Bookmarking Dashboards and Visualizations


Overview

This article goes over how to bookmark Dashboards and Visualizations for easy access in the Analytics Center for agents in ServiceNow. 

Critical Concepts

Steps to Take

List View of All Dashboards/Visualizations

  1. In Agent View, via the All menu, type in 'Platform Analytics'
  2. Click on 'Analytics Center'
  3. Under the Dashboards section and Visualizations section, it default shows all your bookmarked items.
    Screenshot of the Dashboards in the Analytics Center  
  4. Click on 'View all' in the bottom left.
  5. This opens a list of Dashboards / Visualizations that you can filter to search through.
    Screenshot of list of Dashboards
  6. Find the particular Dashboard/Visualization you want to bookmark and click the bookmarking icon in the top right of each item.Screenshot of an example dashboard called customer service agent
  7. You may now go back to the list of 'Bookmarked' items or the main Analytics Center page and see your bookmarked items readily available.
    Screenshot of the "Dashboards" page with the example "Customer Service Agent" dashboard bookmarked
  8. You can un-bookmark any item by clicking the top right bookmark icon again.

Within Particular Dashboard/Visualization

  1. In Agent View, via the All menu, type in 'Platform Analytics'
  2. Click on 'Analytics Center'
  3. Under the Dashboards section and Visualizations section, it default shows all your bookmarked items.
    Screenshot of the Dashboards section showing no bookmarks have been set  
  4. Click on 'View all' in the bottom left.
  5. This opens a list of Dashboards / Visualizations that you can filter to search through.
    Screenshot of the list of dashboards
  6. You may view the details of any item by clicking on it.
  7. Once you have item opened, clicking on the "⋮" in the top right corner.
    Screenshot of Customer Service Agent example dashboard
  8. In the dropdown, select "Add to bookmarks"
    Screenshot of the ellipsis menu with the option "Add to bookmarks"
  9. You may now go back to the list of 'Bookmarked' items or the main Analytics Center page and see your bookmarked items readily available.

If you still have questions or need additional assistance, please use the 'Contact ServiceNow Team' form.