Step 5 – Get an Overview at a Glance

Open the home dashboard and filter by severity, status, customer, and device kind.

Written By Erdinc Akay

Last updated 26 days ago

You've enrolled at least one device and activated your first check. Now you can see the bigger picture — the home dashboard at the top of the sidebar shows all your customers, devices, and check results on one screen.

Open the home dashboard

Click Dashboard at the top of the left sidebar. The home dashboard opens.

You land on a populated overview like this:

The home dashboard with the full sidebar open (Dashboard, Cases, Devices, Inventory, Customers, Patch Cycles, Update Catalog, Policies, Reports and more), a middle panel with a Search customers box and a customer list — All customers 15, Unassigned devices 15, then Adventure Works, Contoso Ltd, Fabrikam Inc, Litware Inc, Northwind Traders, Proseware, Tailspin Toys and Woodgrove Bank — plus STATUS (Critical / Warning / Healthy), CONNECTION (Online / Offline), UPDATES (Pending / Current / Unknown), ROLE (Server / Workstation) and OS (Windows / Linux / macOS) filter chip groups, and a right pane reading 0 devices with an All clear empty state saying no devices currently report failed checks for this scope.

Filter by what matters right now

The dashboard groups everything by customer, with severity badges so you can see at a glance which devices need attention.

  • Critical, Warning, Healthy — filter the view to just devices in that severity. Click Critical first when you open octoja in the morning to see anything that needs immediate attention.
  • Online / Offline — filter to devices the agent has checked in from recently, or to devices that have gone silent.
  • Pending / Current / Unknown — filter by update status: devices with pending updates, devices that are up to date, or devices whose update status is not known yet.
  • Server / Workstation — filter by device kind.
  • Windows / Linux / macOS — filter by operating system.

Drill into a customer

Click any customer name in the sidebar to filter the view to just that customer's devices. Click All customers to clear the filter.

The Search devices box filters the list to devices whose name, alias, model, kind, or last-logged-in user matches what you type. Use it to narrow a long list when you know roughly what you're looking for.

What you've achieved

Congratulations — you've completed the octoja Getting Started series. You now have a customer with at least one device sending live telemetry and at least one check evaluating the device's health. The home dashboard is where you'll usually start your day.

Where to go next