> 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-xsiam/detect-investigate-and-respond-to-threats/monitor-dashboards-and-reports/overview-of-dashboards-and-reports/dashboard-interface-basics.md).

# Dashboard interface basics

Learn the Cortex XSIAM dashboard interface, including navigation, widgets, filters, and available actions.

You can access your dashboards from **Dashboards & Reports > Dashboards**, which opens your default dashboard. To switch dashboards, click the current title to open the dashboard menu and select a different one.

### **Main components of the interface**

Each dashboard comprises the following main components:

* **Dashboard menu:** Click on the current title to open the selection menu. From here, you can browse, search, or apply filters to view specific dashboard types or owners. The menu displays all dashboards you have permission to view.
* **Action menu:** Located in the right corner of the dashboard header, this menu provides access to specific dashboard operations, including:
  * **Mark as default:** Set the current dashboard as your primary view upon login.
  * **Edit dashboard:** Enter builder mode to modify the layout or widgets.
  * **Share settings:** Manage visibility configurations and user/group permissions.
  * **Save as report:** Convert the active dashboard layout into a functional report template.
* **Time range:** Located on the right side of the header, this defines the data window for all widgets on the dashboard.
* **Data refresh:** You can update visual data at multiple levels:
  * **Dashboard level:** Click the **Refresh** icon in the header to update all widgets simultaneously.
  * **Widget level:** Hover over an individual widget to view its specific refresh rate or to manually trigger a targeted data refresh.
  * **Pause automatic refresh:** Select this option to temporarily stop automatic updates.
* **Filters:** Predefined dashboard-specific filters are displayed in the header. These filters do not persist when switching between dashboards. If a widget displays a filter icon, this indicates that the widget data is being filtered.


---

# 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 by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://cortex-docs.paloaltonetworks.com/cortex-xsiam/detect-investigate-and-respond-to-threats/monitor-dashboards-and-reports/overview-of-dashboards-and-reports/dashboard-interface-basics.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.