Grouping fields together for reports
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‎05-03-2023 12:55 PM
My client is requesting the ability to group together certain values (fields on a table) to display different types of reports. For example, there is a desire to group together Assignment Group A and Assignment Group B on the x-axis and display something like Status along the y-axis. This is different than using the Stack by config for reports. Is this possible?
Here is another use case: I want to group together "Closed Incomplete" and "Closed Complete" cases, and separately, I want to group together "Work in Progress" and "Ready" cases to distinguish between Closed/Open cases. I could display all four along the x-axis, but I would rather group them together. Is this possible?
Note: I do not currently have Document Intelligence installed; I don't know if the "Field Groups" capability addresses my issue, and if it does, I do not have the ability to use Document Intelligence.
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‎05-03-2023 01:24 PM
To distinguish open and closed cases, simply group by Active rather than by State.
Blog: https://sys.properties | Telegram: https://t.me/sys_properties | LinkedIn: https://www.linkedin.com/in/slava-savitsky/
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‎05-03-2023 01:38 PM
That was just an example, maybe a poor one, but your comment doesn't address the issue at-large.
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‎05-03-2023 02:37 PM
There are two pieces of functionality in ServiceNow that address this issue at large: bucket groups in Performance Analytics and report ranges in standard reporting.
Blog: https://sys.properties | Telegram: https://t.me/sys_properties | LinkedIn: https://www.linkedin.com/in/slava-savitsky/