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Advanced Reporting in ServiceNow

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This blog will help to learn how to create a Data Source and use advanced methods for building reports.
Using the following tools in the report designer, one can consolidate data to create reports that contain exactly what one wants to share with others:

  • Report Sources
  • Condition Builder
  • Dot-Walking
  • Related List Conditions
  • Drilldown and Dataset
  • Report Source:
    • It is recommended to use a Data Source instead of the table while building a report. Data Source one can create a standard set of conditions for querying a particular table that can be used in other reports.
    • A Report source, also known as a Data source can be created by going to the report source module.
    • For example:
      • Create a report source for active incidents assigned to the Software assignment group.
      • Give the report source a logical name.
      • Select the table where the data source can be used for reference.
      • Add AND/OR conditions and submit to save it.
      • Now, while generating the report, select the data source that was just created for the same purpose. Here, one will see the existing condition that was used to create the data source.Advanced Reporting in ServiceNow
      • One always need to create reports so that ServiceNow can provide the information needed for making decisions and take required actions.
      • This allows reports to communicate multiple types of data for users.
    • With the filter icon, additional conditions can be placed that would be built on top of the ones set in a data source created earlier without modifying the original data source.
    • The data source and applied conditions remain visible throughout the report creation process so does the condition builder. One can access it at any time.
  • Condition Builder:
    This can be achieved as follows:
    • Let’s create a report source showing all active incidents assigned to the hardware assignment group.
      • Select table as the source type and select the desirable table (In this case the incident table).
      • Run a report and save it as a data source. This leads to a form for saving the report source.
      • Again, let’s give it a logical name to make it easily identifiable in a report source list and submit it.
      • The new data source is available for use.
  • Dot-Walking:
    • It allows to include report data from fields and related tables.
    • For example, if one wants to see a list of active incidents that have related problems.
      • In the condition builder, select problem and extend the condition to active as true.
      • Now, one can find the list of all active incidents with an active problem attached to them.
      • There are number of fields on conditions that call reference related tables to allow expanding the reports at multiple levels. Just look for condition builder icon.
      • It will give the option to Dot-Walk, so that one can include data from a related table for that field.
  • Related List:
    • With related-list, connection between different tables for the same report can be made.
    • For example, to see the list of all active incidents with the Service Level Agreement (SLA) breached.
      • This requires to access to two separate tables. The incident table and a Task SLA table.
      • To achieve this, name the report accordingly and then proceed to build a report that will allow to see all active incidents.
      • First, create a condition to show all incidents that are currently active and run it.
      • Below it, set the Related-list conditions. Select the table to apply these conditions to.
      • In this case, it’s going to be ‘Task-SLA’ table and in below condition filter, create the condition to be applied to that particular table for this report.
      • Choose ‘Has-breached is true’ and then run it.
      • One can see the incidents with the ‘breached-SLA’.
      • The report here contains data from two separate tables.
  • Drilldowns and Datasets:
    Drilldown adds value to reports, providing additional visualization to divide the data into subgroup while dataset can be used to view multiple tables and the same visualization.  One can create a drilldown mostly on existing reports that they have permissions to add.
    Drilldowns:
    For this walk through, let’s use the incident priority report.Go to the Report Application->view/run->search-> incident priority and locate it.
    Note: Simple report is already created with priority of incident.
    • Let’s analyze the report structure. Report is represented here as a structure and there is an option to add a drilldown. The form looks very similar to the report creation form and the steps to follow are also similar.Advanced Reporting in ServiceNow
    • So let’s get visualization on priorities incident within a different Assignment group.Note: Give Drilldown name as Assignment group.
      • The ‘Source Type’ and ‘Data Source’ filled values get added by default to the corresponding values and the reports that one is adding a drilldown to. These can’t be changed when adding a drill down.
      • The report visualization in the drilldown can be different than that of the top level report. The choice of the report should reflect the information shared. So here, if one select a horizontal bar and group a report, then it aggregates the records to provide a high level summary of data. In this case, by assignment group, one can achieve it.
      • This can’t be shared until saved. At the top level view of the report, one will see the report structure icon indicating that the report has a viewable drill down. Clicking it expands the report structure where one can find the drill down.Advanced Reporting in ServiceNow
      • Further, the bar chart segment displays the summary of the underlying data and clicking any bar displays the drill down data.
      • If one wants to add a Dataset to the report, they can open the report structure and click on the ‘add Dataset’ option.
    • This will bring back the user to the guided workflow where user can name the Dataset.
  • Dataset:
    • The main report is created on ‘Incident’, so let’s create a second Dataset of ‘Problem’ using the same source type (one change the source type but here data source is used).
      • Select ‘Open’ problem for the data source.
      • For the Type, the system only offers visualizations that are compatible with the type of the report one is building their dataset on. So, here select the only available option.Advanced Reporting in ServiceNow
      • Let’s set the group by priority and click next. Save it and the high level report is displayed.
      • Make the report easier to read by using one color with the option style.
      • Click the report structure icon to view the current report structure and add new drilldown and datasets.
    • Now, updated records are ready to share.
Sours: https://dxsherpa.com/blogs/advanced-reporting-in-servicenow/

Report on extended tables

Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report.

Before you begin

To include the columns in the report that are unique to the extended tables, a user with the admin role must enable a system property [glide.ui.list.allow_extended_fields]:
  1. Navigate to .
  2. Enable the property Allow base table lists (task, cmdb_ci, and so on) to include extended table fields (incident_state, os_version, etc.), and allow filtering on extended table fields (glide.ui.list.allow_extended_fields).
  3. Click Save at the bottom of the page.

About this task

Role required: report_admin

Watch this six-minute video to learn how to include fields on extended tables in reports by starting with the parent table.

The video shows how to create a report with data from multiple tables using the Report Designer. The report contains both incidents and problems, which are child tables of the Task table. Here's how to create the report, Active Incidents and Problems of Priority 1 or 2.

Procedure

  1. Navigate to .
  2. On the Data tab, name the report , select the Source type Table, and select the table Task [task].
    Report on extended tables in Report Designer, Data tab, with report name Active Incidents and Problems of Priority 1 or 2, Source type=Table, and Table=Task [task]
  3. On the Type tab, enter List in the filter, select the report type, and click Next.

    The application shows a preliminary version of the report. To view the updated report at any time, click Run.

  4. On the Configure tab, Group by Task type and click Save.
    The list report is refreshed with all tasks collapsed into their types.List report on the task table showing all task types.
  5. Use the Condition Builder to limit what the report displays to only the information you want. Click the filter icon (Filter icon) to open the Condition Builder.
  6. To show only active incidents and problems of priority 1 or 2, set these conditions, and click Save.
    • Active is true.
    • Task type is Incident OR Task type is Problem.
    • Priority is one of 1 - Critical or 2 - High.

    Condition builder showing the selected conditions Active is true AND Task type is Incident OR Task type is Problem AND the Priority is one of either 1 - Critical or 2- High.
    The new report only has the two task types. Because you selected only Active tasks, there are fewer tasks in each category as well.
    List report on the Task table showing only active Incidents and Problems.
  7. Select the columns to display in the report, including the extended table fields Category [Incident] and Related Incidents [Problem] and click Save.
    Available Columns with Number, Priority, State, Assigned to, Short description, Category [Incident], and Related Incidents [Problem] selected.

    The Category [Incident] and Related Incidents [Problem] fields are unique to the extended tables (Incident and Problem). They appear at the bottom of the list of columns that are available from the Task table. These two fields are available because you enabled the property Allow base table lists to include extended table fields, and allow filtering on extended table fields (glide.ui.list.allow_extended_fields).

    The report shows the open incidents and their categories and the open problems with the number of their related incidents.

Sours: https://docs.servicenow.com/bundle/rome-now-intelligence/page/use/reporting/task/t_AccessFieldExtendedTable.html
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Create a basic list report

List reports display data in the form of an expandable list. For example, an incident report grouped by priority displays only the priority names and a number of records that display if the user clicks the priority. You can configure whether lists display expanded or collapsed.

Before you begin

Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

Procedure

  1. Navigate to .
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the applicable source for the report:
    OptionDescription
    Data sourceAlso called a report source, a data source is a table with filters applied to provide a single source of information for all users. For more information, see Report sources.

    Note: If you select a data source used by existing reports, a notification prompts you to view them.

    TableThe raw data from a table with no filters applied. When you select a table, its short description appears below the table name.

    For trend reporting, you can also select a remote table, which aggregates, in memory, data retrieved from an external source. Then select a Trend by field option to aggregate its data. To learn more about remote tables, see Retrieving external data using remote tables and scripts

    External importChoose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document.
    MetricBaseMetricBase enables you to collect, retain, analyze, and visualize custom time series data on the Now Platform. For more information, see MetricBase.
  4. Click Next.
  5. On the Type tab, enter List in the filter, select the report type, and click Next.

    The application shows a preliminary version of the report. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    FieldDescription
    Choose columns Fields to display as columns in the list report. In the Columns window that opens after you click Choose columns, select fields in the Available list that you want to appear in your report and move them to the Selected list. Click the info icon (information icon) for descriptions of the selected fields.

    Depending on system configuration, you can add fields from tables that extend the selected table. For more information, see Report on extended tables.

    Group byGroup report data using the values of this field. For example, in an incident report grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups. To group by fields on extended tables, see How to report on extended tables. Click the info icon (information icon) for a description of the selected field.

    Configured function fields appear in this list after you save the report.

    Note:
    • It is not possible to group or stack reports by the Tags field, or by certain field types, such as MEDIUMTEXT.
    • Grouping or stacking by Variables or Questions fields is not supported for reports based on database views.
    Additional group byExtra fields to group the report by. When you select Additional group by fields or function fields, the report includes a control at the bottom that allows you to group the report by any one of the additional fields. To group by fields on extended tables as well, see How to report on extended tables. Click the info icon (information icon) for descriptions of the selected fields.

    Configured function fields appear in this list after you save the report.

    Note:
    • It is not possible to group or stack reports by the Tags field, or by certain field types, such as MEDIUMTEXT.
    • Grouping or stacking by Variables or Questions fields is not supported for reports based on database views.
    Configure function fieldConfigure fields based on calculation of multiple inputs including arithmetic functions. For more information, see Report on function fields. Function field results are calculated when the report is run. You can use the results for aggregations and grouping. You have to save the report before you can configure function fields.

    Configured function fields appear in the Group by and Additional group by lists after you save the report.

  7. (Optional) Configure the sort order of the applicable fields in the report (column, row, Group by, Stack by or Trend by depending on the report type). Click the filter icon (filter icon) and select Add Sort.
    1. In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.

      The list contains all possible fields from the report's source and fields on extended, or related, tables. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by depending on the report type).

    2. Click Add sort plus icon to configure additional sorting order conditions. (Click Add sort minus icon to delete configured sorting order conditions.)
    3. Click Save.
    For fields of the type Choice list, sort order is not determined alphabetically or numerically. For multi-level pivot table and heatmap reports, sort order is determined by the value of the choices in the list. For example, a priority list is often indexed from Critical to Planning as shown in the figure below. For other report types, sequence of the list choices determines the sort order.
    Report sorted by priority choice list
  8. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    To learn how to construct conditions, see Condition builder.

    Note: The Keywords field is a special field that is used for text searches across all fields. If you use it in a filter or condition, in combination with other conditions, it may return inconsistent results.

  9. (Optional) On the Style tab, add and configure a report title. See List report style options.
  10. Click Save.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharingmenu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report.
    Note:
    • The default number of rows in a list report exported to PDF is To configure this value, enter in the Filter Navigator, and edit the property glide.pdf.max_rows. For more information, see: Add a system property.
    • Despite list filtering, pdf-format exported rows will count all record rows sequentially up to the export limit and show as blank for roles prevented by ACLs from viewing restricted data.
  • Configure and use list functions
Sours: https://docs.servicenow.com/bundle/rome-now-intelligence/page/use/reporting/task/t_CreateAListReport.html

Reporting in ServiceNow

ServiceNow stores data records including the fields on incidents, requests and other tickets. Reporting allows this data to be presented as filtered lists, charts or calendars and enable visualization and analysis of trends.

Create a report

Users may create new reports in a few ways:

Report Name

It is good practice to name reports descriptively to clearly communicate the data that is being displayed. Examples: Open Incidents By State Assigned To My Group, Incidents Closed in the Last 30 Days, All Requests Created This Week Grouped By Item.

Select a table

Some of the most common tables to create a report on are:

  • Change Request (change_request)
  • Enhancement (rm_enhancement)
  • Incident (incident)
  • Project (pm_project)
  • Request (sc_request)
  • Requested Item (sc_req_item)
  • Task (task)

Others include:

  • Catalog Task (sc_task)
  • Change Task (change_task)
  • Private Task (vtb_task)
  • Problem (problem)
  • Release Task (rm_task)
  • Asset (alm_asset)
  • Configuration Item (cmdb_ci)
  • Contract (ast_contract)
  • Expense Line (fm_expense_line)
  • Knowledge (kb_knowledge)
  • Time Worked (task_time_worked)

Report types

There are many ways to display the data:

  • Bars: Bar, Histogram, Horizontal bar, Pareto
  • Pies and Donuts: Donut, Pie, Semi donut
  • Time Series: Area, Column, Line, Spline, Step Line
  • Multidimentional reports: Bubble, Heatmap, Multi-level pivot table
  • Scores: Dial, Single Score, Speedometer
  • Other: Box, Calendar, Control, Funnel, List, Map, Pivot table, Pyramid, Trend, Trendbox

Select a report type and click Next.

Configuring and Grouping

For lists you are able to select from the available fields which ones you want displayed and in what order you want them to appear. You can expand reference fields that have a [+] as well as access extended fields.

Group by is a common input that determines what field to group or organize the data by.

Some report types can be further organized or Stacked by another field.

Other charts can be customized by checking Display Grid to show a table of details in addition to the visualization.

If using a chart that takes an input of Trend by, common choices for dates are Closed, Created, Due Date, or Opened, You can then view trends Per Year, Quarter, Month, Week, Day, etc.

Filter Conditions

The filter determines which records we want to include or exclude in our data set. If the conditions are blank, all records for the selected table will be shown. It is common to filter records within a specific time range or based on assignment group, assigned to (user), configuration item, opened by, closed by, priority, state, task type.

Add Filter Condition

Add "OR" Clause

Add Sort Field

Save / Run

The down arrow next to the Save button gives access to other options: Insert, Insert and Stay, Schedule, Make Gauge, Sharing, Export settings, Save as report source.

The Run button will refresh the report graphic. It can be useful for previewing what the report will look like before saving any updated configurations. If you have made changes that you intend to keep, BE SURE TO SAVE or they will be lost.

Task Table

If you want a single report that includes multiple ticket types you can use the task table. It is the parent table for the major ticket types (incident, request, requested item, catalog task, enhancement, release task, change request, change task). It holds most of the common fields such as the ticket's Active, Approval, Assignment group, Assigned to, Closed (date), Closed by (user), Configuration Item, Created (date), Created by (user), Description, Due date, Escalation, Number, Opened (date), Opened by (user), Priority, Short description, State, Sub CI, Task type, Time worked, Updated (date), Updated by (user), Updates (number).

Video Tutorials

A series of YouTube videos covers various aspects of reporting in ServiceNow. The individual videos cover these topics:

Additional Information

For more details:

https://docs.servicenow.com/bundle/madrid-performance-analytics-and-reporting/page/use/reporting/reference/reporting-landing-page.html

Sours: https://kstate.service-now.com/kb_view.do?sys_kb_id=edceeb9e30ceb54fef&sysparm_nameofstack=&sysparm_kb_search_table=

Reports table servicenow

View the Reports list

You can add parameters to the Reports list URL to filter the list before it loads.

Reports list URL structure

The URL structure is https://<instance-name>.service-now.com/report_home.do?<parameter_name>=<parameter-value>.

For example, the URL https://yourbusiness.service-now.com/report_home.do?jvar_selected_tab=MyReports returns the Reports list with the My Reports tab selected.

Parameters

The following parameters are available for Reports list URLs:
ParameterPossible values
jvar_selected_tabShows the Reports list with the specified tab selected. Use these values:
  • myReports
  • groupReports
  • globalReports
  • allReports
jvar_search_tableFilter reports created on a specified table. For example, the parameter jvar_search_table=incident shows only the reports created on the incident table.
jvar_list_order_bySorts the list on one of these columns:
  • type
  • title
  • table
  • modificationDate
  • scheduled
  • published
  • createdBy

For example https://yourbusiness.service-now.com/report_home.do?jvar_list_order_by=table returns the list sorted by the source table of the report.

Note: Use jvar_list_sort_direction to specify ascending or descending order.

jvar_list_sort_direction Specifies the direction of the sort.
  • asc — Sorts the list in ascending order
  • desc — Sorts the list in descending order
sysparm_reportqueryFilters the reports with names that contain the specified value, for example: sysparm_reportquery=Active returns reports with the string Active in the title.
jvar_search_created_bythe user who has created the report for example: https://yourbusiness.service-now.com/report_home.do?jvar_selected_tab=allReports&jvar_search_created_by=itil returns the reports created by the user with user name itil.
sysparm_queryEnables you to filter on any condition in platform condition builder format. For example, https://yourbusiness.service-now.com/report_home.do?sysparm_query=titleSTARTSWITHPRB&table!=incident.

For more information, see Condition builder.

Sours: https://docs.servicenow.com/bundle/rome-now-intelligence/page/use/reporting/reference/r_ViewTheReportsList.html
ServiceNow - Creating Advanced Report - Part 1 (Multi Data Sets)

(What did my excitement. From Natasha's story lead to) Arriving home from Natasha, I quickly took off my jacket and went to my room. Only my brother was at home, he was in his room and played with the computer, he was sitting with headphones and it.

Similar news:

At six o'clock, I closed the mall, turned on the Saturday elevator, turned on the music, and sat down to read the newspaper. "Dos" were drawn to the synagogue. Some grumbled about my listening to music, but I calmly ignored them. Several hours passed.



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