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Creating reports

Creating reports

Learn about different types of reports you can create, and when and how to create them.

Differences between Report Builder and Report Designer

The Report Designer provides a guided flow for report creation. Selection of the data source, selection of the report type, configuration, and styling of the report are presented on successive tabs. The Report Builder provides most report creation functionality in a single panel.

Using the Report Designer, users can configure a report, preview it, iterate and adjust, then share it using the integrated Share panel.

The older Report Builder provides functionality for naming, selection of the data source, and configuration on one page. Style option selection is provided in a pop-up.

The Report Designer supports imported data sources and MetricBase Time Series reports, but the Report Builder does not. See Using imported report data.

Report types

You can generate the following types of reports, organized by category:
  • Bar reports enable you to compare scores across data dimensions.
  • Proportional reports visualize the relationship between the parts and the whole of a data set using other shapes such as pies and pyramids.
  • Time Series reports visualize data over time. In addition to data from within your instances and imported data sources, you can also use MetricBase data in time series reports. For more information, see MetricBase application.
  • Multidimensional reports visualize data across dimensions in a single table or graph.
  • Scores visualize single data points either across ranges or as a single value.
  • Statistical reports visualize data with statistical values such as medians and means.
  • Other reports include calendars, maps, and lists.
Table 1. Bar reports
Report Designer Report Builder Description
Bar report icon Bar Bar Shows vertical bars with lengths proportional to the values that they represent.
Horizontal bar icon Horizontal bar Horizontal bar Shows horizontal bars with lengths proportional to the values that they represent.
Pareto report icon Pareto Pareto Combines bar and line reports to identify the most important factors in a large set of factors.
Histogram report icon Histogram Histogram Provides visual interpretation of numerical data by indicating the number of data points that lie within a range of values.
Table 2. Other proportional reports
Report Designer Report Builder Description
Pie report icon Pie Pie Shows how individual pieces of data relate to the whole using a circle to represent the whole.
Donut report icon Donut Donut Shows how individual pieces of data relate to the whole using a donut shape to represent the whole.
Semi-donut report icon Semi-donut Semi-donut Shows how individual pieces of data relate to the whole using a semi-donut shape to represent the whole. A semi-donut report uses a donut sliced in half to represent the whole.
Funnel report icon Funnel Funnel Displays values as progressively decreasing proportions. The size of each section reflects a percentage of the total of all values. (Found in the Other reports section.)
Pyramid report icon Pyramid Pyramid Visualizes a variation on a bar report using pyramid sections instead of rectangles. (Found in the Other reports section.)
Table 3. Time series reports
Report Designer Report Builder Description
Column report icon Column Column Shows how one or more values change over time by displaying them as proportional vertical columns.
Line report icon Line Line Shows how one or more values change over time by connecting a series of data points with straight lines.
Step report icon Step line Step line Shows how one or more values change over time by connecting a series of data points with horizontal and vertical lines.
Area report icon Area Area Resembles a line report, but the area between the axis and line is commonly emphasized with colors.
Spline report icon Spline Spline Shows how one or more values change over time by connecting a series of data points with a fitted curve through the data points. Spline reports let you take a limited set of known data points and approximate intervening values.
Table 4. Multidimensional reports
Report Designer Report Builder Description
Multilevel pivot report icon Multilevel pivot table Multilevel pivot table Displays aggregate data broken down by multiple metrics in a single chart.
Heatmap report icon Heatmap Heatmap Displays aggregate data in a matrix using colors to represent different values.
Bubble report icon Bubble Bubble Displays multiple metrics on a single chart.
Table 5. Scores
Report Designer Report Builder Description
Speedometer report icon Speedometer Speedometer Shows an overview of the count of an indicator at the current moment in the form of a round meter.
Dial report icon Dial Dial Shows an overview of the count of an indicator you want to measure at this moment in a half circle, where the part in which scores are shown is filled out with a color.
Single score report icon Single score Single score Displays a single aggregate value that is important to your business.
Table 6. Statistical analysis visualizations
Report Designer Report Builder Description
Control report icon Control Control Displays data as a series of connected points to determine whether a business process is in a state of statistical control and to identify outliers. (Found in the Other reports section.)
Trend report icon Trend Trend Shows how the value of one or more items changes over time. Values along the horizontal axis of the trend report represent the time measurement. Values on the vertical axis represent the changes to the items being monitored. The trend line or curve reveals a general pattern of change. (Found in the Other reports section.)
Box report icon Box Box Shows the distribution of values in a data set highlighting statistical averages. (Found in the Other reports section.)
Trendbox report icon Trendbox Trendbox Shows the distribution of values in a data set highlighting statistical averages for a specified period of time. (Found in the Other reports section.)
Table 7. Other reports
Report Designer Report Builder Description
List report icon List List Displays data in the form of an expandable list, similar to a standard ServiceNow list.
Calendar report icon Calendar Calendar Displays data-driven events in a calendar format.
Map report icon Map Map Displays data on a geographical map image.
Pivot report icon Pivot table Pivot table Aggregates data from a table to display the source of summarized data. This functionality is expanded in multilevel pivot reports.