Reporting on data from pro-code apps
Summarize
Summary of Reporting on data from pro-code apps
ServiceNow provides robust reporting capabilities for applications, including those created with pro-code. Reporting enables you to display and analyze data from tables like Incident [incident] and track key performance indicators (KPIs) over time using Performance Analytics. There are currently two main UI technologies for reporting: the older Core UI and the newer Platform Analytics experience.
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Key Features
- Core UI Reporting: Offers the Reporting application for table-based data and PA Widgets for Performance Analytics indicators. Reports and widgets can be added to responsive dashboards within Core UI.
- Platform Analytics: Supports Data Visualizations that can report on data from any source. Visualizations and filters can be combined on Platform Analytics dashboards. This UI is built on the Next Experience UI Framework and accessible to both developers and non-developers.
- Terminology: The documentation differentiates between "reports" (Core UI) and "visualizations" (Platform Analytics) to avoid confusion.
- Performance Considerations: Large datasets should be filtered (e.g., by date range) to avoid performance degradation. Grouping by fields with many distinct values may impact load times. Long-running reports should be optimized by adding filters.
- Scheduling Exports: Reports, visualizations, or dashboards can be scheduled for regular export and email distribution.
Practical Approaches to Displaying Multiple Visualizations
- Platform Analytics Experience Only: Create data visualizations and dashboards entirely within Platform Analytics. This requires no developer role or advanced technical knowledge.
- UI Builder with Visualizations: Developers can create data visualization components within generic UI Builder pages, allowing high customization but requiring more configuration.
- Hybrid Approach: Build dashboards and visualizations in Platform Analytics and embed them inside UI Builder pages using the Dashboard page template. This balances ease of creation with partial customization.
- Technical Dashboards in UI Builder: Use pre-built technical dashboards from the dashboard library that can be shared and configured inside UI Builder, similar to building a page from scratch but with added convenience.
Key Outcomes
By leveraging these reporting tools and approaches, ServiceNow customers can create actionable reports and visualizations that provide meaningful insights from their pro-code apps. Understanding the differences between Core UI and Platform Analytics, along with performance best practices and dashboard options, enables customers to deliver effective and efficient reporting solutions tailored to their roles and technical skills.
Most applications that you create have some level of reporting requirements. Reports should be actionable to drive change.
"Reporting" generally refers to showing the data inside facts tables like Incident [incident]. You can also create key performance indicators (KPIs) to track changes in this data over time, through the Performance Analytics application.
- The older Core UI technology. This UI includes the Reporting application, which only shows data directly from tables, and PA Widgets, which show data from Performance Analytics indicators. Both reports and PA widgets can be placed on Core UI responsive dashboards. For more information, see Reporting, dashboards, and Performance Analytics in the Core UI.
- The newer Platform Analytics technology. This UI includes Data Visualizations, which let you report on data from any source. These visualizations can be placed on Platform Analytics dashboards, along with Platform Analytics filters. For more information, see Platform Analytics experience.
All Platform Analytics objects are rooted in the Next Experience UI Framework and are available to developers. However, a non-developer can still build their own objects through the Platform Analytics experience, without using UI Builder. For more information, see Platform Analytics experience.
Follow these guidelines when building reports or data visualizations:
- Creating reports or visualizations on large tables can negatively impact performance. Be sure to filter by a date range or other limiting criteria rather than showing all records on the table.
- Grouping by fields that contain many possible values can negatively impact performance.
- If loading a report or visualization gives a Long running transaction timer message, consider adding more data filters to reduce the load time.
- If you need to export a report, data visualization, or dashboard on a regular basis, schedule the export and email.
- Create the data visualizations and the dashboards entirely inside the Platform Analytics experience. This approach does not require a developer role or special technical knowledge, and probably should be explored before you try a more complex solution.
- Create data visualization components in a generic UI Builder page, along with filters and other components. This approach gives you the most freedom as a developer, but also requires the most configuration.
- Create the data visualizations and the dashboards inside the Platform Analytics experience, but then place the dashboards inside UI Builder pages using the Dashboard page template. This approach lets you use the convenience and special features of the Platform Analytics experience to create dashboards, data visualizations, and filters in your own experiences/workspaces. This approach also gives you the freedom to customize the page configuration partially. For more information, see Creating Platform Analytics pages in your own workspace.
- Create a technical dashboard and populate it inside UI Builder. This approach is almost the same as creating your own UI Builder page from scratch, but the dashboard is available in the dashboard library, has dashboard details, and can be shared like other dashboards. For more information, see Technical dashboards.