Report on both HR Task and HR Case in the same report.

JD292
Mega Guru

Hello, 

I am trying to create a pretty basic closed HR Task report, where I run into trouble is I also want the report to contain the name of the HR Service the HR Task is sitting on and the Assigned To of the HR Case.

In PeopleSoft, I would just join the HR Task Table and the HR Case Table. Is that the same in ServiceNow? If so, how would I go about doing this?

I have the Reporting Admin role, but not a full Admin role. If I need to have someone with a full Admin role complete the setup, I can, I just need to be able to walk them through it as well.

Thanks much!

J Dean

1 ACCEPTED SOLUTION

Sai Anna
ServiceNow Employee
ServiceNow Employee

Hello,

The "Parent" field on HR Task is a reference field.you can dot walk any reference field and include them in reports. we can use these fields in filter conditions as well as columns in the list view.

find_real_file.png

 

Once you expand, you can choose the HR Case table and expand that for HR case columns.

 

Option 2:

you can also create database view pretty easily. please use "Parent" as a common field. for more information refer

https://docs.servicenow.com/bundle/orlando-platform-administration/page/use/reporting/concept/c_Data...

 

 

 

Thanks,

Sai 

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6 REPLIES 6

Ashutosh Munot1
Kilo Patron
Kilo Patron

HI,


So you can create a report on task table and filter only this two task type's as below:

find_real_file.png


Thanks,
Ashutosh

Thank you for your response Ashutosh. Is your example from the View/Run on the Filter Navigator. I am asking because my screen does not mirror yours, I do not have anything above the conditions section. Do I need to select something to get these fields? Do I need full Admin access to see these fields?

Hi,

You can use choose column on your right. I am using old UI for reporting and not the new one so it is not same.


Thanks,
Ashutosh

Prateek kumar
Mega Sage

Report on HR Case and dot-walk to HR task fields. This way you'll have all the fields from HR task and case in the single report.

https://docs.servicenow.com/bundle/orlando-performance-analytics-and-reporting/page/use/reporting/co...

 

Please mark my response as correct answer and helpful if it helped solved your question.
-Best Regards
Prateek kumar

 

 


Please mark my response as correct and helpful if it helped solved your question.
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