Manage Dashboards

Dashboard Actions

Customize your dashboard to fit your unique needs and preferences. With customizable options, such as widgets, time parameters, and notifications, you can prioritize the most relevant information, creating a more focused and efficient dashboard. Whether you want to highlight key metrics, adjust layouts, or personalize the look and feel, customizing your dashboard empowers you to streamline data visualization and make better-informed decisions.

Note:You can create up to 25 widgets in a single dashboard. Text widgets are not counted toward this limit. For example, if you create 20 widgets and 5 text widgets, you can still add 5 more widgets before reaching the limit.

Dashboard Filtering

Filters: Filters can be used in two components: Basic and Advanced Filters also have two layer types: Dimension Sets and All Dimensions. See Dimension Sets for more information.
Note: You can define default filters for your dashboard; see dashboard settings.
Basic Filters: Select the keys for a cost center or virtual tag to view their cost or usage trends over time. This fully customizable filter lets you combine keys in any way that fits your needs and also serves as the foundation for creating a saved view. For example: You what to see the cost over time for AWS services.
1. Navigate to your dashboard and click Filters.
2. Select the AWS tab, mark Services, and click Apply Filters.
  Note: Copy/ Paste - You can copy and paste filter configurations from this view into any other filter capability in Finout, or paste configurations from other areas back into this view.
Advanced Filters: You can optionally refine your view with more granular control using advanced operators, which are ideal for deeper analysis or complex filtering needs.
1. Navigate to your dashboard, click Filters and then click Advanced Filters.
2. Select a Cost Center, a Key, an Operator, and a Value, and then click Apply Filters.
  Note: Copy/ Paste - You can copy and paste filter configurations from this view into any other filter capability in Finout, or paste configurations from other areas back into this view.
Time Frame - The default is the last 30 days. You can either select one of the predefined options or switch to custom.
Time Aggregation - Daily, weekly, or monthly.
Group By - You can group by any value in your dashboard.
Note: Group by effects only cost and usage widgets.
Cost and Usage Widget Drilldown: You can drill down directly on a dashboard from a Cost or Usage widget by clicking a specific value. The chosen data will then apply to the dashboard filter and group-by, allowing you to instantly focus on the relevant slice of cloud cost or usage data.
Note: This feature only affects Cost and Usage widgets.
Include or exclude values from Cost and Usage widgets.
1. In Dashboards, find your desired dashboard.
2. Right-click a bar, pie, or line chart in Cost or Usage widgets to include or exclude it from the dashboard filters. Result: The included or excluded value is added to the filters.

Custom Dashboard Settings

In Finout, navigate to Dashboards.
A list of your dashboards appears.
Select the relevant dashboard. The Dashboard overview appears.
Click and then click Dashboard Settings. The Dashboard Settings side-window appears.
Edit the following fields:
- Dashboard Name: Edit the name of your dashboard.
- Grid Layout Settings: Configure the dashboard's horizontal and vertical scales to control how widgets fit within the dashboard layout. Horizontal Scale:
  - Spacious
  - Standard
  - Compact
  Vertical Scale:
  - Compact
  - Standard
- Dashboard Default Filters Define default values that will automatically apply when the dashboard loads.
  1. Click Filters.
  2. Choose the values you want to set as the default in the dashboard and click Apply Filters.
  3. Click Save. The filters are saved to the dashboard and will appear whenever the dashboard is accessed.
    Note: You can add additional filters while viewing a dashboard. However, when you exit and reopen the dashboard, only the default filters are retained. Any filters added during the session are not saved.
- Default Timeframe and Interval:
  - Time Frame (optional): Select a default timeframe for your dashboard.
    Note: Once saved, the chosen parameters will appear at the top of your dashboard.
  - Time Interval (optional): Select a default time interval for all widgets on your dashboard. Once saved, the chosen parameters will appear at the top of your dashboard.
    Important: Implementing a dashboard-wide timeframe or interval will override the settings of individual widgets. When these changes are made, you'll receive an alert. A detailed filter overview will also be available to show which widget settings have been affected.
- ACL Permissions:
  You can set read and write permissions as either Public, Private, and Shared. Permission for an object is granted if a user or group has a role with the proper permission and also ACL permission to access the object. By default, ACL read and write permissions follow the account’s default configuration.
  - Types of ACL Permissions:
    Public: Grants access to anyone in the organization that has Role-Based Access Control (RBAC).
    Private: Restricts access to admins and the user who created the object.
    Shared: Limits access to specific users or groups that have Role-Based Access Control (RBAC).
    Note: Admins and creators always retain access.

5.Click Save. Your settings are saved.

Open Multiple Dashboards

Note: This applies only to all dashboards.

You can open a dashboard in a new browser tab directly from the dashboards list. Right-click the dashboard and select Open in New Tab, or use:

Command + Click on macOS
Ctrl + Click on Windows or Linux

This allows you to compare multiple dashboards side by side or keep several dashboards open at the same time.

Clone and Delete your Dashboard

Note: You can only delete custom dashboards.

Under the Dashboard feature, you can access a list of your custom dashboards. You can clone or delete any custom dashboard. To do so, navigate to the dashboard list and click on the three dots for the dashboard you want to clone or delete.

Add Widgets to your Custom Dashboard

Click Add Widget at the top right of the screen.
Choose a widget for your dashboard from a list of available templates or recently saved widgets. Choose from the following widgets:
- Cost and Usage
- Unit Economics
- Text
- CostGuard
- Governance
- Financial Plan
- Data Explorer Go to the specific widget procedure to complete the dashboard setup.

Creating Reports for Dashboards

With Finout, you can set up daily, weekly, or monthly reports based on your dashboards. These reports can be conveniently delivered to your email or shared as Slack messages.

To create a report for a specific dashboard, simply navigate to the dashboard view and click on the Subscribe button. This will initiate the process of setting up a report specifically tailored to that dashboard.

Enter a Report Name.
Enter a Report Description.
Select a dashboard.
Note:
- You can only choose dashboards for which you have ACL access.
- ACL changes do not impact reports. They will continue to run even if access to the dashboard or its underlying objects is revoked.
In the Choose an endpoint, either select a Slack endpoint or enter an email address.
Select a Report time frame (Daily, Weekly, or Monthly) and the required number of days, weeks, or months.
Select the Interval (daily, weekly, or monthly). This defines how often the report will be sent.
- For weekly, select the Day of the Week.
- For monthly, select the Day of the Month.
Select the time to Send at and the Time Zone.
Click Save Report.

Customize Predefined Dashboards

Predefined dashboards can’t be edited directly. To make changes, you’ll need to clone the dashboard and customize the duplicated version.

Note:

Users with ACL restrictions and data access permissions may not see all data within a dashboard, even if they can access or clone it.
In some cases, users may be unable to clone dashboards if all underlying data falls outside their permitted access.

In Finout, navigate to Dashboards.
Click and then click Clone dashboard.
Navigate to All or Custom Dashboards on the right side of Dashboards.
Click on the Copy of the predefined dashboard and edit in order to fully customize the cloned dashboard.

Customize your widgets to align with your specific goals by using built-in actions such as edit, duplicate, remove, and export. These options let you quickly adjust metrics, clone and repurpose existing widgets, clean up unused views, or share insights externally. Whether you're fine-tuning a dashboard for a team or highlighting key trends for reporting, widget customization ensures your data is presented clearly and effectively.