---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Configure a record overview dashboard

# Configure a record overview dashboard {#ariaid-title1}

* Release version: Australia
* 
* Updated May 29, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

1. Navigate to WorkspacesBusiness 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. **Optional:** 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.

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