CSM Workspace - Reports Configuration

gazalagrawa
Tera Contributor

On CSM Configurable Workspace we can see Dashboard of reports on the homepage. Where are these reports configured? How we can update the filter conditions on existing reports or add new. What is the backend table name or how I can navigate to these reports. I tried going through UI builder but could not reach to the needed step.

 

Screenshot 2026-04-15 103427.png

4 REPLIES 4

Tanushree Maiti
Kilo Patron

Hi @gazalagrawa 

 

Refer this:

Manager Dashboard in Workforce Optimization for CSM

Dashboard landing pages (CSM) 

 

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:

Ankur Bawiskar
Tera Patron

@gazalagrawa 

those are data visualizations added on the Landing pages

how to change. Ensure you are in scope "CSM Configurable Workspace"

1) go to this URL

https://instanceName.service-now.com/now/builder/ui/experience/c4e321a3530210102c30ddeeff7b12f6

2) search your correct landing page

55.png

3) I opened CSM Landing Page

then click the Card and right side you see the Data Sources (From where the data is fetched)

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4) once you click the Data Sources, it opens the table and filter being applied and you can change there

update yours and click Apply

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Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

Thank you Ankur, but for me Data Source view is different

Screenshot 2026-04-15 124023.png

Shruti
Giga Sage

Hi @gazalagrawa 

Navigate to UI builder-> Experience -> CSM/FSM configurable workspace -> CSM Landing page

Shruti_0-1776232959912.png

Shruti_1-1776233021201.png

 

Click on Data source -> Edit to update the filter conditions for reports