How do I edit my ServiceNow dashboard?

Asked By: Alenka Crusells | Last Updated: 15th May, 2020
Category: business and finance sales
4.1/5 (887 Views . 38 Votes)
Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards. From the dashboard picker, select the dashboard that you want to edit. Perform any of the following actions. ) to put the dashboard in edit mode.

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Keeping this in consideration, how do I edit my dashboard?

Edit an existing dashboard Open solution explorer, and then select Components > Dashboards. Open (double-click) a dashboard, select one of the component areas, and then select Edit Component. In the Set Properties dialog box, make your changes. When you're done, select Set.

Similarly, how do I remove a widget from my ServiceNow dashboard? You will first need to click on '+' icon to make the dashboard editable, then you can remove particular widget by clicking on X.

Secondly, how do I rename a dashboard in ServiceNow?

The new copied version of the dashboard will created with the name Copy of <Original Dashboard Name>. Thus, you will probably want to rename this dashboard. To do this, click the cog icon again and select the Modify option from the pop-up menu and update the value in the Name field.

How do I customize my dashboard in Dynamics 365?

If you want to customize a system chart or create a new one in your dashboard in Microsoft Dynamics 365, you'll need to go into the Settings bar, click on Customization, then Customize the System. In the Entities drop down menu, you'll find Charts.

22 Related Question Answers Found

What are dashboard components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

Why can't I edit a dashboard in Salesforce?

Latest finding, it is caused by View My Team's Dashboards permission is not enable for the user. To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Users can edit some dashboard details and save the changes as the current running user of the dashboard.

How do I edit a dashboard in Salesforce?

To customize a dashboard, view it and click Edit.
  1. Add a Dashboard Component in Salesforce Classic. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
  2. Modify a Dashboard Component in Salesforce Classic.

How do I change the default dashboard in Salesforce?

Steps for Users to select a Default Home Page Dashboard within Salesforce Classic
  1. Click Customize Page in the 'Dashboard' section of the Home tab.
  2. Select a dashboard to be the Home Page default.
  3. Click Save.

How do I change the dashboard in Salesforce?

  1. Click Customize Page in the Dashboard section of the Home tab.
  2. Search for a dashboard and select a different dashboard from the drop-down list.
  3. Click Refresh to refresh the data in your dashboard.

What is ServiceNow dashboard?

Dashboards. The ServiceNow® Dashboards product enables you to display multiple Performance Analytics, reporting, and other widgets on a single screen. Use dashboards to create a story with data you can share with multiple users.

How do you write a snow report?

  1. When you log into SNOW you will arrive on the Home page showing either a default or custom dashboard.
  2. The Reports section can be found via the Reports drop down tab > Reports.
  3. Choose the report that you what to customise.
  4. Edit the Report, at the filter you need and click show report.

What is ServiceNow Performance Analytics?

ServiceNow® Performance Analytics is an in-platform process optimization solution to create management dashboards, report on KPIs and metrics, and answer key business questions to help increase quality and reduce the costs of service delivery.

What is the relationship between performance analytics and reporting?

Performance Analytics enables you to track and aggregate data over time, such as to measure how many tickets are resolved each week per assignment group. Reporting enables you to create and distribute reports that show the current state of instance data, such as how many open incidents of each priority there are.

How do I change my homepage in ServiceNow?

Users who have roles can customize the homepages that are specified for their roles by navigating to Self-Service > Homepage.
  1. Navigate to Homepage Admin > Pages.
  2. Select the homepage to customize.
  3. Click Edit Homepage.
  4. Add items to the homepage.

How do you make a homepage on ServiceNow?

Create a new personal homepage
  1. Navigate to Self-Service > Homepage to open your current homepage.
  2. Click the new page icon ( ). Your new homepage appears with a single dropzone.
  3. Add content as needed.

How do I share a dashboard in ServiceNow?

To share a dashboard, click the Sharing icon.
  1. Click the All, Groups, Users, and Roles panels to see who has access to the dashboard.
  2. Begin typing a group name, a user name, or a role name.
  3. Developers can share a dashboard with any mix of groups, roles, and users at the same time.

How do I add a widget to service portal?

Add Widgets to the Page
  1. If the Service Portal Configuration page is not still open, in the main ServiceNow browser window, use the Application Navigator to open Service Portal > Service Portal Configuration.
  2. Click the Designer tile on the Service Portal Configuration page.