Reporting Data
Reporting Data
Reporting Data
PDF generated using the open source mwlib toolkit. See http://code.pediapress.com/ for more information.
PDF generated at: Sun, 16 Mar 2014 17:12:41 PST
Creating Reports
Creating Reports
Overview
Use the Reports application to run predefined reports and create custom reports. More advanced reporting features
such as creating reports from lists are available depending on your role.
Running Reports
1. Navigate to Reports > View/Run.
The list of reports that are
available to you appears. The
reports are grouped by table.
2. Click the report you want to run.
Reporting list
Creating Reports
Report form
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Field
Description
Name
Type
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting to
PDF.
Header Footer Page header and footer template to use when exporting the report to PDF.
Template
Visible to
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Note: Applying a string filter with other filters to pie and bar charts is not supported.
Stacked Field
Field used to stack additional data of interest on top of a data bar. For example, you might create a bar chart of incidents by
Category and stack Priority on top, enabling a manager to determine at a glance the proportion of high, medium, and low priority
issues for each category. Select stacked fields carefully to avoid cluttering the report. In some cases, it is a better practice to create
another report to show these relationships rather than stack too much data. Bar charts display a legend only when a Stacked Field is
selected. Boolean, reference, and choice lists can be used as stacked fields. Date, date/time, integer, long, string, and text fields
cannot be used as stacked fields.
Aggregation
Computational method for aggregating report data. The default is Count, which displays the number of records selected. If you
select Average or Sum, use the additional field that appears to select the aggregation value. Typical values to use as an average or a
sum are the time measurements, such as Business duration, expressed in days, hours, and minutes, and Resolve time, expressed in
seconds. Other fields, such as Priority, may have numerical values associated with their levels and can also be used as aggregators.
Chart size
Other
threshold
Maximum number of individual values represented as slices. Pie charts display 12 slices by default, showing largest values from the
selected data. Remaining values are grouped into an Other category.
Display grid
Check box for indicating whether to display (selected) or hide (cleared) details of the report data in a table below the chart.
All reports that use charts, including reports that are used as gauges on homepages, display a table of report data if the system
property glide.ui.section508 is set to true, regardless of the Display grid setting (starting with the Dublin release). The
table containing the data is collapsed by default.
Display
percentages
Computational method used for calculating percentages for each element in a data set. The default method, Aggregation computes
percentages for each element using the sum of all elements in the data set. Record count computes percentages for each element
using the total number (count) of elements in the data set.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Chart Colors
Chart Colors
Overview
Report administrators can change the look of bar and pie charts by specifying or changing the colors used to
represent specific report data categories. You can configure the system to use the same color for all bars on a bar
chart starting with the Dublin release.
You can also define new system colors that can be used in charts.
Chart Colors
Name
Description
Name
Element
Value
Color name Color name, as defined in the Color Definition module. When a report is generated, this color is used to represent the specified Value.
Color
Hexadecimal value used to specify a color that is not already defined in the Color Definition module.
If the Color name field contains a value, the Color field is ignored.
Report Types
Report Types
Overview
In ServiceNow, a report can be a list, chart, or calendar-based view of data in a particular table. ServiceNow also
offers a range of predefined reports that pertain to applications and features like incident management and service
catalog requests. If none of these meet your needs, you can create your own reports at any time. Use reports on
homepages to display key information to different users. You can also publish reports to a URL that can be sent out
through email.
Two charting engines generate reports, starting with the Dublin release. One charting engine generates on-demand
reports in the client browser. These charts can be saved as images using screen capture software. A separate charting
engine generates charts on the server and saves them as PNG files that are sent to the client browser. The
server-based charting engine generates scheduled reports and exported reports starting with the Dublin release. In
versions prior to Dublin, the server-based charting engine generates all reports as PNG files that are sent to the client
browser.
In ServiceNow, you have control over the following aspects of reports:
Report visibility
Report types
Report generation
Report output types
Report Visibility
You can control who can see your reports. Reports can be made:
Report Types
You can generate the following types of reports:
Report Types
Reports
Description
List
Displays data in the form of an expandable list, similar to a standard ServiceNow list.
Line chart
Pie chart
Bar chart
Box chart
Trendbox chart
Histogram
Provides visual interpretation of numerical data by indicating the number of data points that lie within a range of values.
Pareto chart
Combines bar and line charts to identify the most important factors in a large set of factors.
Control chart
Displays data as a series of connected points to determine whether or not a business process is in a state of statistical control.
Calendar
Pivot table
Availability chart Shows average percentage values that are taken over time.
Report Generation
You can generate a report manually at any time. This is useful for capturing information at the moment, such as the
number of incidents assigned to you right now. See Generating Reports for more information.
You can also automate the generation of reports based on a schedule. This enables you to generate the same type of
information on a regular basis, such as the number of incidents that breached an SLA every month. See Scheduling
and Publishing Reports for more information.
Description
Displays tabular data as a Portable Document Format (PDF) file. You can schedule these reports for regular export.
Excel
Displays tabular data as a Microsoft Excel spreadsheet. You can schedule these reports for regular export.
PNG
Displays tabular data as a Portable Network Graphic (PNG) file. You can schedule these reports for regular export.
CSV
Displays tabular data as a comma-separated value (CSV) plain-text file. You can schedule these reports for regular export.
Roles
By default, the following roles control access to reports (Reports > View / Run).
Report Types
10
Description
ITIL [itil]
Can create reports that are displayed in Global reports (Reports > View / Run).
Report administrator
[report_admin]
Can create and updated reports that are displayed in the Global Reports section (Reports > View / Run).
Can create and update reports that are visible to groups that the user belongs to. Can update any reports that are
shared with the report_group user.
Report publisher
[report_publisher]
Report scheduler
[report_scheduler]
After the Report Charting v2 plugin is activated, you can enable the charting v2 engine by setting the value of the
system property, glide.report.use_charting_v2, to true.
Report Types
Enhancements
Dublin
An enhanced charting engine renders charts on the client rather than the server, making chart rendering faster.
Charts now use the Highcharts charting library when generating reports from View > Run. Scheduled reports,
exported reports, custom charts, and gauges not of type report still use the JFreeChart charting library.
Clicking a legend icon in a stacked bar or pie chart generated using the charting v2 plugin displays or hides the
corresponding section of the chart.
The system property glide.chart.drill.open_new_win specifies whether to open a new window or
refresh the existing window when a user clicks a report element for more details. This property is applicable to
charts generated using the charting v2 plugin.
The system property glide.ui.chart.use_full_color_palette, when set to false, causes all bars in
bar and pareto charts to use only a single color unless stacking is applied.
The system property glide.ui.chart.color causes all bars in bar charts to use only a single color unless
stacking is applied. This property applies to bar charts when the
glide.ui.chart.use_full_color_palette is set to false. This property is applicable to charts
generated using the charting v2 plugin.
X and Y axis labels are more descriptive. The alignment of the axes can also be modified. This property is
applicable to charts generated using the charting v2 plugin.
If the system property glide.ui.section508 is set to true, a table containing report data is displayed when
a report is generated. This property is applicable to charts generated using the charting v2 plugin.
A Display percentages choice list is now available when generating reports that use bar, trend, or line charts.
Users can select different methods for calculating percentages for elements in a data set. This property is
applicable to charts generated using the charting v2 plugin.
Calgary
A new Export to PDF button appears on the reporting form. Users who can export reports can use this Export to
PDF button to create a PDF of a report directly from the report form.
Users who can edit a report can share a report with multiple users or groups.
Changing the visibility of a report now updates the original report. Changing the visibility of a report without the
permissions necessary to edit that report generates a new report instead.
Users who can edit a report can disable the report details block on PDF exports of that report by clearing the
Export details checkbox on the form.
The Save as button on the report form now appears as Insert. The behavior of this button did not change.
A Tiny option is now available from the Chart size choice list. The Tiny chart size is approximately one half the
size of the Small chart size.
Certain elements on the report form have moved to accommodate other changes.
Improved report security implements ACLs that restrict access to reports through the UI and URL constructs.
The report_admin role now contains the gauge_maker role.
11
Pie Charts
12
Pie Charts
Overview
Pie charts are useful when comparing the size of a category to the whole. Pie charts can be placed on homepages
where users can quickly interpret the information displayed.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Pie chart
Field
Description
Name
Type
Pie chart.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer Page header and footer template to use when exporting the report to PDF.
Template
Pie Charts
Visible to
13
Users to whom the report is available:
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2 - High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Note: Applying a string filter with other filters to pie and bar charts is not supported.
Chart size
Other
threshold
Maximum number of individual values represented as slices. Pie charts display 12 slices by default, showing largest values from
the selected data. Remaining values are grouped into an Other category.
Display grid
Check box for indicating whether to display (selected) or hide (cleared) details of the report data in a table below the chart.
All reports that use charts, including reports that are used as gauges on homepages, display a table of report data if the system
property glide.ui.section508 is set to true, regardless of the Display grid setting (starting with the Dublin release). The
table containing the data is collapsed by default.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Pie Charts
Export to
PDF
14
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Bar Charts
Overview
Bar charts are used for comparing two or more values. Bar charts display data in either a horizontal or vertical bar
format
with
each
bar
representing
a
specific
category
of
data.
Depending
on
the
glide.ui.chart.use_full_color_palette property setting, a bar chart may use a single color to
represent all categories of data (starting with the Dublin release) or multiple colors, one for each category. Bar charts
can be placed on homepages where users can quickly interpret the information displayed.
You can manipulate the bar chart
display by stacking data or by
changing the measurement units of the
bars. Stacked bar charts show the parts
that contribute to the total.
Bar Charts
15
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Field
Description
Name
Type
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting to
PDF.
Header Footer Page header and footer template to use when exporting the report to PDF.
Template
Visible to
Users
Bar Charts
16
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Note: Applying a string filter with other filters to pie and bar charts is not supported.
Stacked Field
Field used to stack additional data of interest on top of a data bar. For example, you might create a bar chart of incidents by
Category and stack Priority on top, enabling a manager to determine at a glance the proportion of high, medium, and low priority
issues for each category. Select stacked fields carefully to avoid cluttering the report. In some cases, it is a better practice to create
another report to show these relationships rather than stack too much data. Bar charts display a legend only when a Stacked Field is
selected. Boolean, reference, and choice lists can be used as stacked fields. Date, date/time, integer, long, string, and text fields
cannot be used as stacked fields.
Aggregation
Computational method for aggregating report data. The default is Count, which displays the number of records selected. If you
select Average or Sum, use the additional field that appears to select the aggregation value. Typical values to use as an average or a
sum are the time measurements, such as Business duration, expressed in days, hours, and minutes, and Resolve time, expressed in
seconds. Other fields, such as Priority, may have numerical values associated with their levels and can also be used as aggregators.
Chart size
Other
threshold
Maximum number of individual values represented as slices. Pie charts display 12 slices by default, showing largest values from the
selected data. Remaining values are grouped into an Other category.
Display grid
Check box for indicating whether to display (selected) or hide (cleared) details of the report data in a table below the chart.
All reports that use charts, including reports that are used as gauges on homepages, display a table of report data if the system
property glide.ui.section508 is set to true, regardless of the Display grid setting (starting with the Dublin release). The
table containing the data is collapsed by default.
Display
percentages
Computational method used for calculating percentages for each element in a data set. The default method, Aggregation computes
percentages for each element using the sum of all elements in the data set. Record count computes percentages for each element
using the total number (count) of elements in the data set.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Bar Charts
17
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Lists
Overview
List reports display data in the form of an expandable list.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
List
Lists
18
Field
Description
Name
Type
List.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when
exporting to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Users
Select a column from your table and define a sort order. The records in the list will be sorted accordingly, in ascending or
descending order. Sorting is not available on time fields such as Duration.
Columns
Add or remove columns from the information that appears when you expand an item in the list. Select one or more fields and
use the left and right arrows to move them in or out of the table.
Depending on system configuration, you may be able to add fields from tables that extend the selected table. For more
information, see Adding Extended Fields to Base Table Lists.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Lists
19
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Pagination in list report gauges is restricted to itil users, meaning that ess users will only be able to see the records
that appear on the first page of the gauge. To control which records the user can see, modify the row count user
preference on that user's preferences.
List grouped
Pivot Tables
20
Pivot Tables
Overview
Pivot tables aggregate data from a table into columns and rows that you define. You can configure a filter to further
refine the data and select the aggregation values. Pivot tables enable you to quickly investigate the source of the
summarized data. Non-empty cells display tooltips to indicate how many records the cell represents. Clicking a
non-empty cell displays a breakdown of those records.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Pivot table
Field
Description
Name
Type
Pivot Table.
Table
Export details Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting to
PDF.
Header
Footer
Template
Page header and footer template to use when exporting the report to PDF.
Pivot Tables
Visible to
21
Users to whom the report is available:
Users
Filter
Create conditions to filter your data. For example, you might want to restrict the data to incidents that were closed by a specific user
or view high priority incidents.
Row
Field used as the source of the data for the rows in the pivot table.
Column
Field used as the source of the data for the columns in the pivot table.
Aggregation
Computational method for aggregating report data. The default is Count, which displays the number of records selected. When you
select Average and Sum additional fields appear whose values you want to use to aggregate your data. Typical values to use as an
average or a sum are the time measurements, such as Business duration, expressed in days, hours, and minutes, and Resolve time,
expressed in seconds. If a pivot table's aggregate is Average, then Average is used instead of Total for the final column/row label.
Other fields, such as Priority, may have numerical values associated with their levels and can also be used as aggregators. If a value
in a column being aggregated has a comma, the value will be separated by the comma, and the aggregation will not be performed
accurately.
Other
threshold
Maximum number of individual values represented as slices. Pie charts display 12 slices by default, showing largest values from the
selected data. Remaining values are grouped into an Other category.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Pivot Tables
22
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Box Charts
Overview
The box chart shows the distribution of values in a data set. Use box charts to report multiple data sets from different
sources that are related to each other.
Understanding Box
Charts
A box chart depicts groups of data
through a six-number summary:
Box chart
Box Charts
23
Creating Reports
1.
2.
3.
4.
Field
Description
Name
Type
Box chart.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Box Charts
Groups
24
Groups whose members are authorized to see the report.
This field is visible only when Groups and Users is selected.
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Measured
Field
Field to use as a measurement for the data. Date/time fields are not supported for box charts.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Box Charts
25
Calendars
Overview
The Calendar report displays date-driven events in a calendar format and enables you to filter these events by any
field value in the table specified. Controls in the calendar report header let you view the calendar by day, week,
month, or year, and highlight events based on criteria relevant to the type of information in the report. By default, the
calendar report shows the number and short description for each event.
Administrators can customize the attributes for each type of record displayed in a calendar report and configure
different highlighting controls (see Customizing Calendar Reports).
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Calendar
Calendar form
Calendars
26
Field
Description
Name
Type
Calendar.
Table
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Calendar Field Date-driven event to display on the calendar. For example, you might show the Planned end date for all the changes scheduled for
the month.
Calendar Controls
Calendar reports provide the following controls in the report header bar:
Calendar views: Click the calendar icons to view the events by year, month, week, or day.
Event criteria: Use the radio buttons to highlight events based on criteria, such as Priority, Approval, or
Escalation level. When you select one of these controls, the events in the calendar are highlighted in the
appropriate color for the selected criterion.
Calendars
27
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Calendars
28
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Control Charts
Overview
Control charts are used to determine whether a business process is in a state of statistical control. If the process is in
control, all points will plot within the control limits. You may want to investigate activity outside these limits.
Control charts display data as a series of connected points on a chart with a center line, drawn at the mean and
represented in blue. Upper and lower control limits, represented by red lines, indicate the thresholds at which activity
is considered statistically unlikely.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Control chart
Control Charts
29
Field
Description
Name
Type
Control chart.
Table
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Trend Field
Two-part field used to select a date or time-related field from the underlying table and a time period over which to trend the values
for the field. The available fields have time or date-related values such as when a record was created, updated, or closed. Time
periods range from a year down to an hour. You can also select a specific date.
Aggregation
Computational method for aggregating report data. The default is Count, which displays the number of records selected. When you
select Average and Sum additional fields appear whose values you want to use to aggregate your data. Typical values to use as an
average or a sum are the time measurements, such as Business duration, expressed in days, hours, and minutes, and Resolve time,
expressed in seconds. Other fields, such as Priority, may have numerical values associated with their levels and can also be used
as aggregators.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Control Charts
30
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Histograms
31
Histograms
Overview
A histogram groups 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.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Histogram
Histogram form
Field
Description
Name
Type
Histogram.
Table
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Histograms
Groups
32
Groups whose members are authorized to see the report.
This field is visible only when Groups and Users is selected.
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Measured
Field
Field to report against. Make sure the report name reflects the data field selected. The values from this field appear on the X-axis of
the histogram and determine the width of the bars.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Histograms
33
Line Charts
Overview
Line charts show how the value of one or more items changes over time. Values along the horizontal axis of the line
chart represent the time measurement (years, hours, minutes, milliseconds, and so on). Values on the vertical axis
represent the changes to the items being monitored. Users with the report administrator role can define the ranges
that are used in a line chart report. See Report Ranges for information on creating report ranges.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Line chart
Line Charts
34
Field
Description
Name
Type
Line chart.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer Page header and footer template to use when exporting the report to PDF.
Template
Visible to
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Trend Field
Two-part field used to select a field and a time period over which to trend the values for the field. The available fields have
time-related values such as when a record was created, updated, or closed. Time periods range from a year down to an hour. You
can also select a specific date.
Aggregation
Field used to select a computational method for aggregating report data. The default is Count, which displays the number of
records selected. When you select Average and Sum additional fields appear whose values you want to use to aggregate your data.
Typical values to use as an average or a sum are the time measurements, such as Business duration, expressed in days, hours, and
minutes, and Resolve time, expressed in seconds. Other fields, such as Priority, may have numerical values associated with their
levels and can also be used as aggregators.
Chart size
Display grid
Check box for indicating whether to display (selected) or hide (cleared) details of the report data in a table below the chart.
All reports that use charts, including reports that are used as gauges on homepages, display a table of report data if the system
property glide.ui.section508 is set to true, regardless of the Display grid setting (starting with the Dublin release). The
table containing the data is collapsed by default.
Display
percentages
Computational method used for calculating percentages for each element in a data set. The default method, Aggregation computes
percentages for each element using the sum of all elements in the data set. Record count computes percentages for each element
using the total number (count) of elements in the data set.
Line Charts
35
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Pareto Charts
36
Pareto Charts
Overview
You can use the Pareto chart to identify the most important factors in a large set of factors. Pareto charts contain both
bar and line graphs. The bars display the data in descending order from left to right, and the line graph shows the
cumulative totals from each category in the same order. The left Y axis is the record count, and the right Y axis is the
cumulative percentage of the total number of records evaluated. The blue line at the 80% mark helps to determine
which data is the most influential in the process. The data to the left of the intersection of the line graph and the 80%
mark have the greatest effect on the overall outcome.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Pareto chart
Pareto Charts
37
Field
Description
Name
Type
Pareto chart.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Users
Filter and Order Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Chart size
Other threshold Maximum number of individual values represented as slices. Pie charts display 12 slices by default, showing largest values from
the selected data. Remaining values are grouped into an Other category.
Display grid
Check box for indicating whether to display (selected) or hide (cleared) details of the report data in a table below the chart.
All reports that use charts, including reports that are used as gauges on homepages, display a table of report data if the system
property glide.ui.section508 is set to true, regardless of the Display grid setting (starting with the Dublin release). The
table containing the data is collapsed by default.
Display
percentages
Computational method used for calculating percentages for each element in a data set. The default method, Aggregation
computes percentages for each element using the sum of all elements in the data set. Record count computes percentages for each
element using the total number (count) of elements in the data set.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Pareto Charts
38
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Trend Charts
39
Trend Charts
Overview
Trend charts are useful for showing how the value of one or more items changes over time. Values along the
horizontal axis of the trend chart represent the time measurement. Values on the vertical axis represent the changes
to the items being monitored. Users with the report_admin role can define the ranges that are used in a trend chart
report. See Report Ranges for information on creating report ranges.
Creating Reports
1. Navigate to Reports > View/Run.
2. Click the New button at the top of
the list.
3. Fill in the fields, as appropriate (see
table).
4. Click Save or Insert.
Additional report options are
available.
Trend chart
Field
Description
Name
Type
Trend chart.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer Page header and footer template to use when exporting the report to PDF.
Template
Trend Charts
Visible to
40
Users to whom the report is available:
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Trend Field
Two-part field used to select a date or time-related field from the underlying table and a time period over which to trend the values
for the field. The available fields have time or date-related values such as when a record was created, updated, or closed. Time
periods range from a year down to an hour. You can also select a specific date.
Aggregation
Computational method for aggregating report data. The default is Count, which displays the number of records selected. If you
select Average or Sum, use the additional field that appears to select the aggregation value. Typical values to use as an average or
a sum are the time measurements, such as Business duration, expressed in days, hours, and minutes, and Resolve time, expressed
in seconds. Other fields, such as Priority, may have numerical values associated with their levels and can also be used as
aggregators.
Chart size
Other
threshold
Maximum number of individual values represented as slices. Pie charts display 12 slices by default, showing largest values from
the selected data. Remaining values are grouped into an Other category.
Display grid
Check box for indicating whether to display (selected) or hide (cleared) details of the report data in a table below the chart.
All reports that use charts, including reports that are used as gauges on homepages, display a table of report data if the system
property glide.ui.section508 is set to true, regardless of the Display grid setting (starting with the Dublin release). The
table containing the data is collapsed by default.
Display
percentages
Computational method used for calculating percentages for each element in a data set. The default method, Aggregation computes
percentages for each element using the sum of all elements in the data set. Record count computes percentages for each element
using the total number (count) of elements in the data set.
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Trend Charts
41
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Trendbox Charts
Overview
A trendbox chart is similar to a box chart. However, a trendbox chart allows you to specify an additional time related
dimension for the report. When defining the report, use a descriptive title that indicates the use of the time related
dimension. Use trendbox charts when you have multiple small data sets from different sources that are related to
each other. Examples include incident resolution times for different product features or incident resolution times for
different priorities.
Trendbox Charts
42
Understanding Trendbox
Charts
A trendbox chart depicts groups of
numerical data through a six-number
summary:
Trendbox chart
Creating Reports
1.
2.
3.
4.
Trendbox Charts
43
Trendbox form
Field
Description
Name
Type
Trendbox chart.
Table
Group by
Field to report, from the selected table. Make sure the name of the report reflects the selected field.
Export details
Check box for indicating whether to display (selected) or hide (cleared) the report attributes at the top of the page when exporting
to PDF.
Header Footer
Template
Page header and footer template to use when exporting the report to PDF.
Visible to
Users
Filter and
Order
Conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 Moderate to have the report include only records with priorities of 2- High and 1 - Critical. To order the results from lowest to
highest, specify sorting based on Priority and set the sort order to z to a.
Trend field
Two-part field used to select a date or time-related field from the underlying table and a time period over which to trend the values
for the field. The available fields have date or time-related values such as when a record was created, updated, or closed. Time
periods range from a year down to an hour. You can also select a specific date.
Aggregation
Field used to select a computational method for aggregating report data. The default is Count, which displays the number of
records selected. When you select Average and Sum additional fields appear whose values you want to use to aggregate your data.
Typical values to use as an average or a sum are the time measurements, such as Business duration, expressed in days, hours, and
minutes, and Resolve time, expressed in seconds. Other fields, such as Priority, may have numerical values associated with their
levels and can also be used as aggregators.
Trendbox Charts
44
Report Options
Select a reporting option from the button bar above the form. Report options vary depending on the role of the user
working with the report.
Name
Description
Run Report
Update
Saves any changes to the form and returns to the report list.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Save
Saves any changes to the form and leaves the form open.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Insert
Duplicates a report record and inserts it into the report list. Use this option to create a new report quickly by changing a few values
in an existing report. Be sure to give the new report a unique name.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
Delete
Publish
Creates a URL for the report and displays the address above the report form. You can create an email notification with this URL
and email the link to people who need to see the report. For more information, see Publishing Reports.
Roles: itil, report_admin, report_publisher
Make Gauge
Creates a gauge using the current report that can be added to homepages.
Roles: itil, report_admin
Add to
Homepage
Adds the current report to a selected homepage as a gauge. For more information, see Adding Existing Gauges to a Homepage.
Roles: itil, report_admin
Schedule
Creates a schedule for running the current report. You cannot schedule reports with a Type of Calendar. For more information, see
Scheduling Reports.
Roles: itil, report_admin, report_scheduler
Export to
PDF
Creates a PDF file that users can download or email to others. Clicking the Export to PDF button causes a dialog box to appear
with the orientation options Portrait or Landscape, and the delivery options Generate now or Email me the PDF.
Selecting Email me the PDF causes an email address field to appear. This field is automatically populated with the email address
of the user who is exporting the report. However, the email address can be changed. This field accepts only one email address.
Roles: itil, report_admin, report_publisher, report_scheduler, report_group
45
Advanced Reporting
Custom Charts Plugin
Overview
The Custom Charts Plugin enables an administrator to create custom reports in the following ways:
Combine reports that ServiceNow creates separately into a single chart, such as one that displays trends for open
and closed incidents.
Combine data from outside the ServiceNow platform with internal data to produce a single chart.
Merge data from multiple tables in the platform to create a meaningful report.
To add a custom chart as a gauge, click Add content in the homepage, and then select Custom Charts. All the
custom charts defined in the system appear in the selection list.
46
47
48
Data Generation
1. Navigate to Reports > Custom Charts.
2. Select an existing chart or create a new one.
3. In the Custom Chart form, click New in the Report Renderers related list.
The Scheduled Report Summary Generation form appears.
4. Use this form to run the script that creates the summary lines of data used by the chart.
The data generation form has the following characteristics:
A custom chart generator can be scheduled to run at the times desired to ensure that the data being rendered in
the chart is up to date. In the case of the World Population custom chart, the generator is only scheduled to run
once a year.
The reference to the Summary Set table shows the data that was last produced by this generator. This data is
used when the chart is rendered. The generator should be configured so that each time it runs and produces a
new summary set it deletes the previous summary set or sets the expiration date so that the system will clean it
out automatically.
5. Click Execute Now to execute the generation script.
49
Generation Script
The generation script is responsible for creating the Summary Set and Report Summary Line database records that
are used by the chart rendering code to produce a chart. The Summary Set and Report Summary Line tables are
described here.
getPopulation Function
Note: These API calls changed in the Calgary release:
The new script object calls apply to the Calgary release and beyond. For releases prior to Calgary, substitute the packages calls as
described above. Packages calls are not valid beginning with the Calgary release. For more information, see Scripting API Changes.
50
createSummary Function
The createSummary function creates a new summary set record that will be used to record the details for world
population.
function createSummary() {
var s = new GlideRecord("sys_report_summary");
s.title = "World Population";
s.field = "Country";
return s.insert();
}
createSummaryLine Function
The createSummaryLine function records the population of a country by creating a report summary line and
associating it with the summary set.
function createSummaryLine(id, country, pop) {
var xx = new String(pop);
if (xx.startsWith("error"))
return;
xx = parseInt(pop);
if (isNaN(xx))
51
orderSummaryLines Function
The orderSummaryLines function orders the records in the database according to the population. The entries
are returned from the web service in a random order. The chart renderer sorts the entries in descending order by
population.
function orderSummaryLines(id) {
var s = new GlideRecord("sys_report_summary_line");
s.addQuery("summary", id);
s.orderByDesc('value');
s.query();
var seq = 0;
while (s.next()) {
s.sequence = seq++;
s.update();
}
}
52
53
ializer:
mmaryTableWriter(tableName,
umnName)
<font size="8.36">// This code will produce a summary set for the COUNT of all incident
grouped by category
var summarySet = new SummaryTableWriter('incident', 'category');
summarySet.generate();
</font>
Query:
mmaryTableWriter.setQuery(query)
<font size="8.36">// This code will produce a summary set for the COUNT of all active
incidents grouped by category
var summarySet = new SummaryTableWriter('incident', 'category');
summarySet.setQuery("active=true");
summarySet.generate();
</font>
StackOn:
<font size="8.36">// This code will produce a summary set for the COUNT of all active
mmaryTableWriter.setStackOn(column)incidents grouped by category and stacked by priority
Title:
mmaryTableWriter.setTitle(title)
<font size="8.36">// This code will produce a summary set of the COUNT of incidents tha
were opened in each month
var opened = new SummaryTableWriter('incident', '');
opened.setTitle("Trend of Open Incidents");
opened.setTrend('opened_at', 'month');
opened.generate();
</font>
Trend:
mmaryTableWriter.setTrend(field,
rval)
<font size="8.36">// This code will produce a summary set of the COUNT of incidents tha
were opened in each month
// The values for the interval are the same that are provided by the
reporting application
var opened = new SummaryTableWriter('incident', '');
opened.setTitle("Trend of Open Incidents");
opened.setTrend('opened_at', 'month');
opened.generate();
</font>
erate:
mmaryTableWriter.generate()
Used in all examples above, the generate method will actually create the summary set records
Field
54
Description
Title
Title given to the summary set that is used as the chart title. Also used as the key field for chart generators to see if the data has
been generated.
Table
Query
Field
The field that is used for X axis values if grouping is not used. If grouping is used, then this field is the stacking field.
Grouping
Build
Duration
Number
Description
Summary
The reference to the summary set to which this detail line applies.
Sequence
Controls the order in which the values will be read during chart generation.
Level
Zero (0) if there is a single level of grouping. If multiple levels of grouping exist, then the level increases with each group (category
stacked by priority would represent two levels). Currently, only two levels are supported by the standard charting code. Custom charts
can use this to any level desired.
Category
Raw data value from the database associated with this line item.
Name
Value
Aggregation value associated with this entry (COUNT of incidents in this category for example).
Color
Percent
Query
Text
Query that is necessary to get the data from the database that generated this detail item.
55
56
Explanation
The first part of the code returns the summary set ID values for the data that was created by the generators. These
are available via the global variable called summary_sets, which has a get method that takes the name of the
generator and returns the ID of the summary set produced by that generator.
// Get the sys_id values for the sys_report_summary table entries build
by our generators
var openID = summary_sets.get("Trend of Open Incidents");
var closedID = summary_sets.get("Trend of Closed Incidents");
var backLogID = summary_sets.get("Incident Backlog");
The next code fragment obtains a new ChartUtil object, initializes the table that it will be going against, and sets
up the colors for the two series of data that are produced. Since there is an Open series of data and a Closed series
of data, the colors must established for each series. The methods available in ChartUtil are described later in this
page.
// Gets a utility class for dataset manipulation
var cu = new ChartUtil();
cu.setTable('incident');
cu.setColors("#FFDEAD,#7FFF00");
The next code fragment gets the dataset (JFreeChart object) that represents the trend of open incidents. This uses
the ChartGenerator' script include, which reads the summary set data produced by the generator and returns the
JFreeChart dataset. The methods available in ChartGenerator are described later in this page.
// Get the dataset for the Open incidents
var open = new ChartGenerator("bar");
open.setSummaryID(openID);
var ds = open.getDataset();
The next code fragment is similar to the previous sample, but also uses a utility routine to merge the two datasets
so that the database contains both the open and the closed data. This condition creates a multi-series dataset that is
used to create stacked bar charts via the reporting system. This example, however, combines two totally separate
datasets obtained by different generators. This is where you use the colors that were set in the first bit of code.
The first color is used for the open items and the second color indicates the closed items.
// Get the dataset for the Closed incidents and combine with the open
incidents into
// a multi series dataset
var closed = new ChartGenerator("bar");
closed.setSummaryID(closedID);
ds = cu.mergeDatasets(ds, "Open", closed.getDataset(), "Closed");
The next code fragment gets the bar chart that contains the multi-series dataset. This is the JFreeChart chart object
that is returned to be displayed.
// Get the chart for the multi-series bar chart of open and closed
incidents
var chart = closed.getChart(ds);
Normally, there is some spacing between the bars in the multi-series bar chart. There is a helper function in the
JFreeChart API to remove this spacing.
57
58
setTable(table)
setColumn(column)
setDS(ds)
setColors(colors)
mergeDatasets(ds1, label1,
ds2, label2)
59
// example code below taken from the Incident Backlog custom script
// Get the dataset for the Open incidents
var open = new ChartGenerator("bar");
open.setSummaryID(openID);
var ds = open.getDataset();
// Get the dataset for the Closed incidents and combine with the open
incidents into
// a multi series dataset
var closed = new ChartGenerator("bar");
closed.setSummaryID(closedID);
ds = cu.mergeDatasets(ds, "Open", closed.getDataset(), "Closed");
changeDatasetLabel(ds,
label)
addEmptyValues(ds,
protoType)
setSummaryID(id)
// Establish the summary data that will be used to generate the chart
// For custom charts that have a generator, the summary ID generated by
that generator is available via the summary_sets global variable
// However, this code could just as well generate the summary set data
every time by including that code in the renderer
// rather than a custom generator
var line = new ChartGenerator("line");
var backLogID = summary_sets.get("Incident Backlog");
line.setSummaryID(backLogID);
60
getDataset()
getChart()
addRenderer(renderer, This adds another renderer to the chart. Can be used as in the Backlog examples to add a line to a bar chart.
ds, tips, axis)
setNoMargins()
This issues the JFreeChart API calls necessary to remove padding between bars on a bar chart.
getPlot()
setTable(table)
The setTable method can be used to set the table name which will be used for generating URLs when users click a bar within the
chart.
setStacked()
The setStacked method can be used to indicate that the bar chart entries for a multi-series chart should be stacked on each rather
than rendered side by side.
getChartGenerator()
The call would get the internal ServiceNow JAVA object that is being used to create the chart indicated (bar, line, pie, etc.)
Documentation for these objects is not yet available.
References
[1] http:/ / www. jfree. org/ jfreechart/
[2] http:/ / www. jfree. org/ jfreechart/ api/ javadoc/ index. html
61
Enhancements
Berlin Release
The Berlin release introduces the following metric definition feature.
Display task metrics on a timeline with the new Timeline field available on the Metric definition form.
Metric definition
To create a metric definition for a task table:
1.
2.
3.
4.
Field
Description
Number
Name
Table
Select the table that you want to collect metrics for. A metric can only apply to one table.
Field
Select the table column you want ServiceNow to monitor for changes. Metrics only work on audited fields. Creating a metric for
non-audited field produces unreliable metrics.
Type
Field value duration: This type of metric measures the duration of time from when the value of the specified field is set until its
changed. A Field value duration metric can optionally specify a script. The script can either return a duration value or set the
answer variable to false to stop processing the metric. For example, the baseline incident metrics stop calculating duration when an
incident's Active field is set to false. The script can also carry out any other action such as closing the duration of other metrics
defined on the same record. See the example script for more information.
Script calculation: This type of metric creates a metric instance using a script. The script has access to the current row in the table
(for example an incident) and the metric definition. The script can then perform any calculation and insert data into the
metric_instance table. The calculation does not have to result in a duration. It can calculate any type of value and store it in the
metric instance value.
Timeline
Active
Select this checkbox to have ServiceNow monitor changes for this metric.
Description [Optional] Specify what data the metric monitors and it's conditions.
Script
Enter the script you want the metric to run to either calculate a duration or perform some calculation on the metric_instance table.
Note: In the base ServiceNow system, metrics are configured to work on the task table only. To apply metrics to cmdb_ci tables,
duplicate the metric events business rule that currently runs on the task table for the cmdb_ci table. Without the events created, no
metric processing can occur.
}
function closeDurations(current) {
62
Metric instance
A metric instance is a record in the metric_instance table. A record holds one instance of a metric.
Reporting on metrics
Reporting on a metric is done using the database view that links the metric to the table on which it is defined.
63
64
65
From the Database View form, click New on the View Tables related list.
Personalize the form and add the Left join field (a check box) to the form.
Click Save.
Complete the form and select the Left join check box.
Selecting Left join causes the left-hand table in the database view to display all records, even if the join
condition does not find a matching record on the right-hand table. Select this check box for view tables that
specify a Where clause. Selecting Left join for view tables without a Where clause does not affect the query.
Joined tables are ordered left to right from lowest to highest Order values.
5. Click Submit.
6. Personalize the View Tables related list to show the Left join column.
The Left join field shows a value of true.
66
When you restrict the fields returned by creating View Field records, you must create a record for the join field from
the Where clause in the parent record. If you omit a record for this field, it cannot be returned, and the join fails. In
the previous example, the Where clause uses the sys_id field from the Incident table to establish the join. For the
join to succeed with a restricted field list, you must include a record for the sys_id field.
67
Relabeling a Column
In some cases, two different tables may have fields of the same name that are both important (such as two tables with
a sys_updated_on field).
To create clear reports, relabel the fields on the Database View [sys_db_view] table without changing the names of
the fields:
1. Navigate to System Definition > Language File.
2. Click New.
3. Fill in the form as follows:
68
69
Note: Database views tables are not included in FTP exports.
Description
Label
change_request_metric
Join change to metric definition to metric instance, creating a view that can be reported on for
things like: Changes that were closed by category.
Change Metric
change_request_sla
Join change_request to sla (task_sla), creating a view that can be reported on for things things
like change request resolved by sla per change category.
Change Request
SLA
change_task_metric
"Join change task to metric definition to metric instance, creating a view that can be reported
on for things like: Change tasks that were closed by change state"
Change Task
Metric
change_task_sla
Join change_task to sla(task_sla), creating a view that can be reported on for things things like Change Task SLA
change tasks resolved by sla.
change_task_time_worked
Join change task to task time worked to pull time worked entries associated with incidents.
incident_metric
"Join incident to metric definition to metric instance creating a view that can be reported on
for things like: Incidents that were resolved on the first call by category"
Incident Metric
incident_sla
Join incident to sla(task_sla) to report on things like incidents resolved by sla per incident
category.
Incident SLA
incident_time_worked
Incident Time
Worked
pm_project_metric
"Join pm_project to metric definition to metric instance creating a view that can be reported
on for things like: Projects that were closed by name or date"
Project Metric
pm_project_sla
Project SLA
pm_project_task_metric
"Join pm_project_task to metric definition to metric instance creating a view that can be
reported on for things like: Project tasks that were closed by name or date"
Project Task
Metric
pm_project_task_sla
pm_project_task_time_worked Join pm_project_task to task time worked to pull time worked entries associated with project
tasks.
problem_metric
"Join problem to metric definition to metric instance creating a view that can be reported on
for things like: Problems that were resolved on the first call by category"
Problem Metric
problem_sla
Join problem to sla(task_sla) to report on things like problems resolved by sla per problem
state.
Problem SLA
70
release_feature_metric
"Join release_feature to metric definition to metric instance creating a view that can be
reported on for things like: Release Features that were closed by product"
Release Feature
Metric
release_project_metric
"Join release_project to metric definition to metric instance creating a view that can be
reported on for things like: Releases that were closed by category"
Release Metric
release_task_metric
"Join release_task to metric definition to metric instance creating a view that can be reported
on for things like: Release Features that were closed by feature"
Release Task
Metric
release_task_sla
sc_request_metric
"Join sc_request to metric definition to metric instance creating a view that can be reported on Catalog Request
for things like: Requests that were closed by category"
Metric
sc_request_sla
Catalog Request
SLA
sc_req_item_metric
"Join sc_request_item to metric definition to metric instance creating a view that can be
reported on for things like: Request Items that were closed by item"
Catalog Request
Item Metric
sc_req_item_sla
Catalog Request
Item SLA
sc_task_metric
"Join sc_task to metric definition to metric instance creating a view that can be reported on for Catalog Task
things like: Catalog tasks that were closed by item"
Metric
sc_task_sla
References
[1] http:/ / dev. mysql. com/ doc/ refman/ 5. 5/ en/ reserved-words. html
71
Scheduling Reports
Scheduling is a convenient way to automate the distribution of any report except a calendar report. To create
scheduled reports, users must have both the itil role and either the report_admin or report_scheduler role.
1.
2.
3.
4.
5.
Field
Description
Name
Name of the scheduled report. The default name is based on the name of the underlying report.
Report
Users
Groups
Email addresses
Email addresses of users who should receive the report but who are not in the system.
Active
Check box that enables (selected) or disables (cleared) scheduling for the report.
Run
Time
Conditional
Check box that displays (selected) or hides (cleared) the Condition field, which allows you to specify conditions under which
the report is distributed.
Omit if no
records
Check box that prevents (selected) or allows (cleared) the distribution of empty reports.
Condition
User-created script that checks for certain conditions to be true before distributing reports.
This field is visible only when Conditional is selected.
Subject
Introductory
message
Type
Report output type. Graphical reports are sent as PNG or PDF files and list reports are sent as PDF files. When scheduling a
graphical report to be emailed, select output type PDF or PDF-landscape to include the chart grid data.
Scheduled reports are generated on the server, which uses the standard charting engine. As a result, charts in scheduled reports
may look different than the charts that are displayed in an on-demand report.
Zip output
Check box for indicating that the report is to be sent as a zip file.
Include with
Each report you add to the Included in Email related list must have its own schedule. You can also specify
different recipients for each additional scheduled report. The additional scheduled reports are sent out with the
primary report and again based on their own schedule.
6. Click Update.
The right-click option for copying URLs varies depending on the browser you are using.
Navigate to Reports > Scheduled Reports.
Click New.
Fill in the fields, leaving the Report field blank.
Paste the URL of the report that you copied in step 2 into the Introductory Message field.
Click Submit.
72
73
Publishing Reports
Users with the report_publisher role can make a report available by publishing it to a publicly accessible URL.
Clicking the report URL causes the report to be regenerated using the latest data from the underlying table.
1. Navigate to Reports > View / Run.
2. Select the report you want to publish.
3. Click Publish.
An information message containing a link to the published report appears at the top of the page. Copy the link
and use it in web pages or email messages.
To view a list of published reports,
make sure that the Published Reports
module is enabled, and then Navigate
to Reports > Published Reports. To
see the published URL of a report,
right-click the report in the list and
select Show published URL.
New report form
74
75