Manage and filter Activeboards

Overview

You can use the settings in the menus below to manage both your Activeboards and all the Activeboards shared with you.

Activeboard manager	Check a complete list of the Activeboards you have access to, filter them as required, and access their configuration settings. See section below.
Session manager	Check the Activeboards you're working with in your current session. See section below.
Activeboard ellipsis menu	Manage and configure the current open Activeboard by clicking the ellipsis icon at the top left of the screen. See section below.

Edit mode

Some of the actions described below require the activation of the Edit mode, which is not available for Activeboards that have been shared with you granting only View access (more info in Share Activeboards).

Activeboard manager

See a complete list of Activeboards in your domain by opening the Activeboard manager. To access it, just click the folder icon in the upper-left corner of the Activeboard editor.

See Activeboard information

You can click the expandable of an Activeboard in the Activeboard manager to see the following information:

Description: the text introduced when the Activeboard was created to summarize the content or to introduce any other information.
Created by: the name of the user that created the Activeboard.
Last modified: the moment in which the latest change was performed, expressed in local time and date.
User tags: the tags applied to this Activeboard. If you click the + icon, you will open the menu to create and apply tags. See the section below to know more about how to create and apply tags.

Filter Activeboards

You can use the following options to filter Activeboards in the Activeboards Manager:

By name: introduce the desired text in the search box and the existing Activeboards will be filtered as you type. Only those Activeboards containing that string will be shown.
Favorites: click the Favorites button below the search box and a green tick will appear to indicate that such filter has been applied. Only those Activeboards marked as favorite by yourself will be shown.
Created by yourself: click the Created by me button below the search box and a green tick will appear to indicate that such filter has been applied. Only those Activeboard created by yourself will be shown.
By tags: click the Filters button next to the search box, select the Tags dropdown and choose one or more tags. Only those Activeboards with the applied tags will be shown.
By user: click the Filters button next to the search box, select the Users dropdown and choose a user. Only those Activeboards created by the selected user will be shown.

When you apply filters, a Clear button appears below the Filters button so you can remove them all.

Simultaneous filters

Be aware that all these filters can be applied simultaneously and in that case, only those Activeboards meeting all the specified conditions will be shown.

Manage Activeboards

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Place the cursor over an Activeboard row and two icons will appear:

Heart icon: click it to mark an Activeboard as favorite (only for you). Your favorite Activeboards are listed in the Favorite Activeboards widget of your Home page.
Ellipsis icon: click it to open a contextual menu with the following options:

View	Opens the selected Activeboard.
Open in new tab	Opens a new tab in the browser to show the content of the Activeboard.
Manage user tags	Opens a window to create and assign tags. You can perform the following actions: Create a tag: click inside the field and write the desired name. Then select the Create row that appears highlighted below and click Apply. The tag will be created and assigned to this Activeboard and after that, you will be able to apply it to other Activeboards. Assign a tag: click inside the field and a dropdown will appear with the existing tags for you to select. After choosing one, click Apply. Remove a tag: if there is a tag applied, it will appear inside the field. Click the cross icon next to it and click Apply. The tag will be removed from that Activeboard but also deleted in case it was applied only to that Activeboard. Existing tags Take into account that the existing tags will remain as an option to select in the dropdown as long as they are applied to at least one Activeboard; if they are removed from that Activeboard you will have to create them again. In the Activeboard Manager, you can perform the following actions once the tags have been created and applied: See applied tags: expand an Activeboard row and check the User Tags section. Filter by tag: click on Filters and use the Tags dropdown to select an existing one. Only those Activeboards containing that tag will be shown. User-dependent Be aware that tags are user-dependent, this means that only you will be able to see and use the ones you create and therefore you cannot see or use the ones created by others.
Set as default	Set the Activeboard as the default one to be shown when accessing the Activeboards area.
Edit details (Edit mode)	Edit the Activeboard's name and description.
Clone (Edit mode)	Make a copy of the Activeboard.
Delete (Edit mode)	Delete the Activeboard.

Session manager

Click the name of your current Activeboard at the top left corner of the screen to access the Session manager. Here you can check all the Activeboards you've been working with in your current session. Each Activeboard is represented as a window showing a schematic view of the widgets it contains. Click one of them to access it. You can use the search box to look for specific Activeboards in this list.

You can also hover over an Activeboard and access buttons to open it in a new browser tab and remove it from this manager. There's also a button to create a new Activeboard.

Activeboard ellipsis menu

Click the ellipsis icon at the top left of the screen to manage and configure the current Activeboard. Apart from all the settings in the Activeboard manager described above, you can also find these options:

Network manager	Access a control panel to check the details of all the widgets in the current Activeboard. Each widget in the table includes the following information: Widget - ID of the widget. Status - The current connection status of the widget: idle - The server has not returned anything yet. error - The query has returned an error. It is either invalid or the syntax contains errors (not having access to the table, fields not existing, incorrect operations...). complete - The query has been completed and successfully returned events to display in the widget. loading: - The widget is receiving data. aborted: - The query has been aborted either on the server or client-side. Query events - The total number of events in the query. Shown events - The number of events shown in the widget with the applied settings. Duration - The time taken to download and process all events in the specified query until the moment they start being represented on the chart. Query - The query that feeds the widget. From and To - The time range specified either for the Activeboard or specifically for the widget (custom date range). Actions - Icons that inform you about further actions you can perform: Query information: click on the info icon to see the details of the widget query. Optimize query (only with the Manage version of the Domain aggregation tasks permission): the rocket icon informs you about the query not being optimized with an aggregation task. Click the icon and select Create aggregation task to do so. To know more about the settings you need to introduce or the process in general click here.
Export to PDF	You can export the current Activeboard in PDF. The file downloads automatically and contains an easy-to-read snapshot of all the inputs and widgets that make up your Activeboard, showing the data and values on screen at that time. This option is always available, whether you activated the edit mode or not.
Add scheduled report	You can periodically export the current Activeboard and send it to someone automatically (visit Schedule reports for more info). Permission required: this option is not available if you don’t have the Activeboard report scheduler (Manage) permission.
Make Activeboard visible (Edit mode)	This option is the prerequisite for the Share with roles option, which makes and Activeboard ready to share (visit Share Activeboards for more info).
Share with roles (Edit mode)	Select the roles you want to share the Activeboard with (visit Share Activeboards for more info).
Edit raw configuration (Edit mode)	Access the current Activeboard JSON in order to edit or share it. When editing the JSON raw configuration, mistakes will be highlighted, with a message describing the error. Click Save raw configuration to apply any modifications. You can export the JSON raw configuration using CTRL + E on your keyboard.
Paste widget (Edit mode)	Paste the widget/input copied to clipboard in an Activeboard. To copy one, use the option in the ellipsis menu of the widget/input in question (learn more in Manage widgets and Manage inputs). You will receive a notification after using this option to let you know it was successfully pasted on your Activeboard.