You can share your dashboard with other users on the system, delete the
dashboard you no longer require, refresh data on the dashboard as often as you
want, save the dashboard as a report template, and import or export the
dashboard to a separate platform. You can also choose to set it as the default
dashboard.
Select Time Period and Environments
At the top right of the screen, you can select the time period to display data
from as well as Environments (All, or multi-select).
Share your Dashboard
Click on the
format_list_bulleted
icon on the top right of the screen.
Click on Share dashboard with others. The Share dashboard with others dialog
box opens.
Select the relevant team members and/or roles.
Click Apply.
Save as Report
Click on the
format_list_bulleted
icon on the top right of the screen.
Click on Save as a report template. The Save dashboard as a report template
dialog box opens.
Select a Category from the drop-down list and enter a Name.
Click Save. This report is saved in the Reports screen.
[[["Easy to understand","easyToUnderstand","thumb-up"],["Solved my problem","solvedMyProblem","thumb-up"],["Other","otherUp","thumb-up"]],[["Hard to understand","hardToUnderstand","thumb-down"],["Incorrect information or sample code","incorrectInformationOrSampleCode","thumb-down"],["Missing the information/samples I need","missingTheInformationSamplesINeed","thumb-down"],["Other","otherDown","thumb-down"]],["Last updated 2025-03-06 UTC."],[[["The SOAR dashboard can be shared with other users, deleted, refreshed, saved as a report template, or set as the default dashboard."],["You can select the time period and specific environments to display data within the dashboard."],["Dashboards can be shared with team members and/or roles through the \"Share dashboard with others\" option."],["Dashboards can be saved as report templates by selecting a category and name, then it will be stored in the Reports screen."]]],[]]
