Documentation | Support

Go to the table of contents Go to the previous page Go to the next page View or print as PDF
Getting Started > Cloud portal dashboards > Creating custom dashboards in the cloud portal
Creating custom dashboards in the cloud portal
In addition to the standard dashboards, you can create a number of custom dashboards per portal account (up to a total of 10 visible dashboards), enabling you to easily access the data you most frequently need. Each custom dashboard can contain up to 6 charts.
To create a custom dashboard:
1.
From any dashboard, click the Settings icon () in the top right corner of the page.
2.
Select Add Dashboard.
3.
Give your dashboard a name, and click Add.
Your new dashboard appears as a blank tab. You can rename or delete the dashboard from the Settings menu.
To add charts to a custom dashboard, click the Settings icon and select Add Chart. Then choose whether you want to create a new chart, or a chart from an existing report.
*
Creating a new chart
*
Creating a chart from a report
Once you have added charts to your dashboard, you can reorder them by dragging them around the screen. You can also change the date range for all charts from the drop-down at the top of the dashboard (the default is 24 hours).
To edit or delete a chart, click the arrow in the top right of any chart and select the option you want.
Creating a new chart
1.
Select Create New Chart.
2.
In the Chart Editor, drag up to 2 attributes from the Attributes list to the Grouping field. For more information on the available attributes, see Report attributes: Web and Data Security.
*
The Chart Editor does not allow you to add more than 2 attributes, nor can you add the same attribute more than once.
*
By default, the report shows the top 10 matches by number of hits. Click an attribute box in the Grouping field to change the grouping data to show a specified number of top results, a specified number of bottom results, or all results.
 
* 
Note 
Choosing to view all results may mean the report takes a long time to generate.
*
To remove an attribute from the Grouping field, click the cross icon on the attribute box.
3.
To add filters to the chart, drag an attribute to the Filters field.
a.
On the popup that appears, use the drop-down list to define how the filter handles the values that you specify. The options available depend on the attribute that you have selected. For example, you may be able to include or exclude values, or state that search terms equal or do not equal your text.
b.
Enter or select the search term or value(s) that you wish to filter on. Depending on the filter, you can:
*
Select one or more check boxes
*
Start typing text that will autocomplete based on data in the system
*
Enter the exact text that you want to use
For filters where you are including or excluding values already stored in the system, start typing to see a list of potential matches. Then select the option you want from the list. You can add multiple values to the filter.
For filters where you enter free text, enter each term that you want on a new line.
c.
Click OK when done.
To edit a filter, click its attribute box. To remove an attribute from the Filters field, click the cross icon on the attribute box.
4.
Select the chart metric from the drop-down list. For more information on the available metrics, see Report metrics: Web and Data Security.
5.
Select the type of chart to display from the icons next to the Metric field. The following are available:
*
column chart
*
bar chart
*
pie chart
*
line chart
*
area chart
All of these charts are available for a single-level grouping chart. For a chart with 2 attributes, only column and bar charts are available.
6.
When you have finished defining your chart, you can click the Update button to see how the chart results look.
7.
Once you are happy with your chart, click Save, and give your chart a name and optionally a description. Then click Save Chart.
The chart now appears on your custom dashboard. If you included a description, you can see it by hovering your mouse over the information icon next to the chart name.
Creating a chart from a report
1.
Select Create New Chart from Report.
2.
In the Convert Report window, expand the tree and click the report you want to convert to a chart. You can also search for a report name.
3.
If you want to add more than one converted report to the dashboard, mark Add another.
4.
Click Convert Report.
The report is converted into a chart on your dashboard. If you marked Add another, the Convert Report window stays open for you to add further charts; otherwise it closes.

Go to the table of contents Go to the previous page Go to the next page View or print as PDF
Getting Started > Cloud portal dashboards > Creating custom dashboards in the cloud portal
Copyright 2024 Forcepoint. All rights reserved.