Hr case opened by vs requested by report in performance analytics

charan_1
Tera Contributor

I have a requirement that i need to report in performance analytics where the report in pa has to be hr cases opened by vs requested by. Can anyone suggest the steps how to make the two reports as an  user I want to be able to run a report showing the cases in a period of time split between those opened by and requsted by.

1 ACCEPTED SOLUTION

baig
Tera Expert

Hello Charan,

 

You can achieve the requirement with regular reporting with Advanced Reporting techniques called Multi data set.

With multi data set report you can facilitate viewing hr cases opened by vs requested by.

 

Go To 

 

Reports > Create New

Report Name - > HR cases Opened By

Table - > HR cases

Type - > Line Visualization

Configure - > Group By Opened By

Save

 

Click on Show Report Structure option in the upper right corner of the report panel.

add new Data set

 

Data set Name : HR cases Requested By

Table : HR cases

Group By : Requested By

Click Save data set

 

You should see both opened by and Requested by in one report now.

 

For PA:

 

You have to create Indicator on HR cases and add breakdown with Opened By and Requested By

Visualization you can select Breakdown by score card

or Time series showing breakdowns. 

 

 

 

View solution in original post

3 REPLIES 3

jacqulinewelch
Giga Contributor

here is the solution

jacqulinewelch
Giga Contributor

here are the steps on how to create a report in Performance Analytics that shows HR cases opened by vs. requested by:

  1. Go to Performance Analytics > Reports.
  2. Click Create Report.
  3. Select the HR Cases report template.
  4. In the Filters section, add the following filters:
    • Opened By - Select the User Name field.
    • Requested By - Select the User Name field.
  5. In the Dimensions section, add the following dimensions:
    • Case Status
    • Date
  6. In the Metrics section, add the following metrics:
    • Number of Cases
  7. Click Run Report.

The report will show the number of HR cases opened by and requested by each user, for each case status, in the specified date range.

Here are some additional tips for creating this report:

  • You can use the Sort and Group features to further customize the report output.
  • You can export the report to a variety of formats, including PDF, CSV, and Excel.
  • You can share the report with other users by publishing it to the ServiceNow Knowledge Base.

I hope this helps!

baig
Tera Expert

Hello Charan,

 

You can achieve the requirement with regular reporting with Advanced Reporting techniques called Multi data set.

With multi data set report you can facilitate viewing hr cases opened by vs requested by.

 

Go To 

 

Reports > Create New

Report Name - > HR cases Opened By

Table - > HR cases

Type - > Line Visualization

Configure - > Group By Opened By

Save

 

Click on Show Report Structure option in the upper right corner of the report panel.

add new Data set

 

Data set Name : HR cases Requested By

Table : HR cases

Group By : Requested By

Click Save data set

 

You should see both opened by and Requested by in one report now.

 

For PA:

 

You have to create Indicator on HR cases and add breakdown with Opened By and Requested By

Visualization you can select Breakdown by score card

or Time series showing breakdowns.