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85 changes: 85 additions & 0 deletions docs/dashboards/dashboard-child-orgs.md
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---
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 add the chart to the dashboard.
---

import useBaseUrl from '@docusaurus/useBaseUrl';

Dashboard allows you to view log data on the same dashboard in an integrated and seamless view. This page 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 know more about panels, refer to [Choosing a panel type](/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 need 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, 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 by following the below steps:

1. In the **Select Org** dropdown, select the org of your choice.
1. Click the kebab icon against 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.** Go to the **Log Search** page.
**New 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 you want to add to a Dashboard panel.<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.

6 changes: 6 additions & 0 deletions docs/dashboards/index.md
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Expand Up @@ -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>
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1 change: 1 addition & 0 deletions sidebars.ts
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Expand Up @@ -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',
{
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