Can you customize drill thru view of a Score report?

Tracy Davis
Giga Guru

When you create a Score in reporting, is there a way to customize the global layout/fields of the drill through list view? I can update it for me but I don't want the users having to update the drill thru view every time they drill into a score.

 

I also need the drill thru view to open in a new window (instead of within the small score widget)

1 ACCEPTED SOLUTION

Tracy Davis
Giga Guru

Ok, after much effort I finally figured this out and am answering my own question. Hopefully it helps someone else.

We are in Jakarta.

1. Create your first report that you want to drill down from

2. Switch to Classic UI - then click the arrow next to Save to find "Report Drilldown"

3. Create your drill down view/report (must be from same table) and click save

This does work, but if the first report is published on a dashboard, the drill thru view opens in the same widget window - does not open in a new tab like normal drill through functionality.

You can then switch back to the new UI - under Style, there is a "Drilldown View" option, you can also add your drill down view here but YOU NEED TO CREATE IT USING THE CLASSIC UI FIRST (weird). You also need to configure this list layout in this list that pops up so you can see the created by and created date to find the view you just created. FOr whatever reason, I'm not able to create NEW drill down views directly from this list.

Here is the SN Link, although it fails to mention you need to use the Classic UI. I'm still trying to figure out how to get this to open in a new tab.

https://docs.servicenow.com/bundle/jakarta-performance-analytics-and-reporting/page/use/reporting/task/define-report-drilldown_RB.html

 

View solution in original post

8 REPLIES 8

When you checked that box, did it actually launch in a new window/tab?  I checked the box, but my lists still seem to open within the widget.

It seems like the 'Drilldown View' option requires some permissions.

sidsonrexa
Kilo Contributor

Thank you! This issue was driving me crazy and this post was exactly what I needed.

Mikel4
Kilo Contributor

 

Hi,

I don't know if you can help me. I want to create reports and these reports to be able to send them in a custom pdf with a specific and final header, the reports that that pdf is going to carry also I want to have a detail at the beginning. I believe that in my development instance I have all the necessary roles to create reports, but when I save and click on the next date, I get what I indicate in the capture. I know I have to pass each report and do the following:
Click Switch to classic UI. On the upper right side of the report form, click the arrow next to Save and select Export Settings. But I don't see Export settings.
It would do what comes in this url
https://docs.servicenow.com/bundle/madrid-performance-analytics-and-reporting/page/use/reporting/concept/c_PDFPageHeaderFooterTemplates.html#c_PDFPageHeaderFooterTemplates

 

find_real_file.png