Manage custom reports

Add, edit, or remove custom data to your analytics within the ValidMind Platform.

Visualization configuration options

• A visualization is a custom reporting widget that retrieves data on your metric of choice.
• Depending on the visualization type, the retrieved data can also be grouped and/or filtered.

Bar Chart

metrics

The model or finding field that the visualization should retrieve data for:

• For string type fields, you can retrieve a Count or Count %.
• For number type fields, you can retrieve any of the following: Count, Count %, Sum, Average, Min, Max

grouping

The model or finding fields that the visualization should group the data by.

• Click Add to apply a grouping.
• For bar charts, you are able to group by up to two fields. Click to swap the x-axis and y-axis for the groupings.

filtering

The filters that the visualization should apply to the retrieved data. You are able to set both AND or OR conditions.

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

sorting

Sort your data by your chosen metric or grouping in descending or ascending order.

bar chart grouping style

Configure how the groupings are displayed:

• Stacked — Groups will display stacked in one vertical column.
• Grouped — Groups will display in side-by-side columns.

Pie Chart

metrics

The model or finding field that the visualization should retrieve data for:

• For string type fields, you can retrieve a Count or Count %.
• For number type fields, you can retrieve any of the following: Count, Count %, Sum, Average, Min, Max

grouping

The model or finding fields that the visualization should group the data by.

filtering

The filters that the visualization should apply to the retrieved data. You are able to set both AND or OR conditions.

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

Counter

metrics

The model or finding field that the visualization should retrieve data for:

• For string type fields, you can retrieve a Count or Count %.
• For number type fields, you can retrieve any of the following: Count, Count %, Sum, Average, Min, Max

filtering

The filters that the visualization should apply to the retrieved data. You are able to set both AND or OR conditions.

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

color

Set the display color for the counter.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add custom analytics

To supplement the default reports with your own custom reports, first create a custom analytics page, then add your custom visualizations:

1. Create an analytics page

1. In the left sidebar, click Analytics.

2. Click Add Page.

3. On the Add New Page module, enter in the:

   • page name
   • description

4. Click Add New Page to create your custom analytics page.

2. Create a visualization

1. On Analytics, click on the tab for your custom page you’d like to add a visualization to.

2. Click Edit Dashboard.

3. Select Add Widget then Add Visualization.

4. On the Add Visualization panel, enter in your title.

5. Select a visualization type:

   • Bar Chart
   • Pie Chart
   • Counter

6. Select a dataset:

   • Findings²
   • Inventory Models³

7. Select the visualization configuration options to apply to the dataset.⁴

8. When you are done configuring your dataset, click Add Visualization to insert your custom widget onto the analytics page.

² Working with model findings

³ Working with the model inventory

⁴ Visualization configuration options

For example, to create an open findings visualization in stacked bar chart format, for average severity level, grouped by business unit (x-axis) and risk area (y-axis), you would set:

• visualization type — Bar Chart
• dataset — Findings
• metrics — Severity Level, Average
• grouping — Business Unit Name, Risk Area Name
• filtering — Finding Status Name, is not, Closed
• bar chart grouping style — Stacked

Example setup for a stacked bar chart

Example y-axis on a custom bar chart

Edit custom analytics

1. On Analytics, click on the tab for your custom page you’d like to edit the visualization for.

2. Click Edit Dashboard.

3. Hover over the visualization you’d like to modify.

4. When the icon appears, click on it and select Edit Visualization.

5. When you are finished with your adjustments, click Save Visualization to apply your changes.

Remove custom analytics

Deletion of customized report setup is permanent.

Removing a custom analytics page or visualization cannot be undone.

You can either delete a entire custom analytics page, or remove a single custom visualization:

1. In the left sidebar, click Analytics.

2. Click on the tab for your custom page or visualization you’d like to delete.

3. Click Edit Dashboard.

Delete an analytics page

1. Select Delete.

2. After you confirm, the page will be permanently removed.

Delete a visualization

1. Hover over the visualization you’d like to remove.

2. When the icon appears, click on it and select Remove.

3. After you confirm, the visualization will be permanently removed from that dashboard.