Month Dynamic Filter on Dashboard

Sam Ogden
Tera Guru

‎02-07-2020 06:02 AM

Hi All,

We have a dashboard which have several Donut reports showing the following for incidents

  • Opened last month
  • Resolved last month
  • Resolved last month (within SLA) 
  • Resolved last month (out of SLA)

These were used by some of our staff for their monthly reviews with our customers, but they are now moving these to every 2 months, but would need a breakdown per month.

Is there a way to have this dynamic based on a month that a user selects e.g. user selects January and the donut shows opened January, they then select February and it will then show opened February?

We don't have the performance analytics suit

Any help around this is greatly appreciated.

Thanks

Sam

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Thomas_Davis
Administrator
Administrator

‎02-07-2020 07:06 AM

A Date Interactive Filter could give the ability to filter the report on pre-defined periods of time that come with the system. It will not give you the ability to choose a month, but things like Last 30 Days, Last Month, Last Quarter, Last Year, etc..

You may be able to accomplish this, but it would take some development on the Incident table, to get a column added that would capture the Month the ticket was opened and then write it to the new column, from a Business Rule. Once you have that you can use it in an Interactive filter and then filter the reports down from that.

You could also make a Report act as the Interactive Filter, this ServiceNow doc discuss:

https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/dashboards/t...

With the month added into the table source it would allow you to do more dynamic reporting as well.

Ultimately getting Performance Analytics would give you the ability to these things OOTB.

Hope this helps, 

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