Reports using Date as Dynamic - Today, This Month , This Week, This Year, This Quater

riagarwal
Tera Expert

Reports using Date as Dynamic - Today, This Month , This Week, This Year, This Quater

 

Please assist, as there is no option that I can find that. As I want to create report so that I can find the work that is assigned to me looking for my this week, month work. 

 

Date to be dynamic, so that I don't have to edit it every time, I want to see the report. 

 

Thanks

Ritesh Aggarwal

3 ACCEPTED SOLUTIONS

Sagar Pagar
Tera Patron

Hi @riagarwal,

 

What you have started or any issues?

 

You can create a report on Task table with conditions as Task type is Incident or Problem or Change requests or Requested items or Catalog tasks.

 

For Date as dynamic - we already have options/ filter...

Today, This Month , This Week, This Year, This Quarter etc.

 

For reference, I took example of This week..

 

Screenshot 2023-07-30 at 10.34.12 PM.png

 

 

Take a look at old thread: How to build a report that shows all work assigned to me 

 

If my response helps to solve your issue. Kindly mark it as helpful & correct. It will be helpful for future readers.
Thanks,
Sagar Pagar

The world works with ServiceNow

View solution in original post

Sandeep Rajput
Tera Patron
Tera Patron

@riagarwal Did you check the filters available on any date field. The filters you are looking for are already available Out of the box.

Screenshot 2023-07-30 at 10.39.11 PM.png

View solution in original post

AndersBGS
Tera Patron
Tera Patron

Hi @riagarwal 

 

To create a report that dynamically shows your work for the current week and month without the need to edit it every time, you can follow these steps:

1. Create a new report in ServiceNow:
- Navigate to "Self-Service" -> "Reports" -> "Create New".
- Select the table that contains the work items (e.g., the incident table, change_request table, or any other table you want to report on).

2. Set the filter conditions for the report:
- Add a filter for "Assigned to" field and set it to your user.
- Add a filter for the date field (e.g., "Opened" or "Created on" field, depending on your requirement).

3. Make the date filter dynamic for the current week:
- Edit the date filter condition, and set the "Type" to "Dynamic" or "Relative".
- Set the "Relative Date" to "Start of week".

4. Make the date filter dynamic for the current month:
- Create a new filter condition for the date field.
- Set the "Type" to "Dynamic" or "Relative".
- Set the "Relative Date" to "Start of month".

5. Save the report with a suitable name.

Now, when you run this report, it will automatically show you the work items that are assigned to you and were created within the current week and month, respectively, without the need to edit the date filter each time.

Please note that the steps may slightly differ based on your version of ServiceNow and access permissions, but the general approach remains the same.

 

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

 

Best regards

Anders

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

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

View solution in original post

5 REPLIES 5

Sagar Pagar
Tera Patron

Hi @riagarwal,

 

What you have started or any issues?

 

You can create a report on Task table with conditions as Task type is Incident or Problem or Change requests or Requested items or Catalog tasks.

 

For Date as dynamic - we already have options/ filter...

Today, This Month , This Week, This Year, This Quarter etc.

 

For reference, I took example of This week..

 

Screenshot 2023-07-30 at 10.34.12 PM.png

 

 

Take a look at old thread: How to build a report that shows all work assigned to me 

 

If my response helps to solve your issue. Kindly mark it as helpful & correct. It will be helpful for future readers.
Thanks,
Sagar Pagar

The world works with ServiceNow

Sandeep Rajput
Tera Patron
Tera Patron

@riagarwal Did you check the filters available on any date field. The filters you are looking for are already available Out of the box.

Screenshot 2023-07-30 at 10.39.11 PM.png

AndersBGS
Tera Patron
Tera Patron

Hi @riagarwal 

 

To create a report that dynamically shows your work for the current week and month without the need to edit it every time, you can follow these steps:

1. Create a new report in ServiceNow:
- Navigate to "Self-Service" -> "Reports" -> "Create New".
- Select the table that contains the work items (e.g., the incident table, change_request table, or any other table you want to report on).

2. Set the filter conditions for the report:
- Add a filter for "Assigned to" field and set it to your user.
- Add a filter for the date field (e.g., "Opened" or "Created on" field, depending on your requirement).

3. Make the date filter dynamic for the current week:
- Edit the date filter condition, and set the "Type" to "Dynamic" or "Relative".
- Set the "Relative Date" to "Start of week".

4. Make the date filter dynamic for the current month:
- Create a new filter condition for the date field.
- Set the "Type" to "Dynamic" or "Relative".
- Set the "Relative Date" to "Start of month".

5. Save the report with a suitable name.

Now, when you run this report, it will automatically show you the work items that are assigned to you and were created within the current week and month, respectively, without the need to edit the date filter each time.

Please note that the steps may slightly differ based on your version of ServiceNow and access permissions, but the general approach remains the same.

 

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

 

Best regards

Anders

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

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi Ritesh,

 

Greetings!!

 

This is OOTB functionality. Please check this on PDI, on list view or on report.

 

Please accept my answer as solution or mark it helpful.

 

Regards

Atul G

 

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