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Dashboard FAQ

We have listed few common questions that you may need answers to.

How can I rename Dashboard?

How to switch between Dashboards?

How can I save Dashboards as a template?
OR
How can I duplicate dashboards?

Can I apply time filter for Dashboards?

How to tag a Dashboard?

Why is Time filter not applicable to some widgets in the Dashboard?

Can I download Dashboard in PDF report format?

How to assign or restrict access to Unified Dashboard application?

How can I rename Dashboard?

On the Dashboard page, click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and select Edit Dashboard option. You can rename the dashboard the name, edit the description of the dashboard.

How can I save Dashboard as a template?
OR
How can I duplicate dashboards?

On the Dashboard page, click the Tools The Toold menu on the dashboard page thatdisplays the various actions that you can carry out on a dashboard. menu and select Create Template from this Dashboard option. Provide a name and description and the dashboard is available as a template for you to use. This way you can duplicate dashboards and then edit them as per your need.

How to tag a Dashboard?

Click the Tag selector on the dashboard page. The tag tree displays recently used tags, favorite tags, and all tags in your account. Select the tag to be applied to the dashboard and click outside the tag selector. The dashboard gets tagged.

Tagging a dashboard option.

The Integrate Tag Tree with the Tag filter on Dashboard filters dashboard widget count based on the tags associated with assets.

Using the TAG selector, you can filter dashboard widgets based on the selected tags. You can choose one of two options:

- ANY (OR): Filters the widgets if any of the selected tags are associated with the asset.

For example, if you select the ANY option and select the Remote Endpoints and Cloud Environments tags, the widget count will be filtered using the following QQL:

tags.name:["Remote Endpoints","Cloud Environments"]

- ALL (AND): Filters the widgets when all the selected tags are associated with assets.

For example, if you select the ALL option and select tags the Remote Endpoints and Cloud Environments tags, the widget count will be filtered the following QQL:

tags.name:`Remote Endpoints` and tags.name:`Cloud Environments`

How to switch between Dashboards?

You can switch between multiple dashboards that are available in your account. Click the down arrow button next to dashboard name.

Can I apply time filter for Dashboards?

You can choose the time filter for the data to be populated in the dashboard widgets. Click the time filter drop down displayed below the Dashboard name on the dashboard page. By default, the time filter is set to Last 30 Days. You could choose options from the drop-down or define a specific data range too.

Various options for the time filter applicable for the dashboard data.

The dashboard time filter is applicable for widgets that belong to CloudView, Container Security, Endpoint Detection and Response, File Integrity Monitoring, and Global IT Asset Inventory (only when the widget time filter is disabled).

Why is Time filter not applicable to some widgets in the Dashboard?

If the widgets in the dashboard have widget-level time filter configured, the widget-level time filter takes precedence over dashboard-level time filter. In such cases, the dashboard-level time filter is not applicable to widgets. For information on how to configure widget-level time filter, refer to Configure Widget-level Time Filter.

Can I download dashboard in PDF format?

You can download dashboard in PDF report format. You could also add pre-defined or custom stamp classification as header to the PDF report.

Select the dashboard to be downloaded and click the Icon to download dashbord in PDF report format.  icon. Select pre-defined or custom stamp classification (optional) to be added as header to the PDF report format. Alternately, click Add new to create custom header text, and then click Download Dashboard.

Note: The Dashboard description is not included in the PDF report.

How to assign or restrict access to Unified Dashboard application?

We provide a pre-defined role named Unified Dashboard User to provide access to the Unified Dashboard application. Once this role is assigned to a user, the Unified Dashboard application is listed in the application picker and user is able to access the application.

To provide the access, you can either assign the predefined role or change the permissions associated with existing role. If you have users with existing roles, you can edit the permissions associated with the role and assign "Unified Dashboard Application Access" permission to an existing role.

By default, the Scanner, Reader, and Unit Manager users are assigned access to the Unified Dashboard application.