Cost Reports
Usage Reports
Resource Reports
Kubernetes Efficiency Reports
Financial Commitment Reports
Saved Recommendation Views
Canvas
Free Text
Create a Dashboard
1
From the top navigation, click Reporting.
2
On the left menu, select Dashboards. All existing dashboards are displayed within this view.
3
Click New Dashboard. At the top of the page, you can rename your dashboard. Select the pencil icon and enter a new name.
4
Add widgets to the dashboard using the empty-state picker or the Add Widget menu. See Add Widgets below.
Add Widgets
You can add widgets to a dashboard from the empty-state picker (shown when a dashboard has no widgets) or from the Add Widget menu at the top of any dashboard.1
On the dashboard, click Add Widget (or, on an empty dashboard, use the widget picker in the center of the screen).
2
Select the widget type you want to add:
- Report: Display cost or usage data from any existing report as a chart or table.
- Free Text: Add notes, context, or section headers. See Add a Free Text Widget.
3
For report widgets, select the report to display. New widgets are added at the bottom of the dashboard.
At this time, you cannot add widgets from the Overview page, such as Provider Summary.
Dashboards have a limit of 50 widgets. Free Text widgets count toward this limit.
Add a Free Text Widget
Free Text widgets let you add titles, descriptions, and section context to a dashboard so it tells a story rather than just displaying a list of reports.1
On the dashboard, click Add Widget > Free Text (or select Free Text from the empty-state picker).
2
A panel opens on the right side of the screen with a rich text editor. Use the formatting toolbar to style your content. Supported formatting includes:
- Bold, italic, underline, and strikethrough
- Heading 1 and Heading 2
- Bullet and numbered lists
- Blockquotes and inline code
- Links
The Free Text editor is a rich text editor, not Markdown. Use the toolbar controls to format your text.
3
Click Add Widget to place the Free Text widget on the dashboard. You can resize and reposition it like any other widget using Customize Layout.
Free Text widgets are not included in PDF exports.
Customize a Dashboard
After a dashboard has widgets, you can customize the data it shows and how it’s laid out.Filter by Date Range and Period
You can apply a consistent date range and period across all reports on the dashboard.- To change the date range of all displayed reports, click the date picker on the right of the screen and select a date range. If you have edit access to the dashboard, your changes are saved automatically.
- To change the date grouping, click the date bin menu (Choose Period) on the top right. Select Cumulative, Daily, Weekly, or Monthly. If you have edit access to the dashboard, your changes are saved automatically.
- To clear your date and filter changes and return to the dashboard’s saved settings, click Clear Filters.
Edit Widget Settings
You can edit a widget’s settings directly from the dashboard, without navigating away to the underlying report. From any widget, click the edit icon to open the widget settings slideout on the right side of the screen. The following settings are available:- Widget Title: Edit the title shown on the widget in the Widget Title field. This does not change the name of the associated report.
- Visualization Type: Display the widget as a Chart or a Table. The widget updates automatically.
- Table View: For Cost Report widgets displayed as a table, choose Cumulative or Daily.
- Chart Legend: For widgets displayed as a chart, choose to Show or Hide the legend.
Resource Reports and summary-style widgets are displayed as tables only. Canvas and Free Text widgets do not have visualization settings.
Customize Layout
You can resize and reorder widgets to control how your dashboard is laid out. Both actions happen in Customize Layout mode.1
From the top right of a dashboard, click Customize Layout.
2
Resize a widget by dragging the resize handles on its edges and corners. Widgets snap to a 12-column grid, so a widget can span anywhere from a portion of a row up to the full dashboard width. Give your most important widgets more space to draw the viewer’s eye. Larger widgets show more of their data (for example, more series in a chart or more historical columns in a table), while smaller widgets reflow their content to fit.
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Reorder a widget by dragging it to a new position on the grid. Other widgets shift to make room.
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When you are finished, click Done customizing layout to save your changes.
Existing dashboards keep their current widget layout. Resize handles and reordering are available in Customize Layout mode without changing your saved layout until you make an edit.
Duplicate or Delete a Widget
You can duplicate or delete a widget from the widget settings slideout. Duplicating creates a copy with the same report and display settings, inserted directly after the original.1
From any widget on a dashboard, click the edit icon to open the widget settings slideout.
2
In the slideout header, click the ellipses (…) menu, then select:
- Duplicate: Add a copy of the widget immediately after the original. You can then edit its name or display settings independently.
- Delete: Remove the widget from the dashboard.
Add a Saved Filter to a Dashboard
You can use saved filters to apply consistent filter logic to multiple Cost Reports on a dashboard. If you have a dashboard of high-level Cost Reports (e.g., filtered only to connected providers or services), and you want to further filter a dashboard to a team or specific category, you can use saved filters on dashboards to quickly apply this logic.1
From the top right of any dashboard, click the Apply a Saved Filter dropdown menu.
2
Select one or more saved filters. The filter logic is applied across all Cost Reports on the dashboard.
When you add a saved filter to a dashboard, if a preexisting filter on a Cost Report and the saved filter use the same provider (e.g., both use AWS), “AND” logic is used between each filter set (i.e., show costs where the preexisting filter AND saved filter are true). If the preexisting filter and saved filter use different providers, “OR” logic is used between each filter set.
Set a Default Dashboard
You can set a default dashboard that’s displayed when a user logs in to Vantage and visitsconsole.vantage.sh, instead of the Overview screen. This default dashboard can be set for a team or by an individual user. When the user logs in to Vantage, they will be redirected to that dashboard, and will be in the workspace that is associated with that dashboard.
- If a user is a member of a team with a configured default dashboard and also has a personal dashboard configured, the personal dashboard is displayed.
- If a user is a member of two different teams with configured default dashboards, the user will see the default dashboard of the first team they were added to.
- Set Default Dashboard for Team
- Set Personal Default Dashboard
A user with Organization Owner permissions can set a default dashboard for a team.
1
From the top navigation, click Settings.
2
From the left navigation, under General Settings, click Teams.
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Under Default Dashboard, select the dashboard that should be displayed when a member of the team visits
console.vantage.sh. If you want to remove the default dashboard and display the Overview page instead, select None.4
Click Save.
Save a Dashboard to Favorites
To save a dashboard to your favorites, navigate to the Dashboards page, then click the star icon to the right of the dashboard’s name. Access your starred dashboard from the Starred By Me screen in the left navigation. Dashboards you create are also displayed on the Created By Me screen.Share a Dashboard
From the top of any dashboard, click the ellipses (…) icon, then click Copy URL. A link is added to your clipboard where you can share the dashboard with any Vantage user in your organization who has access to view the dashboard. Each widget on the dashboard also has a Copy Link option, with a unique link.Export Dashboards
You can create visual exports of any dashboard to share with stakeholders outside of Vantage. Dashboard exports are sent via email and include all widgets that can be added to dashboards.- For table widgets, Vantage displays the first 12 rows to ensure readability and consistent layout across pages
- For more granular exports of tables, use CSV exporting for each report
- Dashboards have a limit of 50 widgets, and the PDF will generate with the same number
- Free Text widgets are not included in PDF exports
- Dashboard exports use the date range currently displayed on screen (from the date picker), even if you haven’t saved it to the dashboard
1
From any dashboard, click the ellipses icon in the top right corner.
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From the dropdown, select Export as PDF.
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Select the emails for any users you want to send the dashboard to.
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Click Export. Vantage will generate a multi-page PDF with one widget per page. The export preserves chart filters, formatting, and the date range currently displayed on screen at the time of export.