Configure a record overview dashboard

task brazil Updated Sep 10, 2026 1 min read conf-record-ov-db.md

Add Platform Analytics reports to the Overview tab of a BCM record page. Only BCM admins can configure record overview dashboards. Reports added to an overview page are automatically pre-filtered to the current record and are visible in read-only mode to all users who can access that record.

Before you begin

Role required: sn_bcm.admin

Procedure

Navigate to Workspaces > Business Continuity Workspace.
Open a record — for example, a crisis event — and select the Overview tab.
Select Add new element and choose a visualization type.
Select a data source — for example, Activated plan [sn_recov_activated_plan].
Select a metric — for example, Count.
Configure grouping or additional filters.
To save the customized dashboard, select Save.

The report displays only the records that belong to the current record. For example, if 13 activated plans exist in the system but only 2 are linked to the current crisis event, the report shows 2. Selecting the visualization drills through to the filtered list of those records.

Repeat these steps for each record type — Crisis events, Business Impact Analyses, and Plans — to add overview dashboards across all major BCM record pages.

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---
title: Configure a record overview dashboard
description: Add Platform Analytics reports to the Overview tab of a BCM record page. Only BCM admins can configure record overview dashboards. Reports added to an overview page are automatically pre-filtered to the current record and are visible in read-only mode to all users who can access that record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/conf-record-ov-db.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Platform Analytics dashboards, Manage, Business Continuity Management, Governance, Risk, and Compliance]
---

# Configure a record overview dashboard

## Before you begin

Role required: sn\_bcm.admin

## Procedure

1. Navigate to **Workspaces** &gt; **Business Continuity Workspace**.

2. Open a record — for example, a crisis event — and select the **Overview** tab.

3. Select **Add new element** and choose a visualization type.

4. Select a data source — for example, Activated plan \[sn\_recov\_activated\_plan\].

5. Select a metric — for example, Count.

6. Configure grouping or additional filters.

7. To save the customized dashboard, select **Save**.

The report displays only the records that belong to the current record. For example, if 13 activated plans exist in the system but only 2 are linked to the current crisis event, the report shows 2. Selecting the visualization drills through to the filtered list of those records.

Repeat these steps for each record type — Crisis events, Business Impact Analyses, and Plans — to add overview dashboards across all major BCM record pages.