Build custom dashboards and reports - Custom dashboards and reports can support your day-to-day operations by providing options that are tailored to your unique workflow. - Administrator Guide

Build custom dashboards and reports - Custom dashboards and reports can support your day-to-day operations by providing options that are tailored to your unique workflow. - Administrator Guide - Cortex CLOUD

Cortex Cloud Posture Management Documentation

Product

Cortex Cloud Application Security > Cortex CLOUD

License

Cloud Posture Management

Creation date

2025-01-22

Last date published

2026-06-10

Category

Administrator Guide

Abstract

Custom dashboards and reports can support your day-to-day operations by providing options that are tailored to your unique workflow.

You can create custom dashboards and reports that are tailored to your unique workflow and support your day-to-day operations. With custom dashboards and reports, you have the flexibility to base your dashboard or report on an existing template, or build a new template from scratch.

Your ability to view and manage dashboards and reports is based on your user permissions and the visibility status of the specific dashboard:

Dashboard Manager: This is the central repository for your visualizations. You can only access dashboards where you are the Owner, dashboards that have been explicitly shared with you (or your user group), or dashboards marked as Public.
Role requirements: To create or manage dashboards, your administrator must Enable the Dashboards component in your user role. The specific actions you can take, such as creating new dashboards or editing public ones, depend on the sub-permissions assigned to your role. For more information, see Manage access to custom dashboards,

Dashboards and reports are built from widgets. You can drag any widgets from the Widget Library on to your dashboard or report and arrange them. Cortex Cloud provides predefined widgets for you to use. In addition, you can create custom widgets that are built on Cortex Query Language (XQL) queries or custom scripts and provide the flexibility to query specific data, and select the graphical format you require (such as table, line graph, or pie chart).

Widget Library: The Widget Library is the central repository for predefined and custom widgets and is intended solely for browsing and selecting widgets to add to a dashboard.
Widget visibility: Those with access to the Widget Library will only see widgets in the Widget Library that are Public or widgets that were created by you (Restricted). You cannot see Restricted widgets created by other users in the Widget Library, even if you have access to a dashboard containing those widgets.
Inherited access:
- If a custom dashboard is shared with you, you can see all widgets contained within that dashboard, but you will never have permission to view or edit those specific widgets in the Widget Library (unless you are the owner, administrator, or it's a public widget).
- If you don't have permission to edit a widget, create a copy of the widget.