Build a Custom Dashboard

To create purposeful dashboards, you must consider the information that you and other analysts find important to your day to day operations. This consideration guides you in building a custom dashboard. When you create a dashboard, you can select widgets from the widget library and choose their placement on the dashboard.
  1. Select
    Reporting
    Dashboards Manager
    + New Dashboard
    .
  2. Enter a unique
    Dashboard Name
    and an optional
    Description
    of the dashboard.
  3. Choose the
    Dashboard Type
    .
    You can use an existing dashboard as a template, or you can build a new dashboard from scratch.
  4. Click
    Next
    .
  5. Customize your dashboard.
    To get a feel for how the data will look, Cortex XDR provides mock data. To see how the dashboard would look with real data in your environment, you can use the toggle above the dashboard to use
    Real Data
    .
    Drag and drop widgets from the widget library to their desired position.
    dashboard-builder.gif
    If necessary, remove unwanted widgets from the dashboard. To remove a widget, select the menu in the top right corner, and
    Remove widget
    .
    For incident-related widgets, you can also select the star to display only incidents that match an incident starring configuration on your dashboard. A purple star indicates that the widget is displaying only starred incidents (see Create an Incident Starring Configuration).
  6. When you have finished customizing your dashboard, click
    Next
    .
  7. To set the custom dashboard as your default dashboard when you log in to Cortex XDR,
    Define as default dashboard
    .
  8. To keep this dashboard visible only for you, select
    Private
    .
    Otherwise, the dashboard is public and visible to all Cortex XDR app users with the appropriate roles to manage dashboards.
  9. Generate
    your dashboard.

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