How to share the Dashboard with the Reports in one go?

Subhash4
Mega Contributor

‎05-12-2017 04:07 AM

When I share a Dashboard to a user, I also need to share all the reports visible as a widget on the dashboard individually one by one.

Is it possible to share the Dashboard and all the Reports within that dashboard should be automatically shared to the user?

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14 REPLIES 14

Lucky Luuke
Tera Contributor

‎10-06-2023 03:12 AM

Have you tried Dashboards and Reports Manager of @JagjeetSingh

gagneetsingh
Tera Contributor

‎03-18-2024 07:05 PM

Seems this issue is still present, and there is no way to share individual reports along with the "Dashboard" share. 

The rationale behind it seems to be be that not all users need to view all reports on a dashboard, which might be an issue to some.

 

The only way I have found is, as also mentioned by others in this thread, is to link the users via a group and then add that group to the report and to the dashboard also. 

0 Helpfuls

Oriol
ServiceNow Employee
ServiceNow Employee

‎03-19-2024 07:55 AM - edited ‎03-19-2024 07:55 AM

Issue is not present anymore IF you use the Next Experience Dashboards, that is what every user will use (instead of classic dashboards at some point). The reason why, is that in Next Experience Dashboards you can create Visualizations that are saved only as part of the dashboard, therefore sharing the dashboard you share everything on it.

https://docs.servicenow.com/bundle/washingtondc-now-intelligence/page/use/performance-analytics/conc...

msimmons8468337
Giga Contributor

‎04-26-2024 06:21 AM

I get the sharing dashboard vs reports is setup for security measures,  it would be helpful if we could select multiple reports we want to share in one go and then share them all to the same group, as well as having the ability to see without going into edit the report WHO its already shared with so I don't keep re-clicking on the same report in a dashboard thinking I missed editing it. 
I am creating a bunch of new dashboards for our KPI's now that we've onboarded into ServiceNow, and it is most cumbersome to have to edit each and every report individually after the fact.  I don't always remember to share them win the creation step. 
Can we not BULK add permissions to reports by multi selecting them or some feature that would enable this?
I get the response for security reasons, but when I am trying to share these reports with my Whole Team and we have a group I just want to be able to say this group can access ABCDFG reports.  and just check them off.  In the same way you can multi select child incidents to link to a parent incident (master ticket) we should be able to do that with reporting to share them. 
This is the most tedious waste of time and effort I've had thus far with reporting.