Start date and end date for a report

[G Balaji]

Hi,

I'm developing custom reports. Customer wants the start date and end date fields on every report where he could choose the same to see the report for selected reports. Is this possible to accomplish. Say for eg. If the report is on open incidents, customer will choose the date range for which he needs to see the report upon.

How to accomplish this?

Thanks.

[Scott Jordheim]

Will he need to save any changes to said reports? (I.e. - Could you develop one "standard" which will be used as the base that he will access, then change dates as needed to see different ranges?) If he doesn't actually need to save changes, that would totally be possible.

As long as he can access the report, he can make changes to it as needed to view different information, but just cannot save said changes unless he is the report owner or has the report_admin or admin roles.

Another (less than ideal) option would be you creating the report and him saving his changes as a personal copy with the Insert or Insert and Stay UI actions.

You could create a data source, but I'm still somewhat against that, as the user would still need to use that to create his own version of the report. Totally doable, but less than ideal as well.

Quick edit to state my solutions assume customer has rights to view the reports and most likely the itil role.

[G Balaji]

Thanks for your response, Scott.

He doesn't save the report. He clicks on the bar to see the list view of records and exports the same to excel.

Would you mind to share how I implement the same in SNOW? I'm relatively new to SNOW and reports.

Thanks again.

[Scott Jordheim]

I'm using the new reporting UI (enabled by default in Kingston). Everything I state going forward assumes you are doing this as well. I'm also assuming this user has the itil role or can view the report conditions through some other means.

Click on the Show Report Structure button in the upper-right. Then click Add drilldown in the middle.

After giving it a name under the Data step, click Type to set it as List.

From there, click Configure and Choose Columns. Make sure your Created and Closed are present in the report drilldown (or actual start and actual end if you use those instead). Add any other columns requested and click Ok when finished. Click Save drilldown when satisfied.

From here, if he exports it into Excel after clicking on a bar, he can just filter on certain date ranges in Excel

. However, if he keeps it in ServiceNow before exporting, you can add a condition on the main report level to only look for records created after a certain date and/or closed before a certain date.

(I typically just go created after xxxx date, as none of my users are particular about searching for both conditions, as long as the columns are present in the list-level.) Using just created also serves the purpose of allowing him to see which records are still open that may need to be addressed.

Below are the conditions added to the main level of the report, which he can modify at will, just won't be able to actually save them. (He would have to make these changes each time he views the report.)

[Scott Jordheim]

To see his changes updated in the report, he would just have to click Run. From there, click a bar like he normally would, then export into Excel and do whatever else he likes to do with it.