Add Interactive filters for reports in Portal

[saibandaru]

Hi ,

I want to add interactive filters to the reports in the portal. We already have reports available, but now we’d like to enhance them with interactive filtering options. Is there any existing widget available for this, or would it require customization? If not, how can this requirement be fulfilled?

Thanks

Sai kiran

[Mark Manders]

https://developer.servicenow.com/connect.do#!/share/contents/8949624_platform_analytics_experience_i...

[Bhuvan]

@saibandaru 

Refer below article

https://www.servicenow.com/community/platform-analytics-forum/service-portal-interactive-filter-on-p...

https://www.servicenow.com/docs/bundle/zurich-now-intelligence/page/use/reporting/concept/c_Embeddin...

If this helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[kaushal_snow]

@saibandaru ,

In the oob portal there is no built in interactive filters for reports widget, so you’ll either need to use/customize a dashboard in UI Builder or build a custom portal widget that accepts filter inputs and reissues the report query accordingly (for example using the Report List / Report Form widgets in portal as a base and adding filter inputs + server script logic), one approach is: create an Interactive Filter record under Reports > Administration > Interactive Filters, add it to your dashboard, then on your report widget in portal mark it to Follow interactive filter so the report respects the user’s filter selections.....

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

[saibandaru]

Hi Kushal,

I’ve been exploring the use of UI Builder to create interactive filters for reports from a portal perspective. Specifically, I came across the option to use Client State Parameters to link filters to reports. While I understand the concept at a high level, I’m facing challenges in implementing it effectively.

Could someone please help clarify the following:

1. Conceptual Understanding: How do Client State Parameters work in the context of UI Builder filters? What is their role in dynamically linking filter values to report data?
2. Implementation Guidance: What are the steps or best practices to configure these parameters correctly within UI Builder?
3. Troubleshooting: Are there common pitfalls or limitations I should be aware of while using this approach?

Any examples or documentation references would also be greatly appreciated.

Thanks

Sai Kiran Bandaru