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

Phil Kestenbaum · ‎07-14-2023

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?

qprinsloo · ‎07-14-2023

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.

View solution in original post

AndersBGS · ‎07-14-2023

Hi @Phil Kestenbaum ,

1. according to have both tasks and incidents in a report, you need to understand that the incidents is extended from tasks table, so basically if you report on task table. You will get all different kind of data but also incidents.

2. according to bullet one, then yes, in your conditions builder you can build the exact conditions for which things you would like to include.

3. yes, you can break it down to closed by month for last 12 months. Just select a time series widget when you choose visualization.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

Best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/