Dashboard in Service Portal

[Ballela Siva Te]

Hi Team,

We have created a dashboard with some reports and added interactive filters to it. Now, the user has requested that the dashboard be accessible via a separate tab in the header menu of the Service Portal.

The requirement is:

• Users with access to the portal should see a new tab in the header menu.
• When they click the tab, the dashboard with the interactive filters should be displayed.

The dashboard and filters are already completed. The remaining task is to add the dashboard under a new tab in the portal's header menu.

Could someone guide me on the easiest way to achieve this functionality?

Regards,

B Siva Teja

[Abhay Kumar1]

@Ballela Siva Te You need to create a dedicated page in the Service Portal to display the dashboard.

Navigate to Service Portal > Pages >click on new to create a new page >provide a Name (e.g., dashboard_page) and a Title (e.g., Dashboard) > then add a container and a widget for the dashboard:

Use the "Report Designer" widget or the "Interactive Filters" widget to embed your dashboard.

To add a new tab to the header menu:

Go to Service Portal > Menus > Locate the menu used by your portal (usually named Header Menu or similar) > then click to edit the menu and add a new menu item:

Label: Name of the tab (e.g., Dashboard).

URL: /sp?id=dashboard_page (replace dashboard_page with the actual page name created earlier).

Hope this will help you.