Addition report ranges

[Davie]

If reporting or filtering on record say by created by and selecting ON 'Last 3 months' we get the correct records returned but can we add other options such as:
'Last 4 Months'
'Last 5 Months'
'Last 7 Months'
'Last 8 Months'
'Last 10 Months'
'Last 11 Months'

we have some rolling reports to get these type of time frames but currently have to amend the reports each month to specify the date ranges and this is not sustainable

I found a ui script called 'getDaysAgoByDay' and tried amending that but without joy

[Darrion Burges1]

Reports should update automatically to match when you make a filter of "created ON this month" will give you the current calendar month (so if it's currently November it will show November's tickets, even if you made it in may). 

As far as changing these on-the-fly goes, you have the two PA-related options: 

1. Created a dashboard with the report and an Interactive filter. this allows you to filter by a date so your user could select "last month" and then change to "last 3 months" on a whim

2. The more sustainable solution is PA. Creating a PA indicator that captures this data automatically will allow you to capture this data and have users filter it easily through the scorecard, along with many other great time-related features. 

Finally, if you need a non-pa solution, i think the only real answer is standardization. 

Usually people only need some key ranges, and if you can deliver those you can get 99% of what people need. For example: 

1. This month (for checking the current month's tickets)

2. Last month (for the first month of ACTUALs)

3. This quarter (whatever you company considers a quarter, this can be configured)

4. Last Quarter (again, a longer ACTUAL range that has no chance of being a half-complete dataset)

so on....

- As a point of best-practice, all of these reports should utilize the same report source, so that if the underlying selection criteria needs to be changed, you can just update the report source!

Hopefully this can help you craft requirements into something everyone will be happy with. 

best regards, 

Darrion B

[Davie]

Many thanks for the feedback on this @Adam Stout / @Darrion Burgess.  Sadly i wanted these to be rolling reports accessible through any given month to capture multiple months workth of data, such as

This Month P1's

Last Months P1's

2 Months ago P1's

3 Months ago P1's

4 Month ago P1's

The relative operators obviously start dropping off days once you roll on through the month

As far as I know the date filters on a dashboard are board specfic so I'd have a have a new tab for each report.

 I'd like to just be able to capture all incident created this, last, 2|3|4 months ago but getting the whole months data without having to set the expecting dates.  Power BI seems to be able to do this so we have to extract the data but i'd have liked to have to automate this and keep it in SNow/PA esp. seen as we pay so much for PA.  

I know 2|3|4 months ago would start dropping data but if a pa report that dashboard widget could run once at the start of the month and not need to be changed in PA. Or if in finding the place to be able to add the operator I could script to get all created in that given month to prevent the rolling depreciation of days as time moves on.

Back to manual i guess

[Adam Stout]

What do you mean that the relative operator drops of days?

[Davie]

Hi @Adam Stout , i mean if i run the report now to get all incidents created in the month 3 months ago it runs from today's date on that month to today, so 7th April at now time - 7th July at now time

[Davie · Accepted solution]

and just close this loop off as we can't have what i was looking for, enhancement idea raised btw, i have rejigged my reports so they are a little easier to update monthly.

I've gone with the created TREND then the month 

AND a created in Last 6 months line

so it give me same data as specific dates and a whole months data regardless of when in the following months I am.  And now all i have to do monthly is month trend month on one month so a lot simpler then adding in relative dates 🙂