The Analytics module provides one central location to obtain valuable metrics and view trends on findings, assets, runbooks, and SLAs. Analytics consists of four sections: Findings, Assets, Runbooks, and Trends & SLAs. Each section is customizable and allows for multiple preset filters.
The Analytics module defaults to the Findings tab.
If no filters are selected, metrics presented initially include findings, assets, and runbooks that the user has permissions to view and contained in reports that are in a published state.
Data can be configured using the filter bar on the right, such as filtering by client or client tags.
When filters are selected, a notification is presented in the filter bar with a count of how many filters are currently used, along with a "Clear All" link to reset all filters. Additional filter information is also provided at the top of the screen in a query bar located under the different tabs.
Filter options are specific to the type of data (i.e., finding vs. runbook) being queried, and the facets and values available dynamically change when navigating through the Findings, Assets, Runbooks, and Trends & SLAs tabs.
However, values set on a filter in one tab are kept when navigating through the tabs and other modules of PlexTrac until intentionally cleared, making it easy and efficient to work in multiple areas. In addition, filters that exist on multiple tabs, such as "Client" or "Date," keep the value selected/entered in one tab and update dynamically when moving to another, meaning a date range selected in Findings does not need to be updated in Runbooks.
A query parameter can be saved for future use by doing the following steps:
Step 1: Select Analytics Filters at the top of the filter column to expand.
Step 2: Click Create Preset.
Step 3: Enter a value for "Filter Name". This value will be used to select the query later, so it should be intuitive. To make this the default filter setting, click Make Default Filter. Click Create Filter when finished.
The saved filter now shows in the pulldown menu and can be selected in future. This process can be repeated as necessary.
If an existing filter needs to be updated or deleted, use the relevant buttons that exist under "Analytics Filters" after a preset filter is created.
Data in visual graphs is cached for one hour for each user and preset. PlexTrac provides the ability to manually update the cache in a dashboard by clicking Update at the bottom of the filter column. A time stamp reveals the date and time that the information presented was aggregated.
Click Next below to learn more about Findings analytics.