Quickly configure Performance Analytics for a task table

The configuration generator enables you to quickly configure Performance Analytics to display data from any task table.

You can specify a Task-based table to report on, and the configuration generator automatically creates indicators, breakdowns, formulas, data collection jobs, and dashboards. This configuration provides the same elements as the Performance Analytics incident solution, but for any Task table. When using domain separation, all records are created in the domain of the current user.
Note: You can use the configuration generator only with tables that extend Task.

You can access the configuration generator by navigating to Performance Analytics > Configuration Generator.

After generating a configuration for the selected table, you can view the created records using the Go to the configuration record, Generated Indicators, and Generated Jobs related links. You can modify the generated records as needed using standard Performance Analytics configuration options.

Activate the Performance Analytics configuration generator

As an administrator, you can enable the Performance Analytics configuration generator plugin (com.snc.pa.configurationgenerator).

Before you begin

Role required: admin

Before starting this procedure, you must have Performance Analytics.


  1. Navigate to System Definition > Plugins.
  2. Find and click the plugin name.
  3. On the System Plugin form, review the plugin details and then click the Activate/Upgrade related link.

    If the plugin depends on other plugins, these plugins are listed along with their activation status.

    If the plugin has optional features that depend on other plugins, those plugins are listed under Some files will not be loaded because these plugins are inactive. The optional features are not installed until the listed plugins are installed (before or after the installation of the current plugin).

  4. (Optional) If available, select the Load demo data check box.

    Some plugins include demo data—Sample records that are designed to illustrate plugin features for common use cases. Loading demo data is a good practice when you first activate the plugin on a development or test instance.

    You can also load demo data after the plugin is activated by clicking the Load Demo Data Only related link on the System Plugin form.

  5. Click Activate.