Need a way to filter a report on a dashboard by selecting a Start date/time and an End date/time

[JeremyHoffman]

Hello,

We have a dashboard that contains a report with a list of active records. I have a requirement from a business stakeholder to be able to filter the report using a Scheduled start date field, by selecting a beginning date/time and an ending date/time.  For example 01/01/23 to 05/31/23. The report list would then be filtered to only show the records that have a Scheduled start date between the 01/01/23 and 05/31/23 dates. I am looking for the best way to develop a solution.  The data is displayed via a report not performance analytics. 

I have looked through Interactive filters, Element filters, and other "widgets" in PA and nothing seems to fit as a solution.

We are currently on Utah.

Any guidance or recommendations would be greatly appreciated.

Kind regards,

Jeremy

[Tsura Andreeva]

You might want to look into creating iframe from the (i am guessing because you are talking about scheduled you are looking at change_requests) and add the planned start and end date as default to current week

add the iframe to your dashboard and if the users need to change dates they will able to

[AndersBGS · Accepted solution]

Hi @JeremyHoffman ,

Two different solutions:

1. Create a date range interactive filter (custom development). You can see some community post about it here: https://www.servicenow.com/community/platform-analytics-forum/how-to-create-a-date-range-interactive...

2. Create the report through performance analytics instead. Here you can make a date range filter OOTB utilizing analytics hub.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

Best regards

Anders 

[JeremyHoffman]

@AndersBGS Thank you for the 2 suggestions. #1 is the solution that will work for us. I downloaded the update set and made some updates as to the tables and fields I need it to work on.
PA isn't an option for this use case as the business is accessing the reports via a dashboard. This use case is specific to Work orders within the Nuvolo application and there are no PA elements for their processes.

@Tsura Andreeva I saw a post about an iframe on the community, however, the custom widget is working great with minimal effort on my end, which is always a plus. 

Regards,

Jeremy