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Reporting using Performance Analytics

Are Kaveri
Tera Contributor

2 hours ago

Hi

 

I am working for CSM/FSM Workspace on Cases

My requirements is to build a PA dashboard to show:

Build a daily report that shows the number of emails processed by each agent (Assigned to).

The report must support filtering by Internal Team vs External Team (Assignment group).

The report should be exportable (CSV/XLSX) and support historical viewing by date range.

 

I am not familiar with Performance Analytics.

Anyone have any idea how to configure.

If anyone knows please share some sample steps.

 

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3 REPLIES 3

Dr Atul G- LNG
Tera Patron
Tera Patron

2 hours ago

 

There is no need for PA—you can do it with normal reporting. Create a report on the Case table and include fields like Assignment Group. It’s simple

 

https://youtu.be/UNnSPE2eP4s

 

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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]

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Exploring the World of Data Visualization- Unboxing Concepts with a Live Demo
Exploring the World of Data Visualization- Unboxing Concepts with a Live Demo
youtu.be/UNnSPE2eP4s
Dive into the fundamentals of turning raw data into meaningful insights. Understand key visualization techniques and when to use them. Watch a hands-on demo that brings these concepts to life. Learn how effective visuals can drive smarter decisions and storytelling. They are only for knowledge ...
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Are Kaveri
Tera Contributor
In response to Dr Atul G- LNG

2 hours ago

@Dr Atul G- LNG  Thanks for your response 

 

Actually my requirement is to build using Data Visualization and add to Dashboard.

0 Helpfuls

Dr Atul G- LNG
Tera Patron
Tera Patron
In response to Are Kaveri

an hour ago

Yes, you can do it. Take a look at my video, and you’ll be able to do it easily."

*************************************************************************************************************
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]

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