% Utilization Report

Andriana Mavrou
Tera Contributor

Hello all,
I am reaching out to seek your expertise and assistance in creating a custom report that will provide insights into the percentage utilization of each resource group in time series analysis.

If you could please provide me with some information on how to do so, it would be immensely helpful.

Thank you

1 REPLY 1

Rajesh_Singh
Kilo Sage
Kilo Sage

@Andriana Mavrou 

 

Here are the steps to create this custom report:

Step 1: Navigate to "Reports" > "Create New".

Step 2: Choose the "Table" to report on. For resource utilization, you might want to choose the "Resource Allocation" table (or equivalent, based on your ServiceNow implementation).

Step 3: Choose the "Type" of report. Since you want a time series analysis, you might consider a Line chart or a Stacked Bar chart to visualize the data over time.

Step 4: Set the "Configure" options. These will vary depending on the specific details you want in your report, but for your purposes, you may want to:

  • Aggregation: Select "Sum" and then choose "Allocated Hours" or equivalent. This will allow you to see the total hours each resource group is allocated.
  • Group By: Select "Resource Group" and then "Date". This will allow you to see the data for each resource group separately and see trends over time.
  • Filter: Apply filters as necessary. For example, you might want to exclude any non-working hours or non-working days, or limit the report to only include specific resource groups or time frames.

Step 5: Choose the "Style" options. These will determine the look and feel of your report. You may want to choose colors that differentiate each resource group clearly.

Step 6: Finally, name your report, provide a description if needed, and then click "Save".

Step 7: To calculate the utilization percentage, you may need to create a calculated field or scripted field that divides the allocated hours by the total hours available for each resource group, then multiply by 100 to get a percentage.

This process should give you a report that shows the percentage utilization of each resource group over time.

If you found my response helpful or applicable, please consider marking it as correct or helpful to assist others who may be seeking the same information.

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Regards,
Rajesh Singh