Dashboards overview

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Dashboards Overview

    The Dashboards Overview in ServiceNow allows users to access and manage dashboards based on their permissions. Users can navigate through various categories, including recent, owned, shared, and all available dashboards. The default view is set to Recent, displaying up to nine dashboards that the user has visited most recently.

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    Key Features

    • Dashboard Categories: Users can filter dashboards by categories: Recent, Owned by Me, Shared with Me, and All.
    • Sorting Options: Dashboards in categories other than Recent are sorted by dashboard group order, dashboard group name, and dashboard name.
    • Dashboard Tiles: Each tile displays the dashboard’s widgets, access level, name, and owner, with access levels including Owner, Editor, and Viewer.
    • Search and Groups: Users can search for dashboards by name or group and filter results to show dashboards from a specific group.
    • Creation: Users can create new responsive dashboards using the New button.

    Key Outcomes

    This feature enables ServiceNow customers to efficiently navigate, manage, and create dashboards tailored to their operational needs. By understanding dashboard accessibility and organization, users can enhance their productivity and collaboration within the platform.

    The Dashboards Overview enables you to choose from dashboards that you have access to, dashboards associated with a single group, or a list of all dashboards. Click a card to open the dashboard.

    Watch this brief video to learn more about using the Dashboards Overview.

    Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.

    The Dashboards Overview enables you to show dashboards in one of these categories. By default, the Recent category is selected when you visit the Dashboards Overview.
    • Recent shows up to nine dashboards that you have visited recently. The most recent are shown first.
    • Owned by me shows the dashboards that you have created and those dashboards to which you have been assigned ownership.
    • Shared with me shows the dashboards which have been shared with you as a user, or member of a group or role.
    • All shows all the dashboards that you have access to.
    Note:
    The category you choose limits the dashboard groups and individual dashboards that you see when you choose from the Groups list and the Dashboard Picker search box. If no dashboards in the group you select have been shared with you, then the overview indicates No dashboards shared with you match your search
    All tabs except for the Recent tab are sorted in ascending order by:
    1. Dashboard group — Order

      The owner of the dashboard can specify an order number in the dashboard group's form. This field is optional.

    2. Dashboard group — Name
    3. Dashboard — Order

      The owner of the dashboard can specify an order number in the dashboard's form. This field is optional.

    4. Dashboard — Name

    Dashboards Overview tiles

    Tiles on the overview show thumbnails of the dashboard's widgets, the Dashboard Group, your level of access, the dashboard name, and the dashboard owner. Dashboard access levels are Owner, Editor, and Viewer. For more information, see Share a responsive dashboard.
    Figure 1. Dashboards overview tile example
    Dashboard tile example with callouts for dashboard group, the viewer's role, the widget types on the dashboard, and the dashboard name
    Note:
    When you are prevented from viewing a dashboard widget for any reason, a message specific to the error prompts you to contact the administrator.

    Dashboards Overview Groups list

    Use the Groups list to show only those dashboards in a single group. Dashboards that don't have a group specified fall under the group Other.
    Figure 2. Dashboard overview groups example
    Dashboard Group Picker with CMDB selected

    Dashboards Overview search box

    Use the search box to search for dashboards by name or group.
    Figure 3. Dashboards overview search example
    Dashboard overview with All Groups selected from the Group Picker and CMDB Dashboard typed into the search box

    Click New to create a responsive dashboard.