> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-xdr-5.x/onboard-cortex-xdr/post-deployment-steps/dashboards-and-reports.md).

# Dashboards and reports

Dashboards consist of visualized data powered by fully customizable widgets, which enable you to analyze data from inside or outside Cortex XDR, in different formats such as graphs, pie charts, or text. Cortex XDR displays the predefined dashboards when you log in. You can also create custom dashboards that are based on the predefined dashboards, or built to your specifications, and you can save any of your dashboards as reports.

From the **Dashboard & Reports** menu, you can view and manage your dashboards and reports from the dashboard and incidents table, and view alert exclusions.

* **Dashboard:** Provides dashboards that you can use to view high-level statistics about your agents and incidents.
* **Reports:** View all the reports that Cortex XDR administrators have run.
* **Customize:** Create and manage a new dashboard and reports.
  * **Dashboards Manager:** Add new dashboards with customized widgets to surface the statistics that matter to you most.
  * **Reports Templates:** Build reports using pre-defined templates, or customize a report. Reports can be generated on-demand scheduled.
  * **Widget Library:** Search, view, edit, and create widgets based on predefined widgets and user-created custom widgets.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://cortex-docs.paloaltonetworks.com/cortex-xdr-5.x/onboard-cortex-xdr/post-deployment-steps/dashboards-and-reports.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
