Create a dashboard where you can add Performance Analytics widgets, data visualizations, and other content that you frequently use. You can then share the dashboard with other users.

Before you begin

If you are new to dashboards, the Dashboards and Widgets sections of the ServiceNow University Performance Analytics Essentials training provide an overview of these features. (Registration and enrollment required.)

Note: This topic refers to Dashboards in the Core UI. If your instance is migrated to Platform Analytics experience, see Create a dashboard with the inline editor.

Role required: none

Procedure

  1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
  2. Select Create a dashboard.
  3. Fill in the following fields:
    FieldDescription
    Name Name the dashboard.
    Order Enter an Order number to indicate the order the dashboard appears on the dashboard picker. Dashboards with lower numbers are listed first.
    Active Clear this field to mark the dashboard inactive.

    Inactive dashboards are accessible only if they appear on the Recent tab (the nine most recently visited dashboards) or if the user has a direct link to the dashboard.

    Note: When you activate responsive dashboards, the permissions associated with both active and inactive non-responsive dashboard are carried over to the responsive version.
    Owner The dashboard owner. Only a user with the administrator role can change this value.
  4. (Optional) Select the Restrict to roles edit icon () to specify the roles that a user must have to access this dashboard.
    For more information, see Share a responsive dashboard.
  5. (Optional) Users with admin, pa_admin, and pa_power_user roles can configure these additional fields:
    FieldDescription
    Group Click the magnifier icon to add the dashboard to a Group. Groups organize dashboards in the dashboard picker list. Grouped dashboards appear at the top of the list. Ungrouped dashboards appear in the list under Other.
    Breakdown Source Select one or more breakdown sources in the Breakdown Source related list. Breakdowns enable users to filter Performance Analytics data on the dashboard. The Breakdown Source related list is available on the Dashboard form after you create the dashboard. For more information, see Using breakdowns on dashboards.
    Act as filter You can configure a Performance Analytics breakdown on a dashboard to act as an interactive filter for reports on the dashboard. The dashboard must be configured as a breakdown dashboard. Select the interactive filter that you want this breakdown source to act as.
  6. Select Submit.

Result

The dashboard is created with no content. To add your first content, select a widget type and a widget and click Add.

What to do next

Add more content to your new dashboard. For more information, see Edit a responsive dashboard.