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Guide

Add tiles to a dashboard

Last updated Dashboards

AI summary

Add tiles to your Dashboard to display the reports, policies, and inventory figures you need to monitor. You can use preconfigured tiles filtered by service, category, or type, or create custom tiles for inventory, policies, or reports. You need the Edit Dashboard permission to add tiles.

Add tiles to a built-in Dashboard or to one you created, so it shows the reports, policies and inventory figures you need. You can pick a preconfigured tile or build a custom one.

Before you begin

  • Your Rencore role includes the Edit Dashboard permission. Owner, Admin and Contributor have it. See Rencore roles.

Steps

  1. Open the Dashboard selector and choose the Dashboard you want to add a tile to.
  2. Click Add tile.
  3. Add a preconfigured tile or create a custom tile, as described below.

Add a preconfigured tile

  1. Narrow down the list of tiles with any of these fields:

    • Search: search by name.
    • Services: Microsoft 365, Teams, Power Automate, Power Apps, SharePoint, OneDrive, Exchange, Viva Engage or Entra ID.
    • Category: Security, Costs, Operation, Sprawl, External Access, Adoption, User Offboarding or Response Accuracy.
    • Type: Report, Policy or Inventory tiles.

  2. Hover over the tile you want and click Add tile to dashboard.

    Dashboard Tile Library with Add tile to dashboard highlighted on a tile

  3. Update the tile name if you want to, then click Save.

  4. Repeat these steps for every other tile you want to add.

Add a custom inventory tile

A Tile shows inventory figures or policies, on their own, as a summary or as a list.

  1. Click Create Custom Tile.

  2. Select Tile, then select Inventory.

  3. Enter a title and a description for the tile.

  4. Select Select to display a single inventory item, including a trend graph to show a single inventory item with a trend graph, or Select to display multiple inventory items to show several inventory items.

  5. Choose the inventory items, then click Save.

    Add Tile to Dashboard panel with the tile name and the target dashboard highlighted

Add a custom policy tile

  1. Click Create Custom Tile.
  2. Select Tile, then select Policy.
  3. Enter a title and a description for the tile.
  4. Choose the visual: Donut, Bar or List. These show a summary of all policies that match the Service, Category or Severity you pick, or of the policies you pick under Manual. Selecting Trend chart icon of the tile builder lets you pick only one policy, but the tile then shows that policy’s details.
  5. Select the policy or policies, then click Save.

Add a custom report tile

A Report tile shows one or more inventories as charts or lists.

  1. Click Create Custom Tile.
  2. Select Report. The report builder opens.
  3. Build the report for the tile. See Create a custom report.
  4. Click Save.

Frequently asked questions

Which Rencore roles can add tiles to a dashboard?

Owner, Admin and Contributor can add tiles. Your Rencore role must include the Edit Dashboard permission, and these three roles have it.

How do I add a preconfigured tile to a dashboard?

Choose the Dashboard in the Dashboard selector and click Add tile. Hover over the tile you want, click Add tile to dashboard, change the tile name if you like, then click Save.

How can I filter the list of preconfigured tiles?

Use Search to find a tile by name. You can also filter by Services, Category or Type (Report, Policy or Inventory tiles).

What visuals can I choose for a custom policy tile?

You can choose Donut, Bar or List. These show a summary of all policies that match the Service, Category or Severity you pick, or of the policies you pick under Manual.

Can a custom inventory tile show a trend graph?

Yes. When you create a custom inventory tile, you can choose to show a single inventory item with a trend graph, or show several inventory items.

Next steps

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