How to create a role-based dashboard for Risk and Control reports?
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5 hours ago
Hello Community,
I am working on a requirement where Risk Managers, Risk Users, and Risk Owners need to access a single dashboard that displays Risk and Control reports relevant to their roles.
Currently, the Risk and Control reports already exist and are filtered based on specific criteria. There is also an existing X dashboard where these reports need to be placed under a specific tab. I also getting isuue to add that existing reports to dashboard , im not sure its scope issue or not .
The expected behavior is:
A Risk Manager should see Risk and Control reports relevant to the Risk Manager role.
A Risk User should see Risk and Control reports relevant to the Risk User role.
A Risk Owner should see Risk and Control reports relevant to the Risk Owner role.
Each user should be able to navigate to the same dashboard but view only the reports applicable to their group or role.
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5 hours ago
My thoughts
-> yes it might be scope issue, try to create reports in same scope as that of your dashboard
-> give proper report sharing permissions.
Are you using legacy reporting or latest platform analytics dashboard?
💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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2 hours ago
Hello @Ankur Bawiskar ,
yes, there exist ootb reports but due to scope differentiation im not able to add that report ins single dashboard , i need to create new reports in single scope application as per their roles specification then i can add them in single dashboard.
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2 hours ago
Are you using legacy reporting or latest platform analytics dashboard?
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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an hour ago
Hello @Ankur Bawiskar ,
Legacy reporting
