Can you build a dashboard in the CSM Portal for a customer?
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‎05-14-2024 06:23 PM
Curious if it's possible to have a dashboard in the CSM Customer portal for a Customer?
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Customer Service Management
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‎05-15-2024 05:40 AM
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