Reporting

You can configure a report to let users adjust its grouping and stacking.

You can create reports grouped by any field with an additional group by variable on a selected service catalog item. In addition, you can create filters on the same variable. For example, if a mobile phone item has a storage variable, you can create a report that only shows those phones with 32 GB of storage.

Make actionable decisions faster by combining relevant reports and widgets onto a dashboard. Navigating to single reports and widgets is time-consuming and less efficient.

Users with the report_description_admin role can add and edit table and field descriptions that users see when they create reports.

When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The sum aggregation shows the sum of the field you aggregate on.

When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The count aggregation gives the number of records in each element of a visualization.

When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The maximum and minimum aggregations show the maximum or minimum value for each segment of the visualization.

When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The standard deviation aggregation shows variation from average values for a duration or numeric field in a visualization.

When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The sum aggregation shows the sum of the field you aggregate on.

Aggregation enables you to apply calculations to data displayed in reports.

Configured columns in list reports can be moved to another instance by committing an update set.

Learn how about the different objects that are used in map reports, and how to create and modify them.

Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.

Learn how to customize report visualizations and the data you report on.

Bubble reports plot data points on X and Y axes and use a third aggregate dimension to define bubble size.

Calendar reports display date-driven events on a calendar.

Chart colors assign a consistent color to a grouping or stacking value in reports. The color stays the same across reports regardless of the order of the values.

Area reports show trends over time for related attributes. Spline reports show how one or more values change over time. Splines connect a series of known data points with a curve that emphasizes the trend over individual data points.

Vertical and horizontal bar reports compare individual or aggregate scores across data dimensions. Vertical bar report columns originate on the x-axis, and horizontal bar report columns originate on the y-axis.

Column reports show how the value of one or more items changes over time with columns.

Dials and speedometers provide a real-time count for an indicator. These charts cannot contain comparison or historical data. You can configure colors to display at a glance that values are within specified ranges.

Donut and semi-donut reports show the proportions that make up a whole.

Funnel and pyramid reports visualize the distribution of data. The size of the slices or sections represents a percentage of the total of all values.

Line reports plot individual data points to show how the value of one or more items changes over time.

Pareto charts help you identify the most important dimension in a large set of dimensions. Columns show data in descending order. A line shows cumulative percentage.

Pies charts show the proportions that make up a whole.

Trend reports show how the value of one or more items changes over time. Values along the horizontal axis of the trend report represent the time measurement. Values on the vertical axis represent the changes to the items being monitored.

Box reports, also called box plots, visualize the distribution of data including the maximum, minimum, quartiles, median, and mean.

Control reports visualize data over time using standard deviations to show statistical likelihood and identify outliers.

Histograms group numbers in a data set into ranges. The data used in a histogram is continuous data. Continuous data is measured whereas discrete data, which is used in bar charts, is counted.

Trendbox reports visualize the distribution of data between groups over a specific time period.

You can specify the fields that are displayed in calendar tasks.

Distribute reports to provide business information to other users.

You can drill down within a report to visualize a subset of its data. For example, you can click on the critical section of a report sorted by priority to view the categories of those critical incidents.

You can embed reports in any Jelly-based element, such as a UI page.

ServiceNow reports are visualizations of your data that you can share with users on dashboards and service portals, export to PDF, and email. Learn how to create, run, edit, view, and share reports.

Heatmap reports display aggregate data visually using colors to represent different values on a matrix. Heatmap reports can have no more than 1000 cells.

Map reports display data on a map. You can display data as a geographical heatmap ( Map report icon ) or view specific data points ( The pin locations icon for map reports ).

Map objects define the different levels that users can drill down into on a map report and the data displayed on these levels. Admins can create and manage these objects.

Multilevel pivot tables display aggregate data broken down by multiple dimensions in a single table. They display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the top left of the chart.

You can create reports that use datasets from up to five tables in a single report.

Pivot tables aggregate data from a table into columns and rows, which you define. They help you quickly investigate the source of the summarized data. Non-empty cells display tooltips to indicate how many records the cell represents. Click a non-empty cell to display a breakdown of those records.

System tables are excluded from reporting by default. However, you can exempt system tables from the prohibition. Some system tables are exempt from the restriction by default. Be very careful when creating reports on these system tables.

Use a report range to define intervals that break up continuous timespan data in table fields. It is necessary to break this data into discreet chunks for presentation.

Report sources are predefined data sets for creating reports.

When editing a report from a different application scope than the current scope, actions modifying the original report are unavailable.

Single score reports display a single value that is key to your business. Add single score reports to dashboards and configure them to update in real time.

Grouped list reports can display only the records in each group that are configured to appear in a normal list. You can group rows of information in list reports by specific fields. You cannot group list reports by service catalog variables.

A color palette is a sequence of colors that apply to the elements in a chart, in order from highest value to lowest. All reports that use the same palette use the same colors.

Depending on the type and configuration of the report, you can select one color, a predefined color palette, or predefined chart colors. All three options are built on a customizable set of individual colors.

For list reports, the glide.report.add_to_list_supported system property enables the add_to_list access control list. This access control list (ACL) prevents users from reporting on list report columns with sensitive data.

You can configure up to 20 active function fields per table using the Report Designer. When you configure a function field on a table, you can group or stack by the results of the function calculation. Function fields that you create in Report Designer are available in Platform Analytics experience, but you cannot create them in Platform Analytics experience

You can add reports to forms such as change requests, and configure the report visualizations to display information relevant to the user of the form. The configuration is specific to the current view.

Users who cannot create their own global reports can modify a global report, and then save a personal version of the report.

Create a function field to be able to group and stack a report by the results of the field's calculation.

You can create a list report with question columns based on a data source or table that has questions associated with it. For example, if a form prompts a user to select the specific nature of a problem, you can create a list report that lists columns for those values.

You can create a list report with variables columns based on a data source or table that has variables associated with it. For example, if an item has a variable called Storage, you can create a list report that has a column for the values in this variable.

You can import Excel spreadsheets (.xlsx files) of data maintained outside of your instance and create reports from those files.

Use the MetricBase application to create time-series reports from MetricBase data.

A user with the admin role can delete a function field from its table. Deleting a function field is useful if you want to create a function field with the same name as one that exists on that table.

The user who created a function field or a user with the admin role can deactivate it. If a table already has 20 function fields, you must deactivate one or more existing fields before creating another.

Delete Core UI reports that are no longer used.

Configure a system property to remove the ability to create function fields in the Report Designer.

Domain separation is supported in reporting and relates to report creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

You can edit imported Excel spreadsheets (.xlsx files) of data maintained outside of your instance.

The user who created a function field or a user with the admin or function_field_admin role can edit the definition of a saved function field. It isn’t possible to edit the label or the return type of a saved function field.

Reporting functionality is available by default for all tables, except for system tables.

A list displays a set of records from a table. You can export information from lists in the classic environment to a spreadsheet.

Export a report to PDF to use it outside of your ServiceNow instance.

While regular fields store a value in the database, a function field displays the results of a database query. The function field generates the value based on computations of other fields and constants. You can use these fields in reports and data visualizations as you would other fields.

Manage projects in multiple currencies with FX (Foreign Exchange) Currency. You can report on the projects in currency values entered by the user, a reference currency, or both.

You can create reports grouped by variable on a selected service catalog item. In addition, you can create filters on the same variable. For example, if a mobile phone item has a storage variable, you can create a report that only shows those phones with 32 GB of storage.

Imported Excel spreadsheets enable you to generate reports based on data maintained outside of your instance and to distribute those reports.

Keyboard shortcuts enable you to perform certain functions in the Report Designer without using your mouse.

Add a title to your list report configure the title's size, color, and alignment.

List reports display data in the form of an expandable list. You can configure whether lists appear expanded or collapsed. Lists are often used for enumerations such as the number of incidents or changes. They contain columns that show more detailed information, such as a short description, category, or state.

Transforms enable you to visualize MetricBase data in different ways.

Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.

Validate that Reporting still works after you make any configuration change such as applying an upgrade. Copy and customize these quick start tests to pass when using your instance-specific data.

Learn how to administer reports on the ServiceNow platform using the Reports Administration module.

View a list of reports and create reports from the Reports list.

Create reports grouped by a variable on a selected service catalog item. You can also create filters on the same variable.

Report on selected questions by grouping or filtering on them.

There are several reasons why a report is showing less information than expected or possibly no data at all. These include insufficient permissions on the report and the report not being shared.

The Report Stats list enables you to view how often each of your Core UI reports is run and how long it takes for the reports to run.

Learn about the different types of Core UI reports that you can create, and when and how to create them.

ServiceNow Reporting enables you to create and distribute reports that show the current state of instance data, such as the number of open incidents of each priority. Reporting functionality is available by default for all tables, except for system tables.

Use properties to fine-tune report behavior and appearance.

Miscellaneous tables of roles, properties, and other information.

Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.

Reporting and Performance Analytics are two distinct applications. They address different use cases and are complementary to each other.

Show existing reports in a Service Portal.

You can configure a URL to open when you select a section of a report.

Configure rules for how numerical values are displayed in single score reports, to highlight why a value is important.

Step line reports plot individual data points to show how the value of one or more items changes over time. Horizontal lines in the step report show the duration of a change and vertical lines show its magnitude.

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.

A map source hierarchy is a data source that is used to create a map report. Except for the top-level wrapper, each map source level in the hierarchy defines the data for one map drill level.

To configure how calendar entries appear for a table, add calendar_elements attributes to the System Dictionary entry for that table.

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.

Create a map that can be used in a map hierarchy.

Key-value pair mappings transform data in the ServiceNow platform to a value that can be plotted on a map. Mappings are used during map source configuration when data requires transformation. Each mapping exists in a mapping group.

Create Core UI reports in the legacy Report Designer tool to visualize and analyze instance data.

A map source configures data to be displayed in a map report. Customize existing map sources according to your needs.

You can configure calendar reports to support the spanning of multi-day events across calendar cells.

Configure rules for how numerical values are displayed in a multilevel pivot table report. Coloring rules make it easy to highlight the more important values. The color rule is applied to the content of cells in pivot reports.

Create color definitions for use in visualizations and Performance Analytics widgets.

Activate the domain separation plugin to enable reports to display content based on data, rules, and settings from the logged-on user domain.

You can export a list report to Excel, PDF, or CSV by scheduling an export of the report.

Field styles control the highlighting of events in calendar reports. Manage field styles to change how highlighting works.

Create an access control list rule to restrict who can create a report on a table, data source, or database view.

Open a report in the Report Designer to view current data in an existing report.

Generate and distribute scheduled reports via email.

Control which users and groups can see a Core UI report.

When executing reports that group results by a Translated Text field, to ensure that individual field labels and values display as translated, use the translated_text type.

In reports on service catalog data, stack and group by variables, use variables as columns in list reports, and as columns and rows in multilevel pivot tables.

In most reports, you can configure how numerical values look when you publish the report.