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.

The built-in Home dashboard

Every organization starts with the built-in Home dashboard. Home has no time or period control. The tiles across the top show the current state of your fleet, and the period panels always follow the current reporting period: the toolbar shows which period is in progress, marked "to date", and the panels compare it with the periods before it (see Reporting periods to define your own calendar). Live tiles across the top show open vulnerabilities, exposure to known exploited vulnerabilities (KEV), open criticals, average compliance, the aging backlog, and your oldest open critical. Below them, Home shows how many vulnerabilities were opened and are still open in the current period, how many were resolved, mean time to remediate, open and resolved counts by severity across recent periods, compliance and fleet health trends, your patch deployment success rate, and which hosts and packages improved the most. The open vulnerability tiles use the same definition as the Vulnerabilities page: open detections on active endpoints, excluding your exceptions, counted once per CVE per endpoint. Home is a read-only template: clone it to build a version of your own.

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 reporting periods show a period selector in place of the time range picker, so their widgets always align to your reporting calendar. The built-in Home dashboard, and any copy you make of it, is pinned to the current period instead and shows a read-only period label. 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. Delete removes an export and its PDF from the list; Cancel stops an export that is still being generated, and the cancelled entry can then be deleted. Export files are kept for a limited time; after that an export shows as Expired and can no longer be downloaded, though you can still delete the entry.

Reporting periods

Some dashboards report on a reporting 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. The built-in Home dashboard always follows the current period: its toolbar shows the period in progress marked "to date", and the last point on each of its charts is that period so far.

Set up a calendar

Your account reports on calendar months from the start, and each new month is added for you, so there is nothing to set up or maintain. While that is all you are using, Settings > Reporting Calendar and the Reporting periods dialog both show Reporting on calendar months.

Add your own periods when your business reports on something other than calendar months, such as fiscal quarters or four-week cycles.

Open Settings > Reporting Calendar and choose Manage reporting periods to open the Reporting periods dialog. You can also choose Set up reporting periods from a dashboard's toolbar, or on Home click the period label to open the same dialog. From either entry point you can add a period: enter a Label (for example, "Q1 2026") with a Starts on and Ends on date, then click Add reporting period. Add each period in your calendar the same way.

Periods you add are listed together. Edit one with the pencil icon on its row, or remove it with the trash icon.

The automatic monthly periods are not listed, because there is nothing about them to manage. A period you add takes the place of the automatic months it covers, and any dates you have not defined a period for continue to report on calendar months, so your dashboards never have a gap.

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 and the built-in Home dashboard. Choosing Home is how you go back to the built-in view if your organization has set a different default. 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, including the built-in Home dashboard. 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/security-team. 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.