How to share a Dashboard/ all reports in Dashboard to more number of people
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3 weeks ago
Hello Everyone,
I have created a dashboard containing 6 reports based on the Requested Item (sc_req_item) table.
For catalog items, we have a Service Owner field, and we need to share the following information with each respective Service Owner on a monthly basis:
- Number of RITMs created in the last month (count)
- Count of SLA-breached RITMs
- CSAT score
- Automation level of the catalog item
The challenge is that we have over 400 Service Owners, and around 65,000 to 70,000 RITMs are created monthly in production.
We need to send each Service Owner their related RITM counts and SLA breach details every month. What would be the best way to implement this? Has anyone tackled a similar requirement or have any suggestions?
@sandeepdutt @Ravi Gaurav @Ankur Bawiskar
Thanks,
Sattar
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3 weeks ago
hi @sattar3,
we can make use of notification and email script to achieve this and a scheduled job to trigger the notification every month.
->Trigger the notification with passing the param1 parameter as the service owner from the schedule job script(sysauto_script) and schedule it so that it will run once in every month.
->while creating the scheduled job we will first fetch the records in sc_req_item and group by the service owner field and trigger the notification for every owner found
->In the notification put the param 1 as a receipient in whom to send (use advanced view) after that in the body of email use an
->email script to count ritm's generated and the other things which you want and print them in the template!! so that the scheduled job trigger the notification every month for every service owner found .
if you follow this you can send that information to every service owner every month as per the schedule and the information would be fetched every time.
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3 weeks ago
Hello @sattar3 ,
One approach is to create a single dashboard with your reports and apply a dynamic filter on Service Owner = Me, so each Service Owner only sees their own RITM data when they log in. ServiceNow owners can also export their data directly from the reports if they need a monthly extract.
This approach work well even with large RITM volumes and many Service Owners.
If my response helped, please mark it as the accepted solution so others can benefit as well.
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
