Getting Started
  • Patch My PC Product Documentation
  • Patch My PC CVE Insights
    • Overview of CVE Insights
    • CVE Insights Requirements
    • Install CVE Insights
    • Using CVE Insights
      • CVE Insights "News" tab
      • CVE Insights "Analytics" tab
      • CVE Insights "Alerts" tab
      • CVE Insights "Settings" tab
      • Using Search in CVE Insights
      • Managing CVE Insights Notifications
  • 🔧Installation Guides
    • Configuration Manager
      • Requirements
      • Download and Install
      • License Key
      • Certificate Configuration
      • Updates (On-premises Publisher)
      • ConfigMgr Apps
      • Sync Schedule
      • Alerts
      • Advanced
    • Intune
      • Requirements
      • Download and Install
      • License Key
      • Azure App Registration
      • Intune Apps
      • Intune Updates
      • Sync Schedule
      • Alerts
      • Advanced
    • WSUS Standalone
      • Requirements
      • Download and Install
      • License Key
      • Certificate Configuration
      • Enable Standalone WSUS Mode
      • Updates (On-premises Publisher)
      • Sync Schedule
      • Verify Third-Party Updates Appear in WSUS Console
      • Alerts
      • Advanced
    • On-Premises Publisher
      • Publisher Release Notes
        • Publisher Preview Releases
        • Publisher 1.x Releases
      • Publisher Reference
        • Telemetry Data collected by Patch My PC On-Premises Publisher
    • Patch My PC Cloud
      • Cloud Release Notes
      • Cloud Requirements
      • Onboard to Cloud
      • Cloud Deployments
        • Overview of Cloud Deployments
        • Deploying an App using Cloud
          • Cloud "General Information" Deployment tab
          • Cloud "Configurations" Deployment tab
            • Cloud "Scripts" Deployment Tool
              • Cloud Pre-Install Scripts
              • Cloud Post-Install Scripts
              • Cloud Pre-Uninstall Scripts
              • Cloud Post-Uninstall Script
            • Install Parameters (Deployments)
            • Dependencies (Deployments)
            • Role Scope Tags (optional)
            • Extra Files (Deployments)
            • Categories (Deployments)
            • ESP Profiles (Deployments)
            • Retention Policy (Deployments)
            • Return Codes (Deployments)
          • Cloud "Assignments" Deployment tab
          • Cloud "Summary" Deployment tab
        • Deploy the same App with Cloud using multiple configurations
        • Create a Cloud Deployment Without Assignments
        • Use a Template in Cloud Deployments
        • Cloud Update Rings
          • Overview of Cloud Update Rings
          • How Cloud Update Rings Are Created
          • How the Sync Schedule in Cloud affects Update Rings
          • How Cloud Update Rings Handle New Versions
          • How Cloud Update Rings Affect Dependencies
          • Create Update Rings in Cloud
          • Edit Update Rings in Cloud
          • View Cloud Update Rings
          • Check if an Update Ring has been created in Cloud
          • Update a Cloud Update Ring
          • Convert Existing Cloud Deployments to use Update Rings
          • Delete Update Rings in Cloud
        • Monitor a Cloud Deployment
        • Manage Updates in Cloud
          • Pause Cloud Updates
          • Resume Cloud Updates
          • "Sync Now" Cloud feature
        • Manage Cloud Deployments
          • View a Cloud Deployment's Properties
          • Edit a Cloud Deployment
          • Recreate a Cloud Deployment
          • Sort Cloud Deployments
          • Delete a Cloud Deployment
      • Cloud Events
        • Overview of Cloud Events
        • Search for a Cloud Event
        • Filter Cloud Events
        • Export Cloud Events
        • Sort Cloud Events
        • Find out more information about a Cloud Event
        • Change the number of Cloud Events per page
        • Navigate between pages of Cloud Events
        • Cloud Events Reference
          • General Cloud Events Reference
          • Security Cloud Events Reference
      • Discovery in Cloud
        • Overview of Cloud Discovery
        • Deploy an Unmanaged app using Cloud
        • Manage Cloud Managed Apps
        • Refresh Cloud Discovery Data
        • Cloud Discovery Managed Apps Reference
      • Cloud Administration
        • Manage your Cloud Company
          • Enable Cloud Preview Features
          • Grant Patch My PC Support access to your Cloud portal
          • Delete your Cloud Company
          • Recover your Cloud Company
          • Cloud Company Reference
        • Manage Cloud Users
          • Add a Cloud User
          • Using Entra ID Security Groups in Cloud
            • Add an Entra ID Group to Cloud
            • View an Entra ID Group's Membership in Cloud
            • Modify an Entra ID Group in Cloud
            • Remove an Entra ID Group from Cloud
          • Modify a Cloud User
          • Delete a Cloud User
          • Manage Cloud Access Requests
            • Approve a Cloud Access Request
            • Reject a Cloud Access Request
          • Manage Cloud Invitations
            • Accept a Cloud Invitation
            • Copy a Cloud Invitation’s link
            • Resend a Cloud Invitation
            • Delete a Cloud Invitation
          • Cloud User Roles Reference
        • Manage your Environments in Cloud
          • Manage Cloud Intune tenants
          • Manage your Cloud License
          • Rename your Cloud Environment
        • Manage Cloud Connections
          • Add a Connection
          • Verify a Publisher connection from Cloud
          • Delete a Cloud Connection
        • Manage Cloud Branding
          • Add Cloud Branding
          • Modify Cloud Branding
          • Recreate Cloud Branding
          • Cloud Branding V2
            • Add Cloud Branding V2
            • Modify/Recreate Cloud Branding V2
            • Delete Cloud Branding V2
            • Managing Localizations in Cloud V2
            • Default Language Notifications in Cloud
        • Manage Cloud Notifications
          • Add a Cloud Notification
          • Create a Webhook notification in Cloud
          • Create a Microsoft Teams Webhook Notification in Cloud
          • Create a Slack Webhook Notification in Cloud
          • Create a Cloud Email notification
          • Modify a Cloud Notification
          • Delete a Cloud Notification
          • Cloud Notifications Reference
            • Test a Microsoft Teams Webhook Notification in Cloud
            • Test a Slack Webhook Notification in Cloud
            • Test an Email Notification in Cloud
          • Webhooks Reference
            • Create a Microsoft Teams Webhook
            • Create a Slack Webhook
        • Manage Cloud Naming Conventions
          • Configure Cloud Naming Conventions
          • Modify Cloud Naming Conventions
        • Manage the Sync Schedule in Cloud
        • Manage Cloud Deployment Templates
          • Add a Cloud Deployment Template
          • Edit a Cloud Deployment Template
          • Configure a Default Cloud Deployment Template
          • Delete a Cloud Deployment Template
        • Delete the Patch My PC Cloud Enterprise Application
      • Binary Free Apps
        • Binary Free Apps Overview
        • Deploy a Binary Free App
        • Manage New Version Notifications for a Binary Free App
        • Update a Binary Free App
      • Custom Apps
        • Custom Apps Overview
        • Custom Apps Requirements
        • Onboard to Custom Apps
        • Create a Custom App
          • Upload the Primary Installer for a Custom App
          • Custom Apps "File" tab
          • Custom Apps "General Information" tab
          • Custom Apps "Configuration" tab
          • Custom Apps "Detection Rules" tab
          • Custom Apps "Summary" tab
        • Publish a Custom App
        • Modify a Custom App
        • Update a Custom App
        • Delete a Custom App
        • Custom Apps Reference
          • Find properties for EXE-Based Installers
          • Uninstall a Custom App
      • Intune Apps
        • Intune Apps Overview
        • Intune Apps Requirements
        • Onboard to Intune Apps
          • Onboard to Intune Apps for Custom Apps users
        • Feature Comparison with Publisher
      • macOS Support in Cloud
        • Filter by OS in Cloud
        • Deploy a macOS app in Cloud
        • Supported Assignment Types & Settings for Cloud macOS Deployments
      • Managed Service Provider
        • Managed Service Provider Overview
        • Managed Service Provider Requirements
        • License the Managed Service Provider Feature
        • MSP App Sets
          • Create an MSP App Set
          • Edit an MSP App Set
          • Delete an MSP App Set
        • MSP Custom Apps
          • Create an MSP Custom App
          • View all MSP Custom Apps
          • Deploy an MSP Custom App
          • Edit an MSP Custom App
          • Update an MSP Custom App
          • Delete an MSP Custom App
        • Managed Service Provider Administration
          • Manage MSP Companies
            • Add a Company to Manage (Cloud MSP)
            • Choose a Company to Manage (Cloud MSP)
            • Remove a Company from being Managed (Cloud MSP)
          • Manage MSP Users
          • Manage MSP Deployments
          • Manage MSP Events
          • Manage MSP Notifications
        • Non-Replicating MSP Settings
      • Cloud Troubleshooting
        • Troubleshooting Onboarding to Cloud
          • “Need admin approval” message when onboarding to Cloud
          • “Permissions requested” dialog box not shown during onboarding to Cloud
        • Troubleshooting App Catalog in Cloud
          • Why is the "Delete" option greyed out for an app in Cloud?
        • Troubleshooting Binary Free Apps
          • “Unable to verify the file you are trying to upload” error in Binary Free Apps
        • Troubleshooting Cloud Branding
          • Why don’t I see the “Branding” node in the Cloud portal?
        • Troubleshooting a Cloud Company
          • "Error - Claim Ownership Failed" when trying to recover a Cloud Company
          • "Tenant recovery has been disabled for this account" error when trying to recover a Cloud Company
          • Why can’t I access my Cloud Company?
          • Why can’t I Delete my Cloud Company?
        • Troubleshooting Custom Apps
          • General Custom Apps Troubleshooting
        • Troubleshooting Cloud Dependencies
          • Why is an app not shown in the “App Dependencies” dropdown in Cloud?
        • Troubleshooting Cloud Deployments
          • “500 Internal Server Error” when adding an assignment to a Cloud deployment
          • “A deployment with the same name <deployment_name> already exists” error when deploying a Cloud app
          • Browser Crashes when uploading a large number of files using the Cloud portal
          • “Group not found” shown for an Assignment of a successful Cloud deployment
          • "These settings are locked after deployment to prevent installation issues" message in Cloud
          • Troubleshooting an Intune Apps Deployment
          • "TypeError: Failed to fetch" error when trying to upload a Pre or Post Script in Cloud
          • Why do I see a yellow exclamation mark ("!") beside a Cloud deployment?
          • Why is the “Deploy” button greyed out in Cloud?
          • Why is “Edit” Unavailable for a Cloud Deployment?
        • Troubleshooting Cloud Discovery
          • Why don’t I see the “Discovery” node in the Cloud portal?
          • Why is the “Edit” button disabled beside a Cloud Managed App?
        • Troubleshooting Cloud Environments
          • “Intune connection with the same Id found in another environment” error in Cloud
          • “Need admin approval” message when connecting to Intune from Cloud
          • Why don't I see the ellipsis to edit my Environment or License in the Cloud portal?
        • Troubleshooting Cloud Events
          • Why don’t I see the “Events” node in the Cloud portal?
        • Troubleshooting Intune Apps for Cloud
          • What happens if the Patch My PC Cloud Enterprise App is deleted?
          • Troubleshooting HTTP Status Codes in Cloud
        • Troubleshooting Cloud Licensing
          • "Your license doesn't match the specified SKU" error in Cloud
          • “Your trial has expired” error in Cloud
          • “Your trial license expires in xx days” error in Cloud
        • Troubleshooting Cloud Managed Service Provider
          • “Customer has active connections. Please disconnect them first in order to delete the company” error
          • “Error - Intune connection with the same Id found in another environment!” Cloud error
          • "Unable to disconnect this customer as they do not have a user with the Full Admin..." Cloud error
        • Troubleshooting Cloud Notifications
          • Why don’t I see the “Notifications” node in the Cloud portal?
        • Troubleshooting Cloud Sign in
          • “The service is currently unavailable in the <region_code> region” error in Cloud
        • Troubleshooting Cloud Update Rings
          • "Error - Editing is not allowed until all rings are created after the configured delay" Cloud error
        • Troubleshooting Cloud Users
          • “Unable to change the role of this group as it was not found in Entra ID” error in Cloud
          • Why don’t I see the “Users” node in the Cloud portal?
          • Why is the “Add Group” button unavailable in the Cloud portal?
          • Why is the “Add Group” button unavailable on the “Available Groups” page of the Cloud portal?
          • “You currently have only one user with Access Management privileges” error in Cloud
      • Cloud Reference
        • About the Patch My PC Code-Signing Certificate
          • Using a Custom Configuration Policy to deploy the Patch My PC certificate
          • Using a script to deploy the Patch My PC certificate
        • Cloud App Catalog Icon Reference
        • Cloud Email Reference
          • Example Cloud Access Request Email
          • Example Cloud Access Approved Email
          • Example Cloud Access Rejected Email
          • Example Cloud Account Recovery Email
          • Example Binary Free App Update Email
          • Example Binary Free App Successfully Updated Email
          • Example Cloud Invitation Email
          • Example Cloud Updates Report Email
        • Entra ID Reference
          • Create an App Registration in Entra ID
          • Delete an App Registration in Entra ID
        • Intune Reference
          • Check App Categories in Intune
          • Check App Version Retention in Intune
          • Check Detection Rules in Intune
          • Check ESP Profiles in Intune
          • Check Return Codes in Intune
          • Check Scope Tag Assignments in Intune
        • Cloud Permissions Reference
          • Permissions required for Patch My PC Cloud
          • Permissions required for Intune Apps
        • Telemetry Data collected by Patch My PC Cloud
        • Unsupported File Names and Extensions in Cloud
      • Cloud Product Limits
      • Cloud Glossary
      • Contacting Patch My PC Cloud Support
    • Patch My PC Insights
      • Advanced Insights Release Notes
        • Insights Inventory Extension Release Notes
      • Advanced and Patch Insights Requirements and Prerequisites
        • Insights Certificate Requirements
        • Insights Software Requirements
        • Insights Network Requirements
      • Download and Install Insights
        • Insights SSL Certificate Configuration
        • Insights SQLite Database
        • Insights IIS Configuration selection
        • Insights Installation Summary
        • Insights Installation Completion
      • Upgrading Insights
        • Upgrading to Advanced Insights 2.1 and later from 1.0.x and 2.0.x versions
      • Modify Insights
        • Modify Insights SSL Certificate
        • Modify Insights Network Port
        • Insights Password reset
        • Modify Insights IIS App Pool Identity
      • Uninstalling Insights
      • Backup and Restore Insights Configuration
      • Insights SQL Permission requirements
      • Insights Configuration Manager Permission requirements
      • Using Insights for the first time
      • Insights Proxy Support
      • Advanced Insights Inventory Extensions
        • Overview of Advanced Insights Inventory Extension
        • Insights Custom Client Actions
        • Insights WMI Class Definitions
      • Insights External Services Dell Warranty API
      • Insights External Services HP Warranty (Workforce Experience)
      • Insights External Services Lenovo Warranty API
      • Advanced Insights and Microsoft Updates Inventory
      • Insights Active Directory Integration & RBAC
      • Advanced Insights Active Directory Group to Role Assignment
      • Advanced Insights Azure AD (Entra ID) Authentication
      • Requirements for Advanced Insights Remote Control
      • Launching Remote Control of a Client from Advanced Insights
      • Advanced Insights Configuration Manager Console Extension
      • Advanced Insights Custom Dashboards
        • Creating your first Advanced Insights Custom Dashboard
        • Editing an Advanced Insights Custom Dashboard
        • Sharing an Advanced Insights Custom Dashboard
      • Advanced Insights Dashboard Guides
        • Advanced Insights "Home" Dashboard
        • Advanced Insights "Resources" Dashboard
          • Advanced Insights "Collections" Dashboard
          • Advanced Insights "Devices" Dashboard
          • Advanced Insights "Users" Dashboard
        • Advanced Insights "Hardware" Dashboard
          • Advanced Insights "Displays" Dashboard
          • Advanced Insights "Batteries" Dashboard
          • Advanced Insights "Storage" Dashboard
          • Advanced Insights "Graphics Adapters" Dashboard
          • Advanced Insights "Wireless Adapters" Dashboard
        • Advanced Insights "Software" Dashboard
          • Advanced Insights "Applications" Dashboard
          • Advanced Insights "Client Inventory" Dashboard
          • Advanced Insights "Software Usage" Dashboard
          • Advanced Insights "Microsoft 365 Apps" Dashboard
          • Advanced Insights "ODBC Connections" Dashboard
          • Advanced Insights "Browser Extensions" Dashboard
        • Advanced Insights "Operating Systems" Dashboard
          • Advanced Insights Operating Systems "Dashboard"
          • Advanced Insights "Windows 11 Readiness" Dashboard
          • Advanced Insights "Local Administrators" Dashboard
          • Advanced Insights "OS Uptime" Dashboard
          • Advanced Insights "User Profiles" Profiles
        • Advanced Insights "Software Updates" Dashboard
          • Advanced Insights Software Updates "Dashboard"
          • Insights "Updates" Dashboard
          • Insights "Update Groups" Dashboard
          • Insights "Update Deployments" Dashboard
          • Insights "Windows OS" Dashboard
          • Insights "Computer Status" Dashboard
          • Insights "Microsoft Updates" Dashboard
          • Insights "Update Trend" Dashboard
        • Advanced Insights "Security and Compliance" Dashboard
          • Advanced Insights "BitLocker" Dashboard
      • Advanced Insights Log Collector
      • Advanced Insights IIS Application Pool Identity
      • Two Factor Authentication in Insights
      • Telemetry Data collected by Advanced Insights
    • Patch My PC Product Reference
      • Language Support in Patch My PC On-Premises Publisher and Cloud
      • Supported Variables in Patch My PC On-Premises Publisher and Cloud
  • 💁‍♂️ Get Help
    • Open a Support Case
    • Live Demo, Setup & Review Calls
      • Book a Live Demo
      • Book a Guided Setup Call
      • Book an Environment Review Call
    • Log Reference Guide
    • MEM Patching Optimizer
      • Requirements
      • Download and Install
      • Running Tests
      • Updates (MEM Patching Optimizer)
    • Return on Investment Tool
  • 🔁Release History
    • Advanced Insights Releases
      • Inventory Extension Releases
    • Patch My PC Cloud Releases
    • Publisher Releases
      • Publisher 1.x Releases
      • Preview Releases
    • ROI Tool Releases
  • 🤝Resources
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  1. Installation Guides
  2. Patch My PC Insights

Advanced Insights Custom Dashboards

Creating, editing and sharing Custom Dashboards

Applies to: Patch My PC Advanced Insights

Introduced in Advanced Insights 2.2.1, the Custom Dashboard feature enables users to create their own dashboards and share them with other users, if permitted.

PreviousAdvanced Insights Configuration Manager Console ExtensionNextCreating your first Advanced Insights Custom Dashboard

Last updated 8 hours ago

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