/latest/public/inventory-dashboards#InventoryDashboards-LucidumCAASMSummary). After you configure connectors and after Lucidum ingests data from those connectors, the dashboard is populated with the ingested data and enriched data from Lucidum.

To define a different dashboard as the Home page:

  1. Log in to your Lucidum system.

  2. In the left menu, click Dashboards.

  3. In the Channel pane, click the channel where the dashboard lives.

  4. In the right pane, find the dashboard you want to set as default

  5. Click on its Pin (push-pin) icon.

  6. The select dashboard now appear after login and in the Home page.

Viewing Dashboards

A dashboard is a page that displays one or more graphical charts. Each chart appears in its own pane and displays graphs, tables, and text. Each dashboard provides at-a-glance visibility into the assets, users, and data in your environment and the policies or compliance that matters most to you.

To view the initial Dashboards page, click on the Dashboards icon in the left pane.

The Dashboards page organizes dashboards by Channels. Channels are groups that allow:

  • Each user to manage personal dashboards

  • Teams to share dashboards

  • Lucidum to publish dashboards for all users.

Lucidum includes pre-built dashboards, called Value-Oriented Dashboards or VODs.

Value-Oriented Dashboards display common use cases, such as asset inventory, risk overview, endpoint management, and more.

VODs are organized in the Lucidum Channels. For example, under Lucidum Channels, you should see channels for:

  • Cloud

  • Endpoint Security

  • Identity

  • Inventory

  • Security & IT Ops

  • Threat Intelligence

Users, even administrators, cannot add or remove dashboards from the Lucidum Channel.

Before you can display data in dashboards and charts, you must configure Lucidum to ingest data from your environment and then trigger data ingestion.

To view a dashboard:

  1. Log in to your Lucidum system.

  2. In the left menu, click Dashboards.

  3. You can search for a dashboard in the Search Dashboards field or click the channel where the dashboard lives (for example, Lucidum Channels > Endpoint Security)

  4. In the list of dashboards in the right pane, click on the name of dashboard you want to view.

  5. Lucidum loads the selected dashboard.

  6. To view another dashboard, repeat these steps.

UI Elements in the Dashboards page

Each dashboard page includes the following elements:

  1. Refine Scope. Opens the Location pane, where you can define a parent query that affects all queries and all charts in the dashboard. For details, see the section on Global Filters.

  2. Add a Chart. Opens the Add Chart dialog, where you can build a new chart for the dashboard. For details, see the chapter on Creating a Chart.

  3. Edit This Dashboard. Enables the editing options for each chart in the dashboard. After making changes, click on the Save This Dashboard icon to save your changes.

  4. Download This Dashboard. Allows you to download the current dashboard as a JSON file or as a PDF file. For details, see Exporting a Dashboard

  5. Modify Chart Layout. Allows you to move and resize charts within the dashboard. Clicking this icon toggles it on (allows changes to layout) and toggles it off (locks layout). For details, see Editing the Layout of a Dashboard.

  6. Menu that includes the following options:

    • Bulk Clone Charts. Selects all the charts in the current dashboard and creates copies. For details, see the section on Bulk Clone Charts.

    • Bulk Delete Charts. Deletes all the charts in the current dashboard. For details, see the section on Bulk Delete Charts.

UI Elements in Charts

Each chart includes the following elements:

  1. The Chart Title for the chart. The data in the chart is defined by the query and the Summary for the chart.

  2. Clone. Allows you to copy the chart to an existing dashboard. For details, see Copying a Chart.

  3. View Query Results. Displays a table populated with the results of the query for the chart. You can also click through to view additional details about the data for each chart. For details, see Viewing Query Results.

  4. Settings. Displays the Add Chart/Edit Chart dialog, where you can edit the chart type, type of data, time range, query, Chart Title, Subtitle, and chart-specific settings (for example, axis titles) for the chart. This option appears only for dashboards that you have created or have admin privileges for. For details about creating a chart, see Creating a Chart.

  5. Delete. Removes the chart from the current dashboard. This option appears only for dashboards that you have created or have admin privileges for. For details on deleting a chart, see Deleting a Chart.

More Information About Dashboards

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