---
title: "Dashboard Configuration"
slug: "dashboard-configuration"
description: "Learn how to create and edit Kentik dashboards, configure dashboard settings, manage panels, guided mode, filters, layouts, and navigation."
status: "update"
updated: 2026-10-23T22:10:57Z
published: 2026-10-23T22:10:57Z
canonical: "kb.kentik.com/dashboard-configuration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.kentik.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Configuration

This article covers creating and editing dashboards in the Kentik portal, including dashboard settings and panel dialogs.

> [!NOTE]
> **Note:** For information on using dashboards, including layout, sidebars, guided mode, and panel types, see [**Dashboards**](/v1/docs/dashboards).

![Dashboard displaying network services and WAN tests with performance metrics and statuses.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-dashboard-edit-mode-main.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

*In edit mode, you can change a dashboard's layout and add or edit panels.*

Dashboard configuration in Kentik involves both [**dashboard-level**](/v1/docs/dashboard-configuration#dashboard-edit-controls) and [**panel-level**](/v1/docs/dashboard-configuration#panel-edit-controls) settings.

## Dashboard Edit Controls

Choose **Edit** from the Actions menu to show the following controls below the title bar:

![A dashboard displaying various data view options for analysis and exploration.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-dashboard-settings-controls.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

- **Data Explorer View**: Adds a panel based on a view in [**Data Explorer**](/v1/docs/data-explorer) (see [**View Panel Dialog Settings**](/v1/docs/dashboard-configuration#view-panel-dialog-settings)).
- **Metrics Explorer View**: Adds a panel based on a view in [**Metrics Explorer**](/v1/docs/metrics-explorer) (see [**Metrics Panel Dialogs**](/v1/docs/dashboard-configuration#metrics-panel-dialogs)).
- **Raw Flow View**: Adds a panel showing unaggregated flow records (see [**Raw Flow Table**](/v1/docs/dashboards#raw-flow-table)).
- **Synthetic Test View**: Adds a panel for [**single**](/v1/docs/dashboard-configuration#single-test-controls) or [**multiple**](/v1/docs/dashboard-configuration#multiple-test-controls) Synthetics tests (see [**Synthetic Test Dialogs**](/v1/docs/dashboard-configuration#synthetic-test-dialogs)).
- **Cancel**: Exits without saving changes.
- **Save**: Saves the dashboard and exits.

> [!NOTE]
> **Note:** **Edit** is not available on [**Kentik Presets**](/v1/docs/library#kentik-presets).

## Dashboard Settings

> [!NOTE]
> **Note:** For panel-level settings, see [**Panel Dialogs**](/v1/docs/dashboard-configuration#panel-dialogs).

Choose **Settings** on the dashboard's Actions menu to open the Edit Dashboard dialog.

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-edit-dashboard-settings(1).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

- **Name**: The dashboard's name in the [**Library List**](/v1/docs/library#library-list) and title bar.
- **Description**: An optional description shown with the name in the Library List.
- **Labels**: Applies labels to the dashboard. Choose from the filterable list (multiple labels may be applied) or, to create one with a color and name, click **Add Label**. Click a label's X to remove it. Labels can also limit who can access the dashboard (see [**Label-Based Access**](/v1/docs/dashboard-configuration#label-based-access)).
- **Visibility**: **Private** (visible only to you) or **Shared** (visible to others in your organization; changes to a shared dashboard affect all users). See [**Dashboard Visibility**](/v1/docs/dashboards#dashboard-visibility).
- **Default Query Options**: Defaults for the dashboard's panels, which can be overridden in the Dashboard sidebar panes (see [**Dashboard Query Panes**](/v1/docs/dashboards#dashboard-query-panes)) and by individual panels:
  - **Time Range**: The default "show last" time range.
  - **Data Sources**: The default data sources (e.g., devices). Click **Edit Data Sources** to open the [**Data Sources Dialog**](/v1/docs/data-source-settings#data-sources-dialog).
  - **Filters**: The default filters. Click **Edit Filters** to open the [**Filters Dialog**](/v1/docs/filtering-settings#filters-dialog).
- **Guided Mode**: A switch (disabled by default) that prompts users for a filter value, applied to some or all of the dashboard's panels, with no need to set up filters:
  - **Dimension family to filter by**: The category of dimensions available for the filter (see [**Guided Mode UI**](/v1/docs/dashboards#guided-mode-ui)).
  - **Prompt text**: The prompt at the top of the dashboard. A generic prompt is filled in when you choose a dimension family; edit it if desired.
  - **Input type**: **Predefined** (choose from a drop-down list) or **Freeform** (enter any text).
  - **Predefined options** (Predefined only): A comma-delimited list of the drop-down values.
  - **Panels**: How each panel is affected is set in its Guided Mode tab (see [**View Panel Dialog Settings**](/v1/docs/dashboard-configuration#view-panel-dialog-settings)).
  - **URLs**: Appending the guided-mode value to a dashboard's URL applies it on arrival (see [**Guided Mode URLs**](/v1/docs/dashboards#guided-mode-urls)).
- **Dashboard Dependencies**: Shows the [**dashboard navigation**](/v1/docs/dashboards#dashboard-navigation), if any, established for this dashboard:
  - **Navigate From**: Dashboards that navigate to this dashboard from a panel.
  - **Navigate To**: The destinations of this dashboard's panels (see [**Navigate To Tab**](/v1/docs/dashboard-configuration#navigate-to-tab)).
- **Cancel** (button): Exits without saving changes. Alternatively, click the **X** at the upper right.
- **Save** (button): Saves the dashboard and exits.

### Label-Based Access

With Kentik [**role-based access control (RBAC)**](/v1/docs/kentik-rbac), a role's dashboard permissions can be set to **Label Access** instead of **Full Access**, which limits the permission to dashboards that have specific [**labels**](/v1/docs/labels). To grant access by label:

1. Apply the labels to the dashboards (see [**Dashboard Settings**](/v1/docs/dashboard-configuration#dashboard-settings)).
2. Edit a custom role (see [**Manage Role Permissions**](/v1/docs/kentik-rbac#manage-role-permissions)). On the **Permissions** tab, turn on a dashboard permission (for example, **Can view dashboards**)**,** choose **Label Access** from its dropdown, and select the labels.
3. Assign the role to users.

> [!NOTE]
> **Notes:**
> 
> - Adding or removing labels on a dashboard requires the dashboard Update permission.
> - Multiple labels in a **Label Access** permission are combined with OR: the permission applies to dashboards with any of the labels. For example, a role with Label Access for the labels **Core Network** and **Security** can access dashboards labeled Core Network, dashboards labeled Security, and dashboards labeled both.
> - **Label Access** overrides sharing: a user restricted to certain labels cannot view or edit other dashboards, even shared ones.
> - If a user's roles grant both **Full Access** and **Label Access** for dashboards, the result is **Full Access**.

### Add Dashboard from Explorer

Creating a dashboard from [**Data Explorer**](/v1/docs/data-explorer) (see [**Add Panel from Explorer**](/v1/docs/dashboard-configuration#add-panel-from-explorer)) opens a variant of the Add Dashboard dialog that saves the current view to a panel on the new dashboard. It differs from the standard dialog (see [**Dashboard Settings**](/v1/docs/dashboard-configuration#dashboard-settings)) as follows:

- Adds a **Dashboard Panel** pane (upper right) with a Title field for the new panel's name.
- Omits the **Dashboard Dependencies** section.

## Panel Edit Controls

These controls appear on panels when editing a dashboard:![Diagram showing WAN client locations with percentages for various global sites.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-panel-edit-mode.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

- **Edit button**: Opens the panel's edit dialog (see [**Panel Dialogs**](/v1/docs/dashboard-configuration#panel-dialogs)).
- **Clone to**: Opens a menu for choosing where the clone goes, then the Add Panel dialog (see [**View Panel Dialog Settings**](/v1/docs/dashboard-configuration#view-panel-dialog-settings)):
  - **This Dashboard**: Adds the new panel to the current dashboard.
  - **Existing Dashboard**: The dialog includes a Dashboard pane for choosing the dashboard.
  - **New Dashboard**: After you save the panel, the Add Dashboard dialog opens (see [**Dashboard Settings**](/v1/docs/dashboard-configuration#dashboard-settings)).
- **Remove button**: Removes the panel from this dashboard.
- **Filter** (funnel icon; view panels only): Shows the filters applied to the panel and their sources (dashboard, panel, or both).

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(404).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)
- **Resize handle**: Resizes the panel when you drag its lower-right corner.

> [!NOTE]
> **Note:** For panel UI outside edit state, see [**Dashboard Panels**](/v1/docs/dashboards#dashboard-panels).

## Panel Dialogs

Each panel type has an Add dialog (opened with the **Add** button for that type; see [**Adding Dashboard Panels**](/v1/docs/dashboard-configuration#adding-dashboard-panels)) and an Edit dialog (opened with **Edit** in the panel's title bar when editing the dashboard; see [**Editing Dashboard Panels**](/v1/docs/dashboard-configuration#editing-dashboard-panels)). Controls vary by panel type (see [**Dashboard Panel Types**](/v1/docs/dashboards#dashboard-panel-types)):

- [**View Panel Dialogs**](/v1/docs/dashboard-configuration#view-panel-dialogs): Add Data Explorer Panel and Edit Data Explorer Panel.
- [**Metrics Panel Dialogs**](/v1/docs/dashboard-configuration#metrics-panel-dialogs): Add Metrics Explorer Panel and Edit Metrics Explorer Panel.
- [**Raw Flow Dialogs**](/v1/docs/dashboard-configuration#raw-flow-dialogs): Add Raw Flow Panel and Edit Raw Flow Panel.
- [**Synthetic Test Dialogs**](/v1/docs/dashboard-configuration#synthetic-test-dialogs): Add Synthetic Test Panel and Edit Synthetic Test Panel.

> [!NOTE]
> **Note:** For dashboard-level settings, see [**Dashboard Settings**](/v1/docs/dashboard-configuration#dashboard-settings).

## View Panel Dialogs

The Add Data Explorer Panel and Edit Data Explorer Panel dialogs share these controls:

- **Cancel**: Closes the dialog without saving (button at lower right or **X** at upper right).
- **Add Panel** (Add dialog only): Saves the new panel and closes the dialog.
- **Save** (Edit dialog only): Saves changes and closes the dialog.

### View Panel Dialog Settings

View panels have the following settings:

- **Title**: The text in the panel's title bar.

> [!NOTE]
> **Note:** On a guided dashboard, insert {{filter_dimension}} and/or {{filter_value}} in the title to show the panel's current filter dimension or value.
- ![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(406).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)**Description**: A description of the panel's purpose.
- **Cross-Panel Filtering**: When enabled, key-based filtering (see [**Filtering with the Key**](/v1/docs/dashboards#filtering-with-the-key)) applies to all panels on the dashboard, not just the one where it's applied. Filtering cannot currently be started from Sankey, Map, Matrix, or Gauge visualizations.
- **Dashboard pane** (Add dialog only, when cloning to an existing dashboard; see [**Panel Edit Controls**](/v1/docs/dashboard-configuration#panel-edit-controls)): Choose the destination dashboard.
- **Query tab**: The query whose results the panel displays (see [**View Panel Query Tab**](/v1/docs/dashboard-configuration#view-panel-query-tab)).
- **Guided Mode tab** (guided-mode dashboards only): The panel's guided-mode settings (see [**Guided Mode Tab**](/v1/docs/dashboard-configuration#guided-mode-tab)).
- **Navigate To tab**: Settings for linking the panel to another dashboard (see [**Navigate To Tab**](/v1/docs/dashboard-configuration#navigate-to-tab)).

### View Panel Query Tab

The Query tab defines the query whose results the panel displays. It includes:

- **Query preview area**: Previews results, with a subset of the Data Explorer chart controls (see [**Explorer Chart Display**](/v1/docs/data-explorer#explorer-chart-display)).
- **Query sidebar controls**: The settings that determine what the panel shows (see [**Query Tab Sidebar Controls**](/v1/docs/dashboard-configuration#query-tab-sidebar-controls)).

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(407).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

*When adding a view panel, the Query tab determines the traffic data represented in the chart.*

#### Query Tab Sidebar Controls

The Query tab sidebar includes:

- **Visualization**: The panel's view type and its controls (see [**Visualization Pane**](/v1/docs/query-settings-overview#visualization-pane)).
- **Data Sources**: The query's data sources (e.g., devices), with access to the selection dialog (see [**Panel Data Sources**](/v1/docs/dashboard-configuration#panel-data-sources)).
- **Dimensions pane**: The group-by dimensions, with access to the selection dialog (see [**Dimension Selectors**](/v1/docs/dimension-settings#dimension-selectors)).
- **Metrics pane**: The primary metric, with access to the dialog for primary and secondary metrics (see [**Metrics Dialog UI**](/v1/docs/metrics-settings#metrics-dialog-ui)).
- **Time**: The panel's time range (see [**Panel Time Range**](/v1/docs/dashboard-configuration#panel-time-range)).
- **Filters** (standard-mode dashboards only): The source of the panel's filters (see [**Panel Filtering**](/v1/docs/dashboard-configuration#panel-filtering)).
- **Brackets**: The brackets applied to the panel (see [**About Bracketing**](/v1/docs/bracketing-settings#about-bracketing)). Click the gear icon to open the [**Bracketing Options Dialog**](/v1/docs/bracketing-settings#bracketing-options-dialog).
- **Advanced**: The [**Advanced Query Settings**](/v1/docs/query-settings-overview#advanced-query-settings) for the panel.

> [!NOTE]
> **Notes:**
> 
> - The preview updates automatically as settings change.
> - When Data Sources, Time, or Filters is Controlled by Dashboard, the dashboard's Query sidebar settings affect the panel's results (see [**Dashboard Query Sidebar**](/v1/docs/dashboards#dashboard-query-sidebar)).

#### Panel Data Sources

The **Data Sources** pane lists the panel's data sources and has a **Controlled by Dashboard** switch:

- **On** (default): Follows the dashboard's Data Sources pane.
- **Off**: Independent of the dashboard. The **Edit Data Sources** button opens the [**Data Sources Dialog**](/v1/docs/data-source-settings#data-sources-dialog).

#### Panel Time Range

The time-range indicator shows the panel's time range. The **Controlled by Dashboard** switch:

- **On** (default): Follows the Time pane in the dashboard sidebar; the indicator is grayed out.
- **Off**: Independent of the dashboard. Click the indicator to choose a time range.
- **Compare over previous period**: A switch that compares the panel's time range with an earlier period. When on, **Previous** sets how far back to compare: a number of hours, days, weeks, or months (default 1 week).

#### Panel Filtering

The **Filters** pane lists the panel's filter groups (see [**About Filters**](/v1/docs/filtering-settings#about-filters)). Unless Filter Setting is Controlled by Dashboard, click the gear icon to open the [**Filters Dialog**](/v1/docs/filtering-settings#filters-dialog). The **Filter Setting** drop-down sets the source of panel-level filters:

- **Controlled by Dashboard**: Uses the filters in the dashboard sidebar's Filtering pane (see [**Dashboard Query Panes**](/v1/docs/dashboards#dashboard-query-panes)). The gear icon is inactive.
- **Additive** (default): Panel filters are combined with the dashboard sidebar's filters using AND.
- **Locked to Specific Filters**: Independent of the dashboard's filters.

#### Panel Filter Interactions

The tables below show how panel-level, dashboard-level (see [**Dashboard Query Panes**](/v1/docs/dashboards#dashboard-query-panes)), and guided-mode filters (see [**Guided Mode Tab**](/v1/docs/dashboard-configuration#guided-mode-tab)) interact.

**Filter Setting is Additive:**

| Dashboard Filters? | Guided Mode | Resulting Filters |
| --- | --- | --- |
| No | None | Panel only |
| " | Override all | Guided only |
| " | Override specific | Panel only (with Guided value if applicable) |
| " | Add | Panel + Guided |
| " | Ignore | Panel only |
| Yes | None | Panel + Dashboard |
| " | Override all | Dashboard + Guided |
| " | Override specific | Panel (with Guided value if applicable) + Dashboard |
| " | Add | Panel + Dashboard + Guided |
| " | Ignore | Panel + Dashboard |

**Filter Setting is Controlled by Dashboard:**

| Dashboard Filters? | Guided Mode | Resulting Filters |
| --- | --- | --- |
| No | None | None |
| " | Override all | Guided only |
| " | Override specific | None |
| " | Add | Guided only |
| " | Ignore | None |
| Yes | None | Dashboard only |
| " | Override all | Dashboard + Guided |
| " | Override specific | Dashboard only |
| " | Add | Dashboard + Guided |
| " | Ignore | Dashboard only |

**Filter Setting is Locked to Specific Filters:**

| Dashboard Filters? | Guided Mode | Resulting Filters |
| --- | --- | --- |
| No | None | Panel only |
| " | Override all | Guided only |
| " | Override specific | Panel only (with Guided value if applicable) |
| " | Add | Panel + Guided |
| " | Ignore | Panel only |
| Yes | None | Panel only |
| " | Override all | Guided only |
| " | Override specific | Panel only (with Guided value if applicable) |
| " | Add | Panel + Guided |
| " | Ignore | Panel only |

### Guided Mode Tab

The Guided Mode tab appears only in panel dialogs on guided-mode dashboards.

#### About Guided Mode Tab Settings

On arrival at a guided-mode dashboard, the user is prompted for a value for the dimension family set in the dashboard's Guided Mode section (see [**Guided Mode UI**](/v1/docs/dashboards#guided-mode-ui)), such as an IP address.

Each panel's Guided Mode tab determines whether the panel gets a guided-mode filter (e.g., Source IP or Destination IP with the user's value) and how it interacts with panel- and dashboard-level filters (see [**Panel Filtering**](/v1/docs/dashboard-configuration#panel-filtering) and [**Dashboard Query Panes**](/v1/docs/dashboards#dashboard-query-panes)).

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(409).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

*Set how a Guided Mode filter will interact with panel-level or dashboard-level filters.*

#### Guided Mode Behavior

The **Guided Mode Behavior** radio buttons determine how the guided-mode filter interacts with existing panel-level filters:

- **Override all filters**: Ignores existing panel-level filters and applies a new guided-mode filter:
  - You choose the filter's dimension and operator (see [**Guided Mode Dimension**](/v1/docs/dashboard-configuration#guided-mode-dimension)).
  - The user supplies the value at the guided-mode prompt.
- **Override specific filters**: Applies existing panel-level filters without creating a new one. For any filter on a dimension in the guided-mode dimension family:
  - You choose the dimension whose value is overridden.
  - The user supplies the value at the guided-mode prompt.
- **Add filter group**: Creates a guided-mode filter that is combined with existing panel-level filters using AND:
  - You choose the filter's dimension and operator.
  - The user supplies the value at the guided-mode prompt.
- **Ignore**: No filter is created; the user's value has no effect on this panel.

The [**Panel Filter Interactions**](/v1/docs/dashboard-configuration#panel-filter-interactions) tables show the resulting filters.

#### Guided Mode Dimension

Depending on the behavior, the tab may include:

- **Dimension** (unless behavior is Ignore): The dimension for the guided-mode filter, from the current dimension family.
- **Operator** (unless behavior is Ignore or Override specific filters): The filter's operator.

### Navigate To Tab

The Navigate To tab configures [**dashboard navigation**](/v1/docs/dashboards#dashboard-navigation):

- **Enable Dashboard Navigation switch**:
  - **When On**: Adds a Drill Down button to the panel that links to another dashboard.
  - **When Off**: The other settings are hidden.
- **Destination Dashboard selector** (when navigation is enabled): The dashboard to navigate to (see [**Destination Dashboard Selector**](/v1/docs/dashboard-configuration#destination-dashboard-selector)).

![Dashboard navigation settings for configuring data sources and time range options.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DB-Add_panel-Navigate_tab-647h674w.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

*Dashboard navigation settings for configuring data sources and time range options*.

#### Destination Dashboard Selector

This drop-down lists all dashboards in your organization. Choosing one shows:

- **Drill Down Button Text**: An alternate name for the panel's Drill Down button (default "Drill Down").
- **Destination Dashboard Settings**: How the destination's data sources, time range, and filters are set (see [**Destination Dashboard Settings**](/v1/docs/dashboard-configuration#destination-dashboard-settings)).
- **Guided Mode Settings** (guided-mode destinations only): See [**Guided Mode Settings**](/v1/docs/dashboard-configuration#guided-mode-settings).

#### Destination Dashboard Settings

These settings determine how the destination dashboard's data sources, time range, and filters are set:

| Use settings from... | Data Sources | Time range | Filters | Description |
| --- | --- | --- | --- | --- |
| Source dashboard | Y | Y | Y | Use the settings from the sidebar of the dashboard containing this panel. |
| Destination dashboard | Y | Y | Y | Use the settings from the sidebar of the nested dashboard that is linked-to from this panel. |
| Source and Destination combined | N | N | Y | Combine the filters from both the source and destination dashboards. Available for filters only. |
| Source panel | Y | Y | Y | Use the settings from this panel. |
| Custom | Y | Y | Y | When this option is selected, controls will appear that enable you to specify a custom setting. |

#### Guided Mode Settings

If the destination is a guided-mode dashboard (see [**Dashboard Modes**](/v1/docs/dashboards#dashboard-modes)), these radio buttons set the guided-mode dimension's value on arrival:

- **Use filter value from this guided dashboard**: Available only for panels on guided-mode dashboards. Copies the source dashboard's guided-mode value to the destination.

> [!NOTE]
> **Note:** The source and destination guided-mode dimensions aren't validated to match.
- **Use Drill Down selection**: Uses the time series currently selected in the panel's chart (see [**Filtering with the Key**](/v1/docs/dashboards#filtering-with-the-key)).

> [!NOTE]
> **Note:** If the guided-mode and panel dimensions don't match, the Drill Down button does nothing.
- **Prompt user**: Clicking Drill Down (see [**View Panel UI**](/v1/docs/dashboards#view-panel-ui)) prompts for the value, as when navigating directly to a guided-mode dashboard.

### Add Data Explorer View Panel

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(412).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)This dialog opens when you choose Add to Existing Dashboard from the Actions menu in Data Explorer (see [**Add Panel from Explorer**](/v1/docs/dashboard-configuration#add-panel-from-explorer)). It differs from [**View Panel Dialog Settings**](/v1/docs/dashboard-configuration#view-panel-dialog-settings) as follows:

- No Query, Guided Mode, or Navigate To tab.
- A **Dashboard** pane for choosing the existing dashboard to add the panel to.

## Metrics Panel Dialogs

The Add Metrics Explorer Panel and Edit Metrics Explorer Panel dialogs use the same query settings as Metrics Explorer and share the following elements:

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(413).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

- **General dialog UI**: **Cancel**, **Save**, and other controls as in [**View Panel Dialogs**](/v1/docs/dashboard-configuration#view-panel-dialogs).
- **Title**: The text in the panel's title bar.
- **Description** (optional): A description of the panel's purpose.
- **Results display**: The chart for the current settings.
- **Metrics query sidebar**: Controls that define the metrics query (see [**Metrics Explorer Query Sidebar**](/v1/docs/metrics-explorer#metrics-explorer-query-sidebar)).

## Raw Flow Dialogs

The raw flow panel dialogs include:

- **General dialog UI**: **Cancel**, **Save**, and other controls as in [**View Panel Dialogs**](/v1/docs/dashboard-configuration#view-panel-dialogs).
- **Title**: The text in the panel's title bar.
- **Description**: A description of the panel's purpose.
- **Query Sidebar**: Controls that define the raw flow query (see [**Raw Flow Query Settings**](/v1/docs/dashboard-configuration#raw-flow-query-settings)).
- **Guided Mode tab** (guided-mode dashboards only): The panel's guided-mode behavior, set as for view panels (see [**Guided Mode Tab**](/v1/docs/dashboard-configuration#guided-mode-tab)).
- **Preview Display**: The panel's display of the query results.

### Raw Flow Query Settings![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(415).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

The raw flow Query sidebar includes:

- **Preview Query** (if shown): Updates the Preview Display. If absent, the preview updates automatically.
- **Data Sources**: The query's data sources (e.g., devices), with access to the selection dialog (see [**Panel Data Sources**](/v1/docs/dashboard-configuration#panel-data-sources)).
- **Dimensions pane**: The group-by dimensions, with editing (see [**Raw Flow Dimensions Pane**](/v1/docs/dashboard-configuration#raw-flow-dimensions-pane)).
- **Time Range**: The panel's time range (see [**Panel Time Range**](/v1/docs/dashboard-configuration#panel-time-range)).
- **Filtering**: The filters applied to the data, whose source is set with the **Filter Setting** drop-down (see [**Panel Filtering**](/v1/docs/dashboard-configuration#panel-filtering)). Unless Controlled by Dashboard, click **Edit Filters** to open the [**Filters Dialog**](/v1/docs/filtering-settings#filters-dialog).

> [!NOTE]
> **Note:** When Data Sources, Time Range, or Filtering is Controlled by Dashboard, the dashboard's Query sidebar settings affect the panel (see [**Dashboard Query Sidebar**](/v1/docs/dashboards#dashboard-query-sidebar)).

#### Raw Flow Dimensions Pane

The Dimensions pane lists the query's dimensions; new panels start with a default set of flow record fields:

- To remove a dimension, click the **X** at the right end of the dimension.
- To add a dimension, click **Edit Dimensions** to open the Group By Dimensions dialog (see [**Dimension Selectors**](/v1/docs/dimension-settings#dimension-selectors)).

> [!NOTE]
> **Note:** Dimensions that are no longer supported appear as "invalid."

The pane also has:

- **Order By**: A drop-down for the initial sort (default Timestamp). Choose another dimension to sort by it.

> [!NOTE]
> **Note:** A non-timestamp order-by dimension must be included in the query.
- **Row Count** (required): The number of rows returned (default 1000).

## Synthetic Test Dialogs

The Add Synthetic Test Panel and Edit Synthetic Test Panel dialogs share the following settings. The **Panel Type** you choose determines which additional controls appear:

- ![Interface for adding a synthetic test panel with various configuration options.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-add-synthetic-test-panel.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)**General dialog UI**: **Cancel**, **Save**, and other controls as in [**View Panel Dialogs**](/v1/docs/dashboard-configuration#view-panel-dialogs).
- **Title**: The text in the panel's title bar.
- **Panel Type**: Single Test or Multiple Test:
  - **Single Test**: Displays the results from a single test defined on the [**Test Settings Page**](/v1/docs/test-settings-reference), in the format chosen with **Display Type**.
  - **Multiple Test**: Displays the aggregate of results from multiple tests.
- **Single-test controls**: Settings for Single Test panels (see [**Single Test Controls**](/v1/docs/dashboard-configuration#single-test-controls)).
- **Multiple-test controls**: Settings for Multiple Test panels (see [**Multiple Test Controls**](/v1/docs/dashboard-configuration#multiple-test-controls)).
- **Time Configuration**: Whether the panel's time range is **Controlled by Dashboard** (follows the Time pane in the dashboard sidebar) or independent (see [**Panel Time Range**](/v1/docs/dashboard-configuration#panel-time-range)).
- **Time Range**: When not Controlled by Dashboard, sets the panel's time range (see [**Time Range Control**](/v1/docs/synthetics-dashboard#time-range-control)).

### Single Test Controls

When **Panel Type** is Single Test, the dialog adds the following controls for choosing a test and how its results are displayed:

![Synthetic test panel configured for Site Mesh cloud infrastructure with hostname testing and dashboard-controlled timing.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-synth-test-panel-single.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

- **Display Type**: The Test Details page element to display:
  - **Table**: Displays the test's [**Test Results**](/v1/docs/test-results).
  - **Density Grid**: Displays a set of squares that each represent the target of a test by a given agent (see [**Density Grid**](/v1/docs/dashboard-configuration#density-grid)).
  - **Mesh**: Displays the matrix from the test's **Mesh** tab (see [**Test Mesh Subtab**](/v1/docs/test-results#3-mesh-network-mesh-tests-only1)).
- **Test Type**: The test types that can produce the chosen Display Type.
- **Select Test**: The test to display, from tests of the chosen Test Type.

#### Density Grid

A density grid shows the health of an agent's connections to the targets (e.g., IP addresses or DNS servers) it tests. Each target is a square colored by the subtest's health status (Healthy, Warning, or Critical). Hovering over a square shows details (IP address, resolution time) and a **View Details** button that opens the Subtest Metrics Tab. The layout depends on the number of agents:

- **Few agents**: Each agent has a tab showing all of its targets.
- **Many agents**: Agents are listed down the left side (the top agent is shown by default); click one to see its targets.

![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(417).png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

*A density grid for one agent on one tab of a Synthetics panel for a test with two agents.*

### Multiple Test Controls

In addition, Multiple Test panels may have the following, depending on current settings:

![Form to add a synthetic test panel with various configuration options.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-add-synth-panel-test-list.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

- **Display Type**: What the panel displays (see [**Multiple Test Display Types**](/v1/docs/dashboard-configuration#multiple-test-display-types)).
- **Test Type** (not Test List): The test types that can produce the chosen Display Type.
- **Measurement** (Test List only): The type of tests to list: Ping, DNS, HTTP, or Page Load.
- **Metric Type** (not Density Grid Group or Test List): The metrics to display (e.g., latency).

> [!NOTE]
> **Note:** The available metrics vary by test type.
- **Agent Label(s)** (Min/Max/Avg - By Label only): Includes agents that have the chosen labels.

> [!NOTE]
> **Note:** Labels group agents by attribute (e.g., region).
- **Select Test** (not Min/Max/Avg - By Label or Test List): The tests to include, from tests of the chosen Test Type.
- **Test Label(s)** (Availability or Test List only): Includes tests that have the chosen labels.

### Multiple Test Display Types

Multiple Test panels support these display types:

- **Test List**: Displays the tests of the type chosen with **Measurement**, optionally limited to those with the chosen **Test Label(s)** (all tests if none).
- **Min/Max/Avg - By Label**: Displays a table of the Min, Max, and Avg values over the time range for the chosen **Metric Type** and the agents with the chosen **Agent Label(s)**.
- **Gauge - Min**: Displays a gauge (see [**Gauge Visualization**](/v1/docs/chart-visualization-types#gauge-visualization)) of the minimum **Metric Type** value across the selected tests.
- **Gauge - Max**: Displays a gauge of the maximum **Metric Type** value across the selected tests.
- **Gauge - Avg**: Displays a gauge of the average **Metric Type** value across the selected tests.
- **Density Grid Group**: Displays a table with a row per agent and a column per selected test. Squares show health status (Healthy, Warning, or Critical); hovering shows details (IP address, resolution time) and a **View Details** button that opens the [**Subtest Results**](/v1/docs/subtest-results) page for that agent and test.
- **Availability**: Displays a table of each test's availability (how consistently it completes successfully; see [**Availability Test**](/v1/docs/dashboards#availability-test)), grouped by test label.

## Manage Dashboards

The following topics cover managing your organization's dashboards.

### Add a Dashboard

To add a dashboard (then add panels; see [**Adding Dashboard Panels**](/v1/docs/dashboard-configuration#adding-dashboard-panels)):

1. Choose **Library** from the portal's navbar menu.
2. On the [**Library Page**](/v1/docs/library#library-page), choose **Dashboard** from the **Add New** menu in the subnav.
3. Specify the dashboard's settings (see [**Dashboard Settings**](/v1/docs/dashboard-configuration#dashboard-settings)).
4. Click **Add Dashboard**. The dashboard appears in the Library list.

> [!NOTE]
> **Notes:**
> 
> - To add panels to the new dashboard, see [**Adding Dashboard Panels**](/v1/docs/dashboard-configuration#adding-dashboard-panels).
> - You can also add a dashboard from Data Explorer; see [**Add Dashboard from Explorer**](/v1/docs/dashboard-configuration#add-dashboard-from-explorer).

### Edit a Dashboard

#### Edit Dashboard Properties

To change a dashboard's properties:

1. Choose **Library** from the portal's navbar menu.
2. In the Library list, click **Edit Properties** in the row's Action menu, or open the dashboard and choose **Settings** from the **Actions** menu (see [**Dashboard Subnav Controls**](/v1/docs/dashboards#dashboard-subnav-controls)). The Edit Dashboard dialog opens (see [**Dashboard Settings**](/v1/docs/dashboard-configuration#dashboard-settings)).
3. Change the desired settings.
4. Click **Save**.

#### Edit Dashboard Contents

To edit a dashboard from the Library:

1. Choose **Library** from the portal's navbar menu.
2. In the Library list, click **Open in Edit Mode** in the row's Action menu (see [**Dashboard Edit Controls**](/v1/docs/dashboard-configuration#dashboard-edit-controls)).
3. Make your desired changes:
  1. To add one or more panels, see [**Adding Dashboard Panels**](/v1/docs/dashboard-configuration#adding-dashboard-panels).
  2. To edit a panel, see [**Editing Dashboard Panels**](/v1/docs/dashboard-configuration#editing-dashboard-panels).
  3. To change the size or layout of panels on the dashboard, see [**Change Dashboard Layout**](/v1/docs/dashboard-configuration#change-dashboard-layout).
4. To save your changes and exit edit mode, click **Save**.

> [!NOTE]
> **Note:** Changes to a shared dashboard (see [**Dashboard Visibility**](/v1/docs/dashboards#dashboard-visibility)) or its panels affect all users in your organization.

#### Change Dashboard Layout

To move and/or resize the panels of a dashboard:

1. Open the dashboard in edit mode (see [**Edit Dashboard Contents**](/v1/docs/dashboard-configuration#edit-dashboard-contents)).
2. Then:
  1. **Move a panel**: Drag it to a new location; the other panels rearrange around it.
  2. **Resize a panel**: Drag its lower-right handle; surrounding panels may rearrange.
3. To save the layout, click **Save**.

### Remove a Dashboard

To remove a dashboard:

1. Choose **Library** from the portal's navbar menu.
2. In the Library list, click **Remove** in the row's Action menu.
3. In the confirmation pop-up, click **Remove**.

> [!NOTE]
> **Note:** You can also choose Remove on the dashboard's Actions menu (see [**Dashboard Subnav Controls**](/v1/docs/dashboards#dashboard-subnav-controls)).

## Add or Edit Panels

Dashboards are made up of panels that each chart a query (see [**About Dashboards**](/v1/docs/dashboards#about-dashboards)).

> [!NOTE]
> **Note:** The elements that make up each panel are described in [**Dashboard Panels**](/v1/docs/dashboards#dashboard-panels).

### Adding Dashboard Panels

To add a panel:

1. Choose **Edit** from the Actions menu (see [**Dashboard Subnav Controls**](/v1/docs/dashboards#dashboard-subnav-controls)). The tiles appear (see [**Dashboard Edit Controls**](/v1/docs/dashboard-configuration#dashboard-edit-controls)).
2. Click **Add** on one of the tiles:
  1. **Data Explorer View**: Opens the Add Data Explorer Panel dialog (see [**View Panel Dialog Settings**](/v1/docs/dashboard-configuration#view-panel-dialog-settings)).
  2. **Metrics Explorer View**: Opens the Add Metrics Explorer Panel dialog (see [**Metrics Panel Dialogs**](/v1/docs/dashboard-configuration#metrics-panel-dialogs)).
  3. **Raw Flow View**: Opens the Add Raw Flow Panel dialog (see [**Raw Flow Dialogs**](/v1/docs/dashboard-configuration#raw-flow-dialogs)).
  4. **Synthetic Test View**: Opens the Add Synthetic Test Panel dialog (see [**Synthetic Test Dialogs**](/v1/docs/dashboard-configuration#synthetic-test-dialogs)).
3. To save, click **Add Panel**. The page scrolls to the new panel at the bottom.
4. To exit, click **Save** in the dashboard title bar.

> [!NOTE]
> **Note:** To add additional panels, repeat the above.

### Add Panel from Explorer

To add a dashboard panel directly from **Data Explorer**:

1. In the subnav (see [**Explorer Subnav Controls**](/v1/docs/data-explorer#explorer-subnav-controls)), open the Actions menu.
2. Choose one of the following:
  1. **Add To New Dashboard**: Opens the dialog described in [**Add Dashboard from Explorer**](/v1/docs/dashboard-configuration#add-dashboard-from-explorer). Specify the dashboard's settings and click **Add Dashboard**; the new dashboard opens with the panel.
  2. **Add To Existing Dashboard**: Opens the [**Add Data Explorer View Panel**](/v1/docs/dashboard-configuration#add-data-explorer-view-panel) dialog. Choose the dashboard in the **Dashboard** pane and click **Add Panel**; the dashboard opens with the new panel and a confirmation.

### Editing Dashboard Panels

To edit a view panel on the current dashboard:

1. Choose **Edit** from the Actions menu (see [**Dashboard Subnav Controls**](/v1/docs/dashboards#dashboard-subnav-controls)).
2. Click **Edit** in the title bar of the panel.
3. In the resulting dialog, make your changes to the panel settings (see [**Panel Dialogs**](/v1/docs/dashboard-configuration#panel-dialogs)).
4. To save your changes, click **Save**.

## Add Dashboard Navigation

[**Dashboard Navigation**](/v1/docs/dashboards#dashboard-navigation) is set on a view panel (see [**Dashboard Panel Types**](/v1/docs/dashboards#dashboard-panel-types)). This example sets an existing dashboard (the "destination dashboard") as the destination of an existing panel (the "source panel"); the process is similar for new dashboards or panels.

![Navigate To settings configure dashboard destination, drill-down text, data sources, time range, and filters.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/DC-add-dashboard-navigation.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A09%3A53Z&se=2026-11-01T19%3A09%3A53Z&sr=c&sp=r&sig=6qH5CkwQkP6b3roa%2BaCvruc%2FHEyXnWBvuG4DsljLCXs%3D)

1. Choose **Edit** from the Actions menu (see [**Dashboard Subnav Controls**](/v1/docs/dashboards#dashboard-subnav-controls)).
2. Click **Edit** in the source panel's title bar. The Edit Data Explorer Panel dialog opens (see [**Panel Dialogs**](/v1/docs/dashboard-configuration#panel-dialogs)).
3. Use the controls of the [**Navigate To Tab**](/v1/docs/dashboard-configuration#navigate-to-tab) to specify the destination dashboard (see [**Destination Dashboard Selector**](/v1/docs/dashboard-configuration#destination-dashboard-selector)) and set the [**Destination Dashboard Settings**](/v1/docs/dashboard-configuration#destination-dashboard-settings).
4. To exit the panel editing dialog, click **Save**.
5. To exit edit mode, click **Save** in the dashboard title bar. The panel now has a **Drill Down** button at lower right. Hover over the button to see the destination dashboard's name, and click the button to go to that dashboard.