Monthly trend reporting, please help

Rohan19
Kilo Contributor

Guys i really need this function, i want to run a report on Service now based on CSAT responses for this year. I always need to export it to excel in order to complete this ? Can you please help me how to do that on Service Now? 

I need the table to be the same as the screenshot below, the trends should be Monthly based on the responses from 1 to 5

 

find_real_file.png

1 ACCEPTED SOLUTION

DJL2
Kilo Guru

Hi Rohan,

You are probably trying to achieve something like this:

find_real_file.png

To get this, navigate to:

  • Table: Metric Result
  • Type: Column
  • Group by: Scaled value
  • Trend by: Taken on
  • Per: Month

Then, apply these Conditions:

  1. Metric.Category IS [whatever your CSAT is called]
  2. Metric IS [whatever question you're analysing]
  3. Instance.State IS Complete

This will then illustrate your responses, as per my example.

Please mark if this answer is helpful.

Thanks,

D 🙂

View solution in original post

4 REPLIES 4

Tushar Hirpurk1
Mega Guru

Hi Rohan,

             Please follow below steps to achieve this,

1} Goto application navigator => Reports

2} Give the name for the report, Select Source type as table if you are going to do the reporting on existing serrvicenow tables or select Datasource if you are getting data from external datasource like mysql or select external import if you want to import the external file CSV, Excel

find_real_file.png

 

3} Click on Next, select type of visual as Bar chart

find_real_file.png

 

 4} Click on Next

Here in group by select the date field in your table which is at X-axis in your Screenshot

In Stack by Select option Group bars and select the field which is having response value 1 to 5 in your screenshot

find_real_file.png

 

5} Click on Next

if you want to give some style effect like different color, chart color, title and all.

 6} Run the report

7} Save the report

8} if you want to share this report , Click on share option

find_real_file.png

 you can find several option like export to pdf and all.

 Hope this will help you,

If you face any issue then let me know.

 

Please mark reply as Correct/Helpful, if applicable. Thanks!

 

Regards,

Tushar

 

DJL2
Kilo Guru

Hi Rohan,

You are probably trying to achieve something like this:

find_real_file.png

To get this, navigate to:

  • Table: Metric Result
  • Type: Column
  • Group by: Scaled value
  • Trend by: Taken on
  • Per: Month

Then, apply these Conditions:

  1. Metric.Category IS [whatever your CSAT is called]
  2. Metric IS [whatever question you're analysing]
  3. Instance.State IS Complete

This will then illustrate your responses, as per my example.

Please mark if this answer is helpful.

Thanks,

D 🙂

Rohan19
Kilo Contributor

Thank you both ! I have been able to achieve this by combining both answers ! Thanks a lot guys ! 😄 

Bhanu Kiran
ServiceNow Employee
ServiceNow Employee

We have an existing article that might help you, in case you are not aware. You can find it here!KB0836062