How to Create a Trend Report


Overview


This article covers how to create a score chart in the Platform Analytics Experience for agents in ServiceNow. 

Critical Concepts


Steps to Take


Create a Visualization

  1. In Agent View, via the All menu, type in 'Platform Analytics', and select "Analytics Center".
  2. On the main Analytics Center page, scroll down and click on "Create new visualization"
    Screenshot of the "Create new visualization" button

Select and Filter Data Source

  1. Click on "Add data source"
  2. Find and select the Table that you want. For this article, we will proceed with the Case table.
    Screenshot of list of tables to pick as a data source

  3. Click on "+ Add custom conditions" to add filters.
  4. To filter for my groups, add a condition for "Assignment group", operator "is (dynamic)", and value "One of My Groups". This will filter for all groups that you are a part of. To filter for tasks created last 2 years, add an "and" condition for field "Created", operator "on", and value "Last 2 years".
    Screenshot of fields to filter based on assignment groups
  5. Create the visualization by clicking "Add this source" in the bottom right.

Configure Visualization

  1. Under the Configuration right sidebar, change "Visualization type" to "Line".
    Screenshot of visualization type options in configuration window
  2. By default, the "Trend by" section for line graphs is "Date by Activity Due". UC San Diego does not use the Activity Due field, so this must be changed manually. If this is not changed, your graph will not show any data. Click on the "Trend by" value.
  3. For this article, we will change the "Data field for Case" to "Created" for created cases. You may also modify the "Aggregation period" to a designated time interval.
    Screenshot of the "Trend by" window
  4. We will also configure the "Group by" by selecting "Assignment group" for "Field for Case", which will show a trend line for every group that you are a part of. The Group By field controls the lines that are displayed, so if you want to show a line for every agent in your group, you can select 'Assigned To'.
    Screenshot of the "Group by" window
  5. To customize the line colors, scroll down to the "Colors" section and set a desired color palette
    Screenshot of the Color options
  6. In the end, click Save, and your trend report will look something like this:
    Screenshot of an example report with a graph named "My Trend Report"
  7. From here you can bookmark this graph or add it to a dashboard.

If you still have questions or need additional assistance, please use the 'Contact ServiceNow Team' form.