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Analytics

The Analytics module provides one central location to obtain valuable metrics and view findings, assets, runbooks, and SLA trends. This module consists of four sections: Findings, Assets, and Trends & SLAs.
Users with data from the legacy Runbooks V1 solution will see a fourth tab for Runbooks.
Analytics filter values and data sets are updated every minute. If a tag or field was updated but does not appear as expected, wait one minute and try again.

Overview

The Analytics module defaults to the Findings tab.
Only data for findings from published reports (a status of "Published") that the user has permission to view are displayed.
Data can be refined using one or more filters in the right column.
When filters are selected, the data displayed refreshes, and the active filters are listed at the top of the page.
The number of active filters is displayed with a "Clear All" link to reset filters.
Filter options are specific to the type of data (i.e., findings vs. runbooks) 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 on various 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.

Search Filter Presets

A search filter set is a collection of search filters grouped to provide a more comprehensive set of options for search results. Effective search filter sets can improve the user experience by reducing the time and effort required to find relevant search results and increasing the likelihood of a successful search.
Preset filters are available for all tabs in the Analytics module.

Creating a Filter Preset

Step 1: Select the filters that will make up the preset.
Step 2: Click Create Preset at the top of the filter column.
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 preset the default filter, check the box next to "Make Default Filter."
Step 4: Click Create Filter.
The filter preset now appears in the pulldown menu to be selected.

Updating a Filter Preset

This process can be used to rename an existing filter preset, adjust the filter parameters, or use it as a clone to create a new filter preset.
Step 1: Select the filter preset to delete from the pulldown menu.
Step 2: Adjust the filter parameters as desired.
Step 3: Click Update Selected Filer.
Step 4: A modal appears. Rename the filter (to keep the original filter unchanged) or click Update.
A message will appear confirming the action.

Deleting a Filter Preset

Step 1: Select the filter preset to delete from the pulldown menu.
Step 2: Click Delete Selected Filter.
Step 3: Click Delete Filer.
A message will appear confirming the action.

Updating Data

Data in visual graphs is cached for one hour for each user and preset. If data was updated and not appearing in the filter list, PlexTrac can manually update the cache by clicking Update filters at the bottom of the filter column.