How to share a dashboard without sharing each report manually

[Alon Grod]

Hi,

Im having a problem that Im trying to share a dashboard with specific user and after I shared with him he still cant see the data inside the dashboard and he sees this:  

Is there any way to share dashboard and it will automatically share the reports that are inside the dashboard as well?

[Raghu Ram Y]

Hi @Alon Grod 

Just sharing dashboard doesn't work, you need to share the individual reports to those specific users then users can able to see the reports, if still it's not working then have a look on read ACL's on the table.

Please mark my response as both HELPFUL and CORRECT, if it helps.

Regards,

Raghu.

[Danish Bhairag2]

Hi @Alon Grod ,

In ServiceNow, sharing a dashboard does not automatically share the underlying reports within the dashboard. When you share a dashboard, you're only sharing the dashboard layout and configuration, not the data sources or individual reports contained within it. Each user who wants to view the shared dashboard needs to have the appropriate permissions to access the underlying data sources and reports.

To ensure that a user can see the data inside the shared dashboard, you need to consider the following:

1. **Data Source Permissions:**

   - Make sure that the user has the necessary permissions to access the data sources (tables or reports) used in the dashboard. Check the ACLs (Access Control Rules) and ensure that the user has at least read access to the tables or reports.

2. **Report Permissions:**

   - If the dashboard includes specific reports, ensure that the user has permission to access those reports. Each report in ServiceNow has its own ACL settings. Make sure the user has the appropriate roles or permissions to view these reports.

3. **Group and Role Permissions:**

   - Check if the user is a member of a group or has a specific role that grants access to the required data sources and reports. Group and role permissions play a crucial role in determining access to various records and reports.

4. **Sharing Widgets:**

   - If you are using Performance Analytics widgets or other specialized widgets in your dashboard, check if these widgets are shared appropriately. Some widgets might have specific sharing configurations that need to be set up separately.

5. **Debugging Access Issues:**

   - If the user still cannot view the data, consider checking the browser console for any errors. Sometimes, there might be client-side issues preventing the data from loading properly.

Always ensure that you are sharing sensitive data responsibly and in compliance with your organization's security policies. If you're still facing issues after checking the permissions, it might be helpful to involve your ServiceNow administrator or support team to investigate the problem further.

Thanks,

Danish

[Alon Grod]

@Raghu Ram Y @Danish Bhairag2 I understand that. Is there any way (maybe using a BR or something like this) to share all the reports automatically as soon as I give access to the dashboard?

[Eswar Chappa]

Hi @Alon Grod ,

It was an access issue at report level you need to share report to the Target audiences as User/Groups  at duration 3.18 in the below Video.

https://www.youtube.com/watch?v=unhY9pWQnP8

 You need repeat the same for every report in the dash board

***Note:There is no such functionality where we can share the reports by sharing the Dash Board ,First we need to share the Data as a report and the set of reports as Dash Board . But there is method we can share all the Dash Boards at one go.

https://www.youtube.com/watch?v=qyEJyEQcsVo

Cheers, hope that helps

Eswar Chappa

*** Please mark as "Correct" or "Helpful" as appropriate ***