Visualizer Guide — Getting Started, Dashboards & Panels

Applies to: Cyfin and CyBlock · A complete walkthrough of using the Visualizer, from first login through building and managing dashboards and panels.

The Visualizer provides interactive, login-based dashboards for exploring your web-activity data in real time. This guide covers everything in one place: creating the logon account you need to get in, building and managing dashboards, and creating, filtering, printing, and deleting panels.

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Before you begin: create a logon account

The Visualizer requires a logon account, and Cyfin and CyBlock ship with only the built-in admin account — no others. Before you (or anyone else) can log into the Visualizer, a logon account must exist for that person. Create one first:

1. Go to User Management → Logon Accounts.
2. Click the Add New Logon Account (green plus) icon. The Add Logon Account page opens.
3. In Account Name, enter the unique logon name. (If you’ll use Active Directory authentication, it must match the AD account name exactly. Note: an admin account already exists.)
4. In Authentication, choose Generate New Password (issues a default password, or e-mails logon details if your mail server is configured) or Use Active Directory (available only if an AD configuration exists — click Lookup to populate Full Name and E-Mail).
5. In Role, select Administrator (full access to the product) or Manager (limited menu to create, run, and review reports).
6. Enter the E-Mail Address (used as the report recipient) and set a Home Directory for saved reports if needed.
7. Under Select Group(s), choose the groups this account can report on. (Administrator role is locked to Enterprise; Manager role can be any group.)
8. Click Add to create the account.

Once the account exists, log into the Visualizer with those credentials.

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Logging in and the dashboard

After logging into the Visualizer you’ll see a default blank dashboard. From here you build your view by adding dashboards (tabs) and panels (individual charts).

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Dashboards

A dashboard is a tab that holds a set of panels. You can create multiple dashboards, each with its own name and view.

Add a dashboard

1. Click the Add Dashboard icon in the top-right corner of your dashboard.
2. Choose one of two options:
   • Create from Template — create a new dashboard from an existing template.
   • Create New Dashboard — create a blank dashboard.

Manage dashboards

1. Click the Manage Dashboards icon to manage all created dashboards.
2. From here you can:
   • Change the order in which your dashboard tabs are displayed.
   • Rename your dashboards.
   • Delete any dashboard.

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Panels

A panel is a single chart or visualization on a dashboard.

Add a panel

1. Click the Add Panel icon in the top-right corner of your dashboard (on a new, blank dashboard this appears as Add New Panel).
2. Choose one of two options:
   • Create from Template — create a new panel from an existing panel/template you previously created.
   • Create New Panel — build a brand-new panel from scratch.

Create a new panel (configuration)

To build a new panel:

1. At the upper left of the screen, find the list of available Data Types. Drag and drop the data type you want your panel to use into the Data Source field.
   • A default bar chart loads automatically, and the list of fields from that data type populates the left side of the screen.
2. Select the type of chart you want to display your data (for example, bar, line, pie, or table).
3. Drag and drop the fields you want to chart into Metrics and Dimensions.
4. Click Save to add the panel to the dashboard.

Add a panel filter

Filters narrow the data shown in a panel.

1. Configure the panel’s Data Source first — you can’t create a filter until the data source is set.
2. Select the Filtering tab on the panel configuration screen.
3. Click Add Filter. (Note: the first filter’s Logic field is locked to the AND operator.)
4. Choose whether the filter should include or exclude your field.
5. Select the match logic to use on your field.
6. For a single filter, click Add. To add more, click Add + New.

Print a panel

1. Click the arrow next to the panel title.
2. On the Panel actions pop-up, click Print Chart. The chart opens in its own browser tab.
3. Use your browser’s print options to print or save as PDF.

Delete a panel

1. Click the arrow next to the panel title.
2. On the Panel actions pop-up, click Delete.
   • Important: this deletes the panel from the dashboard and from your panel templates. If you want to reuse the chart on another dashboard, duplicate it before deleting.

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Tips

• Build separate dashboards (tabs) for different audiences or topics — each can have its own name and set of panels.
• Save panels you’ll reuse as templates, then use Create from Template to reproduce them quickly.
• Combine interactive Visualizer dashboards with scheduled standard reports for both self-service exploration and automated distribution.
• For assistance, contact Wavecrest Technical Support at support@wavecrest.net.