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Xanadu Platform Analytics

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Table of contents
  • Analyze and optimize business processes
    • Platform Analytics experience
      • Platform Analytics Migration Center
        • Perform full data migration
          • Evaluate full data migration
          • Migration log locations
        • Perform a partial migration
        • Block migration of specific artifacts
        • Content not migrated or migrated in compatibility mode
        • Roll back migrated dashboards
        • Migrate non-responsive dashboards
      • Analytics Center
        • Analytics Q&A
      • Dashboards in Platform Analytics
        • Dashboards in the library
        • Finding Next Experience dashboards
        • Different approaches to dashboards
        • Dashboard overview
        • Create a dashboard with the inline editor
        • Technical dashboards
          • Technical dashboards compared to inline dashboards
          • Create a technical dashboard
          • Add a drilldown event to a data visualization
          • Configure an event handler for a Filter component
          • Use a local data instance with a data visualization
        • Edit Platform Analytics dashboards
          • Edit dashboard elements
          • Add images to dashboard cards
        • Share a dashboard
        • Configure dashboard details
        • Configure dashboard settings
        • Certify a dashboard
        • Duplicate a dashboard
          • Duplicate a dashboard tab
        • Print a Platform Analytics dashboard
        • Bookmark a dashboard
        • Move a Platform Analytics dashboard with an update set
        • Delete a dashboard
          • Configure dashboard deletion actions in the Workflow Studio
        • Differences between Core UI and Platform Analytics dashboards
        • Translatable fields in dashboard elements
        • Pass global filters to the dashboard page template
        • Proactive analytics insights on dashboards
          • Creating Process Mining projects from Proactive Analytics suggestions
          • Proactive analytics jobs
          • System properties for Proactive analytics
        • Configure a Process Mining map on a dashboard
          • Applying filters to Process Mining maps
        • Domain separation for Platform Analytics dashboards
        • Platform Analytics dashboard roles
      • Data visualizations in Platform Analytics
        • Overview of data visualization types
        • Data sources for data visualizations
          • Indicator management and Performance Analytics
          • User Experience Analytics data sources for visualizations
          • Multiple data sources
        • Control data source availability by role
        • Create a single score data visualization
          • Table data options for single score visualizations
          • Indicator data options for single score visualizations
          • User Experience Analytics data options for Single scores
          • Single score visualization example
        • Create a box plot visualization
          • Table data options for box plot visualizations
        • Create a bubble visualization
          • Table data options for bubble visualizations
          • Bubble visualization example
        • Create a dial visualization
          • Table data options for dial visualizations
          • Indicator data options for dial visualizations
          • User Experience Analytics data options for dial visualizations
          • Dial visualization example
        • Create a gauge visualization
          • Table data options for gauge visualizations
          • Indicator data options for gauge visualizations
          • User Experience Analytics data options for gauge visualizations
          • Gauge visualization example
        • Create a geomap visualization
          • Table data options for Geomap visualizations
          • Map sources for geomap data visualizations
        • Create a heatmap visualization
          • Table data options for heatmap visualizations
          • Indicator data options for heatmap visualizations
          • Heatmap visualization example
        • Create a horizontal or vertical bar visualization
          • Table data options for bar visualizations
          • Indicator data options for bar visualizations
          • User Experience Analytics data options for bar visualizations
          • Bar visualization examples
            • Horizontal bar visualization example
            • Vertical bar visualization example
        • Create a pie or donut visualization
          • Table data options for pie and donut visualizations
          • Indicator data options for pie and donut visualizations
          • User Experience Analytics data options for pie and donut visualizations
          • Pie visualization example
          • Donut visualization example
        • Create a Pareto bar visualization
          • Table data options for pareto bar visualizations
          • Indicator data options for pareto bar visualizations
          • User Experience Analytics for pareto bar visualizations
        • Create a pivot table visualization
          • Table data options for pivot table visualizations
          • Indicator data options for pivot table visualizations
          • User Experience Analytics data options for pivot table visualizations
          • Pivot visualization example
        • Create time series visualizations
          • Time series visualization type use cases
          • Table data options for time series visualizations
          • Indicator data options for time series visualizations
          • User Experience Analytics data options for time series visualizations
          • MetricBase data options for time series visualizations
          • Display settings for different time series charts
          • Configure a forecast in a time series visualization
          • Chart options for multiple metrics
          • Time series visualization example
        • Calendar report visualization
        • Create a simple list visualization
          • Simple list visualization example
        • Create an Indicator Scorecard
        • Create a data visualization from a list
        • Edit a data visualization in the Visualization Designer
          • Data visualization details
          • Certify a data visualization in the Visualization Designer
        • Edit a data visualization in an inline dashboard
          • Open a visualization in the Visualization Designer from a dashboard
          • Unlink a dashboard copy of a data visualization from the library
        • Duplicate a visualization
        • Share a visualization
        • Export a visualization
          • Schedule data visualization export
        • Add a visualization to a dashboard from the Visualization Designer
        • Bookmark a visualization
        • Delete a visualization
        • Questions in data visualizations
        • Service catalog variables in data visualizations
        • Chart interactions in a data visualization
          • Configure chart interactions
          • Data views for different data sources
        • Colors in data visualizations
        • Dot-walking from reference fields
        • System tables in data visualizations
        • Refresh a data visualization
        • Select a group-by value
        • Domain separation and data visualizations
        • Visualization Designer roles
        • Data Visualization properties
      • Filters in Platform Analytics
        • Create or add a filter on an inline dashboard
        • Create a filter in the Filter Designer
        • Create a filter on a technical dashboard
        • Make a data visualization act as a filter
        • Configure a Single/Multiple select or cascading filter
          • Set a filter to follow another filter in a many-to-many relationship
          • Conditions for two filters to follow each other
        • Configure a True/False filter
        • Configure a Date filter
        • Create a domain filter
        • Edit a Platform Analytics filter
      • Creating Platform Analytics pages
        • Platform Analytics in App Engine Studio
        • Platform Analytics pages in workspaces
        • Add a dashboard to a page
        • Configure custom redirection from a dashboard
      • Indicator Library in Platform Analytics
      • KPI Details
        • View KPI Details
        • Examining indicators with KPI Details
          • View contributing indicators to a formula in KPI Details
          • Show, compare, and edit records in KPI Details
          • Chart options
          • Select time aggregation in KPI Details
          • Filter KPI Details by breakdown elements
        • Indicator targets in KPI Details
          • Create a target in KPI Details
          • Edit targets in KPI Details
          • Add targets for multiple breakdown elements in KPI Details
          • Responsibility for global indicator targets
        • Indicator thresholds in KPI Details
        • KPI Details Performance Analytics properties
        • KPI Details UUIDs
      • KPI Signals
        • Signal, no signal, and anti-signal
        • View KPI Signals
        • Activate KPI Signals monitoring for an indicator (KPI)
        • Configure signal detection
        • Configure responsibility for KPI Signals
        • Configure signal notifications
        • Configure signals for breakdown elements
        • Reset baseline or dismiss signal
        • Revert baseline reset or signal dismissal
        • KPI Signals automated detection jobs
      • Data caching in Platform Analytics
      • Platform Analytics roles
      • Analytics Generation
        • Exploring Analytics Generation
        • Configure Analytics Generation
        • Use Analytics Generation
          • Guidelines and example questions
          • Limitations
    • Performance Analytics (Indicator data sources)
      • Explore Performance Analytics
        • Performance Analytics concepts
          • Put a Spotlight on records
          • Try out Complimentary Performance Analytics for Incident Management
        • Performance Analytics compared to Reporting
        • Implement Performance Analytics
          • Planning your indicators
          • Performance Analytics data flow
      • Configure Performance Analytics fundamentals
        • Design your Performance Analytics solution with KPI Composer
          • Access to KPI Composer
          • KPI Composer projects
            • Create a KPI Composer project
            • Define properties for a project
            • Add personas to a project
            • Group data by breakdown definitions
            • Write journal entries for a project
            • Share a KPI Composer project
            • Export a KPI Composer project
            • Import a KPI Composer project
          • Analysis and the KPI tree
          • Cross-project library elements
            • Create a library element
            • Use a library element
            • Edit or delete a library element
          • Designing dashboards
            • Add a dashboard
            • Add tabs and rows to a dashboard
            • Add canvases to a dashboard tab
            • Create a dashboard tab template
          • Defining indicators and reports
            • Create an indicator definition
            • Create a report definition
          • Reviewing your project
          • Generating tasks in KPI Composer
        • Performance Analytics indicators
          • Workflow for creating indicators
          • Indicator sources
          • Automated indicators
            • Create an automated indicator
            • Assign and map breakdowns
            • Add a collection job to an indicator
            • Performance Analytics snapshots
          • Create an automated indicator with a wizard
          • Formula indicators
            • Create a formula indicator
            • Get analytics methods in formulas
              • PAFormulaUtils API
            • Prevent a contributing indicator in a formula from following breakdowns
            • Breakdown matrices in formula indicators
            • Applying time series to result or to contributing indicators
            • Detect indicators with no scores in a formula
            • Indexing multiple indicators in a formula
            • Changes to score_start/end because of different user time zones
          • Manual indicators
          • Delete an indicator
          • Performance Analytics scores forecasts
          • Create an indicator group
          • Rounding and precision in indicators
          • Indicator scores in reference currency
          • Create a unit
          • Exclude time series from an indicator
          • Control access to an indicator
          • Create an email notification for indicators
          • Schedule the export and distribution of an indicator
          • Link an automated indicator to a benchmark
        • Performance Analytics breakdowns
          • Create a breakdown from a wizard
          • Breakdown sources
            • Define a breakdown source
            • Bucket groups for breakdown sources
          • Automated breakdowns
            • Create an automated breakdown
            • Create a breakdown mapping on a breakdown record
              • Example: Field mapping
              • Example: Script mapping
            • Assign an indicator to an automated breakdown
          • Manual breakdowns
          • Element filters
          • Navigating breakdown elements with breakdown relations
            • Create a breakdown relation between breakdowns
            • Create relations between elements of one breakdown
          • Control ability to view breakdown elements
          • Using breakdowns on dashboards
            • Add breakdown sources to a dashboard
            • Configure widgets for breakdown dashboards
            • Showing multiple elements separately or aggregated
            • Same breakdown on widget and dashboard
            • Showing breakdown relations on dashboards
        • Performance Analytics targets and thresholds
          • Performance Analytics targets
          • Performance Analytics thresholds
          • Bulk delete targets/thresholds or delete another user's personal target or threshold
          • Add or modify another user's personal target or threshold
        • Real-time scores
        • Applying time series aggregations
        • Interactive Analysis for Performance Analytics
          • Launch Interactive Analysis
        • In-form analytics
          • Add in-form analytics to a form
          • Preconfigured in-form analytics
      • Configure Performance Analytics advanced features
        • Activating your Performance Analytics subscription
        • Performance Analytics Admin Console
        • Collecting indicator scores
          • Collect historical data
          • Create or schedule a data collection job
          • Configure a job indicator
          • Cancel a data collection job
          • Add or edit indicator scores manually
        • Ranking records with Spotlight
          • Setting up Spotlight
            • Create a Spotlight group
            • Create Spotlight criteria
            • Collect Spotlight scores
          • See Spotlight score details
          • Spotlight interactive analysis
          • Spotlights on Platform Analytics dashboards
          • Spotlight job logs
          • Domain separation with Spotlight
          • Copy a Spotlight group to domains
          • Copy a Spotlight group to breakdown elements
          • Spotlight group copy logs
          • Administering Spotlight
            • Spotlight database views
            • Schedule Item [sys_trigger] records for Spotlight
        • Data collection process and logging
          • Optimizing data collection
          • View a data collection job event
          • View the data collection job logs
          • Log details for optimized data collector
          • Log details for classic data collector
          • View data collection usage
        • Performance Analytics diagnostics
        • Dependency Assessment
          • Launch Dependency Assessment
          • Dependency Assessment tree view
          • Bottom-up tree view
          • Tree view navigation
        • Domain separation and Performance Analytics
          • Approaches to Performance Analytics with domain separation
          • Grouping domains in Performance Analytics domain configurations
            • Create a domain configuration
            • Associate a domain configuration with a data collection job
            • Associate a domain configuration with a dashboard
            • Transfer domain configuration with score aggregation
          • PADomainUtils - Global
            • PADomainUtils - PADomainUtils()
            • PADomainUtils - PADomainUtils(String domainFrom)
            • PADomainUtils - setFoundation(Boolean foundation)
            • PADomainUtils - setOverrides(Boolean overrides)
            • PADomainUtils - copy(String runAs)
            • PADomainUtils - copyJob(String paJob, String runAs)
            • PADomainUtils - copyDashboard(String dashboardId, String runAs)
            • PADomainUtils - move(String runAs)
            • PADomainUtils - isWriteable(String table, String id)
        • Integrate Performance Analytics
          • Performance Analytics API examples
        • Scripting in Performance Analytics
        • Using Performance Analytics with external data
        • Cleaning collected Performance Analytics data
        • Migrating Performance Analytics scores
        • (Legacy) Quickly configure Performance Analytics for a task table
      • Performance Analytics reference
        • Performance Analytics roles
        • Performance Analytics properties
          • Collection cleanup Performance Analytics properties
          • Fiscal year Performance Analytics properties
          • Default color scheme Performance Analytics properties
          • Breakdown and indicator Performance Analytics properties
          • Chart properties for Performance Analytics
          • Data collector Performance Analytics properties
          • Collected scores and com.snc.pa.breakdown_element_cutoff
        • Performance Analytics terms
    • Analytics solutions
      • Available Platform Analytics Solutions
      • ServiceNow Store applications with Performance Analytics content
      • Activate a Solution using guided setup
      • Install a dashboard
        • Upgrade a dashboard
        • Install a single solution metadata record
        • Duplicate an Analytics and Reporting Solution dashboard
      • Configure Platform Analytics Solutions
        • Review the indicator sources
        • Update Performance Analytics scripts
        • Review the breakdown sources
      • Collect data for Platform Analytics Solutions
        • Run historical data collection for a Platform Analytics Solution
        • Schedule data collection for a Platform Analytics Solution
      • Installed Performance Analytics indicators
        • Advanced Work Assignment indicators
        • Agent Group Management Indicators
        • Agile 2.0 indicators
        • Application Portfolio Management indicators
        • Application security indicators
        • Case Management indicators
        • Change Management indicators
        • Change Success Score indicators
        • Cloud Insights Indicators
        • Cloud management indicators
        • Cloud Spend Indicators
        • CMDB and CSDM Data Foundations Dashboards Indicators
        • CMDB Workspace Indicators
        • Coaching indicators
        • Communities indicators
        • Configuration Management (CMDB) indicators
        • Content Analytics indicators
        • Content Publishing indicators
        • Continual Service Improvement indicators
        • Customer Service Management - Advanced indicators
        • DevOps Insights indicators
        • Digital Portfolio Management indicators
        • Discovery indicators
        • Essential SaFE indicators
        • Event Management indicators
        • Field Service Management indicators
        • Financial Management indicators
        • Financial Services Operations (FSO) indicators
        • Firewall Audit and Reporting indicators
        • GRC: Advanced Dashboard indicators
        • GRC: Advanced Risk indicators
        • GRC: Audit Management indicators
        • GRC: Policy and Compliance indicators
        • GRC: Profiles indicators
        • GRC: Risk Management indicators
        • Guided Tour indicators
        • Hardware Asset Management indicators
        • Health Log Analytics indicators
        • Human Resources indicators
        • Idea Manager dashboard indicators
        • Incident Management indicators
        • Incident SLA Management indicators
        • Global indicators included in Instance Security Center
        • ITSM indicators
        • Knowledge Management indicators
        • Legal Service Delivery indicators
        • Major Incident Management indicators
        • NLU Workbench indicators
        • On-call Scheduling indicators
        • Metric Intelligence indicators
        • Performance Analytics Usage Overview indicators
        • Platform Usage indicators
        • Predictive Intelligence indicators
        • Predictive Intelligence Workbench - ITSM Content indicators
        • Problem Management indicators
        • Procurement Service Management indicators
        • Project Portfolio Suite with Financials indicators
        • Request Management indicators
        • Safe Workplace indicators
        • Strategic Spend Tracking for PPM indicators
        • Security Incident Response indicators
        • Self-Service Analytics PA indicators
        • Self-Service Analytics for Customer Service indicators
        • Service Desk Chat indicators
        • Service Level Management indicators
        • Service Mapping indicators
        • Service Portfolio Management indicators
        • Shift Planning indicators
        • Software Asset Management indicators
        • Spotlight indicators
        • Universal request indicators
        • Vendor Success Indicators for Vendor Management Workspace
        • Vulnerability Response indicators
        • Workforce Optimization for Customer Service indicators
        • Workforce Optimization for ITSM indicators
    • User Experience Analytics
      • Exploring User Experience Analytics
        • Overview of the User Experience Analytics dashboard
      • Configuring User Experience Analytics
        • Enable User Experience Analytics
        • Set up User Experience Analytics
        • User privacy, tracking, and consent
          • User tracking preferences for User Experience Analytics
          • Enable or disable User Experience Analytics tracking
          • Types of tracking consent policies in User Experience Analytics
            • Defining consent policies according to country
            • Defining texts for Notice and Explicit Opt-in user consent management policies
            • Viewing users' consent management policies
          • Define how to detect your user's location
            • Viewing and updating User Experience Analytics consent tracking policies for individual countries
          • Tracked analytics fields and cookies
            • Tracked web analytics fields for User Experience Analytics
            • Tracked mobile analytics fields for User Experience Analytics
            • User Experience Analytics client-side storage cookies
        • Domain separation in User Experience Analytics
        • Integrate User Experience Analytics with Platform Analytics
      • Using User Experience Analytics
        • Viewing session analytics
          • View a sessions list
          • Filter a sessions list
          • Sessions and users list indicators
        • Viewing user analytics
          • View a users list
          • View a session event timeline
        • Viewing user and session details
          • User sessions record
          • Session Details record
          • Bookmarking and viewing favorite user and session records
        • Using the Analytics module
          • App usage
          • Technical analytics
          • Geographic analytics
          • Events
        • UI analysis
          • UI Insights
          • Web pages
          • Mobile app screens
          • Popups
          • Users flow
          • Navigation paths
        • Creating conversion reports
        • Funnel reports in User Experience Analytics
          • Create a funnel report
          • Edit a funnel
          • Delete a funnel
          • How User Experience Analytics matches funnels
        • User Experience Analytics cohorts
          • Create a cohort
          • Edit a cohort
          • Delete a cohort
        • User retention
        • Exporting data
      • User Experience Analytics reference
        • Components installed with User Experience Analytics
        • User Experience Analytics related properties
        • User Experience Analytics KPIs
    • Process Mining
      • Exploring Process Mining
        • Key features of Process Mining
        • Process Mining evaluation project for Incident Management
          • Run Process Mining evaluation project
        • Process Mining workspace
          • Projects landing page
          • Process details page
            • Summary and Insights page
            • Analyst Workbench
            • Automation opportunities page
      • Activating Process Mining
        • Access Process Mining
        • Request Process Mining for external data
        • Activate Process Mining content packs
          • Activate a content pack
          • Content pack for ITSM
            • Cluster analysis configurations for ITSM work items
            • Configure KPIs for ITSM work items in the Process Mining dashboard
            • Configure insights for ITSM work items in the Process Mining dashboard
          • Content pack for SPM
            • Cluster analysis configurations for SPM work items
            • Configure KPIs for SPM work items in the Process Mining dashboard
            • Configure insights for SPM demands in the Process Mining dashboard
          • Content pack for Security Incident Response
          • Content pack for Financial Services Operations
            • Example of Process Mining for Financial Services Operations
          • Content pack for Customer Service Management
            • Example of Process Mining for CSM
          • Content pack for Telecommunications orders
            • Example of Process Mining for Telecommunications
          • Content pack for HR Service Delivery
            • Example of Process Mining for HR Service Delivery
          • Example of content pack for FSM
        • Integrating Process Mining
          • Integration with Continual Improvement Management
          • Integration with Benchmarks
          • Integration with indicator data sources (PA)
            • Example of an indicator using Process Mining
          • Integration with Automation discovery
            • Configure automation discovery
          • Integration with Automation Center
            • Submit an automation idea
      • Configuring Process Mining
        • Access control
        • Process Mining data cleanup
        • Configure Process Mining map in PAR dashboard
        • Process Mining architecture
      • Using Process Mining
        • Create process configuration record for the table
        • Create a project or template using Project Builder
          • Set objectives
          • Scoping your analysis
            • Set filter conditions
            • Set activity definitions
            • Set breakdown definitions
            • Set use cases
            • Add a child entity
          • Set improvement opportunities
          • Review and mine your project
        • Create a project using Classic view
          • Set up a table configuration
            • Configure multi-dimensional mining
            • Configure advanced conditions
          • Configure an activity definition
          • Configure a breakdown definition
          • Configuring improvement opportunities
          • Import improvement opportunities
          • Mine a project
          • Schedule a Process Mining job
          • Edit a project
          • Delete a project
        • Working with improvement opportunities
          • Set improvement opportunities for process tables
          • Setting improvement opportunity for projects
            • Setting improvement opportunities from Classic view
              • Set rule-based finding definitions using Classic view
                • Configure finding rules
                • Configure finding constraints
                • Example use case: a-b-a transitions
              • Set automated improvement opportunities using Classic view
              • Improvement opportunities examples
            • Set improvement opportunities using Finding Builder from Classic view
            • Setting improvement opportunity from Project Builder
              • Set rule-based improvement opportunity
              • Automated improvement opportunities
                • Configure ping-pong finding definition
                • Configure extra step finding definition
                • Configure slow transitions
                • Configure extreme duration finding definition
                • Configure extreme repetitions finding definition
                • Configure repeating pattern finding definition
                • Configure rework finding definition
            • Set improvement opportunities from Summary and Insights page
        • Analyzing and getting process insights
          • Viewing business insights
          • Working with finding definitions
          • Select view for a graph
          • Refining a process map
          • Filtering project data
            • Apply a breakdown filter
            • Create a filter set
              • Update a filter set
              • Clear filters
              • Delete a filter set
            • Apply a transition filter on an activity
              • Create a transition filter manually
              • Apply transition filter on a pre-defined filter
            • Apply metrics
            • Filtering activities and connections
            • Set data filter and map filter
          • Viewing metrics and activity transitions
            • Viewing activity transitions
            • Viewing records for an activity or connection
          • Exploring and comparing workflow routes
            • Show a route
            • View records for a route
          • Adding notes to a project
            • View a note
            • Add a note
            • Edit a note
            • Delete a note
            • View a snapshot
          • Comparing projects
            • Start a comparison
            • Compare statistics and transitions between two projects
            • Change a project version name
          • Automated root cause analysis
            • Configure automated root cause analysis
            • Run automated root cause analysis reports
            • Review and interpret automated root cause analysis
          • Cluster analysis
            • Configure a process for a clustering solution
            • Perform a cluster analysis
            • Resubmit a cluster analysis request
            • View a cluster analysis
          • Worknotes analysis
            • Configure worknotes analysis
            • Perform worknotes analysis
            • Resubmit worknotes analysis
        • Creating and tracking improvement initiatives
          • View the initiatives list
          • Create an improvement initiative from Process Mining
          • Associate an initiative
          • Remove an initiative
        • Inflow and outflow analysis: node star diagram
        • Viewing scheduled tasks
        • Working with external datasets
          • Create an audit table
          • Add custom fields to the audit table
          • Import data into the audit table
          • Verify the imported data
          • Create case records for the imported data
          • Create a project
          • Managing an audit table
            • Share the audit and record tables
            • Edit a dataset
            • Empty a dataset
            • Delete a dataset
        • Share a Process Mining project
        • Refresh project data
        • Copy a project
      • Process Mining reference
        • Components installed with Process Mining
        • Process Mining key terms
        • Domain separation and Process Mining
        • Project definition form
        • Create new process start condition
        • Activity definition form
        • Automated finding definition form from Finding Builder
        • Automation finding definition form from Classic view
        • Rule-based finding definition form from Finding Builder
        • Rule-based finding definition form from Classic view
        • Finding rule form
        • Finding constraint form
    • Reporting, dashboards, and Performance Analytics in the Core UI
      • Reporting
        • Exploring reporting
          • Reporting compared to Performance Analytics
        • Using reporting
          • Run a report
          • Create a report
          • View the Reports list
          • Copy a report
          • Delete a report
          • Distribute reports
            • Share a report
            • Schedule emails of reports
            • Export a report to PDF
            • Add a report to a responsive dashboard
            • (Legacy) Publish a report
          • Reports on Service Portal
        • Report types
          • Area and spline reports
          • Vertical and horizontal bar reports
          • Box reports
          • Bubble reports
          • Calendar reports
          • Column reports
          • Control reports
          • Dial and speedometer reports
          • Donut reports
          • Funnel and pyramid reports
          • Heatmap reports
          • Histogram reports
          • Line reports
          • List reports
            • Create a basic list report
            • Create a list report with variable columns
            • Create a list report with question columns
            • List report style options
            • Group records in list reports
            • Export a list report
            • Export platform list to Excel
            • Applying list report column configurations with an update set
          • Map reports
          • Multilevel pivot tables
          • Pareto reports
          • Pie charts
          • Pivot tables
          • Single score report
          • Step line reports
          • Trend reports
          • Trendbox reports
        • Advanced reporting topics
          • Drilling down within reports
          • Set the on-click behavior of a report
          • Add an additional group by or stack by
          • Using multiple datasets in a report
          • Create a report from an imported Microsoft Excel document
            • Edit an imported data source
          • Create reports from MetricBase time-series data
            • MetricBase transforms
          • Configure charts on forms
          • Embedding reports in Jelly
          • Report on extended tables
          • FX Currency values in reporting
          • Report on service catalog variables
            • Use service catalog variables in a report
            • Group a report by service catalog variables
            • Add additional group by variables to a service catalog report
          • Report on function fields
            • Configuring function fields
            • Create a function field
            • Edit a function field
            • Deactivate a function field
            • Delete a function field
            • Disable function field creation
          • Report on questions
          • Predefined colors in reports
            • Color palettes
            • Chart colors
            • Define system colors for analytics
          • Scoped reports
          • Value formatting in reports
        • Administering reports
          • Restrict report creation with an ACL rule
          • Report_view access control
            • Report execution security
          • ACL Assessment for Reports
            • Install the ACL Assessment for Reports
            • Perform the Report View assessment scan
            • View the list of affected reports
            • Manage Report ACL assessments
            • Filter report assessment scans
            • The report_view ACLs list
            • Reassess ignored reports
            • Reassess ignored users
            • Report assessment and domain separation
          • Column view access control for list reports
          • Report permission issues
          • Report statistics
          • Report sources
          • Report ranges
          • Using imported report data
          • Reporting on system tables
          • Map report administration
            • Map report objects
            • Automatically generate a map source hierarchy
            • Customize a map source level
            • Create a key-value pair mapping
            • Create a map
          • Administer table and field descriptions
          • Create coloring rules for multilevel pivot reports
          • Create coloring rules for single score reports
          • Domain separation and Reporting
            • Enable domain separation on reports
          • Quick start tests for Reporting
          • Customize calendar reports
            • Configure how calendar entries look
            • Modifying and adding calendar report system properties
            • Change highlighting of calendar report events
            • Customize start and end dates
          • Translate a report’s grouping labels
          • Report Administration module
        • Reporting reference
          • Aggregation in reporting
            • Aggregate a report on count
            • Aggregate a report on averages
            • Aggregate a report on sum
            • Aggregate a report on minimum or maximum
            • Aggregate a report on standard deviation
          • Reporting roles
          • Reporting properties
          • Report Designer keyboard shortcuts
      • Responsive dashboards in the Core UI
        • Exploring Responsive dashboards
        • Create and use dashboards
          • Edit a responsive dashboard
            • Configure the layout of a responsive dashboard
          • Working with responsive dashboards
            • Create or configure a responsive dashboard
            • Solve problems with empty dashboards
            • Dashboards overview
            • Find a responsive dashboard
            • Share a responsive dashboard
              • Enable pa_dashboard records in scoped applications
            • Manage responsive dashboards
            • Filter dashboards on breakdown elements
              • Disable multiple element selection on a dashboard
            • Export a responsive dashboard to PDF
            • Copy a responsive dashboard URL
            • Enable real-time updating for single score report widgets
            • Change the owner of a responsive dashboard
          • Working with non-responsive dashboards
          • Set responsive dashboards as your home
          • Request an analytics service
        • Administering dashboards
          • Explore and manage dashboards
          • Set dashboards as home for all users
            • Set a specific dashboard as home for all users
          • Organize dashboards into groups
          • Accessibility options on dashboards
          • Move a Core UI dashboard with an update set
            • Validate that tabs are moved to a target dashboard
            • Solving errors on dashboards moved with update sets
          • Dashboard permissions
            • Solving permissions issues on a responsive dashboard
            • Restrict responsive dashboard access to specific roles
              • Restrict responsive dashboard sharing by role
              • Restrict responsive dashboard sharing with security rules
            • Responsive dashboard role examples
          • Dashboard statistics
            • Dashboard executions
            • Dashboard execution statistics
          • Enable PDF export of dashboards
          • Guidelines for translated dashboards
          • Solving issues on translated dashboards
          • Domain separation and responsive dashboards
          • Quick start tests for Dashboards
          • Dashboard URL parameters
          • Optimize widget rendering time on responsive dashboards
          • Admin Console for Dashboards
          • Responsive dashboard properties
          • Custom content PDF export limitations
          • Homepage deprecation help tool
            • Homepage deprecation help tool features
            • Install the Homepage deprecation help tool
            • Convert homepages to individual dashboards
              • Convert homepages to dashboard tabs
            • Retire a homepage
            • Restore a homepage
            • Homepage migration status table
              • Populate the homepage migration status table
              • Populate the homepage migration status table for multiple domains
        • Widgets
          • Create a widget that displays a ServiceNow UI page
      • Interactive Filters
        • Creating Interactive Filters
          • Create a choice list interactive filter
          • Create a reference field interactive filter
          • Create a date interactive filter
          • Create a Boolean interactive filter
          • Create a group interactive filter
          • Create an interactive filter for whether a field is empty or populated
          • Create a cascading filter
          • Interactive filters on database views and table hierarchies
          • Available interactive filter UI control types
        • Interactive Filters on dashboards
          • Add an interactive filter widget to a responsive dashboard
          • Make a breakdown act as an interactive filter
          • Make a report follow interactive filters
          • Make a report act as an interactive filter
          • Reset all interactive filters on a dashboard tab
        • Custom interactive filters
          • Custom interactive filter examples
          • Use the Debug filter
          • Custom interactive filter limitations
          • DashboardMessageHandler
          • Dynamic JavaScript filters
      • Performance Analytics widgets
        • Time series widgets
          • Considerations when creating a time series widget
          • Create a line visualization for a time series widget
          • Create a column visualization for a time series widget
          • Create an area visualization for a time series widget
          • Create a spline visualization for a time series widget
          • Create a step visualization for a time series widget
          • Create a stacked column visualization for a time series widget
          • Create a relative compare visualization for a time series widget
          • Additional settings for time series widgets
        • Score widgets
          • Create a latest score visualization for a score widget
          • Create a speedometer or a dial visualization for a score widget
          • Create a real-time score visualization for a score widget
        • List widgets
          • Create a scorecard visualization in a list widget
          • Create a spider visualization in a list widget
        • Breakdown widgets
          • Grouping by breakdown and filtering by breakdown
          • Interacting with breakdown widgets on dashboards
          • Create a scorecard visualization for a breakdown widget
          • Create a pie, donut, or semi-donut visualization for a breakdown widget
          • Create a pyramid or a funnel visualization for a breakdown widget
          • Create a column visualization for a breakdown widget
          • Create a Pareto visualization for a breakdown widget
          • Create a line visualization for a breakdown widget
          • Create a columns and total visualization for a breakdown widget
          • Create a stacked column visualization for a breakdown widget
          • Create a relative compare visualization for a breakdown widget
          • Create a pivot scorecard visualization for a breakdown widget
          • Create a treemap visualization for a breakdown widget
          • Additional settings for breakdown widgets
        • Personalized visuals
        • Create a heatmap visualization in a pivot widget
        • Text analytics and text widgets
          • Set up text analytics
          • Collect initial text analytics data
          • Select text analytics stop words
          • Search text for phrases
          • Create a text widget
          • Save keywords for text analytics
        • Monitor a workflow with a workbench process widget
        • Add widget indicators
        • Set the on-click behavior of a widget
        • Color schemes
        • Performance Analytics widgets on Service Portal
        • View widget statistics
      • Analytics Hub
        • Analytics Hub list of indicators
        • Analytics Hub for a specific indicator
          • View scores and statistics
          • Compare scores
          • Analytics Hub UUIDs
      • Interactive Analysis
        • Launch Interactive Analysis
        • Interactive Analysis information panel
        • Add a filter to Interactive Analysis
        • Remove a filter from Interactive Analysis
        • Edit source filters
        • Interactive Analysis filter deduplication
        • Interactive Analysis persistence
        • Synchronize Group by and Stack by elements in filters
        • Interactive Analysis aggregations
    • Automation Discovery
      • Install Automation Discovery
        • Components installed with Automation Discovery
      • Create an Automation Discovery report
HomeXanadu Platform AnalyticsAnalyze and optimize business processesReporting, dashboards, and Performance Analytics in the Core UIReportingCurrent page
Table of Contents

Reporting

  •  
    • Xanadu
    • Yokohama
    • Washington DC
    • Vancouver
  • UpdatedDec 11, 2024
  • 2 minutes to read
    • Xanadu
    • Reporting

ServiceNow® Reporting enables you to create and distribute reports that show the current state of instance data, such as the number of open incidents of each priority. Reporting functionality is available by default for all tables, except for system tables.

Note: On net new Xanadu instances and instances migrated to Platform Analytics experience, Reporting functionality is replaced with Data Visualizations. For more information, see Data visualizations in Platform Analytics.

Get started

ExploreServiceNow reports are visualizations of your data that you can share with users on dashboards and service portals, export to PDF, and email.

UseLearn the basics of how to create, run, edit, view, and share reports.

Report typesLearn about the report types and the details of how to create each specific one.

Configuration and advanced useReport on variables, configure drilling down, and learn about other advanced topics that do not require an admin role.

AdministerConfigure permissions, set statistics, and configure other options that require an admin or report_admin role.

ReferenceView data aggregation types, roles, properties, and keyboard shortcuts.

Troubleshoot and get help

  • Ask or answer questions in the Performance Analytics and Reporting community
  • Search the Known Error Portal for known error articles
  • Contact Customer Service and Support
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