Creating Advanced Reports and Dashboard (Demo)

[John Zhang1]

         ServiceNow Advanced Reports and Dashboard Creation Live Demo

                                    (Click each video link to review)

ServiceNow - Creating Dashboard and Report from Widget

How to create ServiceNow dashboard and report from widget.

• Creating dashboard using a report from report application.
• Creating dashboard using reports created from Performance Analytics
• Dashboard layout and report format – Dashboard 

ServiceNow - Creating Advanced Report - Part 1 (Multi Data Sets) 

How to create ServiceNow dashboard and report from widget.

• Creating dashboard using a report from report application.
• Creating dashboard using reports created from Performance Analytics
• Dashboard layout and report format - Dashboard background color setting - Widget setting for widget report - Report layout and setting

 ServiceNow Advanced Report how to create ServiceNow report from multi datasets (tables). We will create a report, “Incident Problem and Change from Multi datasets”. An incident is a root of this report based on opened incident records. We will use “Report Structure” feature in report application to add two additional datasets (Problem and Change). We also cover how to create a report by adding dataset Drilldown feature.

ServiceNow - Creating Advanced Report - Part2 (Report Ranges)

ServiceNow - Creating Advanced Reporting on SLA completion breakdown by different Report Ranges.

• Range is under70%
• Range is between 70% and 100%
• Range is over 70%

ServiceNow Advanced Report Interactive Analysis and Filter (Part3)

Interactive Analysis: From any list of records, you can access an interactive set of reports on the list data. You can also manipulate the data by grouping, stacking, aggregating, and applying interactive filters. Interactive Dashboards: Interactive Filters allow you to filter report widgets directly from a homepage or dashboard without modifying the reports. You can create an interactive filter and add it to a homepage or dashboard as a widget.

My Reference (Click each article/video to review)

1. New Mobile Features in Paris Release and Mobile Learning Resource Information (video)
2. HR Features and Updates in Paris Release
3. Creating e-signature for HR documents
4. Creating Advanced Reportsand Dashboard (Demo)
5. Demo 1 – How to use HR agent workspace (Video Click)
6. Demo 2 – Agent Workspace page (HR case & HR task) Layout configuration
7. Demo 3 – Agent Workspace Landing page configuration

[Floris Verschoo]

Hi John, thanks for sharing the videos. Have you also used KPI Composer for designing the KPIs and dashboards? If so, what are your experiences with KPI Composer? Thanks Floris

[John Zhang1]

Hi Floris

I didn't use KPI for those report, only focus on using Report App.   KPI is used Performance Analytic (PA) app for reports.  I maybe create the advanced reports based on PA's KPI.  Thanks John

[atlawson]

Hi John. Thanks for the videos. I’d be interested to understand your recommendation in how you combine the multi dataset and breakdown report into a dashboard.

[John Zhang1]

Currently I am busy for my project deployment on this Friday.  I will get back to you on this weekend.

[John Zhang1]

Basically, you create multiple data sets report from dashboard (add widget-->reports-->create reports).  If you subscribe my YouTube channel, I can create Live Demo for you.