Dashboard

In SavingsNow, the default login page is the "Dashboard". On this page, you can:

• Define Metrics and Data: Select different metrics, measures, or data (sourced from "reports" in analytics) as "components" for presentation.
• Visualize with Widgets: Utilize a variety of visualizations, such as bar charts, line charts, pie charts, etc. Different components can be presented on a page in a freely combinable manner.
• Customize Dashboards: Users can freely combine these components to create personalized dashboards according to their preferences and business requirements.
• Pre-Built Dashboards: The platform also offers a range of pre-built dashboards that users can use out of the box.
• Assign Access Rights: Support assigning access rights to dashboards to different users or groups of users (at the granularity of cost units) to fully ensure data security.

When you first enter the dashboard page, you will be shown the current cost situation through a series of default dashboards based on your data access.

Create a new dashboard

In the top right corner of the page, click the 【New Dashboard】 button to open the drawer page and configure the dashboard information as required.

• Name : Required, ensure the uniqueness of the dashboard.
• Public scope : Used to specify who can access the current dashboard. The system provides three ranges, as shown in the table below.

Public scope	Description
Private	Only the dashboard creator, company administrator can view and manage this dashboard.
Specified cost unit	Only the dashboard creator, the company administrator, the users under the specified cost unit can view and manage this dashboard.
Designated User	Only the dashboard creator, company administrator, designated user can view and manage this dashboard.

• Tags : Custom creation and editing of tags. Each user can create up to 8 tags, which can be multi-selected or unselected.
• Components : As the basic elements of the dashboard, there are two types: fixed components and report components, which can be manually checked and added. Fuzzy query by component or report name is supported.
  • Fixed components : The system defines 8 common cloud services and cost metrics as a class of "components" that are directly available to users. These include the number of cloud services, the number of cloud accounts, the number of cloud resources, the cost savings for the month, the actual cost for the month, the cumulative cost savings for the year, alarms, and the trend of expenses for 6 months.
  • Reporting components : Similarly, the system defines "reports" in data analysis as a type of "components" that can be added to the dashboard for presentation.

Click the [Confirm] button to save the dashboard; Click the [Cancel] or [X] button to abandon the creation. Both actions return to the dashboard list.

Querying the dashboard

At the top left of the dashboard page, the "All Dashboards" level 1 entry is provided, displaying the current number of dashboards.

All dashboards are organized and presented as a tree list with two default groups, "All dashboards" and "No labels". When a user defines a label while creating a dashboard, all of the label groups are listed in a tree format, and each dashboard is grouped by its assigned label.

Above the grouped list of dashboards, a search text box is provided to support users in performing a fuzzy search by "dashboard name". Note that the search scope is limited to the currently selected group label. For example, if "All Dashboards" is currently selected, the search will retrieve dashboards matching the keyword under this label.

Editing the dashboard

In SavingsNow, the editing scope of a dashboard includes various aspects such as basic information, component content, component layout, and more. These functionalities allow users to customize and optimize their dashboards according to their needs. Below are the details:

• Edit basic information :
  • Select a user-defined dashboard (Note: preset dashboard does not support this operation).
  • Hover the mouse over the [:] button in its title area.
  • Click the [Edit Information] button in the pop-up action list to modify the basic information of the dashboard, such as name, public scope, label.

• Edit content & Layout : The dashboard can be adjusted by users through a variety of actions, including adjusting the size, position, number of components, and editing content, as described below.

Component configuration

Go to any dashboard and click the [Component Configuration] button to open the component configuration page for that dashboard. The operation is the same as creating a dashboard.

Create a report

Entering any dashboard, users can quickly create a new data analysis "report" and save it to the current dashboard.

• Click the [+ Create Report] button to enter the report configuration page. The specific operation steps are consistent with the data analysis module.
• Click the [Save] button in the top right corner of the report to return to the dashboard page, where the new report is automatically added to the end of the dashboard.

Remove the report

• In any dashboard, click [:] in the upper-right corner of the widget you want to remove.
• Select [Remove from Dashboard] from the drop-down menu.
• After clicking [Confirm], the component can be removed from the current dashboard. Note: You can re-adjust the component layout as you see fit.

View the report

Dashboard is an overview view consisting of multiple fixed components, reporting components. For any reporting component, if you need to view its detailed data for further analysis, click the [Details] icon button in the top right corner of the component to enter the "Reports" detail page of the data analysis module.

Full Screen Mode for Reporting Components:

In the dashboard, any of the reporting components is shown as a schematic. You can manually switch to full screen mode to view the details of the chart.

• Select a component report and click [Show Full Screen] to enter full screen mode.
• In full screen mode, you can view specific numerical information when hovering over the chart.
• Exit full-screen mode by pressing [ESC] or clicking the [Close] button at the top.

Drag-and-Drop sorting

In the dashboard, all components support adjusting the order of position and resizing for flexible, custom dashboard layout.

• Hover over the title or top area of a component, hold down the left mouse button, drag the component to the target position, and release the mouse to adjust the position.
• Hover over the bottom-right area of a component, and when a corner icon appears, hold the mouse down, drag to resize the component, and release.

Dashboard Subscriptions

In SavingsNow, dashboards support subscriptions, allowing a dashboard to be emailed to specific users for viewing outside the system.

• Select any dashboard (both user-defined and system-built) and click [Subscribe] from the Action list.
• In the subscription configuration screen that pops up, enable the [Subscribe Toggle];
• Set "Send Frequency" to select "daily", "weekly", "monthly", and specific the send time.
• Search and select any number of target users and add them to the right queue。 You can also cancel one or some users in the list on the right.
• Click [Confirm] to complete the subscription configuration.

All targeted users configured in the subscription will subsequently receive dashboard information via email at the specified time. They can open the email link to view the current dashboard.

Share the dashboard

In SavingsNow, dashboards support outgoing delivery, allowing a dashboard to be immediately emailed to a specific object for timely review.

• Select any dashboard (both user-defined and system-built) and click [Send] from the action list.
• On the config page, search and select any number of target users and add them to the queue on the right. You can also cancel one or more users from the list on the right.
• After clicking [Confirm], all target users will receive the dashboard information via email; The user opens the link in the email to vie the current dashboard.

Remove the dashboard

In SavingsNow, dashboards support deletion, except for the system's preset dashboards which do not support this operation. Users can delete any user-created dashboard or any dashboard they have read and write access to.

• Select the dashboard you want to delete.
• Click the [Confirm] button to complete the dashboard deletion, and remove the entry under the corresponding tab;
• Click the [Cancel] or [X] button to abort the deletion.