Two questions for dashboards - can we report on task and incidents

Phil Kestenbaum
Tera Contributor

HI I have a requirement for a dashboard to show closed incidents + closed tasks in one dashboard by assigned group/assigned to broken down by month. I am able to get the query to include past 12 months but can it be broken down according to month? Also is there a way to report on both tasks and incidents within the same dashboard?

 

 

 

 

 

 

1 ACCEPTED SOLUTION

qprinsloo
Mega Sage

Are you referring to just any Task type or Catalog Tasks? You can either create as single report on the task [task] table which incident extends from. Then filter by the assignment group and tasks of interest. Or, you can create 2 separate reports on the incident and catalog task tables respectively and add them both to a single responsive dashboard. To view by month, you'd need to use one of the Time Series visualizations. You would not be able to group by month in a list view.

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qprinsloo_2-1689371423645.png

 

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View solution in original post

5 REPLIES 5

qprinsloo
Mega Sage

Are you referring to just any Task type or Catalog Tasks? You can either create as single report on the task [task] table which incident extends from. Then filter by the assignment group and tasks of interest. Or, you can create 2 separate reports on the incident and catalog task tables respectively and add them both to a single responsive dashboard. To view by month, you'd need to use one of the Time Series visualizations. You would not be able to group by month in a list view.

qprinsloo_0-1689371402221.png

qprinsloo_1-1689371410054.png

qprinsloo_2-1689371423645.png

 

qprinsloo_4-1689371442151.png

 

Thank you, I was not aware of using both tables. I will see if we have this feature time series visualizations.

One beginner question - After I create the dashboard - am I able to change the basic data filter?

Yes, the filter conditions on the report can always be updated or changed after it is created which if the report is added to the dashboard would then be reflected there as well.

Bert_c1
Kilo Patron

Hi Phil,

 

See information on the Performance Analytics

 

https://docs.servicenow.com/search?q=Performance%20Analytics

 

There are OOB Dashboards ("Incident Management"), You can use for working examples if you need to create anything new.