Lab 3.3 - Working With Dashboards

Get Started with Reports
Working with Dashboards

Lab 3.3 25 minutes
Lab objectives
In this lab, you perform the following:
 Create a new dashboard

 Add report widgets to the dashboard
 Apply layout to the dashboard
 Share the dashboard with stakeholders
A. Create a Personal Dashboard
1. Navigate to Self-Service > Dashboards.
2. Click the Create a dashboard button.
3. Set the dashboard Name to Incidents Dashboard .
4. Click the Submit button.
© 2022 ServiceNow, Inc. All Rights Reserved 1

B. Add an Existing Report to Dashboard
Follow these steps to add an existing report to your Dashboard.
1. Click the Add widget icon (+) to go into editing mode.
2. Click the Widget Category drop-down and select Reports.
3. Type Open Incidents by State in the Filter field.
4. Select the Open Incidents by State report from the list and click Add.
5. Verify that the report is now added to your dashboard and answer the following:
a. How many New/In

Progress/On Hold
incidents do you see in
your Open Incidents by
State report?

C. Add a Report Widget from the Report Designer
Follow these steps to add a report from the Report Designer.
1. Navigate to Reports > View / Run.
2. Search for and open the Open Incidents older than 30 Days report.
3. Click the share icon and select the Add to Dashboard option.
4. Click Dashboard and select Incidents Dashboard from the dropdown.
5. Click the Add button.
6. Verify that the report is now added to your dashboard and answer the following:
a. How many open

Incidents that are
older than 30
days are
present?
Note: Your data generated for the reports may vary.

D. Create a New Report Widget
Follow these steps to create and add a new report widget to your Dashboard.
1. Click on the Add widget icon (+) to go into editing mode.
2. Click the Widget Category drop-down and select Reports.
3. Click #New Report, then click Add.
Note: On clicking Add button, a new placeholder appears on the dashboard.
4. Click the link Click here to configure this reusable widget. This takes you to the Report
Designer.
5. While on the Data tab, define the report as shown:
Report name: Active Incidents with Critical Priority
Source type: Table
Data source: Incident [incident]

6. Click Next or select the Type tab to open the Type section.
7. Type List in the Filter the visualizations text box and select List type.
8. Click the Funnel icon to open the condition builder.
9. Set the condition to Active I is I True AND

Priority I is I 1-Critical
10. Save the report.
Note: Clicking Save button automatically takes you to the dashboard.
11. Confirm that the report is now added to your dashboard.

E. Dashboard Layout
Follow these steps to configure the dashboard layout and share your dashboard with
stakeholders.
1. Click on the Add widget icon (+) to go into editing mode.
2. Hover over your widgets and practice resizing and repositioning the widgets as shown:
Note: You need to be in Edit mode (Add Widgets, Configuration, or Share panel needs
to be open) to be able to perform any dashboard and layout changes.
3. Click the Configuration icon on the Dashboard banner.
4. Apply the 1st layout in the list of quick layouts (3x3).
5. Verify your dashboard looks similar to this:

F. Dashboard Sharing
Follow these steps to share your personal dashboard with the stakeholders.
1. Click the share icon on the dashboard banner.
2. Click the Add groups, users, and roles button.
3. Add Beth Anglin to the list of dashboard users.
4. Set the Message to Welcome to the Incidents Dashboard!
5. Set the Recipients to Can edit.
Tip: You can either be a Dashboard owner or have Can view or Can edit access for a specific
dashboard.
6. Click the Share button.

7. Confirm that the sharing panel list shows Beth Anglin under Users section.
Note: An email notification will be sent to your newly added users and group members
(Beth Anglin) informing them that they have been given dashboard access.
Congratulations! You have completed the

Working with Dashboards lab.

Lab 3.3 - Working With Dashboards

Uploaded by

Copyright:

Available Formats

Lab 3.3 - Working With Dashboards

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Lab 3.3 - Working With Dashboards

Uploaded by

Copyright:

Available Formats

Get Started with Reports

Working with Dashboards

 Create a new dashboard

A. Create a Personal Dashboard

1. Navigate to Self-Service > Dashboards.

2. Click the Create a dashboard button.

3. Set the dashboard Name to Incidents Dashboard .

4. Click the Submit button.

© 2022 ServiceNow, Inc. All Rights Reserved 1

1. Click the Add widget icon (+) to go into editing mode.

2. Click the Widget Category drop-down and select Reports.

3. Type Open Incidents by State in the Filter field.

a. How many New/In

© 2022 ServiceNow, Inc. All Rights Reserved 2

Follow these steps to add a report from the Report Designer.

1. Navigate to Reports > View / Run.

4. Click Dashboard and select Incidents Dashboard from the dropdown.

5. Click the Add button.

a. How many open

Note: Your data generated for the reports may vary.

© 2022 ServiceNow, Inc. All Rights Reserved 3

1. Click on the Add widget icon (+) to go into editing mode.

2. Click the Widget Category drop-down and select Reports.

3. Click #New Report, then click Add.

Note: On clicking Add button, a new placeholder appears on the dashboard.

5. While on the Data tab, define the report as shown:

Report name: Active Incidents with Critical Priority

Source type: Table

Data source: Incident [incident]

© 2022 ServiceNow, Inc. All Rights Reserved 4

8. Click the Funnel icon to open the condition builder.

9. Set the condition to Active I is I True AND

10. Save the report.

Note: Clicking Save button automatically takes you to the dashboard.

11. Confirm that the report is now added to your dashboard.

© 2022 ServiceNow, Inc. All Rights Reserved 5

1. Click on the Add widget icon (+) to go into editing mode.

3. Click the Configuration icon on the Dashboard banner.

4. Apply the 1st layout in the list of quick layouts (3x3).

5. Verify your dashboard looks similar to this:

© 2022 ServiceNow, Inc. All Rights Reserved 6

1. Click the share icon on the dashboard banner.

2. Click the Add groups, users, and roles button.

3. Add Beth Anglin to the list of dashboard users.

4. Set the Message to Welcome to the Incidents Dashboard!

5. Set the Recipients to Can edit.

6. Click the Share button.

© 2022 ServiceNow, Inc. All Rights Reserved 7

Congratulations! You have completed the

© 2022 ServiceNow, Inc. All Rights Reserved 8

You might also like