Configure report groups for the Customer Information view

---
title: Configure report groups for the Customer Information view
description: Configure the groups of reports to display in a single section on the Customer Information view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/configure-ci-report-groups.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure the Customer Information view using CSM Agent Workspace, Configure Customer Central, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---

# Configure report groups for the Customer Information view

Configure the groups of reports to display in a single section on the Customer Information view.

## Before you begin

Role required: admin

## About this task

Report groups are displayed in the Customer Information view in CRM Workspace.

\[Omitted image "report-groups.jpg"\] Alt text: Configured report group shows high priority cases in the Customer Information view.

## Procedure

1.  Navigate to **All** > **Customer Central** > **Customer Information** > **Report Group Configurations**.

2.  Select **New**.

3.  Fill out the fields, as required.

<table id="table_vzg_jcs_mlb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Title

</td><td>

Enter a title for the report group.

</td></tr><tr><td>

Context table

</td><td>

Select a Context table. **Note:** For example, enter Contact if you want all the information about a customer contact to be displayed.

</td></tr><tr><td>

Report configurations

</td><td>

Select the list of reports to be displayed in the group.

</td></tr></tbody>
</table>4.  Select **Submit**.