Create a Dashboard for Child Orgs (MSSPs)

blog-service/2025-09-08-search.md

@@ -0,0 +1,17 @@
+---
+title: Search and View Dashboards at Child Orgs Level (MSSPs)
+image: https://help.sumologic.com/img/reuse/rss-image.jpg
+keywords:
+  - manage
+  - preferences
+hide_table_of_contents: true    
+---
+
+import useBaseUrl from '@docusaurus/useBaseUrl';
+
+We're excited to announce the ability to run a log search queries directly within a selected child org under a parent org. Additionally, you can now fetch data from the selected child org and seamlessly view the associated dashboards, thereby enabling more granular monitoring and insights.
+
+This enhancement streamlines workflows across multi-org environments and makes it easier to dive into org-specific insights while staying connected at the parent org level.
+
+[Learn more - Log Search Across Child Orgs](/docs/search/search-across-child-orgs) <br/>
+[Learn more - Create a Dashboard for Child Orgs](/docs/dashboards/dashboard-child-orgs)

docs/dashboards/create-dashboard-new.md

@@ -1,7 +1,7 @@
 ---
 id: create-dashboard-new
 title: Create a Dashboard
-description: Learn how to create your own custom Dashboard with a panel and query, then customize a chart and add the chart to the dashboard.
+description: Learn how to create your own custom Dashboard with a panel and query, then customize a chart and the chart to the dashboard.
 ---
 
 import useBaseUrl from '@docusaurus/useBaseUrl';

docs/dashboards/dashboard-child-orgs.md

@@ -0,0 +1,86 @@
+---
+id: dashboard-child-orgs
+title: Create a Dashboard for Child Orgs (MSSPs)
+description: Learn how to create your own custom Dashboard with a panel and query to child org level, then customize a chart and the chart to the dashboard.
+---
+
+import useBaseUrl from '@docusaurus/useBaseUrl';
+
+The **Dashboard** page allows you to view log data on the same dashboard in an integrated and seamless view. This article demonstrates on how to create a dashboard, a panel query, and then add a panel to the dashboard at the child orgs level.
+
+## Create a dashboard
+
+There are two ways to create a dashboard, either by using the following method or by creating it directly from the [Log Search page](#log-search-page). Follow the steps below to create a dashboard under a selected child org:
+
+1.  [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). Go to the **Home** screen and select **Dashboard**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the main Sumo Logic menu, select **Dashboards > New Dashboard**. You can also click the **Go To...** menu at the top of the screen and select **New Dashboard**.
+1. Select the **Dashboard** text field at the top of the window and enter a unique name for your new dashboard.
+1. From the **Select Org** dropdown, select the child org under which you need to create the dashboard.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/select-org-for-dashboard.png')} alt="select-org-for-dashboard" style={{border: '1px solid gray'}} width="800" />
+
+## Add a panel
+
+Now that you have created a new dashboard, you can populate it with panels that visually display your data. This task shows you how to add a panel to your new dashboard and customize the display.
+
+To add a panel to a new dashboard, do the following:
+
+1. Select a panel type by clicking the corresponding icon. To learn more about panels, refer to [Dashboard types](/docs/dashboards/panels).<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/panel-types.png')} alt="panel types" style={{border: '1px solid gray'}} width="600" />
+1. You are prompted to [provide a query](#add-a-log-query).
+1. If you have selected the parent org while creating the dashboard, you will be able to select the child org under which the panel query needs to run.
+    :::note
+    The autocomplete feature while writing the query will run with respect to the selected child org.
+    :::
+1. Click the **Add to Dashboard** button on the top right of the window to add the panel to your dashboard.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/Add-to-Dashboard-button.png')} alt="Add to Dashboard button" style={{border: '1px solid gray'}} width="300" />
+1. Once the panel is added the the dashboard, the panel query will display the results based on the [default org set for the dashboard](#set-a-default-org).
+
+You can customize a chart on a dashboard panel in a variety of ways. To include changing the chart type to analyze the data in another format. See [Modify a Chart](./panels/modify-chart.md) for details on all the available options.
+
+:::note
+- Currently, this capability is limited only to log data.
+- We only support selecting one child org to perform the log search.
+:::
+
+## Add a log query
+
+Enter your aggregate [search query](/docs/search/search-query-language/group-aggregate-operators) in the input field and press enter. A few important things to note are:
+
+* Only search results that have been aggregated using a group or aggregate operator can be charted. See [Group or Aggregate Operators](/docs/search/search-query-language/group-aggregate-operators) for a list. 
+* By default, the query builder is set to **Logs**. 
+* Joining log queries in a separate query is not supported.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/Add-log-query.png')} alt="Add log query" style={{border: '1px solid gray'}} width="800" />
+
+## Set a default org
+
+Follow the below steps to change the default child org:
+
+1. In the **Select Org** dropdown, select the org of your choice.
+1. Click the kebab icon on the **Select Org** option, and select **Set as Default**.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/set-as-default.png')} alt="set-as-default" style={{border: '1px solid gray'}} width="400" />
+
+## Log Search page
+
+To create a Dashboard from the [Log Search page](/docs/search):
+
+1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). Go to the **Log Search** page.<br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the main Sumo Logic menu, select **Logs** > **Log Search**. You can also click the **Go To...** menu at the top of the screen and select **Log Search**.
+1. Click the <img src={useBaseUrl('img/search/get-started-search/search-page/child-org-select-button.png')} alt="child-org-select-button" style={{border: '1px solid gray'}} width="30"/> button to select the child org where you want to query. <br/><img src={useBaseUrl('img/search/get-started-search/search-page/child-org-dropdown.png')} alt="child-org-dropdown" style={{border: '1px solid gray'}} width="800"/>
+1. Enter the required query and click the search button to obtain the search results.
+1. From the Log Search page click the **Add to Dashboard** button on the **Aggregates tab** after running your aggregate query.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/Add-to-dashboard-new-logs.png')} alt="Add to dashboard new logs" style={{border: '1px solid gray'}} width="700" />
+1. In the **Add Panel to Dashboard** window provide a **Panel Title** and a name for the **Dashboard**. Once the name is entered you will have an option to select **Create New Dashboard** with your name. Select that option.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/Enter-dashboard-new-name-logs.png')} alt="Enter dashboard new name logs" style={{border: '1px solid gray'}} width="400" />
+1. In the updated window toggle the **Create as Dashboard** option.<br/><img src={useBaseUrl('/img/dashboards/create-dashboard/Create-new-dashboard-new-from-search-page.png')} alt="Create new dashboard new from search page" style={{border: '1px solid gray'}} width="400" />
+1. Click **Add** and your new dashboard is created.
+
+## Delete a panel
+
+You can delete a panel that you no longer need.
+
+1. Go to the dashboard in Sumo Logic that has the panel you want to delete.
+1. Hover the cursor over the **Details** icon to display the pop-up menu.<br/><img src={useBaseUrl('/img/dashboards/panels/delete-panel/details-option.png')} alt="details option" style={{border: '1px solid gray'}} width="700" />
+1. Select **Delete**.<br/><img src={useBaseUrl('/img/dashboards/panels/delete-panel/delete-a-panel.png')} alt="delete a panel" style={{border: '1px solid gray'}} width="700" />
+
+## Share a dashboard
+
+If required, toggle off the **Include current variable values in the URL** option to hide the variables and organiation details from the URL when you share the dashboard.
+
+## Limitations
+
+- Public dashboards are not supported in MSSP environments.
+- Scheduled reports are only supported at the parent organization level, not for child orgs.
+- Metrics and span queries are supported only at the parent organization level, not for child organizations.
+- Panels containing metrics or span queries will display no data if you switch from the parent organization to any child organization.
+- When exporting a dashboard at the child organization level, panels with metrics or span queries will also show no data.

docs/dashboards/index.md

@@ -38,6 +38,12 @@ In this section, we'll introduce the following concepts:
   <p>Create and customize dashboards with panels and queries.</p>
   </div>
 </div>
+<div className="box smallbox card">
+  <div className="container">
+  <a href="/docs/dashboards/dashboard-child-orgs"><img src={useBaseUrl('img/icons/dashboards.png')} alt="icon" width="40"/><h4>Create a Dashboard for Child Orgs (MSSPs)</h4></a>
+  <p>Create and customize dashboards with panels and queries for child orgs.</p>
+  </div>
+</div>
 <div className="box smallbox card">
   <div className="container">
   <a href="/docs/dashboards/panels"><img src={useBaseUrl('img/icons/dashboards.png')} alt="icon" width="40"/><h4>Dashboard Panels</h4></a>

docs/search/search-across-child-orgs.md

@@ -23,3 +23,5 @@ Follow the steps below to perform a child org-level search:
 :::
 
 For more information about the Log Search, refer to [Search Basics](/docs/search/get-started-with-search/search-basics/).
+
+To view your log data in a dashboard, refer to [Create a Dashboard for Child Orgs (MSSPs)](/docs/dashboards/dashboard-child-orgs).

sidebars.ts

@@ -1248,6 +1248,7 @@ module.exports = {
       items: [
         'dashboards/about',
         'dashboards/create-dashboard-new',
+        'dashboards/dashboard-child-orgs',
         'dashboards/explore-view',
         'dashboards/drill-down-to-discover-root-causes',
         {