Managing Dashboards in ServiceNow


Introduction

Dashboards are your mission control centers. Whether you’ve built a masterpiece you want to share or you’re looking to declutter your workspace, here is how to manage them. Since there is no direct method to change the owner of a dashboard, use the below instructions to share your dashboard with the new owner, then have them make a copy of it, and then you can delete your dashboard if you want.

How to Share a Dashboard

Sharing allows others to see your data visualizations.

  • Open the dashboard you wish to share.
  • From the More Actions (three vertical dots in the top-right corner) select the Share option. 
    share dashboard
  • Select Users, Groups, or Roles to share. Grant the users, groups, or roles abilities to either view or edit the dashboard by choosing either the Add as viewer or the Add as editor button. You can allow the recipients to add, edit, or delete sharing permissions associated with this board by selecting the checkbox. 
    share dialogue
  • Make sure to save your changes: Click Confirm.

How to Copy a Dashboard

Need a similar dashboard without starting from scratch? Just clone it.

  • Open the dashboard you want to copy.
  • From the More Actions menu (three vertical dots) in the top-right corner select the Duplicate option.
    duplicate dashboard
  • Give your new dashboard a unique name. Optionally, you can also provide a description. Select the Duplicate button. You are now the owner of a fresh copy.
    duplicate dialogue

How to Delete a Dashboard

Before deleting, ensure no one else is relying on this specific dashboard.

  • Open the dashboard.
  • From the More Actions menu (three vertical dots) in the top-right corner select the Delete option.
    delete dashboard
  • Click Delete in the confirmation pop-up.
    delete confirmation

Note: Deleting a dashboard does not delete the individual reports living on it; it just removes the layout.