Dashboards and Reports - GermainUX Docs

Supported version2026.2 or later

Analytics dashboards

Four levels

Customization

Build your own

Reports

Export and share

Access

Who sees what

Overview

GermainUX Dashboards and Reports provide real-time, role-appropriate access to monitored data, business and technical KPIs, operational status, investigation evidence, notes, tickets, and manually generated reports. Users can move from an aggregated business or technical metric to its underlying dimensions, individual records, and root-cause evidence without leaving the GermainUX Workspace.

Business outcomes

Area	Business outcome
Application adoption	Understand feature usage, user behavior, workflow completion, and the issues affecting CRM and application adoption.
Employee productivity	Identify slow, repetitive, ineffective, or failed workflows and quantify the resulting lost time.
eCommerce conversion	Track customer journeys, funnels, abandonment, product activity, checkout, and the issues affecting conversion and revenue.
User and customer experience	Visualize performance, errors, behavior, feedback, and friction across users, sessions, applications, and journeys.
Application reliability	Monitor availability, errors, performance, capacity, services, infrastructure, and integrations.
Issue investigation	Move from a high-level KPI to its dimensions, raw instances, relationships, traces, and supporting evidence.
Operational communication	Export, print, save, annotate, assign, and share relevant information with business and technical teams.
Platform administration	Review the health, configuration, usage, capacity, and operating state of GermainUX.

Analytics dashboards

Analytics Dashboards provide four connected levels of visualization.

Dashboard level	Purpose
Aggregate	Presents summarized business or technical KPIs, trends, scores, maps, flows, funnels, tables, gauges, and counters.
Pivot	Breaks an aggregated metric down by dimensions such as application, user, page, workflow, product, region, version, system, or error type.
Drill-through	Displays the individual records underlying an aggregate or pivot result.
Analysis	Combines baselines, trends, relationships, segmentation, individual instances, and traces to support evidence-based root-cause investigation.

Filters and context are carried through the investigation path, allowing users to move from an aggregate result to the supporting evidence.

AggregatePivotDrill-throughAnalysis

Dashboard visualizations

Depending on the selected KPI and configuration, an Aggregate dashboard can contain:

Visualization	Typical use
General Health	Display trends and aggregated measures over time.
Tabular	Break down a measure by one or more pivots.
N-Tabular	Display several related KPIs in one table.
Map	Visualize geographically related data.
Flow	Display user journeys, navigation, or workflow paths.
Focused Flow	Analyze selected journeys or populations to identify friction.
Funnel	Visualize progression and abandonment across business-process stages.
Gauge	Show a measure relative to its expected or configured range.
Counter	Present a headline measure or count.

Dashboard creation and customization

GermainUX provides preconfigured dashboards that can be used as delivered, cloned, or customized. Authorized users can also create their own dashboards.

Capability	Description
Create	Build a dashboard using selected KPIs, measures, pivots, filters, and visualizations.
Explore Your Data	Select relevant keywords and data to create an initial dashboard more quickly.
Clone	Copy an existing dashboard and adapt it to another application, team, workflow, or use case.
Edit	Add, remove, configure, or rearrange portlets and metrics.
Filter	Apply filters at the dashboard or individual-portlet level.
Compare	Compare the selected period with another period and display the corresponding change.
Pin	Add frequently used dashboards to the Workspace menu.
Control access	Define which users or teams can view or manage the dashboard.
Print or export	Produce a shareable representation of the displayed information.

Pivot, Drill-through, and Analysis dashboards can be generated from the selected data and customized where supported.

Analysis dashboards

The Analysis dashboard helps users move from a KPI symptom to evidence-backed root cause. It can help answer:

Is the selected result abnormal compared with recent or historical behavior?
Which related KPIs changed during the same period?
Which users, applications, pages, workflows, products, systems, versions, or other segments are most affected?
Is the issue isolated to one instance or widespread across sessions, users, or the monitored population?
Which transaction, request, service, query, code execution, error, or infrastructure condition contributed to the issue?

Depending on the monitored technology and available data, users can examine baselines, trends, percentiles, related KPIs, leading segments, individual attributes, correlation identifiers, duration breakdowns, traces, and Session Replay evidence. See Analytics Dashboards for the complete dashboard and investigation model.

Management dashboards

Management Dashboards provide administrators with visibility into GermainUX itself. Depending on permissions and deployment architecture, management dashboards can help administrators review:

GermainUX services and runtime status
Nodes, Engines, agents, and deployed components
Processing queues and ingestion activity
Monitoring and automation operating states
Configuration and deployment status
License and AA Unit consumption
Data-source and platform health
Operational warnings or failures

Detailed administrative capabilities are documented under Management.

Notes and tickets

The Notes and Tickets Dashboard centralizes investigation notes and tickets created from GermainUX data. Users can:

Create a note or ticket from relevant dashboard data.
Record investigation findings and supporting context.
Assign an item to another user.
Track status, ownership, priority, and progress.
Search and filter existing notes and tickets.
Return to the associated data or investigation context.

This helps business, support, operations, development, and product teams collaborate on issues identified through GermainUX.

Reports

Manual Reports allow users to generate and export dashboard information for offline review or distribution. Depending on the dashboard and available options, reports can include:

Format or action	Purpose
PDF or Print	Create a formatted representation of the selected dashboard or investigation.
CSV	Export underlying or tabular data for additional processing.
XLS or spreadsheet export	Export supported data for spreadsheet-based review.
Image or clipboard copy	Reuse selected visualizations or results in another document or communication.

The report reflects the selected time range, dashboard, filters, data visibility, and user permissions.

Automatically scheduled report generation and delivery are configured separately under Automation.

Search and filters

Search and Filters help users locate relevant dashboards and narrow the displayed data.

Capability	Purpose
Global search	Find dashboards, metrics, issues, configuration areas, or documentation.
Dashboard filters	Apply a condition to all compatible portlets on a dashboard.
Portlet filters	Restrict only the data displayed by a selected visualization.
Time-range filters	Select the period to analyze or report.
Attribute filters	Filter by available fields such as application, user, page, transaction, system, product, workflow, or error.
Saved context	Preserve relevant data or an investigation for later review where supported.

Available search fields, pivots, measures, and filters depend on the underlying KPI and the monitored data.

Accessing GermainUX

Users who do not yet have a Workspace account can follow Requesting Access to Germain. Access requests are reviewed by the organization’s GermainUX administrators. Once approved, the user receives instructions for setting up access. Dashboard and data visibility depend on:

Assigned roles
Team membership
Dashboard permissions
Data-security rules
Application and data-type access
Available monitored data
Data-retention settings

Roles determine what a user can do. Teams and data-security rules help determine which dashboards, facts, and Session Replays the user can access.

Get Help

Contact GermainUX Support

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The content of this document is proprietary to GERMAIN SOFTWARE.

Analytics dashboards

Customization

Reports

Access

​Overview

​Business outcomes

​Analytics dashboards

​Dashboard visualizations

​Dashboard creation and customization

​Analysis dashboards

​Management dashboards

​Notes and tickets

​Reports

​Search and filters

​Accessing GermainUX

​Get Help

Contact GermainUX Support

Can't find what you need?

Overview

Business outcomes

Analytics dashboards

Dashboard visualizations

Dashboard creation and customization

Analysis dashboards

Management dashboards

Notes and tickets

Reports

Search and filters

Accessing GermainUX

Get Help