How to publish dashboards into portal for end users

ArtturiP · ‎02-25-2022

Dashboards into portal for end users

Introduction

Most reporting in ServiceNow is done for Service Managers, Process Owners, Top managementor other internal stakeholders. Reports are also useful for the end users. As an example, you can enhance customers' experience by providing them with Expected Resolution Time or Queue Length per Service.

More than once I have encountered a belief that browsing reports would require a fulfiller license. That belief is false. End users can browse reports without Performance Analytics subscription, often they just are lacking the interface to do so.

Service Portal is the most common way end users use ServiceNow, so end users should be able to find their reports there. To achieve that, ServiceNow provides us with configurable -report widget, but with it each report needs to be hard coded to a portal page. That approach suits only individual use cases.

So here comes a scalable approach to the problem.

Solution overview

The solution is a bit dirty due to iframe, but I feel no shame as it gets the job done. With this approach, end users have "Reports" tab available in the portal's navigation bar. The link takes the user to a page, which shows all the dashboards shared with the user. Each visible dashboard acts as a link, which again takes the user to a specific portal page showing the dashboard contents.

Configuration steps

Add the "Reports" link to navigation tab. (check in sp_rectangle_menu_item)
Create a portal page to show available dashboards
Create a widget which shows dashboards visible to customer
Create a portal page to show the dashboard contents
Create a widget which shows dashboard content

Configuration tips

Dashboard browser widget

HTML

  <a ng-repeat="dashboard in c.data.dashboards"
     href="{{'portal?id=dashboard&sys_id='+dashboard.guid}}">
    <span ng-bind="dashboard.title"></span>
  </a>

Server Script

var grDashboard = new GlideRecordSecure('pa_dashboards');
grDashboard.query();
var dashboards = [];
while (grDashboard.next()) {
    if (!grDashboard.name) continue // User has no access --> Skip
    var dashboardObj = {};
    dashboardObj.name = grDashboard.name.toString();
    dashboardObj.guid = grDashboard.sys_id.toString();
    dashboards.push(dashboardObj);
}

Dashboard content widget

HTML

<iframe style="overflow: auto; height: 750px; width: 100%;"
        src="{{c.data.dashboardLink}}">
</iframe>

Server Script

  data.dashboardLink = "/$pa_dashboard.do?sysparm_dashboard="+$sp.getParameter("sys_id");

Sharing reports to end users

Create a dashboard, share it to audience "public"
Set the visibility of reports in the dashboards to "Everyone"

Going back to the licenses

Reporting is all good. However, only licensed users can browse details of the record. These two principles sometimes collide, and therefore ServiceNow prevents list-type of reports from end users =).

Originally published on https://www.patrakka.pro/blog/portal_reports

TiyasiC · ‎09-09-2024

Hi @ArtturiP I am trying to embed a dashboard into ServiceNow portal widget like using iframe exactly like how it is given here:

https://www.servicenow.com/community/now-platform-articles/how-to-publish-dashboards-into-portal-for...

But, it is redirecting to backend dashboard and it is not staying in the portal.Please provide a solution for this.

HTML:

SERVER:

(function() {
/* populate the 'data' object */
/* e.g., data.table = $sp.getValue('table'); */
data.dashboardLink = "/$pa_dashboard.do?sysparm_dashboard=b5c717189fa45650416bf275ae24ab02";
})();