# Custom Dashboard Views

You can personalize your [Dashboard ](/get-started/onboarding-to-ox/review-scan-results/dashboard.md)by adding additional dashboard views based on existing reports. A dashboard view is a personal configuration that lets you switch between report-based views and optionally apply one as your default dashboard.

Custom dashboard views are user-specific. Each user manages their own views and default dashboard, and these settings do not affect other users in the organization.

## **Add/remove a report as a dashboard view**

You can add any existing report as an additional dashboard view, without changing the standard dashboard.

**To add a report as a dashboard view:**

1. Go to **Reports**.
2. Open the report you want to add as a dashboard view.
3. In the upper-right corner of the report, select the three-dots menu.

<figure><img src="/files/cJswEoWZDd145SEzUHnL" alt=""><figcaption></figcaption></figure>

4. Select **Add as Dashboard view**.

The report is now available as an additional dashboard view. Adding a dashboard view does not change your default dashboard.

**To remove a dashboard view:**

1. Open the report.
2. Select the three-dots menu.

<figure><img src="/files/9LvCOSBQLKk1atdYKgjs" alt=""><figcaption></figcaption></figure>

3. Select **Remove from Dashboard**.

## **View and switch between dashboard views**

After you add one or more dashboard views, you can switch between them directly from the Dashboard page. You do not need to reopen the report itself.

**To switch between dashboard views:**

1. Go to **Dashboard**.
2. Select the arrow next to the dashboard title.

<figure><img src="/files/PgUZoCWh5uOAJucVM7jt" alt=""><figcaption></figcaption></figure>

3. Select the dashboard view you want to see.

The selected dashboard view opens immediately. Dashboard views are not shown automatically. You must explicitly select them from the list.

## **Set a dashboard view as your default**

You can optionally apply one of your dashboard views as your default dashboard. This replaces the standard dashboard for you only.

Setting a default dashboard does not remove the standard dashboard and does not affect other users.

**To set a dashboard view as the default:**

1. Go to **Dashboard**.
2. Open the dashboard views list.
3. Select the dashboard view you want to apply.
4. Select **Apply as default**.

Once applied, this dashboard view opens automatically when you go to the Dashboard page.


---

# Agent Instructions: 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:

```
GET https://docs.ox.security/get-started/onboarding-to-ox/review-scan-results/custom-dashboard-views.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.
