Move Dashboards to CSM Dashboard

Community Alums
Not applicable

My company just upgraded to Vancouver and I started looking at the "CSM Dashboard" landing page feature but there is not much documentation about it.

 

Is it possible to use/move/copy the dashboards stored in Self-Service > Dashboards in the CSM Dashboard (https://docs.servicenow.com/bundle/vancouver-customer-service-management/page/product/customer-servi...)?

2 REPLIES 2

AndersBGS
Tera Patron
Tera Patron

Hi @Community Alums ,

 

What is it that you would like to do? In general, every dashboard can be utilized if you use it OOTB. Otherwise, if you need to customize it, I would recommend you to create a copy and then make the modifications.

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Community Alums
Not applicable

Hi AndersBGS,

 

After looking into this, I'm not sure this is possible because the Dashboards stored in Self-service > Dashboards contain mostly reports.  But when I go into the CSM Dashboard landing page, created a new dashboard and select a Data Visualization element, it looks at Performance Analytics widgets.  But for a visual, here is what I'm looking to do:

 

MichaelColetti_0-1702914857567.png

Self-service > Dashboards (owned by a specific user)

 

 

MichaelColetti_1-1702914894693.png

CSM Dashboard landing page

If user clicks Created by me, then the dashboards in the 1st screenshot would appear.