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
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Navigate to .
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Open a record — for example, a crisis event — and select the Overview tab.
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Select Add new element and choose a visualization type.
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Select a data source — for example, Activated plan [sn_recov_activated_plan].
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Select a metric — for example, Count.
- Optional:
Configure grouping or additional filters.
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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.