Functionality of Dashboards

Changes from Homepages

• Able to add multiple tabs
• Share with other users or groups
• Able to allow users to view or edit dashboards when shared

Set Dashboards as your Home

1. All users will need to enable dashboards in order to use them
2. Click the gear icon () to access System Settings. 
3. On the General tab, select Dashboards in the Home section
   

Changes from Homepages to (Responsive) Dashboards

	Dashboards	Homepages
Move and resize widgets	Custom resizing and layout of widgets.	Layouts with drop zones, no custom resizing of widgets.
Lazy loading	Only visible widgets load. More widgets load as the user scrolls down. For more information on the benefits of configurable widget loading, see Optimize widget rendering time on responsive dashboards.	All widgets load when the dashboard is opened which results in slower performance.
Preconfigured layouts	Not required. On responsive dashboards, you can resize each widget individually, or apply a quick layout.	Required
View dashboards / homepages	All users	All users
Create dashboards / homepages	Any user with any role.	Any user with any role can create, but only admins can share.
Share permissions	Dashboard owners can share with users, groups, and roles. The ability of users to share responsive dashboards may be limited by the administrator. For more information, see Responsive dashboard properties.	Only admins can assign read and write roles.

Convert Homepages to Dashboards

1. Click the gear icon () to access System Settings. 
2. On the General tab, select Homepages in the Home section
   
3. Navigate to Self-Service > Homepage.
4. From the list, select the homepage you want to copy.
   
5. Click the Homepage settings icon and choose Create Dashboard Version.
   
6. Select Create new dashboard or Add to existing dashboard and click Create.
   Note: The Add to existing dashboard list contains only the dashboards you own.
7. When successful, the dashboard version opens as a new dashboard or as a tab on the selected dashboard.
   Note: The layout of the dashboard version is similar to the homepage layout but may not be precisely the same.
   Note: Homepages with dashboard versions show a button with the text Open Dashboard Version. This button takes the user to the most recently created dashboard version of the homepage.

Create a New Dashboard

1. Set Dashboards as your home.
2. Navigate to Self-Service > Homepage.
3. Click New.
4. Fill in the following fields:
   
   • Description 
   • Name the dashboard
   • Enter the Order number to indicate the order the dashboard appears on the dashboard picker, dropdown menu.  Dashboards with lower numbers are listed first. 
5. Click Submit.
6. The dashboard is created with no content.
   To add content, select a widget type and a widget and click Add. See detail in Edit your Dashboards below. 

Edit your Dashboards

1. Set Dashboards as your home.
2. Navigate to Self-Service > Homepage.
3. From the dashboard picker, select the dashboard that you want to edit.
4. Perform any of the following actions.

Action	Steps
Add a widget	Click the plus sign () to put the dashboard in edit mode. From the list, select the type of widget that you want to add, for example, Performance Analytics, Report, or Content Block. Select the widget. A preview of the widget is shown. Click Add. The widget is added to the top of the dashboard. Drag to move the widget or resize it. Note: Report titles are not automatically translated when added to a dashboard on localized ServiceNow instances. Note:Report titles are not automatically translated when added to a dashboard on localized ServiceNow instances.
Remove a widget	Click the plus sign () to put the dashboard in edit mode. Point to the top of the widget, then click the X icon () that appears. Note: There is no confirmation message. The widget is simply removed from the dashboard.
Configure widget layouts	For information on changing the appearance of widgets, changing widget layouts, and showing and hiding widget headers, see Configure widget layouts.
Edit a widget	Click the plus sign () to put the dashboard in edit mode. Point to the widget, then click the pencil icon (). This icon is available only if your roles give you access to the widget’s source. Edit rights to a dashboard do not necessarily give you edit rights to the widgets on that dashboard.
Apply a quick layout to a dashboard	Click the configuration icon () to open the configuration pane, then click a layout to snap the widgets against. Modify the layout as desired.
Add a tab to a dashboard	Click the configuration icon () to open the configuration pane, then click Create Tab. Note: You cannot link an existing tab into a dashboard.
Reorder a dashboard tab	Click the plus sign () to put the dashboard in edit mode. Select the dashboard tab and drag it to the desired position. Alternatively, Click the context menu () and select Dashboard Properties. On the Dashboard Tabs related list, enter numbers in the Order column to specify the tab order. Tabs are listed from left to right with lower numbers appearing first.
Delete a dashboard tab	Click the tab to make it active. Point to the tab name and click the trash icon that appears. Note: The dashboard tab is deleted from all dashboards where it exists. Dashboards may have tabs that are used in multiple dashboards.
Rename a tab	Click the tab to make it active. Point to the tab name and click the pencil icon that appears. Type the new name then press Enter.
Enable filtering of data for report widgets	Interactive filters let users filter data for all report widgets on a dashboard that are configured to follow interactive filters. Click the plus sign () to put the dashboard in edit mode. From the list, select Interactive Filters. Navigate to the filter you want to add. Click Add.
Configure a report widget to follow interactive filters	Point to the report widget, then click the gear icon (). In the Edit Widget window, select the Follow interactive filter check box. To show a filter icon () on the report when it is following an interactive filter, select the Show when following check box. Note: Performance Analytics widgets cannot follow interactive filters.
View the description of a widget	Point to the widget, then click the question mark (). If the widget does not have a description, the question mark icon does not appear.

Sharing Dashboards

1. Navigate to Self-Service > Homepage.
2. Select the dashboard that you want to share from the dashboard picker on the top left.
3. Click the Sharing icon () to open the Share panel.
4. Click Add groups and users (). Users who have the admin, pa_admin, dashboard_admin, or pa_power_user roles can also see roles on the Share panel.
5. Start typing the name in the To field.
6. Select a user, group, or role from the list that is shown.
7. From the Recipients list, select Can view or Can edit to specify the permissions the user, group, or role has on the dashboard. When a person you have shared the dashboard with goes to the Dashboard Overview, they will see either Viewer or Editor as their role with respect to the dashboard.
8. (Optional) Clear the Send an email invitation check box.
   You can choose not to send an email message. For example, if the recipients are already aware the dashboard has been shared with them.
9. (Optional) Compose an addition to the default email invitation message. The default email message reads “The dashboard has been shared with you by .”
10. Click Share.
11. Result: The dashboard is shared and, if specified, an invitation is sent to the invited users.

Notifications

1. Email notifications can be sent to a user when a Dashboard is shared with them.
2. (Optional) Clear the Send an email invitation check box.
   You can choose not to send an email message. For example, if the recipients are already aware the dashboard has been shared with them.
3. (Optional) Compose an addition to the default email invitation message. The default email message reads “The dashboard has been shared with you by .”
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