The Dashboard is a centralized hub offering a single location for users to view crucial information. It allows them to quickly assess the security posture and status of their work and assigned tasks. It provides a consolidated and customizable data display in an easily understandable format.

Users access by clicking Dashboard in the application's main menu.


The Dashboard provides users with a wealth of information regarding reports, assets, and findings, which are displayed based on a user's role and permission settings. The content on the page is dynamically tailored to the user's specific circumstances and activities. The content and tabs available on the Dashboard may vary depending on whether the user has any assignments, has viewed any reports, or has access to published reports.

When a user logs into PlexTrac for the first time or has no assigned tasks, the Dashboard initially presents only the Finding Metrics tab.

The Your assignments tab appears after tasks are given to the user, at which point the Dashboard consists of two tabs:

  • Your assignments

  • Finding metrics

Finding Metrics Tab

When logging in without any assignments or viewed reports, only the Finding metrics tab exists with two boxes on the page:

  • Findings Older Than 30 days: all findings over 30 days that exist in published reports that the user has access to view

  • Vulnerable Assets: all assets that the user has access along with the number associated with a finding

In this scenario, clicking the Dashboard menu item loads a new page. Still, if no assignments exist, no content exists to load, and the following message is provided: "You don't have any findings assigned to you at this time."

If a user cannot view published reports, no additional content will appear on the Finding metrics tab below the two boxes. As reports are published that a user has access to, additional boxes will appear on the page, providing helpful information in various graphical presentations about the findings in those reports.

Your Assignments Tab

Assignments result from associations made from multiple areas of PlexTrac, such as being identified as a report operator, an assignee of a finding, or a reviewer of an assessment.

As a user receives assignments, they are displayed on the Your assignments tab. Assignments are further grouped by the type of assignment:

  • Your findings

  • Your reports

  • Your assessments

  • Your priorities

Click a tab for more information about each topic assignment, including the assigned role for the report or assessment.

Customizing Table View

The columns displayed in the table view of each tab in the Your assignments section can be added or removed by clicking the icon on the right of the page.

Once clicked, a modal appears that lists all fields that exist for that box.

To remove a column, click X within the bar.

Fields that are required and cannot be eliminated do not have an X available.

When fields are removed, an "Add Column" pulldown menu is added at the bottom left of the modal to store the field. Any removed fields can be added later by clicking Add Column and selecting the field to add.

This modal represents the sequence of fields provided in the table, meaning the bar on top will be the column that appears on the far left of the relevant box.

The order of columns can be adjusted within this modal by clicking the six dots on the left of the bar for a field and dragging the bar to the desired sequence place.

Each topic has its list of fields and must be customized separately.

Recently Viewed Reports

Once a report is viewed, a box representing that report will be shown at the top of the Dashboard page. This report box displays the title, status of a report, client, and how many findings exist within that report. The report can then be accessed by clicking the box or View.

More boxes are added as more reports are viewed, but only the four most recently viewed reports will be displayed.

If a user has no assignments but has recently viewed reports, the default page after logging in will display the recently reviewed reports, plus two boxes providing data on findings older than 30 days and vulnerable assets. The Your assignments tab will not display.


Messages received within PlexTrac are stored on the Notifications page, accessible by clicking the bell icon at the top of any PlexTrac page next to the user name.

When new notifications exist, the bell will have a red outline.

To view notifications quickly, click the bell icon.

Clicking a notification directly from the list will send the user to the page that prompted the notification, and the notification will be removed.

Clicking View All will redirect to the Notifications page, which has two tabs:

  • All Notifications: This tab contains all notifications a user has received. Notifications cannot be deleted from this tab.

  • Unread Notifications: This tab includes all new notifications; items will be removed if clicked.

Unread notifications are identified with an "X New" indicator.

Click a message to be sent to the page in PlexTrac that triggered the notification. This action will also remove the message status from unread.

Last updated

© 2024 PlexTrac, Inc. All rights reserved.