Moving workspace performance analytics dashboard to customer portal

rahulchhibb
Tera Contributor

Hello Community


I'm working on migrating a Performance Analytics (PA) dashboard currently set up in the Workspace (Agent Workspace or similar) to a customer-facing Service Portal. I want to make this dashboard accessible to external users via the customer portal while maintaining its functionality and data integrity.

Could anyone provide guidance or best practices ?


Any insights, documentation links, or practical examples from those who have successfully moved a PA dashboard to a customer portal would be greatly appreciated. Thanks in advance for your help!

1 REPLY 1

Mark Manders
Mega Patron

For one: do external users have access to the data on the dashboard, because otherwise you won't be showing anything to them. 

Next to that: is it a PAE dashboard visible in the workspace, or is it the landing page of a workspace? If it is a dashboard, you can find it in the Platform Analytics dashboard module. If it's a landing page, you will have to recreate it as dashboard.

For the solution: see this great Share project from @Wybren1 (community link) for inspiration/solution.

 

https://developer.servicenow.com/connect.do#!/share/contents/8949624_platform_analytics_experience_i...


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark