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JagjeetSingh
Kilo Sage
Kilo Sage

Dashboards & Reports Manager

ServiceNow provides us with many OOTB workspaces that we can explore ourselves. I've also been working on to build a custom workspace to manage dashboards and reports better and more effectively. I am releasing the very first version of this workspace on community.

 

Newer version is out! Check here.

 

Dashboards & Reports Manager Workspace features:

  • Share one or more reports at once with multiple roles/users/groups at once.
  • Share dashboard with roles/users/groups at once.
  • Along with the dashboard the user can choose to share the reports as well. This removes the need to share the reports separately.
  • Remove permissions from report/dashboard.

 

What's in it for you:

By downloading this application in your instance, you can see how some components and complex events works in UIB.

Components like Tabs, Condition Builder, Repeater, Pagination, Typeahead Search etc are covered.

Complex custom events are used in the application. I was myself trying to understand the events more, so you may see complex structure around events.

Custom transform data sources are used extensively in the app. For me, these are most flexible and I could get all the work done using these.

 

You can download the setup here.

 

Do share your views and feedback on this. 🙂

Comments
JaspervanM
Tera Contributor

We've tested this on our platforms and it works great, good stuff!

A couple things we noted:
* OotB the module for this dashboard appears to be open to everyone (no role restrictions). We've locked this down ourselves but maybe this can be added?

* Although we can share all reports together with the dashboard (which is great!) its not possible to also remove all permissions from the reports when removing access from a dashboard. Could this maybe be added in an updated version?

* By default the workspace opens on the Manage Reports page, although we'd personally prefer it to be on the Manage Dashboards page. Is it possible to set a preference for this somewhere or can this be added?

Great work so far and we look forward to how this workspace progresses.

JagjeetSingh
Kilo Sage
Kilo Sage

@JaspervanM I am happy to hear your view on this workspace.

 

I'll definitely look to add all three features in upcoming version. You can expect the new version in about a month.

 

LorriReed
Tera Contributor

How do I know when to use the Incidents[Incidents] table or one of these data tables Incidents.Open (incident) or  Incidents.Closed(incident).  I ran reports with the same filtering, but got different results for all 3.  Is their a reource we can refence to know which is the best source to use.

Lucky Luuke
Tera Contributor

Hi @JagjeetSingh 

great tool!

Since the update to utah it is not functioning.

When trying to add either users, groups or roles the search field states: No results found.

Is this a known issue or ...

 

many thanks in advance

Luc

JagjeetSingh
Kilo Sage
Kilo Sage

@Lucky Luuke I'm currently checking it in my PDI which is on latest version and It works fine there. I'll try loading it in fresh PDI and let you know if I see any issues. Thanks for reporting the issue.

 

 

JagjeetSingh
Kilo Sage
Kilo Sage

@JaspervanM Do check out the newer version here. I've considered your feedback and added all the features you suggested. 🙂

 

Version history
Last update:
‎01-25-2024 05:11 AM
Updated by:
Contributors