How to Visualize the Trend of Close Rate and Closed Cases in Reports

[Yuri____]

I would like to use the Report feature to visualize the trend of the close rate and number of closed cases.
Could you please guide me on how to set it up?

Expected Display
Close Rate
- Y-axis: 0% – 100% 
- X-axis: 2025/3/1 – 2025/3/26 (daily data points)

Number of Closed Cases
- Y-axis: 0 – 300 
- X-axis: 2025/3/1 – 2025/3/26 (daily data points)

Currently, I have set up the report as follows, but it displays the daily number of closed cases instead of the cumulative number of closed cases as intended.

- Table: Content Task [sn_cd_task]
- Report Type: Time Series
- Group by: State
- Trend by: Closed
- Per: Day
- Aggregation: Count

Could you please advise on how to configure the report to show the cumulative number of closed cases instead?

[VasukiS · Accepted solution]

Hi @Yuri____ 

As per my knowledge ServiceNow doesn't have a direct "Cumulative Sum" option in the Aggregation Method for reports. However, you can achieve a similar result using Performance Analytics. 

1. Navigate to Performance Analytics > Indicators > Automated Indicators.
2. Click New to create a new indicator.
3. Fill in the necessary details, such as the name and table.
4. Set the aggregation to Sum and choose the appropriate field (e.g: Closed").
5. Navigate to Performance Analytics > Data Collector Jobs.
6. Click New, fill in the job details with a daily frequency, then add the previously created indicator.
7. Navigate to Performance Analytics > Breakdowns.
8. Click New, fill in the details (e.g: "Closed Cases by Date"), and select the appropriate field (e.g: "Closed Date").
9. Create a dashboard and add a widget to display the cumulative closed cases.
10. Set the X-axis and Y-axis as per your requirements.

I have shared a few steps to help you create a similar report. Please refer to the Performance Analytics documentation and try to create the report on your own.

If you find my response helpful, please mark it as 'Accept as Solution' and 'Helpful.'

[Dr Atul G- LNG]

Hi @Yuri____ 

In standard reporting, it will show static or daily data. I agree with  @VasukiS that PA (Performance Analytics) is the best option here, as it uses historical data.