Can you build a dashboard in the CSM Portal for a customer?

KimB9
Tera Contributor

Curious if it's possible to have a dashboard in the CSM Customer portal for a Customer?

5 REPLIES 5

Taha El alami
Kilo Sage
Kilo Sage

Hi @KimB9 

if you just need to display a list of reports on the portal, you can create a new page and use the out-of-the-box (OOB) 'report' widget to call all your reports. This way, you can have an ISO back-office dashboard. However, the challenge you'll face is regarding access roles. You need to assign the necessary roles to those users to allow them to read the reports and the data