---
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 the Platform Analytics Solution for Self-Service Analytics for Customer Service

# Configure the Platform Analytics Solution for Self-Service Analytics for Customer Service {#ariaid-title1}

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

Run diagnostics, review and customize components, and start collecting
data.

## Before you begin

Role required: pa_admin

A ServiceNow AI Platform administrator must have installed the content pack plugins
or ServiceNow Store application for this Platform Analytics Solution.

## Procedure

1. Run all diagnostics on all records, as described in [Performance Analytics
   diagnostics](https://www.servicenow.com/docs/access?context=self-diagnostics&version=xanadu&pubname=xanadu-now-intelligence&ft:locale=en-US).  
   These diagnostics can catch mismatches between the configuration of your Platform Analytics Solutions and your tables.
2. Navigate to Performance AnalyticsAdmin Console.
3. Click the Dashboards link in the Explore and Manage tile.
4. Verify the names of the dashboards that have been installed with the Self-Service Analytics Platform Analytics Solution.
5. Open the Indicator Sources tab.
6. For each dashboard included in this Platform Analytics Solution:
   1. Filter the indicator sources on the dashboard name.  
      This screenshot shows the indicator sources filtered on the Self-Service Analytics dashboard from the Self Service Analytics for Customer Service Platform Analytics Solution.
   2. Review the facts table, conditions, and frequency of the indicator sources compared to the data structure on your own instance.  
      Important:  
      Pay particular attention to time stamp fields such as Resolved or Created that are referenced in the Conditions field. You may need to use different time stamp fields.
   3. If necessary, open an indicator source and make corrections.
   4. If you are editing an indicator source record, go to the Indicators related list and review the Conditions field for each indicator.  
      Changing the indicator source can also affect the additional conditions on the individual indicators.
   {#ssa-solution-config__substeps_wl2_nxc_llb}
7. If you changed the time field stamps in any indicator sources, also change any related Performance Analytics scripts.  
   For more information, see [Update Performance
   Analytics scripts](https://www.servicenow.com/docs/access?context=update-pa-scripts&version=xanadu&pubname=xanadu-now-intelligence&ft:locale=en-US).
8. Open the Breakdown Sources tab.
9. For each dashboard included in this Platform Analytics Solution:
   1. Filter the breakdown sources on the dashboard name.
   2. Review the conditions on the breakdown source as described in [Review the
      breakdown sources](https://www.servicenow.com/docs/access?context=review-breakdown-sources&version=xanadu&pubname=xanadu-now-intelligence&ft:locale=en-US).
   {#ssa-solution-config__substeps_nps_cyg_llb}
10. Navigate to Performance AnalyticsJobs.
11. Set up and run the historical job for this Platform Analytics Solution, \[SSA\] Self-Service Analytics Data Collection.  
    Follow the procedure in [Run historical data
    collection for a Platform Analytics Solution](https://www.servicenow.com/docs/access?context=historical-data-nowintel-solution&version=xanadu&pubname=xanadu-now-intelligence&ft:locale=en-US).
12. Edit and activate the scheduled data collection job for this Platform Analytics Solution, \[SSA\] Self-Service Analytics Data Collection.  
    Follow the procedure in [Schedule data collection
    for a Platform Analytics Solution](https://www.servicenow.com/docs/access?context=schedule-job-nowintel-solution&version=xanadu&pubname=xanadu-now-intelligence&ft:locale=en-US).
{#ssa-solution-config__steps_pf4_m3w_qlb}
**Related concepts**   

* [Platform Analytics Solutions for Self-Service Analytics for Customer Service](https://servicenow-prod.fluidtopics.net/OqODQkigkQLJGwlB4wLnmw "Platform Analytics Solutions contain prepackaged Performance Analytics and Reporting content for use with other ServiceNow AI Platform products. This Platform Analytics Solution quantifies the value of self-service using the Self-Service Analytics dashboard for customer service.")  
**Related topics**   

* [Self-Service Analytics](https://www.servicenow.com/docs/access?context=self-service-analytics&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US)

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