Add a Group

IndranilG
Giga Contributor

I want to add an existing Group with reports to an existing dashboard- how to do?

2 ACCEPTED SOLUTIONS

SohamTipnis
Tera Guru

If you already have a group of reports and want to add them to an existing dashboard in ServiceNow, you don’t need to recreate anything. You can reuse what’s already built.

How to do it (simple steps)

  1. Open the Dashboard

    • Go to Self-Service → Dashboards (or Dashboards).

    • Open the dashboard where you want the reports.

  2. Switch to Edit mode

    • Click the Edit (pencil) icon on the dashboard.

  3. Add existing reports

    • Click Add Widgets.

    • Choose Reports.

    • Use the search to find your reports (they can belong to the same report category or group).

  4. Place them on the dashboard

    • Select the reports you want.

    • Drag and drop them into the desired layout/section.

  5. Save the dashboard

    • Click Save once you’re done arranging.

In short,

You don’t add a group to a dashboard — you add the existing reports from that group, reuse them as widgets, and arrange them however you want.

 

I have also attached one example with you to clarify your doubt.

 

If you find this useful, kindly mark it as Accept as Solution and Helpful.😊

Regards,

Soham

View solution in original post

Its_Sagnic
Mega Guru

Hi @IndranilG ,

Please follow the steps below to add group to an exhisting dashboard.

Step 1: Add the Reports to the Dashboard
  1. Open your Dashboard: Navigate to Self-Service > Dashboards and select the dashboard you wish to edit.
  2. Enter Edit Mode: Click the Edit (pencil icon) button in the upper right corner.
  3. Select Reports: Click Add Widgets, then select the Reports category.
  4. Find Your Reports: Use the search bar to find the specific reports that belong to your group. You can search by report name or look under the "Group" category if they are categorized that way.
  5. Place on Dashboard: Drag and drop each report onto the dashboard canvas in your preferred layout.
  6. Save: Click Save to finalize the arrangement. 
 
Step 2: Share the Dashboard with the Group
To ensure members of your group can see these reports on the dashboard, you must grant them permission:
  1. Open Sharing Settings: Click the Share icon (network/lock symbol) in the dashboard header.
  2. Add Your Group: In the "To" field, type the name of the existing Group you want to give access to.
  3. Set Permissions: Select Can read (for viewing only) or Can edit (if you want them to modify it).
  4. Invite/Save: Click Invite or Save to apply the changes. 


Please mark it as helpful if you find the solution helpful for you..

Regards,

Sagnic

View solution in original post

8 REPLIES 8

Matthew_13
Mega Sage

@IndranilG - In ServiceNow, dashboards don’t inherit content from groups. You add reports individually and then control who can see them.

 

However to add existing reports to an existing dashboard:

  1. Open the Dashboard.

  2. Click the Edit button.

  3. Select Add Widget  then Reports.

  4. Choose the existing report(s) you want and place them on the dashboard.

Then basically save the dashboard.
If this help you mark as Helpful and Answered. Thanks Again!

SohamTipnis
Tera Guru

If you already have a group of reports and want to add them to an existing dashboard in ServiceNow, you don’t need to recreate anything. You can reuse what’s already built.

How to do it (simple steps)

  1. Open the Dashboard

    • Go to Self-Service → Dashboards (or Dashboards).

    • Open the dashboard where you want the reports.

  2. Switch to Edit mode

    • Click the Edit (pencil) icon on the dashboard.

  3. Add existing reports

    • Click Add Widgets.

    • Choose Reports.

    • Use the search to find your reports (they can belong to the same report category or group).

  4. Place them on the dashboard

    • Select the reports you want.

    • Drag and drop them into the desired layout/section.

  5. Save the dashboard

    • Click Save once you’re done arranging.

In short,

You don’t add a group to a dashboard — you add the existing reports from that group, reuse them as widgets, and arrange them however you want.

 

I have also attached one example with you to clarify your doubt.

 

If you find this useful, kindly mark it as Accept as Solution and Helpful.😊

Regards,

Soham

Hi @SohamTipnis,

 

could you possibly elaborate a bit more on following points that you have shared and you definitely verified and can vouch for?

 

  • Go to Self-Service → Dashboards (or Dashboards).

    • What's the difference? :))
  • Switch to Edit mode - Click the Edit (pencil) icon on the dashboard.
    • You are right, there is pencil icon but it's to rename the dashboard, not to change any configurations...
  • Click Add Widgets.

    • can you point to this in your PDI?
    • there's no such thing to click... instead there's Add new element, but Report is no longer Report, it's called Data visualisation...
  • You don’t add a group to a dashboard — you add the existing reports from that group, reuse them as widgets, and arrange them however you want.

    • What does it even mean? :)) 

Look at this maybe:

GlideFather_0-1768380202012.png

Your steps couldn't lead to any progress at all. But let's imagine that you provided correct steps and not fictional ones, then it would end up as a dashboard and you shared a screenshot of a widget from the portal and not a dashboard...it doesn't make any sense at all.

 

It's absolutely impossible that your reply was a solution, maybe you should better check the outputs from your AI tool and validate it against your PDI or to share your own knowledge and experience rather than absolute nonsense that doesn't help anyone in the Community.

 

@SohamTipnis can you share a screenshot from your PDI, please?

_____
No AI was used in the writing of this post. Pure #GlideFather only

Its_Sagnic
Mega Guru

Hi @IndranilG ,

Please follow the steps below to add group to an exhisting dashboard.

Step 1: Add the Reports to the Dashboard
  1. Open your Dashboard: Navigate to Self-Service > Dashboards and select the dashboard you wish to edit.
  2. Enter Edit Mode: Click the Edit (pencil icon) button in the upper right corner.
  3. Select Reports: Click Add Widgets, then select the Reports category.
  4. Find Your Reports: Use the search bar to find the specific reports that belong to your group. You can search by report name or look under the "Group" category if they are categorized that way.
  5. Place on Dashboard: Drag and drop each report onto the dashboard canvas in your preferred layout.
  6. Save: Click Save to finalize the arrangement. 
 
Step 2: Share the Dashboard with the Group
To ensure members of your group can see these reports on the dashboard, you must grant them permission:
  1. Open Sharing Settings: Click the Share icon (network/lock symbol) in the dashboard header.
  2. Add Your Group: In the "To" field, type the name of the existing Group you want to give access to.
  3. Set Permissions: Select Can read (for viewing only) or Can edit (if you want them to modify it).
  4. Invite/Save: Click Invite or Save to apply the changes. 


Please mark it as helpful if you find the solution helpful for you..

Regards,

Sagnic