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09-17-2024 05:51 AM
I'm looking to generate a consolidated report in ServiceNow that includes all tickets related to a specific user. Specifically, I need to capture: Contact Tickets, Incidents, Requests
Since these tickets are stored in different tables, it's challenging to pull everything into one single report. My current approach is to create separate reports for each type of ticket and place them in a dashboard.
However, I'm facing the following challenge:
When placing these multiple reports in the dashboard, how can I dynamically pass the user details (e.g., user's name or id) to all the reports at once? I want to avoid manually entering the same user information for each report individually.
Any tips or best practices for handling this scenario would be greatly appreciated.
Solved! Go to Solution.
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09-17-2024 06:30 AM
Create an interactive filter on your dashboard with the user(s) to select. You can add where to look for on which table (like caller on incident and contact on case). If it's all shared field(s) (like opened by), you can just put the filter on that. In that case, you can also just create the report on task level, look for the 'opened by' and just filter on the task types.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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09-17-2024 06:30 AM
Create an interactive filter on your dashboard with the user(s) to select. You can add where to look for on which table (like caller on incident and contact on case). If it's all shared field(s) (like opened by), you can just put the filter on that. In that case, you can also just create the report on task level, look for the 'opened by' and just filter on the task types.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

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09-17-2024 06:49 AM
+1 to what @Mark Manders said about creating a report on the task table. There is an OOB report with the title of 'My Work' which is a great place to start. Simply use filters of Assigne to is dynamic (me) and Active is True. Then anyone can use it and you don't have to create a separate report for each user.
I hope this helps.
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09-17-2024 07:03 AM
Thank you very much to both of you for the quick responses, much appreciated. Since I have never done this before, would you be able to help me with an article or video about how to use interactive filter?
...and @Suzanne H may I know how to find this OOB "My Work" report?
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09-17-2024 07:07 AM
@Suzanne H I found "My Work" but that is about "assigned to" and this is good for checking the work on my team. What i am looking for is actually to find out all tickets and requests created or created on behalf of a user.