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Cyware Situational Awareness Platform

Clone, Export, and Share Dashboards

Prerequisite: You must have first created a dashboard or have access to an existing dashboard. For more information on creating a dashboard, see Create a Dashboard.

  1. On the Dashboards page, navigate to the dashboard for which you want to set by clicking the vertical ellipsis icon on the right-hand side of the tab for your dashboard

    Note

    If the tab for the dashboard that you want to modify is not currently displaying in the Dashboards page, click More and then select your dashboard. The tab is now available for interaction.

  2. Select one of the following options:

    • Default Dashboard: Selecting this option makes the dashboard you have specified the default view when you open the Dashboards page.

      Note

      If you make a dashboard your default dashboard, you are not able to share it.

    • Edit Dashboard: Select this option to edit your dashboard. For more information, see Edit Dashboard.

    • Clone Dashboard: Selecting this option creates a separate, identical instance of your current dashboard that you can rename and modify, as needed. By default, when you clone a dashboard, an indication that the new dashboard is a copy is prepended to the title. For example, if your current dashboard is titled My Dashboard, the cloned dashboard title displays as Copy of My Dashboard.

    • Share: Opens the Share Dashboard dialog box, where you can select the privileged users with whom you want to share your dashboard. This allows the specified users to interact with the data in view-only mode. Options include Private, Selected User(s), and All Users. To complete the share action, click Share Dashboard.

      Note

      If the dashboard you are viewing is your default dashboard, you are not able to share it.

    • Export Dashboard: Opens the Export Dashboard dialog box, where you can select a format for export. The following options are available:

      • Download as PDF: Select this option to download a PDF snapshot of the dashboard to your machine. To complete the export action, click Export Dashboard.

      • Send as Email: Select this option to send the dashboard, as an email, to recipients that you specify. You can search for and add user emails by typing in the Enter Recipient Email(s) text field. Suggested emails populate, based on the characters you type. You can add multiple emails in the text field at one time, as well as remove individual email recipients by clicking the X icon next to the email entry. To complete the export action, click Export Dashboard.

      Note

      You cannot send dashboards to email addresses that have not been added as CSAP users.

    • Schedule Report: Select this option to schedule reports, in PDF format, as snapshots of your dashboard. These reports display your dashboard metrics as they appear on your screen at the time the report is run.

      You can create multiple schedules to burst dashboard reports (for example, for different time intervals or for different users), as well as view them as cards in the Schedule Report dialog box.

      To create a schedule, click Add New. The Create Schedule Report dialog box opens. Fill out the following required fields:

      • Name: Specify a name for your schedule.

      • Frequency: Specify the frequency at which reports are generated. Available options include Everyday, Weekly, Biweekly, Monthly, and Quarterly.

      • Start Day and Time: Specify the date and time you want to start generating reports by selecting a date from the calendar tool.

      • Recipient(s): Specify the users to whom you want to send the reports. Note that a valid email address must be entered for all recipients.

      • Timezone: Specify the time zone for which you want the report to be generated by clicking the drop-down menu and selecting a time zone (for example, (GMT- 5:00) Eastern Time (US and Canada)).

      When you are finished, to create your schedule click Save Schedule.

      Once a schedule is created, you can copy it, edit it, or delete it by clicking the icons at the top of the schedule card. If you have multiple schedules expanded, you can collapse them by clicking Collapse All. Alternatively, you can click Expand All to expand all schedule cards.

    • Delete Dashboard: Select this option to delete your dashboard. For more information, see Delete Dashboard.

  3. Your changes are automatically saved in the Dashboards page.