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Create a donut report in the Report Builder

Create a donut report in the Report Builder

Create a donut report to show the how one grouping relates to the total amount.

Create a donut report in the Report Builder

How to create a donut report.

Before you begin

Role required: itil, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

About this task

This task refers to using the Report Builder (Classic UI) in the Kingston release under UI15 and UI16. If you are using the Report Designer, see Create a donut report in the Report Designer.
Report Designer UI Report Builder UI
Report designer UI example Report builder UI example

Procedure

  1. Navigate to Reports > Create New.
  2. Fill in the fields, as appropriate.
    Field Description
    Name Enter a unique and descriptive name for the report.
    Description Click the information icon (Detailed description) to enter a more detailed description of what the report does and its purpose.
    Data Specify the table or report source containing the data set that you want to include in the report. From the first choice list, select the Table or Report source. Then select the specific table or predefined data set from the second choice list.
    Note: If you select a data source used by existing reports, a notification will display prompting you to view them.
    Type

    Select Donut or Semi donut.

    Style your chart Click the gear icon (Cogwheel) after the Type field to configure chart style options for the look and layout of the chart.
    Group by Select a field to organize data into groups from the selected table. In an incident report grouped by Assignment group, all incidents belonging to Software, Service Desk, Network, and so on, are placed in separate groups. Make sure that you give the report a name that reflects the field you select.

    Click plus icon to select additional group by fields. When you select Additional group by fields, a control is added to the bottom of the report that groups the report by any one of the additional fields.

    Note: It is not possible to group or stack reports by the Tags field.
    Display Grid Select this check box to display details of the report data in a table below the chart.

    All reports that use charts, including reports that are used on homepages, display a table of report data when the glide.ui.section508 system property is set to true, even if Display Grid is cleared.

    Aggregation Select a computational method for aggregating report data. The default is Count, which displays the number of records selected.

    If you select Count Distinct, only unique records are counted. For example, if you want to generate a report with a distinct number of users who have one or more of the roles in a given list of roles, these users would be counted twice unless you use count distinct.

    If you select Average, Sum, or Count Distinct, a list of fields from the selected Table appears. From this list, select a field to aggregate by. For example, if you select a duration field, such as the Business duration field on the Incident table, the aggregated data is expressed in days, hours, and minutes. If you select an integer field, such as the Priority field, the data is expressed as a number.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    No. groups Select the maximum number of individual values that can be represented as slices in the chart. If the number of values from the selected data exceeds this limit, only the largest values are represented by the slices. By default, up to the 12 of the largest values from the selected data can be represented. Remaining values are grouped into an Other slice.

    If you select Show all, all slices up to limit of 50 slices can be displayed. The rest of the results are stacked in the Other slice.

    Show Other Select this check box if you want to display the Other slice.
    Add Filter Condition Click the filter icon The filter icon to create conditions for filtering and ordering data. For example, you might create a condition that states Priority + less than + 3 – Moderate to have the report include only records with priorities of 2 – High and 1 – Critical.
    Note: Applying a string filter with other filters to donut and bar charts is not supported.
    Note: Keywords is a special field used for text searches across all fields. It’s use in a filter or condition, in combination with other conditions, may return inconsistent results.
    Add "OR" Clause Select a second condition that must be met if the first condition is invalid. For example, select [Assignment Group] [is] [Database], to include records that are assigned to the Database group if the first condition is false.
    Add Sort Select fields to sort data by. For example, to sort results from lowest to highest priority, select [Priority] [z to a]. For reports with Group by, Stack by, Row/Column or Trend by fields to configure, you can sort by fields that are not listed in the Group by, Stack by, Row/Column or Trend by options. Add sort cannot be applied to dot-walked fields.
  3. Click Save. The report is generated.

What to do next

Add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or URLs of published reports, and share reports with others. See Distribute reports.

Donut chart style options – Report Builder

Change the look of your donut chart.

When you create or edit a report, click the gear icon (Cogwheel) after the Type field to open the Style your chart window with options to configure the look of your chart. Chart options are automatically saved when you click Close.

Table 1. Donut chart style options
Field Description
General
Chart color If no group by is used, Use one color is automatically selected. Select a single predefined system color.
If a group by is used, select one of the following options:
  • Use color palette: Select a color palette from the predefined system color palettes.
  • Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors.
  • Use chart colors: Use the colors defined in Reports > Chart Colors.
Donut Width Percent Enter a percentage for the width of the donut or semi-donut band, ranging between 1 and 100 percent. One hundred percent equals a pie chart. The default value is 50.
Show total Select this check box to display the total aggregation value in the center of the donut. Selecting this option automatically hides the chart legend.
Display data labels Select this check box to display the current value for each bar. This field is available when you select None from the Stacked by list.
Custom chart size Select this check box to specify the chart's width and height in pixels.
Chart size Select a chart size. This field is available when Custom chart size is cleared.
Drilldown View Select a view that determines how detailed records are shown when a specific part of the report visualization is clicked. This option is available for charts with drill-down capabilities. If you select a view that has no fields in common to link to the table that the report is based on, the default view is used. See Define a report drilldown in the Report Designer.
Decimal precision Number of decimal places to show. You can show from zero to four decimal places. Default value: 2. To change the default value, create the system property glide.chart.decimal.precision and specify the value.
Note: Percentage labels do not change accordingly with the decimal precision specified.
Decimal precision - Bar reportDecimal precision - Donut report
Title
Show chart title Select when the chart title is displayed.
  • Never: never displays the chart title.
  • Report only: displays the chart title on reports.
  • Always: displays the chart title on reports, dashboards, and homepages.
Chart title Enter a title for this chart. The title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field is available when Report only or Always is selected from the Show chart title list.
Chart title size Enter the size of the chart title in pixels. This field is available when Report only or Always is selected from the Show chart title list.
Chart title color Select the color for the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Custom chart title position Select this check box to specify the X and Y coordinates for the position of the chart title.
Title horizontal alignment Select how the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment Select how the chart title is aligned vertically. This field is available when Custom chart title position is cleared.
Legend
Show legend Select this check box to display the legend. This field is available when a Stacked by option is selected on the report form.
Legend horizontal alignment Select how the legend is aligned horizontally. This field is available when Show legend is selected.
Legend vertical alignment Select how the legend is aligned vertically. This field is available when Show legend is selected.
Left align legend text Select to left-align the legend text. By default, legend text is centered.
Show legend border Select this check box to display a border around the legend. This field is available when Show legend is selected.