Assistance Needed with Custom Filter for Report and Dashboard

uttkarshupa · ‎04-20-2025

I am currently working on implementing a custom date range filter for reports and dashboards in SN. If anyone has experience with this or can offer guidance, I would greatly appreciate your help. Feel free to share any suggestions or insights you might have.

pratikjagtap · ‎04-20-2025

@uttkarshupa ,

Try below steps :

Go to your dashboard > Click Edit.
Add a Filter widget of type Glide Date.
In the widget settings:
Name it e.g., Custom Date Range
Choose Start and End if you want two filters (or single if that suits your case)
Then configure your PA widgets to use these filters via Breakdown Source filters or Scripted Breakdown Source.

If my response helped, please hit the 👍Thumb Icon and accept the solution so that it benefits future readers.

Regards,
Pratik

Dr Atul G- LNG · ‎04-20-2025

Hi @uttkarshupa

You can create the filter and add on the required dashboard.

https://www.servicenow.com/community/platform-analytics-forum/how-to-create-a-date-range-interactive...

https://www.servicenow.com/community/developer-forum/date-picker-filter-in-dashboard/m-p/2350375

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

****************************************************************************************************************

Dr Atul G- LNG · ‎04-20-2025

Hi @uttkarshupa Just to update: Legacy reports and dashboards will be phased out after the Yokohama release. The new platform analytics will be in place—and in fact, it already is. So, if you build something using the legacy setup, it might not work in the future. That’s why using Performance Analytics (PA) is the recommended option here. Also, in Data Visualization, you can create your own filters as well.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

****************************************************************************************************************

uttkarshupa · ‎04-20-2025

Thanks a lot for the update and insights. I completely understand that legacy reports and dashboards will eventually be phased out with the Yokohama release and that Performance Analytics is the way forward.

However, at the moment, my requirement is strictly tied to the standard Reports and Dashboards module, as that's what the client is currently using. While we may move to PA in the future, for now I need to implement the custom date range filter within the existing reporting framework.