Dashboard

The dashboard is the first page you see after logging in. It provides a customizable overview of your fleet's health, update status, and activity, giving you an at-a-glance picture of what matters most.

Widget system

The dashboard uses a panel-based widget system. You can add, remove, and rearrange widgets to create a view that fits your workflow. Each widget is an independent panel that displays a specific metric, chart, or data feed.

Available widget types

Widget Type	Description
Time series chart	Track metrics over time (e.g., patch compliance trending)
Bar chart	Compare categories side by side (e.g., updates by status)
Pie chart	Visualize proportions (e.g., OS distribution across your fleet)
Stat panel	Display a single key number (e.g., total agents, online count)
Gauge panel	Show progress toward a target (e.g., compliance percentage)
Heatmap	Spot patterns by time of day (e.g., activity by hour)
Activity log	Stream recent events as they happen
Table	List ranked data (e.g., top vulnerable agents)
Header panel	Add section dividers to organize your layout

Edit mode

Click the Edit button in the top-right corner to enter edit mode. The built-in default dashboard is a read-only template, so it does not offer an Edit button: to customize it, clone it first and edit your copy. While in edit mode you can:

• Add new panels from the widget catalog
• Drag panels to rearrange their position on the grid
• Resize panels by dragging the bottom-right corner handle
• Remove panels by clicking the delete button on any widget

Click Save to apply your changes, or Cancel to discard them and revert to the previous layout.

Time range picker

Use the time range selector in the top-right toolbar to control the period displayed across all dashboard widgets. Available options:

• Last 1 hour
• Last 6 hours
• Last 24 hours
• Last 7 days
• Last 30 days
• Last 90 days

Changing the time range updates every widget on the current dashboard simultaneously. Each dashboard opens at its own configured default range, which you can change in the dashboard settings.

Dashboards built around financial reporting periods show a period selector in place of the time range picker, so their widgets always align to your reporting calendar. See Reporting periods below to set one up.

Refreshing a dashboard

Every dashboard refreshes on its own every 15 minutes. The interval is fixed and there is nothing to configure.

To reload the current view straight away, use the refresh button in the top-right toolbar. It reloads every widget on the dashboard at once and is available again a few seconds later.

Exporting a dashboard to PDF

You can save any dashboard as a PDF that captures exactly what is on screen. Click the Export button in the top-right toolbar to open the Export dashboard dialog, then choose Generate export. The PDF is a snapshot of the current view: it matches the time range or reporting period you have selected, so what you export is what you are looking at.

Exports are prepared in the background. While one is being created it shows as Generating, and it becomes Ready with a Download button when the PDF is finished. If a dashboard has too many panels to fit a single export, the dialog tells you instead of producing an oversized file.

The dialog also lists this dashboard's recent exports, so you can download an earlier snapshot again or remove one you no longer need. Exports are kept for a limited time and are then cleared automatically.

Reporting periods

Some dashboards report on a fiscal calendar rather than a rolling time window. On those dashboards, a period selector replaces the time range picker, and every widget aligns to the period you choose (for example, "Q1 2026" or "March 2026"), so period-over-period comparisons follow your own accounting calendar.

Set up a calendar

Open the period selector and choose Set up reporting periods to open the Reporting periods dialog. From there you can:

• Add a period by entering a Label (for example, "Q1 2026") with a Starts on and Ends on date, then clicking Add reporting period. Add each period in your calendar the same way.
• Generate monthly periods to create a full year of monthly periods in one click, then edit or remove any of them individually.

Edit a period with the pencil icon on its row, or remove it with the trash icon.

Per-dashboard calendars

Each dashboard can keep its own calendar, or inherit a shared default:

• By default, a dashboard uses your account's shared default calendar. Every dashboard that has not been customized reads from this one calendar, so a change to the default updates all of them at once.
• To give one dashboard its own periods, open its Reporting periods dialog and choose Customize this dashboard's calendar. That dashboard then keeps a private calendar you can edit without affecting any other dashboard.
• To edit the calendar that the other dashboards inherit, choose Manage the shared default calendar. A banner reminds you that your changes affect every dashboard still inheriting the default.

Endpoint Checks widgets

Pie and time series widgets can chart Endpoint Checks compliance. When configuring a panel, pick the endpoint-checks-status data source for a current passing, failing, and exempt breakdown, or endpoint-checks-timeline to plot endpoint counts per status over time. Both let you select one or more check policies, and counts combine across the selected policies. See Charting check results on the dashboard for details.

Multiple dashboards

You are not limited to a single dashboard. Create multiple dashboards for different audiences or workflows:

• Executive Overview with high-level compliance gauges and fleet health stats
• Security Team with vulnerability counts, CVE trends, and top-risk endpoints
• Operations with update deployment status, agent connectivity, and activity logs

Set any dashboard as your favorite to have it load automatically when you log in.

tip

Start by cloning the default dashboard, then customize your copy over time as you learn which metrics matter most to your team.

Shared dashboards

Every dashboard is shared with your whole organization. When anyone in your account creates or copies a dashboard, it appears in the Dashboards section of the selector for everyone. The person who created a dashboard can edit and delete it, and administrators can edit and delete any dashboard.

You can set any dashboard as your personal favorite with Set as Default in its row menu (the three-dot button), including dashboards created by teammates. Your favorite loads automatically when you open TridentStack Control and shows a star in the selector. Favorites are personal: your choice never affects anyone else.

Organization default dashboard

Administrators can make any dashboard the organization default. Everyone in your organization lands on it when they open TridentStack Control, unless they have chosen a personal favorite, which always takes priority.

To set it, open the dashboard selector and choose Set as Org Default from a dashboard's row menu (the three-dot button). The current organization default shows an Org default badge. Choose Remove Org Default on that dashboard to go back to the built-in default. Only administrators see these options.

Share a link to a dashboard

The address bar always reflects the dashboard you are viewing, for example /dashboard/executive-overview. Copy the URL to bookmark a dashboard or send it to a teammate. Anyone who opens the link sees that dashboard as long as their account has access to it; otherwise their own default dashboard loads instead. Renaming a dashboard changes its link.