---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure report groups for the Customer Information view

# Configure report groups for the Customer Information view {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 Agent Workspace.

## Procedure

1. Navigate to AllCustomer CentralCustomer InformationReport Group Configurations.
2. Select New.
3. Fill out the fields, as required.  
   {#configure-ci-report-groups__table_vzg_jcs_mlb__entry__2}

   | Field | Description |
   |-|-|
   | Title | Enter a title for the report group. |
   | Context table | Select a Context table. Note: For example, enter Contact if you want all the information about a customer contact to be displayed. |
   | Report configurations | Select the list of reports to be displayed in the group. |
   [Table 1. Report Group configurations form fields and descriptions]

   {#configure-ci-report-groups__table_vzg_jcs_mlb}
4. Select Submit.
{#configure-ci-report-groups__steps_qbq_ycs_mlb}

*[\>]: and then