---
schema_version: "1"
id: d8e8e41b5c97768ae3288cd5fbecef875cfc67295726c882b4d2422dadc6aeb4
title: Configure Dashboard and Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/es_configure_dashboard_and_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.es_configure_dashboard_and_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8e55dc9d43248d3e8e9f726379f3b3a0bf361b23498b7aa89f99b6e5150a4335
description: When a service representative accesses the Home tab, the dashboard shows a visual summary of the cases assigned to them. To ensure a service representative sees information only about the cases assigned to them and not all cases, you must configure the dashboard to convert it from a static dashboard to a dynamic dashboard.
products:
  - Service Cloud
release: "264"
---
# Configure Dashboard and Reports

When a service representative accesses the Home tab, the dashboard shows a visual summary of the cases assigned to them. To ensure a service representative sees information only about the cases assigned to them and not all cases, you must configure the dashboard to convert it from a static dashboard to a dynamic dashboard.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d179618e55">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d179618e55 ">To configure the dashboard and reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d179618e55 ">HrServiceWorkspaceHrPsnl</td>

          </tr>
        </tbody>
      </table>

1. Use the navigation menu to open the Dashboards tab.
2. Click **Employee Portal Dashboard**.
3. Click **Edit**.
4. Click ![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/employee_service/es_gear_icon.png).
5. In the View Dashboard As section, select **The dashboard viewer**.
6. Save your changes.