# Dashboards
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This page describes the current Dashboards experience, where Reports and Dashboards are unified under a single page. Self-hosted deployments and customers on Long-Term Releases may be running an earlier version with a separate **Reports** page.
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Dashboards in Veza offer visibility into your organization's authorization landscape across cloud providers, identity systems, and data stores. Combining pre-built intelligence with customizable insights, dashboards enable teams to identify risks, track access patterns, and enforce least privilege principles.
The primary **Dashboards** page provides a central hub for monitoring and analyzing authorization insights. Each dashboard features curated tiles to surface critical findings driven by Veza's graph search. Each tile includes options to review trends, analyze results, create rules, and [initiate remediation](/4yItIzMvkpAvMVFAamTf/features/insights/remediation-actions.md).
Veza provides built-in dashboards for a range of identity security use cases, including dashboards for dormant entities, non-human identities, privileged access by roles, and many more. The main **Access Analytics Summary** highlights top risks, rules, and recent alerts for your integrations. Teams can edit saved queries and dashboards to customize and extend these featured insights.
## Dashboard Insights
Each dashboard tile represents a single insight, supporting trend visualization, historical comparison, drill-down, and integration with Query Builder and Graph.
A dashboard tile is based on a [Saved Query](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md), and indicates the:
* Risk level (low, medium, high, or critical)
* Current value and trend indicator
* Change over the chosen time period (absolute delta with trend direction indicator)
* Historical trend graph for the time period
Click a tile to open the [Saved Query Details](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md) view. You can use the query details view to manage exceptions or create rules, visualize trends over time, and access the original query description and parameters.
Click the menu (⋮) on any tile to access quick actions:
* **Copy Query link**: Copy a link to share findings with team members
* **Create Alert on Change**: Configure notifications for changes
* **Create Rule**: Set thresholds for critical changes and configure appropriate notification channels and Veza Actions
* **Launch Access Review**: Initiate an access review process for the query results
* **Open in Graph**: Visualize relationships in Access Graph
* **Manage Risk Details**: View and edit the risk level, explanation, and remediation guidance for the query
* **Sync with Latest Data**: Refresh this individual tile with current data from the Access Graph
### Tile and List Views
Dashboards support two display modes. You can switch between them using the view toggle in the dashboard header:
**Tile View** (default): Displays queries as visual cards in a grid, showing trend charts, risk levels, and result counts at a glance.
**List View**: Shows queries in a tabular format with collapsible sections. Each table includes columns for name, results, change, risk level, visibility, labels, integration types, and last evaluated time.
Your view preference saves automatically and persists across dashboards and sessions.
The same toggle is available when editing a dashboard, allowing you to add and arrange queries in either tile or list format.
### Remediation
Use the **Remediate** button to create tickets or send notifications through your configured [Veza Actions](/4yItIzMvkpAvMVFAamTf/administration/administration/notifications/destinations.md). This enables you to initiate remediation workflows directly from the dashboard without navigating to individual queries. Only queries visible to the current user appear on the dashboard. Private queries are automatically excluded from public dashboards.
For step-by-step instructions, see [Remediation actions](/4yItIzMvkpAvMVFAamTf/features/insights/remediation-actions.md).
## Refreshing Dashboard Data
Dashboards provide two methods for refreshing query results with the latest data from the Access Graph:
### Sync All with Latest Data
Use the **Sync All with Latest Data** button (accessed via the three-dots menu in the top-right corner of the dashboard) to refresh all tiles on the current dashboard simultaneously. This provides a way to ensure all dashboard insights reflect the most current data without having to manually refresh each tile individually.
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The sync process only refreshes data when the underlying data sources have been updated.
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**Important considerations:**
* The sync operation is asynchronous and may take time to complete depending on the number of tiles and query complexity. The sync process runs in the background, so you can continue using the dashboard while it updates.
* Data is only refreshed for tiles whose underlying data sources have been updated since the last sync
* Each tile will update individually as its query completes. New timestamps will appear on tiles once their data has been refreshed
### Individual Tile Refresh
For targeted updates, each dashboard tile includes a **Sync with Latest Data** option in the tile actions menu. Use this to to update specific insights without affecting other tiles on the dashboard. Individual tile refresh follows the same data source update requirements as the dashboard-level sync.
To refresh an individual tile:
1. Click the menu (⋮) on the tile
2. Select **Sync with Latest Data** from the dropdown menu
The tile will update with the latest query results and display a new timestamp indicating when the query was last evaluated, but only if the underlying data sources have been updated since the last refresh.
## Navigating Dashboards
Open **Dashboards** from the navigation sidebar to access your favorited dashboards. Use the [Dashboard Library](#dashboard-library) to browse, search, and manage all available dashboards. To view your personal dashboard with pinned and recently viewed queries, select [My Focus](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards/my-focus.md).
* Star dashboards to add them to your favorites for quick access
* Search for specific dashboards by name, integration type, label, or creator
* Use the Dashboard Library to view all dashboards and their metadata
## Time Range Controls and Filters
Use the time range controls to analyze trends across different periods:
* Past Hour
* Past Day
* Past 7 Days
* Past 30 Days
* Past 90 Days
* Past 6 Months
* Past Year
> For 6 months and 1-year views, charts represent weekly values instead of daily values. The value shown is for the last day of a week. For example, the week of `11/19-11/25` appears on the X-axis as `11/19`, and the value is the query result on `11/25`.
To toggle the insights displayed, use the visibility options:
* **Integration Filtering**: Focus on specific platforms or accounts
* **Risk Level Filtering**: Prioritize insights by criticality
* **Zero Result Hiding**: Remove tiles with no findings
### Dashboard display defaults
Administrators can configure organization-wide default settings for dashboard visibility in **Administration** > **System Settings** > **Dashboards**:
| Setting | Description |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Show All Queries by Default** | When enabled, dashboards display all query tiles including those with zero results. When disabled, empty tiles are hidden by default. |
| **Show All Results by Default** | When enabled, dashboards show all results. When disabled, dashboards show only changed results by default. |
These defaults apply to users who haven't set personal preferences. Individual users can still customize their view using the dashboard filter controls, and their preferences persist across sessions.
Access dashboard-level controls in the top right:
The following actions are available directly in the dashboard header:
* **Edit**: Customize dashboard content and layout
* **Save**: Save changes to the dashboard. Clicking Save opens a confirmation modal with two options:
* **Save Only**: Save the dashboard. Public dashboards will be available, but will not appear in the **New from Team** section under Favorites.
* **Save and Notify Team**: Publish the dashboard and send a notification to your team. Recipients find the dashboard in their **New from Team** section under Favorites. This option requires the dashboard to have **Public** visibility.
* **Share**: Share dashboards across teams and via email (see [Dashboard Sharing Guide](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards/dashboard-sharing.md))
* **Export**: Download dashboard data
* **Remediate**: Create tickets or send notifications for findings (see [Remediation actions](/4yItIzMvkpAvMVFAamTf/features/insights/remediation-actions.md))
Click the menu (⋮) for additional dashboard actions:
* **Clone**: Create a copy for customization
* **Delete**: Remove dashboard
## Cloning dashboards
Cloning creates a new editable copy of an existing dashboard, including all sections and queries. The clone is automatically named "Copy of \[original name]" and owned by the user who performed the clone.
To clone a dashboard:
1. From the **Dashboard Library**, click the **⋮** menu for any dashboard and select **Clone**. Alternatively, open a dashboard and select **Clone** from the header **⋮** menu.
2. Review the pre-filled name and make any changes.
3. Click **Save**.
Cloning requires the **Create** dashboard permission. System dashboards cannot be shared directly, but you can clone them first to create a custom version that can then be shared with teams.
## Sharing Dashboards
Veza enables dashboard collaboration through cross-team sharing and email distribution. You can share custom dashboards directly with other teams in your organization or distribute them via email to stakeholders.
**Key sharing capabilities:**
* **Team Sharing**: Share directly with other Veza teams for ongoing collaboration
* **Email Sharing**: Distribute dashboard insights via email with customizable content
* **Shared Library**: Recipients find shared dashboards in a dedicated "Shared" section
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**Dashboard Sharing Availability**: Only user-created (custom) dashboards can be shared. System-created dashboards cannot be shared but can be cloned first, then shared.
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For detailed sharing workflows, requirements, best practices, and troubleshooting, see [Dashboard Sharing Guide](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards/dashboard-sharing.md).
## Building a Foundation
Focus on establishing your core access graph with 3-5 critical [integrations](/4yItIzMvkpAvMVFAamTf/integrations/integrations.md). This initial phase can deliver immediate value by providing visibility into key systems while additional integrations are added to Veza.
Veza offers out-of-the-box dashboards for monitoring critical access patterns, tracking changes over time, and generating and sharing insights. Built-in dashboards are available to help manage:
* Identity and Privilege Access Insights
* Dormant Entities
* Snowflake Activity Monitoring
* Salesforce Misconfigurations
* GitHub Misconfigurations
* Cloud IAM Insights
* Snowflake Insights
* Databricks Insights
* Redshift Insights
* BigQuery Insights
* Data Insights
* Top Insights
* Privileged Account Dashboard
* Privileged Access by Deactivated Accounts
* Accounts that can Bypass MFA
* Privileged Access by Accounts
* Privileged Access by Roles
* Privileged Access by External Accounts
* Privileged Access by Machine Identities and Service Accounts
* Snowflake Data Governance Dashboard
* Salesforce Security Dashboard
* Google Drive
* SaaS Security Posture Management (SSPM)
* NHI Insights
* AWS IAM Insights
* Google Cloud IAM Insights
* Okta Insights
* Active Directory and Azure AD Insights
* Identity Protection Risks
* NHI Access Tracker
* Snowflake Role Mining Insights
* AWS Role Mining Insights
Based on the data sources integrated with Veza, you can use dashboards to immediately start identifying top risks, and analyzing and acting on the most important findings.
## Activating Access Intelligence
Review and customize dashboard insights for key systems (AWS IAM, Snowflake, etc.). During this phase, work with stakeholders to:
* Set appropriate [risk levels](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md#assign-risk-levels-to-saved-queries)
* Configure [Alert Rules and Veza Actions](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md#assign-rules-to-saved-queries)
* [Customize queries](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md#editing-saved-queries) for specific use cases
You can then expand usage to include:
* User/group/role comparison and [analysis](/4yItIzMvkpAvMVFAamTf/features/insights/analyze.md)
* Advanced access pattern detection with [SoD](/4yItIzMvkpAvMVFAamTf/features/separation-of-duties.md) and [Activity Monitoring](/4yItIzMvkpAvMVFAamTf/features/activity-monitoring.md)
* Custom [dashboards](#customizing-dashboards) and saved queries
* [Access Reviews](/4yItIzMvkpAvMVFAamTf/features/access-reviews.md) implementation (if applicable)
## Frequently Asked Questions
Why do dashboard numbers show old data even though the extraction was recently completed?
Dashboard tiles display results from the last time the query was executed, not from the latest extraction. Veza re-evaluates dashboard queries during rule evaluation cycles (typically every 24 hours) or when you manually click "Sync with Latest Data" on a tile. This means that even if your integrations extracted fresh data 2 hours ago, dashboard tiles won't reflect those changes until you trigger a sync or the next evaluation cycle runs.
**To see the latest data**: Use the "Sync with Latest Data" option on individual tiles or "Sync All with Latest Data" for the entire dashboard. This re-executes the queries against the current graph state, which includes any recently completed extractions.
**Why this matters for frequent extraction**: More frequent extraction updates the Access Graph more often, which means when you sync dashboards or when alerts evaluate, they are working with more current data. Alerts configured with "changed by" conditions compare the current query result against the previous result. Both are snapshots. More frequent extraction means those snapshots are closer together in time, providing faster detection of authorization changes.
## Dashboard Library
The Dashboard Library provides a central location to browse, create, and manage all dashboards. You can access it by clicking **Dashboards** in the Featured section of the navigation sidebar, then selecting **Library** from the left panel.
The library organizes dashboards into sections for quick discovery of Veza products and features:
* **Favorites**: Dashboards starred for quick access
* **New From Veza**: Recently-added built-in dashboards from Veza
* **New From Team**: Dashboards created or shared by members of your team
* **Shared**: Dashboards shared with you from other teams
### Creating a Dashboard
To create a new dashboard:
1. Open **Dashboards** from the Featured section of the navigation sidebar.
2. Click **Create Dashboard** in the Dashboard Library.
3. Enter a **Name** and **Description** for the dashboard.
4. Set the **Visibility** (private or public) and assign **Owners**.
5. Add **Sections** to organize your dashboard content.
6. Within each section, click **Add Queries** to search for and include [Saved Queries](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md).
7. Click **Save** to create the dashboard.
### Editing a Dashboard
To edit an existing dashboard, open it and click **Edit** from the dashboard actions menu, or click the **Edit** action in the Dashboard Library table. You can modify the name, description, visibility, owners, sections, and queries.
{% hint style="info" %}
**Legacy Reports experience**: If your tenant still shows **Reports** under Access Intelligence, see [Reports (Legacy)](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards/reports.md) for the previous workflow. The Reports experience has been consolidated into Dashboards.
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## Customizing Dashboards
You can create dashboards containing both built-in and custom saved queries, organized into sections to focus on the data points most important to you. Share these dashboards with your team to provide fine-tuned visibility into risks and trends.
To add queries to a dashboard when [saving a query](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md#saved-queries):
1. Open the saved query details view or edit in Query Builder.
2. Use the **Dashboards** tab to select which dashboards should include the query.
Administrators can customize the available dashboards by creating new dashboards, editing existing ones, or sharing dashboards across teams.
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# Agent Instructions: Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.veza.com/4yItIzMvkpAvMVFAamTf/features/insights/dashboards.md?ask=
```
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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
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