Platform Analytics -- Optimize processes and increase productivity with the Platform Analytics applications. These applications include Reporting, Performance Analytics, Usage Insights, and Process Mining. Present data through either the Core UI or the Platform Analytics experience.
Platform Analytics experience -- Distribute and consume Platform Analytics through data visualizations and dashboards with optional filters. Explore KPIs and receive insights into significant events in the data.
Platform Analytics Migration Center -- When you migrate your Core UI data, your existing dashboards, reports, interactive filters, and Performance Analytics widgets are moved to Platform Analytics. When you activate the migration, the result is a single set of visualizations and unified filters for all data sources.
Perform full data migration -- Migrate your existing dashboards, reports, interactive filters, and Performance Analytics widgets to the Platform Analytics experience.
Relaunch data migration -- Relaunch migration when Core UI content is changed after full data migration and when earlier unsupported functionality becomes supported in the Platform Analytics experience.
Set redirection for admins -- Migrated responsive dashboards automatically redirect to the Platform Analytics experience library. However, you can set a system property to specify redirection for admins.
Migrated artifact locations -- After data migration, your artifacts such as dashboards, visualizations, and filters, reside in different tables in your instance.
Migration log locations -- A set of logs is stored for each dashboard, report, filter, and dashboard element (widget) in the bridging tables.
Migrate a selection of Core UI dashboards -- Migrate a selection of your existing dashboards, reports, interactive filters, and Performance Analytics widgets to Platform Analytics. Migration works the same whether you choose to migrate some or all of your content. However, you can move some of your content to evaluate the process or when you have a large number of dashboards and want to migrate in segments.
Migrate a selection of Core UI dashboards from the library -- Migrate a selection of your existing dashboards, reports, interactive filters, and Performance Analytics widgets to Platform Analytics experience. Migration works the same whether you choose to migrate some or all of your content. However, you can move some of your content to evaluate the process or when you have a large number of dashboards and want to migrate in segments.
Migrate dashboards that you own -- Migrate dashboards that you own, including reports, interactive filters, and Performance Analytics widgets to Platform Analytics experience.
Hide the Platform Analytics library banner -- On instances that will not be migrated to Platform Analytics experience, set a system property to hide the banner that links to the Platform Analytics experience library.
Unmigrated content and compatibility mode migrations -- Most dashboard content is migrated to the new Platform Analytics experience. However, some visualizations, aspects of visualizations, filters, and configurations can't be migrated. Dashboards with this content are migrated as embedded content (iframes), also known as compatibility mode.
Migrate non-responsive dashboards -- Non-responsive dashboards that no one has opened migrate to the Platform Analytics experience with empty tabs. Open these dashboards in the Core UI before migration to populate them.
Platform Analytics migration tables -- The following tables are used in the process of migrating to Platform Analytics. Each row of the bridging tables states the migration type: bulk, owner, list, or upgrade.
Analytics Overview -- Provides a role-specific, quick direct view of the Dashboards, Data Visualizations, Indicators, Filters, and Scheduled exports from the Platform Analytics library. Also provides a direct link to the Usage Insights page for the Platform Analytics library.
Dashboards -- Dashboards are canvasses for organizing and sharing data visually. They contain data visualizations, filters, and other visual elements.
Explore -- Use Platform Analytics dashboards to access, organize, and share data in a visual format.
Dashboards in the library -- Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.
Dashboards for analytics admins -- Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.
Dashboard elements -- Elements refer to the visual objects you can place on a dashboard, including filters.
Differences between Core UI and Platform Analytics dashboards -- When the unified analytics property is enabled, Core UI dashboards and dashboards in Platform Analytics can coexist in your instance. Use this reference to distinguish between them.
Different approaches to dashboards -- Depending on your needs, you have four different ways to present a collection of data visualizations and filters.
Working with in-line dashboards -- See how to create, edit, share, and delete Platform Analytics dashboards, along with other common tasks. Most tasks are launched from the same menu.
Create a dashboard -- In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can create elements and add existing elements from the inline editor.
Edit a dashboard -- You can edit dashboard and dashboard tab information in the inline editor. If the dashboard has been shared, any changes you make are applied globally.
Add elements -- Populate your dashboard with a selection of widgets, including data visualizations and filters.
Add Workbench widgets -- You can place Core UI workbench widgets on an inline dashboard. They are added in compatibility mode.
Edit elements -- You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally.
Group dashboard elements -- Improve your layout control and dashboard customization capabilities, by organizing related elements into single visual and logical units. Configure backgrounds and borders according to group.
Edit copies of elements -- To configure a shared element that you added to a dashboard from a library, make a local copy that is not linked to a library. You only have to do this if you do not have permission to edit the version in the library.
Share a dashboard -- Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights.
Duplicate a dashboard -- Duplicate a dashboard created in the in-line editor so that you can share a modified version with different users.
Duplicate a dashboard tab -- Duplicate a dashboard created in the in-line editor so that you can share a modified version with different users.
Print a dashboard -- To print a dashboard, create a printer-friendly copy and print that copy from your browser.
Export a dashboard -- Export a Platform Analytics experience dashboard to PDF or Microsoft PowerPoint.
Schedule the export of dashboards and data visualizations -- Automate the export and mailing of dashboards and data visualizations. Help colleagues build presentations, share information with external users, or track data over time.
Bookmark a dashboard -- Bookmark a dashboard so that you can find it easily in the Analytics Overview.
Delete a dashboard -- You can delete a dashboard that is no longer useful. The Analytics Overview invokes the Workflow Studio to remove the dashboard from your instance.
Configure dashboard deletion actions -- Using the Workflow Studio, you can add actions to the dashboard deletion process. Actions may include sending an email to the dashboard's users or generating an approval request.
Configure -- Configure your dashboard and perform admin tasks. Most tasks are performed in either the dashboard details or the dashboard settings UI.
Configure dashboard details -- You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.
Configure dashboard settings -- You can set refresh interval details and background colors, enable data caching to speed page refreshes, and choose which Insights cards to show.
Configure dashboard tab cache timeout -- Dashboard content isn’t refreshed every time a user navigates between tabs. You can configure the number of minutes that dashboard tab content is cached before it's refreshed.
Dashboard categories -- Dashboard categories enable searching and filtering dashboards using general terms assigned to multiple dashboards.
Create dashboard categories -- Dashboard categories enable searching and filtering dashboards using general terms assigned to multiple dashboards.
Assign dashboard categories -- Dashboard categories enable searching and filtering dashboards using general terms assigned to multiple dashboards.
Certify a dashboard -- Certify a dashboard to indicate that it is company-approved and recommended for use.
Set dashboards as home for all users -- You can set dashboards as home for all users. By default, the most recent dashboard a user has visited is the dashboard they see when they log in to ServiceNow.
Set one dashboard as home -- Configure ServiceNow so that all users see the same dashboard when they log in.
Move an in-line dashboard to another instance -- Dashboard tabs aren’t automatically transferred in update sets. You can add a dashboard's components to update sets from a dashboard record using the Unload Dashboard function. The Unload Dashboard function unloads the entire dashboard with related content.
Dashboard cache -- Changes to the layouts of Platform Analytics dashboards are stored in the par_dashboard_cache table. Whenever a dashboard is called, a new entry is made in this table. Delete entries in this table to regenerate the cache for troubleshooting.
Domain separation -- Domain separation is supported throughout Platform Analytics. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Configure a Process Mining map on a dashboard -- Map the different states that are part of your process and the transitions between those states. See which states the objects of the process are in and the speed with which they change state.
Applying filters to Process Mining maps -- If a dashboard filter is on the same table as the breakdown of a process project, that filter can apply to a Process Mining map of that project.
Insights on dashboards -- Proactive analytics automates the extraction of insights from your Performance Analytics indicators. Receive notifications on your Platform Analytics dashboards of potentially interesting changes and events in your processes.
Creating Process Mining projects from suggestions -- If you are using Proactive analytics with Process Mining, Proactive analytics can suggest new Process Mining projects. A single click from a suggestion creates and runs the project.
Create a process mining project from a suggestion -- If you are using Proactive analytics with Process Mining, Proactive analytics can suggest new Process Mining projects. A single click from a suggestion creates and runs the project.
Proactive analytics jobs -- Proactive analytics insights are activated and generated through several jobs on the Sys Jobs [sys_job] table. All jobs run daily, at times set in Schedule Item [sys_trigger] records.
System properties -- Several system properties that affect the generation of insights cards are available.
Technical dashboards -- If you need more advanced or customized features in a dashboard than you can get through the inline editor, you can create a UI Builder page that is exposed as a dashboard. Such pages are called technical dashboards.
Technical versus inline dashboards -- The inline editor produces dashboard components with events and page properties preconfigured. The technical editor allows for a full range of UIB components but requires more back-end configuration.
Create a technical dashboard -- Follow the Technical Editor option to create a dashboard using UI Builder. In UI Builder, you can use a wider range of features than the inline editor, including scripting and data binding.
Add a drilldown event to a data visualization -- Technical dashboards do not support preconfigured destinations for drilling down from a data visualization. If you want a viewer to open a more detailed view of the data when they interact with a visualization, configure a custom drilldown event.
Add a drilldown event to a saved data visualization -- Technical dashboards do not support preconfigured destinations for drilling down from a data visualization. If you want a viewer to open a more detailed view of the data when they interact with a visualization, configure a custom drilldown event.
Configure filter event handlers -- On a technical dashboard, configure a special client script-based event handler for a Filter component so it can be followed by any Lists or Data Visualizations. It is not necessary to configure an event handler for filters on inline dashboards.
Use a local data instance -- For finer grained control of the data source than you have with preconfigured data sources, create a local data instance. Then bind the local data instance to the dataPassthrough property of the data visualization.
Enable filters -- To enable a viewer to switch between which field values or breakdown elements they see in a data visualization, add filter components to the UI Builder page. For those filters to apply to a local data instance, configure that instance accordingly.
Enable data caching -- To help reduce the load time of data visualizations, and if real time or very fresh data is not necessary, enable data caching on the data source.
Data resource for multiple visualizations -- A special Data Visualization API data resource is available to fetch data for multiple data visualizations simultaneously. This data resource reduces the number of API calls and thus can speed up data fetching.
Set up a multiple visualization data resource -- A special Data Visualization API data resource is available to fetch data for multiple data visualizations simultaneously. This data resource reduces the number of API calls and thus can speed up data fetching.
Reference -- Reference topics provide a list of roles and translatable fields for Platform Analytics dashboards.
Translatable fields in dashboard elements -- For fields that show the Translatable turned on badge, you can add translations of the field value in the Messages [sys_ui_message] table.
Platform Analytics dashboard roles -- Platform Analytics dashboards have few role restrictions. Editing rights are granted by sharing, independent of role.
Terms -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
bookmark -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
category -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
certification badge -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
dashboard -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
data visualization -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
element -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
filter -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
filter group -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
inline editor -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
library -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
tab -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
top stage -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
widget -- Dashboards in Platform Analytics and the classic environment use terms that describe how data is organized, displayed, and shared.
Data visualizations -- Data visualizations use graphics to show table, indicator, and other data. They combine and extend the functions of reports and Performance Analytics widgets from the Core UI, which they replace in Platform Analytics.
Explore -- Find any data visualization in the Platform Analytics Data Visualizations library so that you can share information about your data with stakeholders and other users to evaluate the trends with real-time data. With the appropriate role, you can also create a visualization.
Create -- See how to create data visualizations using different data sources.
Types of data visualization -- When you create a data visualization, you select the type of visualization to display. Each visualization type is suited to show different data.
Single score visualization -- Use a single score to show a value as a number or percentage. Visualize how the value compares to a target or benchmark, to track progress, or to identify areas for improvement.
Table data options for single score -- When you select a table data source for a single score visualization, the following Data configuration options are available.
Indicator options for single score -- When you select an indicator data source for a single score visualization, the following data configuration options are available.
Usage Insights options for single scores -- When you select a Usage Insights data source for a single score visualization, the following Data configuration options are available.
Single score data visualization example -- Use a single score visualization when you want to show a single value or metric, such as overall revenue or number of open incidents. The basic score visualizes a single value with a descriptive heading and date/timestamp.
Boxplot visualization -- Use a boxplot to show the median and lower and upper quartiles of numeric data along with outliers. You can also compare the distribution of different groups of this data.
Table data options for boxplots -- When you select a table data source for a boxplot visualization, the following Data configuration options are available.
Bubble visualization -- Use bubble visualizations to show multiple separate metrics on a single visualization and to answer binary questions, such as whether two fields have a relationship, and to highlight patterns.
Table data options for bubbles -- When you select a table data source for a bubble visualization, the following Data configuration options are available.
Dial visualizations -- Use a dial visualization to show where a value lies between expected minimum and maximum values. Use the dial visualization to show how a value compares to a target or benchmark, track progress, or to identify areas for improvement.
Table data options for dials -- When you select a table data source for a dial visualization, the following Data configuration options are available.
Indicator options for dials -- When you select an indicator data source for a dial visualization, the following Data configuration options are available.
Usage Insights options for dials -- When you select a Usage Insights data source for a dial visualization, the following Data configuration options are available.
Dial visualization example -- Dial visualizations show where a single value lies across a range from minimum to maximum expected values. Visually, a "needle" points to the value, and the dial is colored in for values up to the needle.
Gauge visualizations -- A gauge visualization shows where a value lies between expected minimum and maximum values. Use the gauge visualization to follow progress with color-coded value ranges.
Table data options for gauges -- When you select a table data source for a gauge visualization, the following Data configuration options are available.
Indicator options for gauges -- When you select an indicator data source for a gauge visualization, the following Data configuration options are available.
Usage Insights options for gauges -- When you select a Usage Insights data source for a gauge visualization, the following Data configuration options are available.
Gauge visualization example -- Like dials, gauges show where a single value lies across a range from minimum to maximum expected values. In addition to dial functionality, you can set colored data ranges to help users understand what the value represents.
Geomap visualizations -- A geomap visualization shows the geographical distribution of data for a world, country, region, or province/state. Use Geomaps to show table data that contains location information.
Table data options for Geomaps -- When you select a table data source for a Geomap visualization, the following Data configuration options are available.
Map sources for geomaps -- Geomap data visualizations are connected to location tables in a special map source.
Heatmap visualizations -- Use a heatmap visualization to show the relationship between two table fields or indicator breakdowns. The changes in color as you move along the axes reveal patterns in the value of one or both fields/breakdowns.
Table data options for heatmaps -- When you select a table data source for a heatmap visualization, the following Data configuration options are available.
Indicator options for heatmaps -- When you select an indicator data source for a heatmap visualization, the following Data configuration options are available.
Heatmap visualization example -- The heatmap data visualization shows the relationship between two table fields or indicator breakdowns as a spectrum of shading between two colors. The changes in color as you move along the axes reveal patterns in the value of one or both fields or breakdowns.
Horizontal and vertical bar visualizations -- Use bar visualizations to show information in segments that are proportional to the values they represent. Vertical bar and horizontal bar visualizations compare numeric values that represent either nominal or ordinal data.
Table data options for bar visualizations -- When you select a table data source for a horizontal or vertical bar visualization, the following Data configuration options are available.
Indicator data options for bar visualizations -- When you select an indicator data source for a horizontal or vertical bar visualization, the following Data configuration options are available.
Usage Insights options for bar visualizations -- When you select a Usage Insights data source for a horizontal or vertical bar visualization, the following Data configuration options are available.
Following filters per metric -- If you are showing multiple metrics in a horizontal or vertical bar visualization, you can have filters on a dashboard apply only to specific metrics.
Bar visualization examples -- Bar visualizations enable you to show the comparative size or frequency of different categories or groups, for example, sales in different regions or over different periods of time.
Horizontal bar visualization example -- Horizontal bar visualizations enable you to show the comparative size or frequency of different categories or groups, such as incident priority or sales group. You can also add a group by or stack by to a bar visualization, such as the assignment group.
Vertical bar visualization example -- Vertical bar visualizations enable you to show the comparative size or frequency of different categories or groups, for example, sales in different regions or over different periods of time. The X axis of a vertical usually shows a numerical value such years or date ranges, age ranges, or salary ranges.
Pie and donut visualizations -- Use pie, donut, and semi-donut visualizations to compare the size of parts of a data set to the whole. The segments of these visualizations should total to 100%.
Table data options for pies and donuts -- When you select a table data source for a pie or donut visualization, the following Data configuration options are available.
Indicator options for pies and donuts -- When you select an indicator data source for a pie or donut visualization, the following Data configuration options are available.
Pie visualization example -- The pie data visualization uses a circular shape to show the proportion or percentage of different categories or groups. Each part of the circle (or "slice") represents a different category or group, and the size of each slice is proportional to the size of the group or category it represents.
Donut visualization example -- The donut visualization uses a hollow circular shape to show the proportion or percentage of different categories or groups. The semi-donut visualization does the same job as the donut using a semicircle instead of a full circle.
Pareto bar visualizations -- Use a Pareto bar visualization to Identify the most important dimension in a large set of dimensions. Pareto bar visualization columns show data in descending order. A line shows the cumulative percentage.
Pivot table visualizations -- Create a pivot table visualization to summarize large data sets by breaking them down by multiple dimensions in a single table. Cells show each row and column value combination and can also show subtotals.
Table data options for pivot tables -- When you select a table data source for a pivot table visualization, the following Data configuration options are available.
Indicator options for pivot tables -- When you select an indicator data source for a pivot table visualization, the following Data configuration options are available.
Usage Insights data options for pivot tables -- When you select a Usage Insights data source for a pivot table visualization, the following Data configuration options are available.
Pivot visualization example -- Pivot tables show multiple dimensions or variables of a data set. This visualization displays separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the upper left.
Time series visualizations -- Show changes in data over time. Use different time series visualizations to emphasize different aspects of the data, such as trends or individual values.
Use cases for time series types -- Time series visualizations can emphasize the trend in the data or specific changes in the data. They can show one data source or compare several related data sources.
Table data options for time series -- The following Data configuration options are available for all time series type visualizations of table data.
Indicator options for time series -- The following Data configuration options are available for all time series type visualizations of indicator scores.
Forecasting in time series -- If a time series visualization is configured to show forecasts, you can configure the forecasts for that visualization.
Forecast methods -- If a time series visualization is configured to show forecasts, you can configure the forecasts for that visualization.
Automatic selection of forecast methods -- If a time series visualization is configured to show forecasts, you can configure the forecasts for that visualization.
Default forecast period lengths -- If a time series visualization is configured to show forecasts, you can configure the forecasts for that visualization.
Multiple metrics in time series -- If you are showing multiple metrics in a time series data visualization, you can set the group by, visualization type, and Y-axis scale for each metric. You can also have filters on a dashboard apply only to specific metrics.
Time series example -- Time series visualizations show the changes in data over time. This example starts with a single indicator data source and adds more complexity.
List visualizations -- Create a list of table records that can be drilled down to from chart interactions. List visualizations display table data in columns. By default, the columns match the default list view of the table.
Create a list visualization with variable columns -- You can create a list visualization with variables columns based on a data source or table that has variables associated with it. For example, if an item has a variable called Storage, you can create a list report that has a column for the values in this variable.
Indicator Scorecards -- The Indicator Scorecard component enables users to visualize and compare data between multiple Performance Analytics indicators. It highlights the information regarding the last score collected, the change from the previous data point, the trend over time, and the value of the target to achieve.
Indicator Scorecards -- The Indicator Scorecard component enables users to visualize and compare data between multiple Performance Analytics indicators. It highlights the information regarding the last score collected, the change from the previous data point, the trend over time, and the value of the target to achieve.
Create a data visualization from a list -- You can create a Platform Analytics vertical bar or pie data visualization from inside a Core UI list. If you have a data visualization role, you can save, share, export, or duplicate the visualization.
Share, edit, or delete -- See how to edit, share, duplicate, and delete Platform Analytics data visualizations, along with other common tasks. Most tasks are launched from the same menu.
Edit a data visualization in an inline dashboard -- You can create and edit a data visualization from within the inline dashboard editor. Not all the options are the same as in the Visualization Designer. You can move between the inline editor and the Visualization Designer.
Add a dashboard data visualization to the library -- To make a data visualization on a dashboard reusable, or to be able to edit it in the Visualization Designer, add it to the data visualization library.
Duplicate a visualization on a dashboard -- Duplicate a visualization so that you can use aspects of the source in a copy of the visualization while on the dashboard it sits on.
Share a visualization -- Share a visualization to provide view or edit permissions to users, groups, or roles. A user can access a shared visualization in any workspace on the original instance.
Manage data visualization access -- Share a visualization to provide view or edit permissions to users, groups, or roles. A user can access a shared visualization in any workspace on the original instance.
Data visualization sharing reference qualifiers -- Share a visualization to provide view or edit permissions to users, groups, or roles. A user can access a shared visualization in any workspace on the original instance.
Export a data visualization -- Export individual data visualizations to various formats and sizes. Download the exports or share them over email.
Schedule exports -- Automate the export and mailing of data visualizations. Help colleagues build presentations, share information with external users, or track data over time.
Bookmark a visualization -- Bookmark a visualization so that you can find it easily in the Data Visualizations library.
View -- A dashboard viewer has several ways to affect what a data visualization shows in runtime.
Selecting a group-by value -- A viewer of a data visualization can select the value for grouping the data in the visualization.
Refreshing a data visualization -- A viewer of a data visualization can refresh that data visualization without refreshing the page or having editing rights.
Download a data visualization from a dashboard -- As a viewer, download individual data visualizations from a dashboard or the Visualization Designer. Output formats differ between Lists and other data visualizations. The available output formats are CSV, Excel, PNG and JPEG.
Configure -- Learn about advanced configuration options in depth. While most configuration options are discussed only in the context of creating a data visualization of a given type, these options are more complex and have characteristics shared across all visualization types.
Selecting data sources -- The key purpose of a data visualization is to show data. Thus, one of the most important steps in creating a data visualization is to select the source of the data to show.
Select a table data source -- Select a table whose records you want to display. Filter by predefined or custom conditions. Preview a list of records.
Select an indicator data source -- Select a Performance Analytics indicator (KPI) to display in your data visualization. You can filter the indicator scores by breakdowns.
Select a WDF data source -- Select Performance Analytics Workflow Data Fabric (WDF) values to display in your data visualization. You can filter the indicator scores by breakdowns.
Usage Insights data sources -- You can show metrics related to Usage Insights in a data visualization component. The available metrics depend on the visualization type.
Multiple data sources -- Some visualization types support multiple data sources, while others do not. If your data visualization supports multiple data sources, the data sources must all be of the same type: all tables, all indicators, or all another type.
Example: Visualization with two data sources -- Some visualization types support multiple data sources, while others do not. If your data visualization supports multiple data sources, the data sources must all be of the same type: all tables, all indicators, or all another type.
Filter data visualizations with the condition builder -- Use the condition builder to help you create a custom filter for a visualization based on table data. You can save filters as predefined conditions for other visualizations based on the same table.
Add a dynamic JavaScript filter -- Add a dynamic JavaScript statement for evaluation as part of a report visualization's filter criteria.
Related list conditions example -- Related list conditions enable you to include a relationship with another table in the filter.
Configure a data visualization to follow filters or not -- Data visualizations follow filters by default. A data visualization follows filters in the same dashboard tab as itself or above the tabs. Data visualizations either follow all such tabs that target their data sources, or none.
Dot-walking from reference fields -- Dot-walking provides access to fields on extended, or related, tables, enabling you to create data visualizations on fields from those tables.
Dot walk fields in Visualization Designer -- Learn how to dot walk table fields in a data visualization of table data. See how to start from a parent table, such as Task, and dot walk to include data from extended tables, such as Indicator and Problem.
Chart interactions in a data visualization -- You can set what occurs when a user interacts with a visualization, such as by selecting a bar column. Possibilities include navigating to a URL, opening another data visualization, and filtering all visualizations on the dashboard by the selected value.
Configure visualization interactions -- Select what happens when a viewer interacts with a section of a data visualization that you are editing.
Data views for different data sources -- When the chart interaction for a data visualization is set to Go to data, interacting with a data value on the visualization opens different pages depending on the data source.
Questions in data visualizations -- You can group or filter table data in data visualizations by questions. The table must support questions.
Use questions in data visualizations -- You can group or filter table data in data visualizations by questions. The table must support questions.
System tables in data visualizations -- System tables are excluded from data visualizations by default. However, you can exempt system tables from the prohibition. Some system tables are exempt from the restriction by default. Be very careful when creating data visualizations on these system tables.
Colors in data visualizations -- Depending on the data visualization, you can select different colors: a fixed color for each Group by element, a predefined color palette, a spectrum spanning high and low values, or a single color.
Create coloring rules for data visualizations -- Depending on the data visualization, you can select different colors: a fixed color for each Group by element, a predefined color palette, a spectrum spanning high and low values, or a single color.
Domain separation and data visualizations -- Domain separation is supported for data visualizations and relates to the data visualizations themselves and which data is visible. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Reference -- Reference topics provide information on roles, variables, and other information for working with data visualizations.
Indicator management and Performance Analytics -- Indicator data sources are created and managed through the architecture of the Performance Analytics application. This functionality is now part of Platform Analytics administration.
Data Visualization roles -- There are several roles associated with the Visualization Designer and Visualization Library. Roles limit what users can do with visualizations.
Data visualization tables -- The following tables relate to Platform Analytics data visualizations and can be accessed through scripts.
Filters -- Filter lists and data visualizations on an inline or technical dashboard. Filter by possible data value or text, by whether the value is true or false, or by date.
Put a filter on an inline dashboard -- Create a filter or select one from the filter library. When creating a filter, name it, and choose whether to create a single select, multiple select, date, or true/false filter.
Use the Filter Designer -- Create a Platform Analytics filter in the Filter Designer and add it to the library for reuse.
Create a filter group -- Create a set of filters that you can apply simultaneously. When you have multiple filters, applying them all together can be faster than applying them separately.
Create a filter on a technical dashboard -- To filter data visualizations and simple lists in a technical dashboard, add a filter component in UI Builder and configure event handlers.
Make a data visualization act as a filter -- You can set a data visualization to act as a filter on a dashboard that contains it. Only table or indicator data can be so filtered.
Select or cascading filters -- Let users filter a dashboard tab on one or more values from a set of choices, such as incident priority. You can have a single or multiple select filter follow another filter in a cascade.
Set many-to-many filters -- In some cases, values on a pair of filters can refer to multiple values on each other. For one such filter to follow another, it must go through a connecting table.
Create a hierarchical filter -- If a record hierarchy is defined for a table that is used as a filter source, you can create a single or multiple select filter that follows that hierarchy. The Manager hierarchy on User [sys_user] is the typical use case.
True/False filters -- Let users filter on true/false fields and breakdown elements. For example, you can enable users to choose only the incidents where the Active field is set to true.
Date filters -- Let users select predefined periods or specify custom start and end dates for the data on a dashboard tab.
URL filter parameters for dashboard filters -- URL filter parameters enable users to encode filter selections directly in dashboard URLs, allowing bookmarkable, shareable dashboard states with automatically apply filters. The URL parameter is called unifiedFiltersParam and is appended as a path segment after the dashboard sys_id.
Domain filters -- Create a domain filter so that you can filter data visualizations on domains in a domain-separated instance. Domain filters enable the user to see data associated with one or more domains.
Domain list and domain configuration filters -- Create a domain filter so that you can filter data visualizations on domains in a domain-separated instance. Domain filters enable the user to see data associated with one or more domains.
Edit filters on dashboards -- When you highlight a filter on a dashboard that you have put into edit mode, you have several editing options depending on whether the filter is local to the dashboard or saved in the library.
Troubleshoot breakdown filters -- In Platform Analytics experience, it's not possible to do extend the functionality of a migrated breakdown filter that doesn't have an associated indicator.
Filter tables -- The following tables relate to Platform Analytics filters and can be accessed through scripts.
Indicator library -- The indicator library lists all the Performance Analytics indicators or KPIs to which you have access. Users who can create or edit indicators or Performance Analytics collection jobs have additional information.
Create an indicator from the library -- From the indicator library, you can launch a process to create different kinds of indicators from different sources
Library recommendations -- Library recommendations help you maintain healthy analytics ecosystems. The recommendations surface problematic analytics resources for you to clean up, making it easier for analysts to find the resources they need.
Installed jobs, tables, and properties -- Several types of components are installed with activation of the plugin, including tables, properties, and scheduled jobs.
Creating Platform Analytics pages -- You can either create a new workspace with preconfigured Platform Analytics pages in App Engine Studio, or add Platform Analytics pages to your own workspace.
Platform Analytics in App Engine Studio -- The App Engine Studio includes a prebuilt workspace that you can add to an application. This workspace includes an Analytics Center page, along with the pages that the Analytics Center links to.
Add a dashboard to a page -- You can add either a technical dashboard or one made in the inline editor to a page you built from the Dashboards page template. Configure the dashboard component on that page.
Dashboard component events -- Select event handlers to configure the actions (events) provided with the dashboard component.
Configure custom redirection from a dashboard component -- If you have created a page in your workspace from the Dashboard page template, you can customize the on-click redirection from the dashboard component on that page. The inline dashboard that this component displays will follow the custom redirection.
Dashboard URL parameter delegation -- The Delegate URL params property enables UIB pages containing dashboard components to control how URL parameter updates are handled. Doing so enables custom navigation logic for embedded or workspace scenarios.
Configure dashboard URL parameter delegation -- The Delegate URL params property enables UIB pages containing dashboard components to control how URL parameter updates are handled. Doing so enables custom navigation logic for embedded or workspace scenarios.
Pass global filters to the dashboard page template -- Global filters are sent to the dashboard to serve as filters for the visualizations within the dashboard. These filters are merged with existing filters in the dashboard.
Configure dashboard data broker -- Activate the Dashboard data broker preset and configure the data broker to potentially speed the loading of dashboards by prefetching some data.
KPI Details -- KPI Details page enables you to delve into the information inside your Performance Analytics indicators (KPIs).
Exploring -- KPI Details is an exploratory view of indicators, used for more detailed analysis. It lets you see trends, predictions, breakdowns, and associated records for a specific indicator.
View KPI Details -- From a list of indicators, select an indicator to open its KPI Details page.
Examining indicators -- The KPI Details feature enables you to delve into the information behind your key performance indicators. Apply forecasts, trends, targets, and thresholds. Filter by breakdown element or apply time series aggregations.
View contributing indicators -- If you’re viewing a formula indicator in KPI Details, you can list the contributing indicators to that formula. Depending on the KPI Details configuration, you can open the contributing indicators in KPI Details.
View and work with records -- You can view the list of records underlying an indicator score. You can create a record, edit individual records, or compare records. You can also export the list of records.
View or edit a record -- You can view the list of records underlying an indicator score. You can create a record, edit individual records, or compare records. You can also export the list of records.
Compare records -- You can view the list of records underlying an indicator score. You can create a record, edit individual records, or compare records. You can also export the list of records.
Record list actions -- You can view the list of records underlying an indicator score. You can create a record, edit individual records, or compare records. You can also export the list of records.
Chart options -- The KPI Details Chart options menu enables you to show, hide, or change aspects of an indicator visualization. Selected chart options persist per user for each indicator. Chart options are divided into analysis, time series, and chart type options.
Select time aggregation -- You can aggregate changes in indicators into discrete time intervals. A time aggregation consists of an AVG or SUM function combined with a time series, such as By quarter.
Configure trend for a Data snapshots indicator -- Select a calendar and period by which to aggregate scores on the chart. You can also choose whether to include scores from incomplete periods.
Filter indicator scores -- Apply breakdowns and elements to filter classic and Data snapshots-enabled indicators. The filter controls are in the KPI Details sidebar.
Aggregate score of multiple elements -- Apply breakdowns and elements to filter classic and Data snapshots-enabled indicators. The filter controls are in the KPI Details sidebar.
Filter Data snapshots indicator scores -- Filter native Data snapshots indicators by the fields on their Data snapshots sources. For fields that refer to tables with report hierarchies, roll up scores to the parent field.
Access indicator record or scoresheet -- In KPI Details, the More actions menu lets you open the record or the scoresheet of the indicator you are viewing.
Targets and thresholds -- Targets are goals your organization wants to achieve. They show the difference between the desired and actual scores of an indicator on a certain date. Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.
Create a target -- You can set target values for indicators that apply only to specific breakdown elements and time series aggregations. The target starts to apply at a selected date and continues to apply until you set the next target. You can set a date on which you expect to reach the target, and set a new target then.
Edit multiple targets -- Retroactively change one or more existing targets from their start date instead of ending them and starting new targets from a later date. You can edit multiple targets to have the same value, the same change in value, or the same date.
Subscribe users to Data snapshots indicator target -- If you have targets set on a native Data snapshots indicator, you can specify users to receive emails about that target. Your instance must be configured to send emails.
Create, modify, or delete thresholds -- Add, modify, or delete personal thresholds. With the required roles, you can also add, modify, and delete thresholds for all users.
Targets for multiple breakdown elements -- Select multiple breakdown elements in the KPI Details target configuration panel. Add the same target to each element. This target can be an improvement on a baseline instead of an absolute value.
Responsibility for indicator targets -- A user can be responsible for targets on one or more Performance Analytics indicator/breakdown combinations (KPIs). Responsible users are expected to track progress towards the targets and can change the targets on their KPIs.
Assign responsibility for targets -- A user can be responsible for targets on one or more Performance Analytics indicator/breakdown combinations (KPIs). Responsible users are expected to track progress towards the targets and can change the targets on their KPIs.
Reference -- View system properties associated with KPI Details. See also how UUIDs are formed.
KPI Details Performance Analytics properties -- KPI Details supports several Performance Analytics properties. These system properties control the behavior of Performance Analytics elements in the context of KPI Details.
KPI Details UUIDs -- Every combination of breakdowns, elements, a time series aggregation, and a domain that you specify for an indicator has a unique identifier (UUID). To understand how the KPI Details and KPI Signals applications work, you should understand how these UUIDs are constructed.
KPI Signals -- KPI Signals notifies you when the behavior of a process changes significantly. This feature applies standard statistical Process Behavior Charts to Performance Analytics indicators.
Explore -- KPI Signals notifies you when the behavior of a process changes significantly. This feature applies standard statistical Process Behavior Charts to Performance Analytics indicators.
Signal, no signal, and anti-signal -- When KPI Signals detects abnormal variation in the scores of a KPI, it generates a signal. When KPI Signals does not detect abnormal variation for a significant amount of time, it generates an "anti-signal." The anti-signal lets you know that your workflow is under control.
View KPI Signals -- Access KPI Signals from the KPI Details page.
Configure -- Activate KPI Signals for an indicator and set up signal detection and notifications. Assign responsibility for receiving and handling KPI Signals notifications for an indicator.
Monitor an indicator -- KPI Signals does not monitor indicators by default. You activate monitoring for individual indicators. When you activate KPI Signals for an indicator, you make yourself a responsible user for that indicator.
Configure signal detection -- You can set the start date of the current baseline calculation, the number of scores used to calculate the baseline, and the trend method. You also can deactivate or reactivate KPI Signals monitoring for a KPI.
Configure responsibility for KPI Signals -- Besides security access, a user needs a level of responsibility to act on a signal. Responsibility is granted for individual indicator/breakdown element combinations (KPIs) that the KPI Signals application monitors.
Assign responsibility for signals -- Besides security access, a user needs a level of responsibility to act on a signal. Responsibility is granted for individual indicator/breakdown element combinations (KPIs) that the KPI Signals application monitors.
Configure signal notifications -- As a responsible user, you receive email reminders about signals that have not been resolved. You can configure how frequently you get these reminders and the maximum number of reminders to get for a signal.
Configure signals for breakdown elements -- Configure signal detection and assign responsibility for multiple breakdowns and breakdown elements on one indicator.
Signal detection jobs -- The KPI Signals application includes jobs that detect signals automatically. These jobs run so responsible users can be notified of new signals without opening the application. The job for signals on formula indicators requires scheduling.
Schedule signal detection for formula indicators -- The KPI Signals application includes jobs that detect signals automatically. These jobs run so responsible users can be notified of new signals without opening the application. The job for signals on formula indicators requires scheduling.
Use -- When a responsible user receives a signal notification, they either dismiss the signal or reset the baseline.
Reset baseline or dismiss signal -- When you get a signal that abnormal variation has occurred, either dismiss the signal or recalculate the parameters.
Reference -- Resources shared across all features and applications in the Platform Analytics experience
Data caching in Platform Analytics -- Data caching can help data visualizations load faster by reusing older responses when available. Users can always get the latest data by refreshing the dashboard manually.
Platform Analytics roles -- Platform Analytics has both unique roles and roles from other applications that apply to it.
Platform Analytics tables -- The following tables relate to Platform Analytics data visualizations and dashboards and can be accessed through scripts.
Platform Analytics UI artifacts -- Core UI and Next Experience UI artifacts are located under Platform Analytics Administration. Users with the admin role can navigate from these components to the associated tables.
Now Assist in Platform Analytics -- Platform Analytics includes several applications that leverage AI to generate insights into data.
AI Data Explorer -- AI Data Explorer is your AI-companion for instant insights and deep data explorations. Ask quick questions, receive tailored recommendations, and collaborate with AI and your colleagues to build long-term analysis.
Explore -- AI Data Explorer is your AI companion for instant insights and deep data explorations. Ask quick questions, receive tailored recommendations, and collaborate with AI and your colleagues to build long-term analysis.
Configure -- Activate the AI Data Explorer skills. If necessary, you can disable AI Data Explorer on specific workspaces.
AI Data Explorer implementation checklist -- Complete these steps to enable AI Data Explorer and verify that the semantic layer is configured correctly for your organization.
Activate skills -- Enable AI Data Explorer skills under Now Assist skills for Data and Analytics to give users AI-assisted, shared spaces to explore data.
Activate record-level analysis -- Get more detailed answers based on the content of individual records to provide more meaningful insights.
Deactivate indicator support -- AI Data Explorer supports indicators as data sources by default. If you do not want the application to use indicator data on your instance, you can turn this support off.
Remove entry points from a workspace -- If you don't want data visualizations in a specific workspace to have an entry point for AI Data Explorer, add the workspace to the PAAI Canvas Workspace Configs table.
Common issues and fixes -- Use Query Generation logs to inspect failed or incorrect queries and identify common issues with AI Data Explorer responses.
Use -- Create "explorations"—editable documents where you analyze data with the help of AI. Set goals to guide smarter follow-up suggestions. Refine responses and add your own input. Collaborate easily with others and make data-informed decisions faster.
Launch AI Data Explorer -- You can launch AI Data Explorer from either unified navigation or a data visualization or list . If you have the right role, you can create an exploration.
Questions and responses in an exploration -- Ask the AI specific questions in AI Data Explorer, to which it responds with data visualizations, a summary, and suggested follow-up questions.
Indicator vs Table data source selection -- After you submit a query to AI Data Explorer, the system checks the query for information whether to use table or indicator data. If there is no such information, it falls back on a default set in a system property.
Extended analysis -- Generate a deeper level of analysis that can reveal new insights, enabling you to make more informed decisions.
Refresh a response with new data -- Look at the age of the response to a question in an AI Data Explorer exploration. Then regenerate the response with fresh data.
Change the question -- Edit a question in an AI Data Explorer exploration and submit it to overwrite the original response.
Regenerate a response -- Change the filter conditions for a table source or data visualization parameters for an indicator source. Then regenerate a response with updated visualizations.
Duplicate, delete, copy, or move an answer -- Duplicate, delete or reorder an individual question and response from inside an exploration. Yiou can also copy a response to another exploration.
Setting exploration goals -- Help Now Assist understand your intent and what you hope to get from the data exploration by setting a goal for an exploration. The goal can improve the relevance of AI outputs.
Write or edit text in an exploration -- Edit text that the AI generated, or share your thoughts in AI Data Explorer by adding text to an exploration.
Add an existing visualization to an exploration -- You can add a data visualization or a list to a new or existing AI Data Explorer exploration from a dashboard, the data visualization library, or other areas of your workspace.
Summarize an exploration -- Use AI to generate a summary of an exploration. If you update the exploration, you can regenerate the summary.
Duplicate an exploration -- Create multiple copies of a AI Data Explorer exploration to repeat analyses, give yourself editing rights without affecting the original, or experiment with multiple variations of an exploration.
Share and collaborate on an exploration -- Work with others to generate, discuss, refine, and follow up on insights related to a shared project, concern, or goal.
Open an existing exploration -- In AI Data Explorer, you can open any exploration that you own or that has been shared with you.
Delete an exploration -- Authorized users can delete an exploration in several ways.
Reference -- Reference topics provide additional information about the roles and tables in AI Data Explorer. They also describe how AI Data Explorer supports domain separation.
Roles and tables installed with AI Data Explorer -- Reference information for roles and tables installed when you activate AI Data Explorer. Use this information to understand permissions and metadata storage for explorations.
Domain separation support for AI Data Explorer -- If any conkeyrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file.In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conkeyref at the end that describes domain separation.Domain separation is supported for AI Data Explorer. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Dashboard Summary -- The Dashboard Summary is your AI companion for instant insight into Platform Analytics dashboard content to help users understand their data and uncover meaningful patters for decision making. The Dashboard summary is available with any Now Assist application.
Explore -- The Dashboard Summary is your AI companion for providing instant insights into your dashboards.
Configure -- Activate the Dashboard Summary skills.
Configure Now Assist skill -- Dashboard summarization skills are enabled by default when the Dashboard Summary plugin is installed. Configure Now Assist access to these skills under Now Assist skills for Data and Analytics to give users AI-assisted dashboard context.
Use -- Enable users of Platform Analytics experience dashboards to generate summaries of a dashboard's content using AI.
Summarize a dashboard -- Enable users of Platform Analytics experience dashboards to generate summaries of a dashboard's content using AI.
Platform Analytics in the Now Assist panel -- Generate and export Platform Analytics artifacts from conversational interactions. For example, ask for information about the number of open incidents and get a single-score data visualization. Then export that visualization as a PDF file, all in the Now Assist panel.
Explore -- Generate and export Platform Analytics artifacts from conversational interactions. For example, ask for information about the number of open incidents and get a single-score data visualization. Then export that visualization as a PDF file, all in the Now Assist panel.
Configure -- Activate the skills for generating and exporting Platform Analytics dashboards and data visualizations from conversations in the Now Assist panel.
Activate data visualization generation -- Give users generative AI capabilities for creating data visualizations from the Now Assist panel by activating the data visualization generation skill.
Dashboard and visualization export skill -- Give users generative AI capabilities for creating data visualizations from the Now Assist panel by activating the dashboard and visualization export skill.
Generate visualizations -- Request generative AI to create a visualization of data that you want to see. If you are on a dashboard that you can edit, you can add the visualization to that dashboard.
Guidelines and example questions -- This section shows guidelines and some typical questions that you could ask in the Now Assist panel to generate data visualizations.
Limitations -- While data visualization generation is designed to handle a wide range of queries and scenarios, certain cases are not supported or only partially supported.
Export dashboards and visualizations -- Export or schedule the export of dashboards and data visualizations conversationally through AI instead of going through the Platform Analytics user interface.
Supported export output types -- The dashboard and visualization output skill supports the same outputs for the same data visualizations as Platform Analytics generally.
Export destinations -- When you export a dashboard or data visualization in the Now Assist panel, you have to specify the destination.
Limitations -- The dashboard and visualization export skill supports only some dashboards for export. Requests for export are not always recognized or understood correctly.
Export guidelines and examples -- In your prompts for the dashboard and visualization export skill, you can describe the export you want with a variable amount of detail. You are prompted for any necessary information that is missing. Before the export runs, you are asked to review the request, giving you a chance to change any options.
Reference -- Information about the roles, tables, and scheduled jobs included with the data visualization generation and dashboard and visualization export skills.
Data visualization generation roles -- Several types of components are installed with activation of the plugin, including tables, user roles, and scheduled jobs.
Query Generation -- Query Generation is a shared backend that Now Assist in Platform Analytics applications use to translate plain language user questions into database queries.
Explore -- Query Generation is an AI-powered service that translates user questions into an executable query and returns the results. An executable query contains the data source, filter, aggregation, and visualization instructions that best answer the user's question. The results include a textual summary, a data visualization, and suggestions for follow-up.
Configure -- Select the tables that are subject to Query Generation.
Query Generation skills -- Query Generation skills enable users to ask questions in Now Assist in Platform Analytics applications and receive answers.
Add a table to the semantic data layer -- Add more tables to the Query Generation semantic layer so that users can use Now Assist in Platform Analytics applications to ask questions about the data in those tables.
Add a batch of tables to the semantic layer -- Add more tables to the Query Generation semantic layer so that users can use Now Assist in Platform Analytics applications to ask questions about the data in those tables.
Enable generation for tables in the semantic layer -- Tables can be included in the semantic table configuration but have semantic generation turned off. Enable semantic generation to include that table in Query Generation. Deactivate irrelevant data to improve results.
Enabling access to protected scope apps -- AI Data Explorer and Query Generation require additional security configuration to access tables in protected scopes such as Human Resources or Employee Profile scopes.
Create ACLs for protected scopes -- Create Access Control Lists (ACLs) in protected scopes to enable AI Data Explorer and Query Generation to access tables within those scopes.
Approve RCA records -- Approve automatically generated Restricted Caller Access (RCA) records to enable AI Data Explorer and Query Generation to fetch data from tables in protected scopes through API calls.
Tuning the semantic layer -- The semantic layer maps natural language questions to ServiceNow AI Platform tables and fields. Tune the semantic layer to improve AI Data Explorer accuracy for your organization's terminology and data structure.
Health page -- The health page shows the state of the Now LLM and AI Search, along with the states of Query Generation system properties, enabled products, and dependency plugins.
Customizing semantic metadata -- Semantic metadata — descriptions, labels, and usage instructions — control how Query Generation interprets natural language questions. Customize these metadata to improve accuracy for your organization's terminology and data.
Customize entity descriptions for the semantic layer -- Create custom entity descriptions in the Semantic Table Configuration table so that customizations can be transferred between instances via update sets.
Customize column descriptions and usage instructions -- Create custom column descriptions and usage instructions in the Semantic Column Configuration table so that customizations can be transferred between instances via update sets.
Database views for cross-table data -- Database views combine fields from multiple tables into a single queryable entity. Add views to the semantic layer to answer cross-table questions in one query instead of requiring separate questions.
Segments -- Segments are predefined filter conditions that map business terminology to specific query filters, helping the semantic layer translate natural language questions into accurate database queries.
Guidelines for segments -- Follow these suggestions to help you use segments in the semantic layer effectively.
Create a manual segment -- Manual segments are admin-created saved searches with friendly names that bridge natural language questions and database filters for the Query Generation semantic layer.
Manual segment data model and sync behavior -- Manual segments use a two-table data model with automatic synchronization between the configuration table and the runtime table used for search operations.
Shipping manual segments via plugins -- Business unit application developers can ship manual segments with their applications to provide domain-specific saved searches that work from the moment the app is installed.
Reference -- A list of Now Assist applications that come with Query Generation and the tables, jobs, and logs included in Query Generation.
Supported chart types -- Query Generation and the applications that use it to generate data visualizations support these visualization types.
Supported query operations -- The following encoded query operators are supported for creating context objects.
Logs -- Every call to a Query Generator and its results are logged in the Query Generation Log [sn_query_gen_log] table.
Included roles, tables, and jobs -- Several types of components are installed with Query Generation, including tables and scheduled jobs.
Properties -- The properties included with Query Generation apply to segments. They define whether the record or indicator that is the basis for a segment has been recently used or changed.
Terms -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
Analytics Assist -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
automated segment -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
dimension -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
entity -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
executable query -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
exploration -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
exploration creator -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
exploration goal -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
exploration participant -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
exploration viewer -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
extended analysis -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
facts table -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
LLM (large language model) -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
manual segment -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
Now Assist Explorer -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
Query Generation -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
segment -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
semantic description -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
semantic label -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
semantic layer -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
semantic usage instructions -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
utterance -- Now Assist in Platform Analytics uses terms that describe AI-assisted data exploration, query generation, and the semantic layer that connects natural language questions to instance data.
Performance Analytics (Indicator data sources) -- ServiceNow Performance Analytics is an in-platform process optimization solution that utilizes indicators (KPIs) to answer key business questions. Performance Analytics can help increase quality and reduce the costs of service delivery.
Explore -- Review the use cases, components, and architecture for indicator data sources and begin to implement indicators.
Concepts -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
Try out Complimentary Performance Analytics for Incident Management -- Complimentary Performance Analytics for Incident Management is a limited version of Performance Analytics that is included in the base system, enabling you to become familiar with the functionality. Subscribe to Performance Analytics for complete functionality.
Planning your indicators -- Before creating an indicator, clarify what goals you wish to attain with the indicator.
Performance Analytics data flow -- Before you get started with Performance Analytics, understand how the data flows through the platform, ultimately resulting in your ability to visualize process improvements.
Performance Analytics architecture -- Before using Performance Analytics, familiarize yourself with how the layers of architecture take you from raw database entries to insightful visuals on dashboards.
Configure fundamentals -- Create and configure indicators and breakdowns. Collect data. Display calculated indicator scores.
Design your indicator solution -- KPI Composer ensures that your performance management strategy aligns with business goals and has support from executive sponsors. Use KPI Composer to bridge the gap between defining your performance measurement strategy and the realization of that strategy from within Performance Analytics. Start with your business goals and plan all your components through indicators up to the final dashboard.
Access to KPI Composer -- The level of access to KPI Composer determines whether a user can create, edit, or only view a KPI Composer project. It also determines which projects a user can access and whether they can access the underlying records or only the UI.
KPI Composer projects -- KPI Composer is based on projects. Each project in KPI Composer consists of Key Performance Indicator (KPI) trees and the functional and technical definitions of all artifacts within those trees. You can create multiple projects.
Define properties for a project -- In the Project Properties, you can associate knowledge articles, owners, and contact persons with the project.
Add personas to a project -- Each project has several personas with different roles in the Performance Analytics solution that you are designing. A persona is a role within your company, such as service desk manager or service owner.
Group data by breakdown definitions -- Each project can have a set of breakdown definitions that you can use to group the data in KPIs. These breakdown definitions provide the specifications for Performance Analytics breakdowns that you eventually create.
Define a breakdown -- Each project can have a set of breakdown definitions that you can use to group the data in KPIs. These breakdown definitions provide the specifications for Performance Analytics breakdowns that you eventually create.
Share a KPI Composer project -- You can share a KPI Composer project that you own or that you are responsible for. You can provide the user with either read-write or read-only access.
Export a KPI Composer project -- To copy a KPI Composer project between instances, first export the project as a JSON file.
Analysis and the KPI tree -- In the Analysis tab of KPI Composer, design your KPI tree. Specify your business goals, their associated critical success factors, and the measurement related to those factors. Chart the logical relationship between these factors and the personas who are responsible for them.
Add artifacts to a KPI tree -- In the Analysis tab of KPI Composer, design your KPI tree. Specify your business goals, their associated critical success factors, and the measurement related to those factors. Chart the logical relationship between these factors and the personas who are responsible for them.
Artifact properties -- In the Analysis tab of KPI Composer, design your KPI tree. Specify your business goals, their associated critical success factors, and the measurement related to those factors. Chart the logical relationship between these factors and the personas who are responsible for them.
Cross-project library elements -- Library elements are single artifacts or trees of artifacts that you can reuse in multiple projects.
Create a library element -- Convert an artifact and its children in a KPI tree into a KPI Composer cross-project library element.
Use a library element -- Add a library element to a KPI tree in any KPI Composer project.
Edit or delete a library element -- You can add artifacts to a library element, or convert a library element back to project-based artifacts. You can also edit the data definitions of artifacts in a library element.
Library element properties -- You can add artifacts to a library element, or convert a library element back to project-based artifacts. You can also edit the data definitions of artifacts in a library element.
Create an indicator definition -- You can create a new KPI Composer indicator definition directly from the relevant artifact in the Data Definition tab. Fill the indicator definition with the necessary information for creating a Performance Analytics indicator.
Add contributing indicators -- You can create a new KPI Composer indicator definition directly from the relevant artifact in the Data Definition tab. Fill the indicator definition with the necessary information for creating a Performance Analytics indicator.
Reviewing your project -- Summarize both the created KPI Composer project artifacts and the planned Performance Analytics components. Validate the contents of your project. Generate the tasks to build the planned Performance Analytics components.
Generating tasks in KPI Composer -- For each KPI Composer artifact in your project, you can generate a task to create an equivalent Performance Analytics element. All tasks are created with one action. The tasks are assigned automatically to the responsible group for implementing analytics.
Assign KPI Composer tasks -- For each KPI Composer artifact in your project, you can generate a task to create an equivalent Performance Analytics element. All tasks are created with one action. The tasks are assigned automatically to the responsible group for implementing analytics.
Generate tasks -- For each KPI Composer artifact in your project, you can generate a task to create an equivalent Performance Analytics element. All tasks are created with one action. The tasks are assigned automatically to the responsible group for implementing analytics.
Task Definition records -- For each KPI Composer artifact in your project, you can generate a task to create an equivalent Performance Analytics element. All tasks are created with one action. The tasks are assigned automatically to the responsible group for implementing analytics.
Task flows -- For each KPI Composer artifact in your project, you can generate a task to create an equivalent Performance Analytics element. All tasks are created with one action. The tasks are assigned automatically to the responsible group for implementing analytics.
Indicators -- Indicators (KPIs) define a performance measurement taken at regular intervals of a business service, an activity, or organizational behavior. These performance measurements result in a series of indicator scores over time.
Workflow for creating indicators -- Start with ServiceNow AI Platform tables and work your way up to a completed indicator with score collection that you can share on a dashboard.
Indicator sources -- Indicator sources are data sets consisting of filtered records from one table or database view.
Define an indicator source -- Indicator sources are data sets consisting of filtered records from one table or database view.
Automated indicators -- An automated indicator uses an indicator source as its data set. The indicator source specifies a table or database view, conditions for filtering records from that source, and the frequency at which you expect to display the data. The indicator applies an aggregator and optional conditions to this data.
Create an automated indicator -- To analyze the performance of a business process that is recorded in a ServiceNow table, use an automated indicator. If a suitable indicator is not provided in a Platform Analytics Solution, create a new one.
Advanced indicator settings -- To analyze the performance of a business process that is recorded in a ServiceNow table, use an automated indicator. If a suitable indicator is not provided in a Platform Analytics Solution, create a new one.
Indicators with business calendars -- To analyze the performance of a business process that is recorded in a ServiceNow table, use an automated indicator. If a suitable indicator is not provided in a Platform Analytics Solution, create a new one.
Assign and map breakdowns -- Select which breakdowns to assign to an indicator. Map which field on the indicator source references the breakdown source. If no appropriate field is available, specify a script to associate the indicator and breakdown sources.
Collect and manage a matrix of breakdowns -- Select which breakdowns to assign to an indicator. Map which field on the indicator source references the breakdown source. If no appropriate field is available, specify a script to associate the indicator and breakdown sources.
Performance Analytics snapshots -- Snapshots are the lists of records (sys_ids) that are collected at the time that the scores for those records are collected. Snapshots enable users to drill down into the records from a Performance Analytics indicator visualization.
Create an automated indicator with a wizard -- Quickly create a Performance Analytics automated indicator with breakdowns, widgets, and data collection jobs for that indicator. You still need to be trained in Performance Analytics and to have planned your KPIs to use this wizard.
Indicator creation widget options -- Quickly create a Performance Analytics automated indicator with breakdowns, widgets, and data collection jobs for that indicator. You still need to be trained in Performance Analytics and to have planned your KPIs to use this wizard.
Formula indicators -- Formula indicators use data from other indicators to calculate new metrics.
Create a formula indicator -- Calculate scores from the scores of one or more other indicators. Apply mathematical operations or a preset method, such as the method to calculate the gap between an indicator score and the indicator target.
Get analytics methods in formulas -- To insert a calculated value from the Analytics Hub into a formula, use a method in the formula.
PAFormulaUtils API -- The PAFormulaUtils API enables you to obtain a value that was calculated in the Analytics Hub and use that value as input for a formula.
getCurrentAggregateID() -- Returns the time series aggregate identifier (sys_id) from the indicator of the current formula. The sys_id is returned dynamically, as the selection in the Analytics Hub changes.
getCurrentBreakdownID() -- Returns the level 1 breakdown identifier (sys_id) from the indicator of the current formula. The sys_id is returned dynamically, as the selection in the Analytics Hub changes.
getCurrentBreakdownLevel2ID() -- Returns the level 2 breakdown identifier (sys_id) from the indicator of the current formula. The sys_id is returned dynamically, as the selection in the Analytics Hub changes.
getCurrentElementID() -- Returns the level 1 breakdown element identifier (sys_id) from the indicator of the current formula. The sys_id is returned dynamically, as the selection in the Analytics Hub changes.
getCurrentElementLevel2ID() -- Returns the level 2 breakdown element identifier (sys_id) from the indicator of the current formula. The sys_id is returned dynamically, as the selection in the Analytics Hub changes.
Prevent a contributing indicator from following breakdowns -- You can select contributing indicators in a formula to not be broken down. When a user applies a breakdown to the formula indicator, the breakdown does not apply to these indicators.
Detect indicators with no scores in a formula -- As the formula creator, you can handle contributing indicators that have null scores. First set the formula indicator to calculate the formula even when it contains a null score.
Indexing multiple indicators in a formula -- You can write a formula to measure what the gap is to the overall target of multiple, combined indicators. Such a formula indicator is called an 'index indicator'.
Effect of user time zone on start and end dates -- For formula indicators, the values of the variables score_start and score_end are calculated based on the time zone of the user who is executing the formula. If users in different time zones execute the same formula, the values of score_start and score_end change.
Manual indicators -- Manual indicators do not use scores collected from a database. Manual indicators are typically used for data that cannot be retrieved from the ServiceNow instance because it comes from an outside system, such as customer data from a third-party sales system.
Delete an indicator -- Delete unwanted or unused indicators from your instance. Deleting indicators is risky, so there are several restrictions.
Score forecasts -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Configure forecasts on an indicator -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Selecting the forecast method -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Indicator forecast periods -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Forecasting and targets -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Forecasting with time series aggregations -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Displaying indicator score forecasts -- Performance Analytics enables you to forecast future scores based on past behavior. You can forecast scores on time series widgets, time series data visualizations, KPI Details, and the Analytics Hub. Forecast scores appear as a dotted line.
Create an indicator group -- For convenience, you can organize related indicators into an indicator group. When you configure some visualizations that show multiple indicators, you can specify an indicator group instead of individual indicators.
Rounding and precision in indicators -- Indicators round fractional results using "Banker's rounding" or mathematical rounding depending on the indicator Precision.
Indicator scores in reference currency -- You can track the trends for monetary fields of the types Price, Currency, or FX Currency. The scores for an indicator based on any of these fields are collected in the Reference Currency values.
Create a unit -- You can define units in which Performance Analytics indicator scores are shown. Units can be numbers, percentages, currencies, quantities of time, or any other entity you define. The most commonly used units are provided by default.
Exclude time series from an indicator -- Some time series aggregations are inappropriate to apply to some indicators. You can exclude time series on automated, formula, and manual indicators. Excluded time series are not selectable from the Analytics Hub, KPI Details, or widgets. Other time series remain selectable.
Control access to an indicator -- You can control which user roles grant access to specific indicators. Access to an indicator is regulated in the indicator record.
Create an email notification for indicators -- Performance Analytics can automatically generate an email with the score, change %, target, and score-target gap % of one or more indicators.
Link an automated indicator to a benchmark -- To enable the comparison of indicators to ITSM and ITOM benchmarks, link an automated indicator to the corresponding benchmark KPI. A benchmark KPI can be linked to only one indicator. You can compare the linked indicators in the Analytics Hub.
Indicator breakdowns -- Breakdowns enable you to group or filter indicator scores by a qualitative attribute such as Priority, Category, or Assignment Group. You can apply a breakdown on the Analytics Hub, in KPI Details, and on dashboards.
Create a breakdown from a wizard -- Create a breakdown, breakdown source, and breakdown mappings, and associate the breakdown with indicators.
Breakdown sources -- Breakdown sources specify which unique values, called breakdown elements, a breakdown contains.
Define a breakdown source -- Specify a facts table to serve as a data source for breakdowns. External data is supported via Workflow Data Fabric tables. Apply conditions to specify the elements for this breakdown source.
Bucket groups for breakdown sources -- Bucket groups are used to recategorize data so it can be used as a breakdown, for example by grouping a range of values into discrete buckets.
Grouping field values into buckets -- Bucket groups are used to recategorize data so it can be used as a breakdown, for example by grouping a range of values into discrete buckets.
Grouping script results into buckets -- Bucket groups are used to recategorize data so it can be used as a breakdown, for example by grouping a range of values into discrete buckets.
Create a bucket group -- Bucket groups are used to recategorize data so it can be used as a breakdown, for example by grouping a range of values into discrete buckets.
Automated breakdowns -- An automated breakdown uses a breakdown source to determine selectable elements.
Create an automated breakdown -- To create an automated breakdown, select a breakdown source for it to use and apply access restrictions. Then map which field on the indicator source references the breakdown source. Finally, assign indicators to the breakdown.
Create a breakdown mapping on a breakdown record -- Specify which field on the indicator source references the breakdown source. If no appropriate field is available, specify a script to query the indicator source.
Example: Field mapping -- The Category breakdown maps the Category field on the incident table to the Incident.Category breakdown source, which references the Choices[sys_choice_list] table.
Example: Script mapping -- The Age breakdown uses the Incident.Age.Days script to calculate the age of incidents in days and map the values to the Incident Age Ranges bucket group.
Manual breakdowns -- In a manual breakdown, you define the breakdown elements and the indicator scores for each element manually instead of using records from a breakdown source.
Create a manual breakdown -- In a manual breakdown, you define the breakdown elements and the indicator scores for each element manually instead of using records from a breakdown source.
Assign a manual indicator to a manual breakdown -- In a manual breakdown, you define the breakdown elements and the indicator scores for each element manually instead of using records from a breakdown source.
Element filters -- Element filters enable you to specify or limit the displayed breakdown elements on visualizations.
Create an elements filter -- Element filters enable you to specify or limit the displayed breakdown elements on visualizations.
Element filters in visualizations -- Element filters enable you to specify or limit the displayed breakdown elements on visualizations.
Navigating breakdown elements with breakdown relations -- Breakdown relations open a new navigation path for viewing breakdown scores, by moving from one breakdown element to another element of the same breakdown. The elements should be in an hierarchical relationship.
Create relations between elements of a breakdown -- Use a breakdown relation to set up navigation between a hierarchy of elements within the same breakdown. A field in the breakdown records must identify the hierarchical relationship of one record to another.
Create a breakdown-to-breakdown relation -- To set up navigation in a visualization between the elements of two breakdowns at the same level, create a breakdown relation between the breakdowns. A table must exist with fields that reference the records for both breakdowns.
Control ability to view breakdown elements -- To limit which breakdown elements a subset of users can view on indicators, implement element security. Element security applies to widgets, workspaces, and the Analytics Hub .
Define an elements security list -- To limit which breakdown elements a subset of users can view on indicators, implement element security. Element security applies to widgets, workspaces, and the Analytics Hub .
Role restrictions with deny lists -- To limit which breakdown elements a subset of users can view on indicators, implement element security. Element security applies to widgets, workspaces, and the Analytics Hub .
Role restrictions with allow lists -- To limit which breakdown elements a subset of users can view on indicators, implement element security. Element security applies to widgets, workspaces, and the Analytics Hub .
Using breakdowns on dashboards -- You can add breakdown sources to a dashboard. Dashboard users then can select a breakdown source and one or more breakdown elements to filter scores in the visualizations on the dashboard.
Add breakdown sources to a dashboard -- To enable dashboard users to filter visualizations on a dashboard by breakdown element, add breakdown sources to the dashboard.
Configure widgets for breakdown dashboards -- Configure each widget that goes on a breakdown dashboard. The configuration determines whether and how the widget follows the elements selected on the dashboard. For some widgets and indicators, you can select whether to show multiple element values separately or as an aggregate.
Showing breakdown relations on dashboards -- A breakdown widget can display 1st level breakdown elements that are related to the element selected for the dashboard. The widget must be on a breakdown dashboard, and that dashboard must include the breakdown sources of the related breakdowns.
Data snapshots and multiple breakdowns -- The Data snapshots feature in Platform Analytics allows for multiple breakdowns while analyzing your indicators (KPIs). This architecture uses a change data capture (CDC) process, which captures data changes from configurable tables that are optimized for generating scores and time series at run-time.
Activate Data snapshots -- Enable Data snapshots on an instance as a whole and on individual existing indicators (KPIs) on the instance. When Data snapshots are enabled, you can apply multiple breakdown levels to an indicator.
Activate Data snapshots for a single indicator -- Enable Data snapshots on an instance as a whole and on individual existing indicators (KPIs) on the instance. When Data snapshots are enabled, you can apply multiple breakdown levels to an indicator.
Data snapshots sources and collection -- Data snapshots include data sources for indicator score collection and the mapping between indicators and these sources.
Create a Data snapshots source -- To provide a filtered dataset of records that you can evaluate with one or more indicators, create an indicator source. Data snapshots indicators require different sources than do classic indicators. Data snapshots logs are accessible on the source records.
Create a Data snapshots automated indicator -- To analyze the performance of a business process that is recorded in a ServiceNow table, use an automated indicator. If you have Data snapshots enabled on your instance, you can create a Data snapshots automated indicator.
Deactivate Data snapshots -- You can turn Data snapshots off or back on for an indicator, provided that indicator supports Data snapshots. An admin can turn the feature off for an instance.
Data snapshots jobs and tables -- Several types of components are installed with activation of the Data snapshots plugin, including tables and scheduled jobs.
Targets and thresholds -- Targets and thresholds enable you to define important points in your data and provide notifications when a score reaches a specific point.
Indicator targets -- Targets are goals your organization wants to achieve. Targets show the difference between the desired score at a certain date and the actual score of an indicator.
Create or edit targets -- Targets are goals your organization wants to achieve. Targets show the difference between the desired score at a certain date and the actual score of an indicator.
Create a target color scheme -- Targets are goals your organization wants to achieve. Targets show the difference between the desired score at a certain date and the actual score of an indicator.
Add a target for all elements of a breakdown -- Targets are goals your organization wants to achieve. Targets show the difference between the desired score at a certain date and the actual score of an indicator.
Configure which users receive a target notification -- Targets are goals your organization wants to achieve. Targets show the difference between the desired score at a certain date and the actual score of an indicator.
Indicator thresholds -- Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.
Create or edit a threshold -- Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.
Configure the threshold comment -- Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.
Configure threshold overview notifications -- Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.
Delete multiple targets and thresholds -- If you can create global targets or thresholds, you can delete them in bulk. Use the same process to delete another user's personal targets or thresholds.
Conditional filters and operators for indicators and breakdowns -- Conditional filters for indicator data cascade from indicator and breakdown sources up to data visualizations. Where conditions are applied can affect data collection efficiency. Some condition operators are only available at some levels, or in some conditions.
Real-time scores -- You can view some Performance Analytics scores in real-time instead of from the most recent data collection job. If real-time scores are enabled, you can view them in KPI Details and in some data visualizations.
Applying time series aggregations -- You can aggregate changes in indicators into discrete time intervals. These aggregations can make trends more easily visible, or help track progress against a target.
Use cases for time series aggregations -- You can aggregate changes in indicators into discrete time intervals. These aggregations can make trends more easily visible, or help track progress against a target.
In-form analytics -- In-form analytics integrate performance insights into forms so that users can access important metrics in context and make better decisions.
Add in-form analytics to a form -- Create a UI action that enables users to view relevant analytics while completing a form. The UI action associates the table that uses the form, a breakdown used with that table, and a breakdown dashboard.
Preconfigured in-form analytics -- Preconfigured in-form analytics are available as plugins for several applications and their associated tables and forms.
Activating your subscription -- Without a paid Performance Analytics subscription, your use is limited to 180 days of data collection (five months for monthly indicators) and to specific indicators provided by ServiceNow, and you cannot activate Data snapshots. For unlimited access to all features, purchase a subscription to Performance Analytics.
Subscription Management for Performance Analytics -- Without a paid Performance Analytics subscription, your use is limited to 180 days of data collection (five months for monthly indicators) and to specific indicators provided by ServiceNow, and you cannot activate Data snapshots. For unlimited access to all features, purchase a subscription to Performance Analytics.
Identify your entitlement to Performance Analytics on an on-premises instance -- Without a paid Performance Analytics subscription, your use is limited to 180 days of data collection (five months for monthly indicators) and to specific indicators provided by ServiceNow, and you cannot activate Data snapshots. For unlimited access to all features, purchase a subscription to Performance Analytics.
Activate the plugin for your Performance Analytics subscription -- Without a paid Performance Analytics subscription, your use is limited to 180 days of data collection (five months for monthly indicators) and to specific indicators provided by ServiceNow, and you cannot activate Data snapshots. For unlimited access to all features, purchase a subscription to Performance Analytics.
Admin console -- From a single console, administrators can manage Platform Analytics Solution content, manage Performance Analytics widgets and dashboards, diagnose and resolve errors, view usage analytics, modify configuration settings and access ServiceNow help.
Collecting indicator scores -- Performance Analytics uses data collection jobs to collect and clean scores and snapshots. You can also set indicator scores manually.
Collect historical data -- Run a historical data collection job to collect scores and snapshots for existing records. When collecting data for the first time, such as for a new indicator, run historical data collection once to generate scores and snapshots for existing records.
Add or edit indicator scores manually -- You can manually enter score data for automated and manual indicators. Exercise care when editing scores for automated indicators.
Ranking records with Spotlight -- Use Spotlight to identify and rank records of interest based on multiple weighted criteria.
Setting up Spotlight -- Set up Spotlight for each set of table records that you want to evaluate and rank by importance. The records must be associated with an indicator.
Create a Spotlight group -- Create a Spotlight group to define the records to evaluate. In the Spotlight group, you also set the threshold that the score of a record must exceed to trigger the creation of a Spotlight.
Evaluating a snapshot or platform data -- Create a Spotlight group to define the records to evaluate. In the Spotlight group, you also set the threshold that the score of a record must exceed to trigger the creation of a Spotlight.
Create Spotlight criteria -- Create Spotlight criteria to define when to weight a record, and the weight to assign.
Collect Spotlight scores -- To collect Spotlight scores, schedule score collection and activate the Spotlight group. You can also collect scores manually for an active Spotlight group.
See Spotlight score details -- To see the criteria whose weights contributed to a Spotlight score, view the details of the Spotlight record.
Spotlight interactive analysis -- Spotlight interactive analysis shows the key results of a Spotlight job. Access the analysis from a Spotlight Group record.
Copy a Spotlight group to domains -- You can copy a Spotlight group to other domains, saving the effort of reproducing the group manually for each domain.
Spotlight group copy logs -- When a Spotlight group is copied, the steps of the copying process are recorded in logs. Use these logs to debug any issues.
Administering Spotlight -- Users with the admin role can access lower-level components of Spotlight.
Spotlight database views -- Spotlight ensures that a database view joins the Spotlight [spotlight] table and the facts table whose records the Spotlight group evaluates. You need this database view to use Spotlight interactive analysis. Administrators can access this database view to create reports or to diagnose problems.
Schedule Item [sys_trigger] records for Spotlight -- Setting a Spotlight group to Active creates a Schedule Item [sys_trigger] record. As an administrator, access this record to troubleshoot scheduling. This record contains the scheduling information that is set on the Spotlight group.
Data collection -- Performance Analytics data collection jobs collect indicator scores. To debug data collection, it is helpful to understand the data collection process and how it is reflected in the job logs.
Optimizing data collection -- The optimized Performance Analytics data collector reduces the time, memory, and CPU usage for processing large data sets.
View a data collection job event -- Job events show which jobs have been executed for Performance Analytics and which actions have been triggered in your ServiceNow instance, such as notifications or business rules.
View the data collection job logs -- Job logs display information about the data collection jobs that have run for Performance Analytics. You can view job logs, create events, and view and edit the event registry. The list view displays all log entries, unless filtered.
Log details for optimized data collector -- Starting with the Tokyo release, a new, optimized data collector is available. The log details for this data collector differ from the log details of the classic data collector.
Log details for classic data collector -- Performance Analytics score collection follows the process described here. To aid troubleshooting, a mapping between job steps and log entries is provided.
View data collection usage -- To view statistics about data collection jobs, click Data Collection Overview in the Usage tile on the Performance Analytics Admin Console.
Diagnostics -- Identify and diagnose configuration issues using predefined scripts that examine the database for invalid records and provide suggestions to resolve issues.
Execute diagnostics for all records -- Identify and diagnose configuration issues using predefined scripts that examine the database for invalid records and provide suggestions to resolve issues.
Run all active diagnostics for one record -- Identify and diagnose configuration issues using predefined scripts that examine the database for invalid records and provide suggestions to resolve issues.
(Legacy) Dependency Assessment -- Dependency Assessment enables you to view, analyze, and edit your performance analytics components including widgets, indicators, and breakdowns, from a single view. By viewing the hierarchy of components and the relationships between them, you can see immediately who is impacted by a change and what the effects of your changes are.
Launch Dependency Assessment -- Use the Dependency Assessment tree view to view and edit Performance Analytics components including widgets, indicators, and breakdowns, from a single view. You can see the effects of your changes immediately.
Dependency Assessment tree view -- The tree view enables admin users to see the relationships between PA entities and to know the impact of changes made to any node in the tree view hierarchy.
Bottom-up tree view -- You can see where any element in the tree view is used. This is useful when you want to change an element such as an indicator or breakdown and see the effect of your change on other PA elements.
Tree view navigation -- To navigate the admin console tree view effectively, it's good to know what the various icons and other visual data in the tree view indicate.
Domain separation -- Domain separation is supported for Performance Analytics. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data. Performance Analytics supports collecting scores from multiple domains and can be configured to enable domain-specific administration. Extended domain configuration functionality is available for customers with complex domains.
Approaches to domain separation -- When using Performance Analytics with domain separation, you can collect domain-specific scores. You can use global or domain-specific Performance Analytics table records or even a combination of both.
Domain configurations -- Instead of configuring Performance Analytics for the domains of a specific user, create a reusable domain configuration. Select domains that are visible to a group of users, or filter domains directly. Domain configurations let you define hierarchical relationships and aggregate scores across multiple domains.
Create a domain configuration -- Create a domain configuration to define which domains to collect scores from and how to store scores within the domain hierarchy.
Transfer domain configuration with score aggregation -- To transfer between instances a Performance Analytics domain configuration that is set to aggregate scores, transfer both the configuration and the aggregation domain.
PADomainUtils - Global -- The PADomainUtils API enables you to copy Performance Analytics records between different domains on the same instance.
PADomainUtils - PADomainUtils() -- Instantiates a new PADomainUtils object to move or copy Performance Analytics records from the global domain.
Integrate Performance Analytics -- Integrate Performance Analytics with an external system to collect scores based on remote data or to expose Analytics Hub information.
API examples -- These examples demonstrate how to perform a REST query using cURL commands, and show the data returned for each command. Each example builds upon the last, with later examples using the data returned by earlier examples.
Scripting -- Performance Analytics provides several script objects for use in scripts and APIs for querying Performance Analytics data. The scripts serve as breakdown mappings or to calculate a value from an indicator.
Create a script -- Performance Analytics provides several script objects for use in scripts and APIs for querying Performance Analytics data. The scripts serve as breakdown mappings or to calculate a value from an indicator.
Script variables -- Performance Analytics provides several script objects for use in scripts and APIs for querying Performance Analytics data. The scripts serve as breakdown mappings or to calculate a value from an indicator.
Indicators with external data -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Supported database formats for external data -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Create an indicator for external data -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Create a breakdown using external data -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Test external indicators and breakdowns -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Filtering external data by date -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Limitations when using external data -- Performance Analytics on external data sources enables you to perform detailed analysis on data that is not in your ServiceNow instance.
Cleaning data -- Performance Analytics scores and snapshots may grow over time and should be routinely cleaned to ensure optimal performance and accurate data.
Modify the Clean PA collections job -- Performance Analytics scores and snapshots may grow over time and should be routinely cleaned to ensure optimal performance and accurate data.
Migrating indicator scores -- The Performance Analytics Scores [pa_scores] table was split into two tables. This structure helps with processing large numbers of scores. You can migrate your scores from the old table structure to the new, using the score migration tool.
Schedule score migration -- The Performance Analytics Scores [pa_scores] table was split into two tables. This structure helps with processing large numbers of scores. You can migrate your scores from the old table structure to the new, using the score migration tool.
Reference -- Reference topics provide information about roles and properties, and include a glossary of terms.
Roles -- Assign roles to ensure that users can perform all necessary actions.
Properties -- These system properties control the behavior of Performance Analytics.
Chart properties for Performance Analytics -- A chart refers here to a graphical component of a Performance Analytics widget or the Analytics Hub. These properties apply only to the Core UI, not visualizations in configurable workspaces.
Data collector Performance Analytics properties -- Data collector properties enable you to configure various limits for Performance Analytics data collection. The properties are configured to safeguard the data collection process. The default values are appropriate for most environments.
Collected scores and com.snc.pa.breakdown_element_cutoff -- The elements of a breakdown that the Analytics Hub and KPI Details display for a selected date depend on the number of elements and the value of com.snc.pa.breakdown_element_cutoff.
Terms -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
automated breakdown -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
automated indicator -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
breakdown -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
breakdown element -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
breakdown mapping -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
breakdown relations -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
breakdown source -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
bucket group -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
contributing indicator -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
database view -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
data collector, data collection job -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
data snapshots -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
formula indicator -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
indicator (KPI) -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
indicator score -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
indicator source -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
KPI -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
manual breakdown -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
manual indicator -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
snapshot -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
target -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
threshold -- Performance Analytics uses terms and concepts that can differ from industry norms due to the unique nature of the ServiceNow platform.
Executive dashboard overview -- Executive dashboards provide top-level overviews of your operations from the C-Suite perspective.
Chief Information Officer (CIO) Dashboard -- The CIO Dashboard provides a decision-making framework with key decisions, critical questions, and the insights needed to stay on course and scale your business.
Install the CIO Dashboard -- The Chief Information Officer (CIO) Dashboard provides a decision-making framework for key decisions, critical questions, and the insights to stay on course and scale your business.
CIO Dashboard tabs -- Organizing insights into these five pillars promotes CIO focus on both operational stability and long-term innovation.
CIO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how information is used in your organization.
CIO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Information Security Officer (CISO) Dashboard -- The Chief Information Security Officer (CISO) dashboard provides a single pane glass view of end-to-end information security operations by capturing real-time insights on organizational security posture across risk exposure, compliance health, security incidents, vulnerabilities, and audit performance.
Install the CISO Dashboard -- The Chief Information Security Officer (CISO) Dashboard provides a single pane glass view of end-to-end security operations.
CISO Dashboard pillars -- Organizing insights across these pillars empowers CISOs to proactively reduce risk, improve compliance, strengthen incident responses, accelerate vulnerability remediation, and maintain audit readiness.
CISO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how information security is addressed in your organization.
CISO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Procurement Officer (CPRO) Dashboard -- The Chief Procurement Officer Dashboard provides a consolidated view of the enterprise procurement performance across spending, requisitions, sourcing operations, negotiations, and contract life cycle management.
Install the CPRO dashboard -- The Chief Procurement Officer Dashboard provides key insights around the procurement process of your organization.
CPRO Dashboard pillars -- Organizing insights across these pillars enables procurement leaders to drive cost efficiency, improve operational throughput, strengthen supplier engagements, and maintain contract compliance across the enterprise.
CPRO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how information security is addressed in your organization.
CPRO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Risk Officer (CRO) Dashboard -- The Chief Risk Officer (CRO) uses this dashboard to get a single pane glass view of end-to-end Governance, Risk, and Compliance.
Install the CRO Dashboard -- The CRO Dashboard provides a single pane glass view of end-to-end Governance, Risk and Compliance.
CRO Dashboard pillars -- Organizing insights into these five pillars promotes CRO focus on delivering value quickly, improving productivity and optimizing risks.
CRO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how information security is addressed in your organization.
CRO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
General Counsel (GC) Dashboard -- The General Counsel (GC) Dashboard provides transparency into legal service delivery and operations. The insights include visibility into contracts, legal requests, compliance issues, and digital forensics.
Install the GC Dashboard -- For a general counsel, this dashboard provides transparency into legal service delivery and operations.
GC Dashboard pillars -- Organizing insights across these pillars enables legal leaders to streamline contract workflows, improve service responsiveness, maintain compliance, accelerate digital invoicing, and empower users through legal self-service.
GC Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how contracts, privacy, and digital forensics are addressed in your organization.
GC Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Human Resources Officer (CHRO) Dashboard -- The Chief Human Resources Officer (CHRO) Dashboard helps the People leadership to run its business, to deliver value quickly, and to improve productivity and optimize risks. The CHRO Dashboard delivers a unified, real-time view of workforce operations and people strategy, providing insights across onboarding efficiency, employee care, continuous improvement, satisfaction, employee relations, talent acquisition, development, diversity, empowerment, and rewards.
Install the CHRO Dashboard -- The CHRO Dashboard helps people leadership to run its business to deliver value quickly, improve productivity and optimize risks.
CHRO Dashboard tabs -- Organizing insights into these five pillars promotes CHRO focus on both operational stability and long-term innovation.
CHRO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how information is used in your organization.
CHRO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Financial Officer (CFO) Dashboard -- The Chief Financial Officer (CFO) Dashboard provides a single pane glass view of end-to-end financial operations at an organizational or project level.
CFO Dashboard pillars -- Organizing insights into these five pillars promotes CFO focus on delivering value quickly, improving productivity and optimizing risks.
CFO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how investments procurement, and auditing are addressed in your organization.
CFO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Digital Officer (CDO) Dashboard -- The Chief Digital Officer (CDO) Dashboard provides visibility into the health and productivity of your company's digital properties. It gives a unified, real-time view of the digital product adoption, customer engagement, operational efficiency, and digital transformation maturity across the enterprise.
CDO Dashboard pillars -- Organizing insights into these five pillars promotes Chief Digital Officer (CDO) focus on delivering value quickly, improving productivity and optimizing risks.
CDO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how customer satisfaction, usage, and transformation are being addressed in your organization.
CDO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Chief Customer Operations Officer (CCO) Dashboard -- The Chief Customer Operations Officer (CCO) dashboard provides the visibility into customer support and operations that helps leadership to fine-tune the operations for effectiveness. It provides a unified view of customer experience, service performance, and customer-impacting risk across the organization.
Install the CCO Dashboard -- The Chief customer Operations Officer Dashboard provides the visibility into customer support and operations that helps leadership to fine tune the operations for effectiveness.
CCO Dashboard tabs -- Organizing insights into these pillars enables Chief Customer Operations Officer (CCO) to improve customer experience, increase proactive service maturity, drive digital self-service adoption, strengthen service performance, and reduce customer risk.
CCO Dashboard data visualizations -- Use these data visualizations to get high-level and detailed views of how information is used in your organization.
CCO Dashboard indicators -- Indicators provide the data used in most of the dashboard’s visualizations. The indicators are used across the dashboard.
Usage Insights -- The ServiceNow Usage Insights application enables you to monitor how users interact with your ServiceNow Core UI, Next Experience, Portal, and Mobile applications. Knowing how your users interact with these applications enables you to improve how you manage your ServiceNow instance.
Exploring Usage Insights -- The ServiceNow Usage Insights application enables you to monitor how users interact with your ServiceNow Core UI, Next Experience, Mobile, and Service Portal applications, allowing product managers and applications owners to gain insight into usage and adoption.
Navigating the Usage Insights application -- Understand how to navigate the Usage Insights application, including the All Applications and individual application views.
View Usage Insights data in custom data visualizations -- You can graphically represent Usage Insights data in your custom Next Experience pages and inline dashboards once you install the Usage Insights Performance Analytics Integration plugin from the ServiceNow Store.
Configuring Usage Insights -- An admin can configure which ServiceNow applications to track in the Usage Insights application as well as user tracking consent policies.
Enable Usage Insights -- You can enable or turn off Usage Insights for all applications in Usage Insights Properties.
Enable Usage Insights for specific applications -- You can enable or turn off Usage Insights for specific Core UI, Next Experience, and Mobile applications on the Usage Insights Settings table.
User privacy, tracking, and consent -- Usage Insights relies on tracking user activity to measure the adoption, retention, and usage of KPIs to help you make better product and implementation decisions.
Notice and Opt-in message guide -- Administrators can edit the text that is displayed in the modal window when a user’s location is assigned to a Notice or Explicit Opt-In consent policy.
Configure link to your privacy policy -- When Usage Insights is enabled, the ServiceNow Services Privacy Statement is linked by default. However, administrators can update the link to point to the organization privacy policy.
Types of tracking consent policies -- There are five types of tracking consent policies that you can define for individual countries. This option provides you with the flexibility to define tracking policies according to your own compliance requirements, applicable country requirements, and even according to users or roles.
Define consent policies according to country -- Define the tracking consent policies for users within different countries. You can either select the same tracking consent policy for all countries, use the allocated default values, or define different consent policies for individual countries.
Modify country’s consent policy -- View a list of all countries with their assigned consent policies and select a country to update its existing policy.
Define how to detect your user's location -- Detect your users' location by selecting and prioritizing a detection policy. You can also define the order in which these policies apply. There are predefined detection policies, but you can create custom scripts to give more flexibility to your definitions.
Tracked analytics fields and cookies -- Usage Insights tracks data from several sources, including web and mobile analytics fields and client-side cookies.
Tracked web analytics fields -- Usage Insights collects data from web applications. These tables list the fields that are tracked. Reports and charts are generated from these fields.
Tracked mobile analytics fields -- Usage Insights collects data from mobile applications on your mobile device. These tables list fields that are tracked in the mobile applications. Reports and charts are generated from these fields.
Usage Insights client-side storage cookies -- To track client-side user activity, Usage Insights uses the SNAnalytics JavaScript SDK that is embedded in Platform Analytics, Core UI, and the Service Portal.
Add user properties as filters to Usage Insights -- In addition to the default filters on the pages of the Usage Insights application, you can add filters based on user properties. This allows you to effectively segment your Usage Insights data to develop a deeper understanding of your users and their usage patterns. User properties-based filters are supported as global filters for all pages and objects in the Usage Insights application.
Using Usage Insights -- Monitor how users interact in your ServiceNow web and mobile applications.
User retention -- User retention reports help you understand how often your users visit your application to better understand if it meets your users' needs and expectations.
How retention is calculated -- User retention reports help you understand how often your users visit your application to better understand if it meets your users' needs and expectations.
Cohort analysis -- A cohort is a group of users separated from other users by similar traits or actions. Cohorts enable you to group users together based on common behavior to analyze how many users complete certain predetermined actions in a given time frame.
Create a cohort -- Define the predetermined sequence of actions a group of users complete so you can track conversion rates at each step.
Edit a cohort -- Edit cohort session data to include in your analysis.
Delete a cohort -- Delete a cohort report that you no longer need.
Conversion funnels -- Conversion funnels serve as visual representations of the customer journey, tracking a specific sequence of actions. Investigating a conversion funnel can help you measure and optimize the completion rates of relevant processes within your application.
Create a conversion funnel -- View conversion rates and trends in aggregate user behavior to uncover the reasons behind success or failure of a specific in-application user goal. Investigating a conversion funnel can help you measure and optimize the conversion rates of relevant processes within your application.
Edit a conversion funnel -- Edit conversion funnel data to collect or steps to include in your analysis.
How Usage Insights matches funnels -- Learn how Usage Insights matches sequences of pages you anticipate users seeing before they reach a goal.
Navigation paths -- Navigation paths enable you to quickly understand and isolate users' journeys through your web or mobile application. Assess the most and least common navigation paths your users take and how you can improve them.
Viewing dashboards -- Create dashboards for Platform Analytics directly in Usage Insights. View dashboards that you create in Usage Insights directly in Platform Analytics.
Creating custom events -- Instrument trackable click-action events of your choice directly in the UI with no coding necessary. Tag DOM elements in Service Portal, Next Experience, CoreUI applications. Or derive new custom events from existing active events.
Viewing user analytics -- The Users page within the Data Foundation module enables views of individual user journeys through your applications, from their first session to the most recent within the defined date range.
Viewing session analytics -- The Usage Insights Sessions page in the Data Foundation module lists filterable application sessions you can drill down into for more detailed insights. Refine the sessions list to focus on data such as selected screens or events for your application.
Session Details record -- The Usage Insights Sessions page in the Data Foundation module lists filterable application sessions you can drill down into for more detailed insights. Refine the sessions list to focus on data such as selected screens or events for your application.
User sessions record -- The Usage Insights Sessions page in the Data Foundation module lists filterable application sessions you can drill down into for more detailed insights. Refine the sessions list to focus on data such as selected screens or events for your application.
Viewing events analytics -- View user analytics event occurrences to help you analyze core steps within your business processes.
User Analytics Events KPIs -- View user analytics event occurrences to help you analyze core steps within your business processes.
Usage Insights for pages and screens -- The Pages module for UI Analysis in Usage Insights shows analytics specific to pages on the web-based UI in terms of page use and navigation. View user action, performance, and navigation details for each web page to identify pages where users might be having issues and optimize workflows accordingly.
View page analytics -- The Pages module for UI Analysis in Usage Insights shows analytics specific to pages on the web-based UI in terms of page use and navigation. View user action, performance, and navigation details for each web page to identify pages where users might be having issues and optimize workflows accordingly.
Exporting data -- You can export data records to CSV format. Exporting user and session lists, and other analytics data to CSV is available wherever you see the download icon ( CSV export download icon. ).
Export data in bulk export via REST API -- Usage Insights data export is a store app that enables you to programmatically export Usage Insights (UXA) usage data from your ServiceNow instance for integration with your enterprise analytics platform.
Setting up data export via REST API -- Submit an export request to the Usage Insights data export API to extract UXA usage data asynchronously and consume results from a Kafka topic.
Setting up a secure connection to Hermes -- Configure SSL encryption for your Kafka consumers by generating an instance-signed certificate and configuring your Kafka client with SSL to securely connect to the managed Hermes cluster and consume data export results.
Access analytics overlay -- Use the utility icon for quick, in-context page usage metrics, offering faster access to analytics without leaving the page.
Roles installed with Usage Insights -- Several roles are installed to distinguish the activities different users can perform within Usage Insights.
Analytics admin [analytics_admin] -- View the settings within Usage Insights in the application navigator and control the Usage Insights settings for each mobile, web, and service portal application. Assigned users can create funnel and cohort reports within the Usage Insights application.
Mobile analytics admin[mobile_analytics_admin] -- View settings within Usage Insights in the application navigator and control the Usage Insights settings for each mobile application. Assigned users have admin role permissions to be able to create funnel and cohort reports within the Usage Insights application.
Web analytics admin[web_analytics_admin] -- View the settings under Usage Insights in the application navigator and control the Usage Insights settings for each web application. Assigned users have admin role permissions to create funnel and cohort reports from within the Usage Insights application.
Usage Insights viewer [analytics_viewer] -- View Usage Insights in the application navigator. Assigned users have viewer role permissions for Usage Insights for mobile and web applications.
Web analytics viewer [web_analytics_viewer] -- View Usage Insights in the application navigator. Assigned users have viewer role permissions for Usage Insights for web applications.
Usage Insights related properties -- Use system properties to configure Usage Insights in Platform Analytics, ServiceNow Mobile Platform, Service Portal, and the Conversational Analytics area of Virtual Agent.
How durations are calculated in Usage Insights -- Durations in Usage Insights have specific calculations. Review these equations to understand the average duration per page and percentage time on site values.
Domain separation in Usage Insights -- If any conkeyrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file.In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conkeyref at the end that describes domain separation.Domain separation is not supported for the Usage Insights application.
Process Mining -- Process Mining helps analysts and process owners quickly analyze and optimize their business processes.
Explore -- Use Process Mining to analyze and optimize business processes.
Architecture -- Understand the basic attributes of the Process Mining architecture.
Key features -- Some key features of Process Mining are listed in this topic.
Evaluation projects -- Process Mining offers four evaluation projects to help you understand the product functionality with your own data. The Process Mining plugin (sn_po) is activated by default in all your production instances enabling you to use the evaluation projects.
Incident Management -- Process Mining evaluation project for Incident Management enables you to familiarize with improving your process with Process Mining capability.
Customer Service Management -- Process Mining evaluation project for Customer Service Management (CSM) enables you to familiarize with improving your process with Process Mining capability.
Human Resources -- Process Mining evaluation project for Human Resources (HR) enables you to familiarize with improving your process with Process Mining capability.
Security Incident -- Process Mining evaluation project for Security Incident enables you to familiarize with improving your process with Process Mining capability.
Run evaluation project -- Run the Process Mining evaluation project to familiarize with improving your process with Process Mining capability.
Workspace -- See your business processes and workflows as visualizations from the Process Mining workspace.
Landing page -- From the projects landing page for Process Mining, you can access generated projects, business process insights, and Analyst workbench.
Details page -- The process details page for Process Mining provides access to high level insights and opportunities in addition to the interactive visualized process map.
Summary and insights -- The Summary and insights page enables you to view opportunities for optimizing your process. Access the page from a Process Mining project.
Opportunity details -- The Opportunity details page displays details about the improvement opportunities for a project. Access the page from a Process Mining project.
Analyst workbench -- View the visualized process map with tools for managing visualizations and performing analysis tasks from a project's page.
KPI dashboard -- On the KPI dashboard page, see any KPI dashboard that you have configured for your project.
Activate -- Activate Process Mining to use the application and benefit from it.
Access -- Process Mining is available with ServiceNow AI Platform. With the free version, you can do only sample mining. You need a license to do full mining.
Request Process Mining for external data -- Request Process Mining for external data application to import external data and work with it within ServiceNow instance.
Activate content packs -- Activate Process Mining content packs to access prebuilt projects for specific areas of your business. You can activate a content pack from the application list on your instance.
ITSM -- The ITSM Process Mining Content Pack provides preconfigured Process Mining projects and improvement initiatives for IT Service Management (ITSM) processes.
Cluster analysis configurations -- The Process Mining application provides solution definitions for incidents, problems, change requests, and requested items. You can use these definitions to configure cluster analysis for those work items.
Configure KPIs -- Add the desired Key Performance Indicators (KPIs) to monitor the performance of the ITSM work items in the Process Mining Summary and insights page. Remove the indicators that you no longer want to use.
Configure insights -- Configure rule definitions for incidents, problems, change requests, or request items to discover insights in the Summary and insights page.
SPM -- The Strategic Portfolio Management Process Mining Content Pack for demands provides a preconfigured Process Mining project that helps analysts and process owners understand the effectiveness of their demand processes, and also provide opportunities for continued performance improvement.
Cluster analysis configurations -- The Process Mining application provides solution definitions for demands, that you can use to configure cluster analysis.
Configure KPIs -- Add the desired Key Performance Indicators (KPIs) to monitor the performance of the SPM work items in the Process Mining Summary and insights page. Remove the indicators that you no longer want to use.
Configure insights -- Configure rule definitions for demands to discover insights in the Summary and insights page.
Security Incident Response -- Using the Process Mining content pack for Security Incident Response, you can analyze inefficiencies through the life cycle of your security incidents. You can use this information to optimize the processes for your security incidents.
Financial Services Operations -- Using the Process Mining content pack with Financial Services Operations (FSO) enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with FSO cases.
Example of Process Mining for Financial Services Operations -- Using the Process Mining content pack with Financial Services Operations (FSO) enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with FSO cases.
Customer Service Management -- Using the Process Mining content pack for Customer Service Management enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with customer service cases.
Example of Process Mining for CSM -- Using the Process Mining content pack for Customer Service Management enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with customer service cases.
SLA Breach Analysis project -- Using the Process Mining content pack for Customer Service Management enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with customer service cases.
Telecommunications -- Using the Process Mining content pack for Order Management for Telecommunications and Media enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with Telecommunications orders.
Example of Process Mining for Telecommunications -- Using the Process Mining content pack for Order Management for Telecommunications and Media enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with Telecommunications orders.
HR Service Delivery -- Using the Process Mining content pack for HR Service Delivery enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with customer service cases.
Example of Process Mining for HR Service Delivery -- Using the Process Mining content pack for HR Service Delivery enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with customer service cases.
Field Service Management -- Analyze a process for work order tasks and identify bottlenecks to minimize delays in the work flow for a better customer experience.
Integration -- Use Process Mining throughout the continuous improvement life cycle to consistently and accurately analyze processes.
Continual Improvement Management -- Integrating with the ServiceNow Continual Improvement Management application enables you to create a request once you have identified an improvement opportunity.
Launch Process Mining from CIM -- Integrating with the ServiceNow Continual Improvement Management application enables you to create a request once you have identified an improvement opportunity.
Example -- Integrating with the ServiceNow Continual Improvement Management application enables you to create a request once you have identified an improvement opportunity.
Benchmarks -- Integrating with ITSM Benchmarks enables you to analyze processes relevant to your KPIs, and create and view associated incidents.
Example -- Integrating with ITSM Benchmarks enables you to analyze processes relevant to your KPIs, and create and view associated incidents.
Performance Analytics -- Using Process Mining with Platform Analytics indicator data sources enables you to perform data extraction from an indicator and analyze processes associated with KPIs such as Time to resolve.
Example -- Using Process Mining with Platform Analytics indicator data sources enables you to perform data extraction from an indicator and analyze processes associated with KPIs such as Time to resolve.
Automation Center -- Integration with Automation Center enables you to access the automation requests from the Automation Center Workspace.
Submit an automation idea -- Integration with Automation Center enables you to access the automation requests from the Automation Center Workspace.
Task Mining -- Use the Task Mining integration to create Task Mining projects and run analyses directly from the Process Mining Workspace.
Create project -- Generate a Task Mining project analysis from the Process Mining Workspace by selecting a process flow node.
Configure -- An administrator can set up Process Mining so that analysts and managers can access Analyst workbench, and create and manage projects.
Access control -- When generating or sharing a project, Process Mining honors the access control rules (ACLs) for the table.
Properties -- The Process Mining properties page provides configuration options for Process Mining.
Data cleanup properties -- The Process Mining properties page provides configuration options for Process Mining.
Use -- Choose a process to optimize, generate process data, and then get visualized and actionable insights.
Creating process configuration -- Process configurations include process preferences that activate features in the Process Mining workspace and assist in the creation of projects. Having complete process configurations enables you to independently create projects and quickly gain insights, even without prior process mining knowledge. This enhances the scalability of process mining across the organization.
With content pack templates -- Create a process configuration using content pack templates. Selecting content packs helps to use the default configuration to create your projects.
Install content pack -- Install the content pack to copy the process configurations set for the content pack to your process configuration.
Create process configurations -- Create process configurations using content packs to use the configuration already created for the content packs.
With Process Configuration Builder -- Process configuration helps you configure preferences for a process table. This configuration assists you when creating projects using the configured table. It streamlines the project creation process by providing a ready-made framework tailored to your organization's needs. Importantly, completing the process configuration allows you to independently create projects, even if you do not have prior experience with process mining.
Process details -- Describe the process to get help with further configuration and enhance the quality of the project setup and analysis.
Recommendations setup -- Set up recommendations to simplify project creation and get help in the analysis.
Investigative features -- Configure investigative features to set advanced analytics features for a process.
Impact metrics -- Configure the Key Performance Indicators (KPIs) for this process.
Improvement opportunities -- Create a library of inefficiencies to identify the improvement opportunities for your project.
With Classic view -- Create a process configuration for a table to use the same default configuration whenever you use the table to create your projects.
Create a project or template using Project Builder -- Create and mine a project using the Project Builder to analyze and optimize your business processes. Create a template to reuse it when you want to use the same project conditions multiple times. In the Project Builder, the entire process is broken down into three sections and an overview to make the task easier and more efficient.
Set objectives for projects -- Define the kind of data or process that you want to view and analyze in your graph. You must select a specific table (parent table) that has the data that you want to analyze.
Filter conditions -- Set filter conditions to limit the scope of your analysis.
Activity definitions -- Set activity definitions to determine what appears on the process graph, such as State, Assignment group, or Assigned to. This enables you to discover, monitor, and improve processes by visually identifying bottlenecks, deviations, and inefficiencies in workflows.
Breakdown definitions -- Set the breakdown definitions that act as filters for your project. Breakdown definitions are used to filter and analyze the data based on specific criteria or attributes. These definitions enable you to break down the analysis into smaller subsets, focusing on specific dimensions or perspectives of the process.
Metrics -- Set the metrics to evaluate the process better and improve the process efficiency.
Use cases -- Use cases are common patterns that you may be interested in your analysis. Once enabled, they’re automatically configured for the project.
Child entity -- Add a child or related table to track an activity from a related process.
Set improvement opportunities -- Set improvement opportunities to find areas of improvement by which teams could optimize a process. You can either select from a list of rules available to you or set your own rules. Based on the rules set by you, you can view your areas of improvement.
Review and mine -- After you’ve created the project by setting the objectives, scoping the analysis, and adding improvement opportunities, it’s time to mine the project.
Agentic AI project -- Create a project using Agentic AI data to understand any bottlenecks and inefficiencies caused when using agentic AI in your processes.
Playbook project -- Use Process Mining to analyze Playbook executions and identify bottlenecks in your workflows. Process Mining works alongside Playbooks configured in Workflow Studio. By analyzing execution logs generated during playbook runs, Process Mining enables post-execution visibility into how human agents are handling playbooks.
Set up a table configuration -- Define the kind of data or process that you want to view and analyse in your graph. You must select a specific table (parent table) that has the data that you want to analyse.
Configure multi-dimensional mining -- Use multi-dimensional mining to identify inefficiencies and improve performance by evaluating data from multiple related tables.
Configure advanced conditions: crop process -- Configure custom start and end conditions for your table configuration to define which part of the process should be included in the Process Mining project and made available for analysis.
Import improvement opportunities -- Import improvement opportunities as templates into the project associated with the table. Improvement opportunities from the parent table that are in Active state are available for import. If you don’t import the improvement opportunities from the process table, the improvement opportunities aren’t used during project mining.
Mine a project -- After you’ve configured the data you want to visualize, you can begin mining the project.
Cancel a mining job -- After you’ve configured the data you want to visualize, you can begin mining the project.
Mining states -- After you’ve configured the data you want to visualize, you can begin mining the project.
Manage a project -- Edit or delete a project from the Project Definition form. Delete a project if you are not using it and want to clean up data. Deleting a project deletes the project's configurations and versions or projects it has generated.
Setting improvement opportunities -- Set improvement opportunities to find areas of improvement by which you could optimize a process. You can either select from a list of rules available to you or set your own rules. Based on the rules set by you, you can view your areas of improvement.
Set rule-based improvement opportunity -- Rule-based finding definition is a custom rule that displays improvement opportunities for a use case on the Summary and insights page.
Ping-pong -- Configure a ping-pong definition to view a pattern where a record bounces back and forth between two steps without interruption.
Extra step -- Configure an extra-step definition to view a pattern where routes differ by one additional step.
Slow duration (Node) -- Configure a slow duration definition on a node to view a pattern where a group of records stays longer in a step than the average duration of another group.
Slow duration (Transition) -- Configure a slow duration definition on a transition to view a pattern where a group of records take longer to transition between steps than the average duration of another group.
Extreme repetition -- Configure an extreme repetition definition to view a pattern where a transition repeats more than the usual repetition range between the steps.
Extreme duration (Node) -- Configure an extreme duration (Node) definition to view a pattern where records stay in a step for a significantly longer duration than usual.
Extreme duration (Transition) -- Configure an extreme duration (Transition) definition to view a pattern where transitions take significantly longer than the usual duration between the steps.
Repeating pattern -- Configure a repeating pattern definition to view a pattern with a series of repeating sequence of steps.
Rework -- Configure a rework definition to view a pattern where a step in the process is repeated.
High touchpoints (Node) -- Configure a high touchpoints (Node) definition to view a pattern where a group of records in a step gets updated more often compared to another group to progress to any next step.
Extreme touchpoints (Node) -- Configure an extreme touchpoints (Node) definition to view a pattern where a step requires unusually large number of record updates than the normal range to progress to any next step.
For process tables -- Set improvement opportunities for process tables using the Finding Builder.
For projects -- Set improvement opportunities for projects to find areas of improvement by which teams can optimize a process. You can either select from a list of rules available to you or set your own rules. Based on the rules set by you, you can view your areas of improvement.
From Summary and insights page -- Edit improvement opportunities from the Summary and insights page to configure improvement opportunities for the project.
From Analyst workbench -- Set a process step filter as a rule-based improvement opportunity for your process table or your project.
From Opportunity details page -- Edit improvement opportunities from the Opportunity details page to configure improvement opportunities for the project.
Viewing business insights -- View key information about your business process from the Summary and insights page. See goals and performance indicators, and get insights on the improvement opportunities.
Select view for a graph -- Choose to view the graph from the perspective of any one activity definition or all activity definitions set for the project.
Refining a process map -- View your visualized workflow project for insights and improvement opportunities in your business process.
Filtering project data -- Apply filters to refine and drill into specific aspects of your process map.
Apply a breakdown filter -- Filter analyst workbench projects that you create, shared with you or all.
Create a filter set -- Create a filter set to be able to apply your current filter selections to the same process map later.
Update -- Create a filter set to be able to apply your current filter selections to the same process map later.
Clear -- Create a filter set to be able to apply your current filter selections to the same process map later.
Delete -- Create a filter set to be able to apply your current filter selections to the same process map later.
Adding notes to a project -- Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
View a note -- Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
Add a note -- Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
Edit a note -- Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
Delete a note -- Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
View a snapshot -- Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
Export a process to Playbook -- Export a process to Playbooks to use the advanced features available from Workflow Studio to improve your processes. This feature works with Now Assist.
Comparing projects -- Comparing projects side by side enables you to investigate performance differences or deviations from an ideal route.
Change a project version name -- Change the name of a project version for easier referencing when viewing and comparing.
Automated root cause analysis -- Find where and why inefficiencies occur within your processes using automated root cause analysis.
Configure -- Configure automated root cause analysis from the process configuration record.
Run -- Execute automated root cause analysis to optimize your processes.
Review and interpret -- Review the analysis report and understand the root cause of performance issues. Use this information to optimize your processes.
Cluster analysis -- When identifying an activity, connection, improvement opportunity, or route as a potential bottleneck, view clusters of keyword descriptions and assignment groups to gain insights.
Configure -- Configure a process to be able to generate a cluster analysis.
Perform -- Generate a cluster analysis on an activity, connection between activities, route, or an improvement opportunity.
Resubmit -- In cases when a configuration issue or clustering solution change occurs, you can schedule a followup cluster analysis.
View -- View a cluster analysis of the top three clusters for an activity, connection between activities, or route.
Intent and activity analysis -- The Intent and activity analysis automates the extraction and interpretation of work notes, enabling analysts to understand task patterns, identify rework, and uncover automation opportunities across end-to-end processes.
Work notes analysis -- Work notes analysis helps you understand the operational reasons behind activity transitions, as recorded in work notes and comments. Typical examples include transitions from resolved to work in progress or changes in assignment groups, such as from service desk to specialist group.
Configure -- Configure work notes analysis for a process table to view the work notes analysis for a project based on that process table.
Perform -- Generate a work notes analysis on a transition.
Resubmit -- If a work notes analysis fails for some reason, you can resubmit it.
Idle time analysis -- Idle time analysis focuses on the periods when a case is assigned to a team but not yet assigned to a specific resource. This is the time during which the case remains inactive, waiting for someone to take action.
Touchpoint analysis -- Touchpoint analysis studies specific record updates within a process to identify areas of high interaction. This enables process optimization by surfacing opportunities for automation, ultimately improving performance and lowering operational costs.
Now Assist for Process Mining -- Use ServiceNow Now Assist for Process Mining to minimize time, maximize effort, and reduce complexity in project setup, identifying bottlenecks and retrieving process inefficiencies.
Explore -- Use ServiceNow Now Assist for Process Mining to minimize time, maximize effort, and reduce complexity in project setup, identifying bottlenecks and retrieving process inefficiencies.
Configure -- Configure Now Assist for Process Mining to use the feature.
Working with work notes using Now Assist -- To work effectively with work notes analysis using Now Assist, you must activate the transition work notes analysis skill and configure work notes analysis for the process table.
Activate work notes analysis skill -- Activate the transition work notes analysis skill to be able to use Now Assist for Process Mining to analyse work notes.
Working with process inefficiency highlights using Now Assist -- To work effectively with process inefficiency highlights using Now Assist, you must activate the process inefficiency highlights skill and configure improvement opportunities for the process table and the project.
Activate Process Inefficiency Highlights skill -- Activate the Process Inefficiency Highlights skill to be able to use Now Assist for Process Mining to generate highlights for improvement opportunities.
Configuring improvement opportunities in Process Mining -- Configure improvement opportunities for a process table so that any project that is based on the process table has improvement opportunities configured. You must configure improvement opportunities for your project.
Working with intent and activity analysis -- To work effectively with intent and activity analysis using Now Assist, you must activate the Intent and Activity Analysis skill and configure the intent and activity analysis for the process table and the project.
Activate Intent and Activity Analysis skill -- Activate the Intent and Activity analysis skill to be able to use Now Assist for Process Mining to understand the intent of the requester and gain insight into the related tasks and actions needed to complete the tasks.
Configure intent and activity analysis -- Configure intent and activity analysis for a process table so that any project that is based on the process table has work notes analysis configured.
Use -- Use Now Assist for Process Mining to run work notes analysis on a transition and generate highlights on improvement opportunities.
Remove an initiative -- Remove an associated improvement initiative from a project once you complete or cancel the relevant task.
Inflow and outflow analysis: node star diagram -- View the process graph as a node star diagram in the Process Map component on dashboards. The node star diagram explicitly displays the activities that are coming into the selected node and the activities that are going out of the selected node.
Viewing scheduled tasks -- From the Scheduled Tasks panel, view statuses and access the results of on-demand scheduled mining tasks, such as a requested cluster analysis or applied filter view.
Working with external datasets -- Use the data available outside of ServiceNow environment in Process Mining to optimize your processes and solve business problems. To use external datasets, you must first import them into ServiceNow environment.
Create an audit table -- Create an audit table to store data. Audit table is a staging table that is created with the required columns to populate the external data.
Add custom fields to the audit table -- The custom fields form as breakdown filters when viewing the process graph. Without custom fields, there won't be any breakdown filters.
Import data into the audit table -- Import external dataset into the audit table to start working with the data in Process Mining.
Verify the imported data -- Verify the data that was imported and validate that the data is accurate. The success of your data mining depends on the accuracy of your imported data.
Create case records for the imported data -- Create case records for the imported data as it is important for creating a project and mining it. Without a record table, a project can’t be created.
Create a project -- Create a project with the imported external data. You must mine the project to analyze your data and improve your processes.
Managing an audit table -- After the audit and record tables are created with the imported data, you can use them to create a project. You can also share, edit, empty, or delete the tables.
Share the audit and record tables -- After the audit and record tables are created with the imported data, you can use them to create a project. You can also share, edit, empty, or delete the tables.
Edit a dataset -- After the audit and record tables are created with the imported data, you can use them to create a project. You can also share, edit, empty, or delete the tables.
Empty a dataset -- After the audit and record tables are created with the imported data, you can use them to create a project. You can also share, edit, empty, or delete the tables.
Delete a dataset -- After the audit and record tables are created with the imported data, you can use them to create a project. You can also share, edit, empty, or delete the tables.
Share a Process Mining project -- Share a project so that other have access to the data, and enable a process owner to analyze further.
Refresh project data -- To refresh the data for a project, mine the project from the Analyst Workbench.
Copy a project -- Copy an existing definition to apply its related configurations to a new project definition.
Reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Process Mining.
Components installed -- Several types of components are installed with activation of the com.sn_po plugin, including tables, user roles, and scheduled jobs.
Roles -- Several types of components are installed with activation of the com.sn_po plugin, including tables, user roles, and scheduled jobs.
Domain separation and Process Mining -- Domain separation is supported in Process Mining. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.
Create new process start/end condition -- Crop your process by setting the new process start condition and new process end condition. This configuration defines which part of the process should be included in the Process Mining project and made available for analysis. The Create new process start and end condition forms have the same fields.
Activity definition form -- Use the Activity Definition form to report on steps that occur within your business process.
Automated finding definition form -- Use the Create Improvement opportunity definition form to create an automated finding definition from the Finding Builder.
Rule-based finding definition form -- Use the Create Improvement opportunity definition form to create a finding definition from the Finding Builder.
Task Mining -- Task Mining helps process owners collect and analyze workstation activities to understand how tasks are performed, identify inefficiencies, and make data-driven decisions.
Explore -- Use Task Mining to identify inefficiencies in work tasks.
Task Mining Workspace -- Explore the Task Mining interface to understand how to identify inefficiencies and make data-driven decisions by collecting and analyzing workstation activities.
Task Mining analyses -- Project analyses enable you to gain insights into user activities from your categorized data.
Categorization concepts -- Categorization rules organize and add context to your data by grouping similar workstation activities with user-friendly category names.
Task Mining data model -- Task Mining collects and processes workstation data to provide insights into workstation user activities and interactions.
Integration with Automation Center -- Create automation requests for your tasks directly from Task Mining. Capture both steps and desktop actions automation properties in a single recording session, instead of recording the same process twice. When a Task Mining analyst submits an automation request, the recording is delivered to the automation team with all UI properties needed to build desktop actions.
Integration with Process Mining -- Streamline task analysis workflows by initiating a Task Mining project directly from your Process Mining workspace.
Configure -- Plan and configure your Task Mining implementation so that Task Mining analysts and power users can access the Task Mining Workspace and create and manage projects.
Install Task Mining -- You can install the Task Mining Core application (sn_tm_core) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.
Define anonymization -- Replace personally identifiable information with alias data to protect sensitive user information.
Customize notifications -- Use Task Mining notifications to notify workstation users that their work is being monitored, request consent, and inform them if they have any actions to take.
Modify data retention -- Modify the default retention configuration rules to delete data automatically.
Avoid capturing app details -- Prevent the Task Mining agent from collecting application details by replacing application details that match event filters. Application details include the application name, URL, and window name that appear during application categorization and in dashboards.
Assign roles for users -- Assign roles to control access to features, capabilities, and data in the Task Mining application.
Install the Task Mining agent -- The Task Mining agent is a service installed on workstations that logs certain events from desktop applications.
Install the Task Mining agent for macOS -- Install the Task Mining desktop agent on macOS workstations and deploy the Task Mining agent to managed macOS devices using JAMF. This procedure creates the package, scripts, policies, and configuration profile required for enterprise deployment.
Install the Task Mining agent for Windows -- Install the Task Mining desktop agent on Windows workstations using the installation wizard. Convert the agent installer to .intunewin format and deploy it to managed Windows devices through the Microsoft Intune admin center.
Install the Task Mining Portable Windows agent -- Run the Task Mining agent from a portable archive without installing it on the system. The portable agent does not modify the Windows registry or write files outside its extracted folder.
Use -- Collect and analyze workstation activities to understand how tasks are performed, identify inefficiencies, and make data-driven decisions.
Defining the scope of projects -- Create a Task Mining project to specify what activities you want to analyze, from which workstation users, and over what period.
Create a project -- Create a Task Mining project to analyze data for a specific purpose, and define how long project data is collected for.
Define actions for task logging -- Group workstation user actions as a task that can be logged to provide data for a Task activity analysis.
Add users to a project -- Select workstation users you want to collect activity data from and create data requests.
Edit a project -- Change the project settings, project tasks, or workstation users assigned to a project.
Archive a project -- Prepare to delete an unused project according to your data retention policy.
Categorize workstation activities -- Organize and add context to your data by grouping similar workstation activities with user-friendly category names.
Generating project analysis -- Generate an analysis of your project data according to your categorization rules, then refine and share the analysis so you can make data-driven decisions.
Run a mining job -- Run a mining job on a Task Mining project to generate an analysis of your project data according to your categorization rules so you can make data-driven decisions.
Refine the presentation of data -- Improve your Task Mining project's analysis before sharing the project to identify gaps in categorization.
Share an analysis -- Determine which process owners have access to the project's analysis.
Submit a data collection request -- Enable data collection for workstation users for a specific time range by completing a data request from the Employee Center.
Approve user data collection -- Approve requests from Task Mining analysts to enable workstation user data collection.
Follow data request progress -- Monitor data requests to confirm approvals are completed before Task Mining projects begin.
Task Mining agent -- The Task Mining agent is a service installed on a user's workstation that captures workstation logs for active windows only. Task Mining agent user-initiated recording supports mouse actions, hotkeys, and authentication integrations.
Configuration records -- Configuration records manage the behavior of the workstation agent and Task Mining environment.
Categorization rule form -- Organize and add context to your data by grouping similar workstation activities with user-friendly category names. Categorization rules have a fixed order value that determines how information from apps and windows is shown on an analysis.
System configuration form -- Modify configuration records to set up Task Mining. Configuration records can be modified but cannot be added.
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.
Exploring reporting -- Reporting functionality is available by default for all tables, except for system tables.
Reporting compared to Performance Analytics -- Reporting and Performance Analytics are two distinct applications. They address different use cases and are complementary to each other.
Core UI Reporting -- ServiceNow reports are visualizations of your data that you can share with users on dashboards and service portals, export to PDF, and email. Learn how to create, run, edit, view, and share reports.
View a report -- Open a report in the Report Designer to view current data in an existing report.
Run a report from a list -- Open a report in the Report Designer to view current data in an existing report.
Create a report -- On instance upgraded to Australia, you can create Core UI reports in the legacy Report Designer tool to visualize and analyze current instance data or temporary data that you have imported.
Create a report with Analytics Q&A -- On instance upgraded to Australia, you can create Core UI reports in the legacy Report Designer tool to visualize and analyze current instance data or temporary data that you have imported.
Report options -- On instance upgraded to Australia, you can create Core UI reports in the legacy Report Designer tool to visualize and analyze current instance data or temporary data that you have imported.
View the Reports list -- View a list of reports and create reports from the Reports list.
Add a Core UI report to a responsive dashboard -- Make actionable decisions faster by combining relevant reports and widgets onto a dashboard. Navigating to single reports and widgets is time-consuming and less efficient.
(Legacy) Publish a report -- Publish a report to create a URL that anyone can use to access the report, including people who are not users. When anyone navigates to the URL, the report is generated with current data from the instance. Reports are available until they are unpublished.
Unpublish a report -- Publish a report to create a URL that anyone can use to access the report, including people who are not users. When anyone navigates to the URL, the report is generated with current data from the instance. Reports are available until they are unpublished.
Report types -- Learn about the different types of reports that you can create, and when and how to create them.
Area and spline reports -- Area reports show trends over time for related attributes. Spline reports show how one or more values change over time by connecting a series of known data points with a curve that emphasizes the trend over individual data points.
Create an area or spline report -- Area reports show trends over time for related attributes. Spline reports show how one or more values change over time by connecting a series of known data points with a curve that emphasizes the trend over individual data points.
Area and spline report style options -- Area reports show trends over time for related attributes. Spline reports show how one or more values change over time by connecting a series of known data points with a curve that emphasizes the trend over individual data points.
Vertical and horizontal bar reports -- Vertical and horizontal bar reports compare individual or aggregate scores across data dimensions. Vertical bar report columns originate on the x-axis, and horizontal bar report columns originate on the y-axis.
Create a bar report -- Vertical and horizontal bar reports compare individual or aggregate scores across data dimensions. Vertical bar report columns originate on the x-axis, and horizontal bar report columns originate on the y-axis.
Bar report style options -- Vertical and horizontal bar reports compare individual or aggregate scores across data dimensions. Vertical bar report columns originate on the x-axis, and horizontal bar report columns originate on the y-axis.
Box reports -- Box reports, also called box plots, visualize the distribution of data including the maximum, minimum, quartiles, median, and mean.
Create a box report -- Box reports, also called box plots, visualize the distribution of data including the maximum, minimum, quartiles, median, and mean.
Box report style options -- Box reports, also called box plots, visualize the distribution of data including the maximum, minimum, quartiles, median, and mean.
Bubble reports -- Bubble reports plot data points on X and Y axes and use a third aggregate dimension to define bubble size.
Create a bubble report -- Bubble reports plot data points on X and Y axes and use a third aggregate dimension to define bubble size.
Bubble report style options -- Bubble reports plot data points on X and Y axes and use a third aggregate dimension to define bubble size.
Calendar reports -- Calendar reports display date-driven events on a calendar.
Column reports -- Column reports show how the value of one or more items changes over time with columns.
Create a column report -- Column reports show how the value of one or more items changes over time with columns.
Column report style options -- Column reports show how the value of one or more items changes over time with columns.
Control reports -- Control reports visualize data over time using standard deviations to show statistical likelihood and identify outliers.
Create a control report -- Control reports visualize data over time using standard deviations to show statistical likelihood and identify outliers.
Control report style options -- Control reports visualize data over time using standard deviations to show statistical likelihood and identify outliers.
Dial and speedometer reports -- Dials and speedometers provide a real-time count for an indicator. These charts cannot contain comparison or historical data. You can configure colors to display at a glance that values are within specified ranges.
Create a dial or speedometer report -- Dials and speedometers provide a real-time count for an indicator. These charts cannot contain comparison or historical data. You can configure colors to display at a glance that values are within specified ranges.
Dial and speedometer report style options -- Dials and speedometers provide a real-time count for an indicator. These charts cannot contain comparison or historical data. You can configure colors to display at a glance that values are within specified ranges.
Donut reports -- Donut and semi-donut reports show the proportions that make up a whole.
Create a donut report -- Donut and semi-donut reports show the proportions that make up a whole.
Donut chart style options -- Donut and semi-donut reports show the proportions that make up a whole.
Funnel and pyramid reports -- Funnel and pyramid reports visualize the distribution of data. The size of the slices or sections represents a percentage of the total of all values.
Create a funnel or pyramid report -- Funnel and pyramid reports visualize the distribution of data. The size of the slices or sections represents a percentage of the total of all values.
Funnel and pyramid report style options -- Funnel and pyramid reports visualize the distribution of data. The size of the slices or sections represents a percentage of the total of all values.
Heatmap reports -- Heatmap reports display aggregate data visually using colors to represent different values on a matrix. Heatmap reports can have no more than 1000 cells.
Create a heatmap report -- Heatmap reports display aggregate data visually using colors to represent different values on a matrix. Heatmap reports can have no more than 1000 cells.
Heatmap report style options -- Heatmap reports display aggregate data visually using colors to represent different values on a matrix. Heatmap reports can have no more than 1000 cells.
Histogram reports -- Histograms group numbers in a data set into ranges. The data used in a histogram is continuous data. Continuous data is measured whereas discrete data, which is used in bar charts, is counted.
Create a histogram report -- Histograms group numbers in a data set into ranges. The data used in a histogram is continuous data. Continuous data is measured whereas discrete data, which is used in bar charts, is counted.
Line reports -- Line reports plot individual data points to show how the value of one or more items changes over time.
Create a line report -- Line reports plot individual data points to show how the value of one or more items changes over time.
Line report style options -- Line reports plot individual data points to show how the value of one or more items changes over time.
List reports -- List reports display data in the form of an expandable list. You can configure whether lists appear expanded or collapsed. Lists are often used for enumerations such as the number of incidents or changes. They contain columns that show more detailed information, such as a short description, category, or state.
Create a basic list report -- List reports display data in the form of an expandable list. For example, an incident report grouped by priority displays only the priority names and a number of records that display if the user clicks the priority. You can configure whether lists display expanded or collapsed.
Create a list report with variable columns -- You can create a list report with variables columns based on a data source or table that has variables associated with it. For example, if an item has a variable called Storage, you can create a list report that has a column for the values in this variable.
Create a list report with question columns -- You can create a list report with question columns based on a data source or table that has questions associated with it. For example, if a form prompts a user to select the specific nature of a problem, you can create a list report that lists columns for those values.
List report style options -- Add a title to your list report configure the title's size, color, and alignment.
Group records in list reports -- Grouped list reports can display only the records in each group that are configured to appear in a normal list. You can group rows of information in list reports by specific fields. You cannot group list reports by service catalog variables.
Export a list report -- You can export a list report to Excel, PDF, or CSV by scheduling an export of the report.
Export platform list to Excel -- A list displays a set of records from a table. You can export information from lists in the classic environment to a spreadsheet.
Map reports -- Map reports display data on a map. You can display data as a geographical heatmap ( Map report icon ) or view specific data points ( The pin locations icon for map reports ).
Create a map report -- Map reports display data on a map. You can display data as a geographical heatmap ( Map report icon ) or view specific data points ( The pin locations icon for map reports ).
Multilevel pivot tables -- Multilevel pivot tables display aggregate data broken down by multiple dimensions in a single table. They display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the top left of the chart.
Create a multilevel pivot report -- Multilevel pivot tables display aggregate data broken down by multiple dimensions in a single table. They display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the top left of the chart.
Create a multilevel pivot report with variable sources -- Multilevel pivot tables display aggregate data broken down by multiple dimensions in a single table. They display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the top left of the chart.
Multilevel pivot report style options -- Multilevel pivot tables display aggregate data broken down by multiple dimensions in a single table. They display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the top left of the chart.
Pareto reports -- Pareto charts help you identify the most important dimension in a large set of dimensions. Columns show data in descending order. A line shows cumulative percentage.
Create a Pareto report -- Pareto charts help you identify the most important dimension in a large set of dimensions. Columns show data in descending order. A line shows cumulative percentage.
Pareto report style options -- Pareto charts help you identify the most important dimension in a large set of dimensions. Columns show data in descending order. A line shows cumulative percentage.
Pie charts -- Pies charts show the proportions that make up a whole.
Create a pie chart -- Pies charts show the proportions that make up a whole.
Pivot tables -- Pivot tables aggregate data from a table into columns and rows, which you define. They help you quickly investigate the source of the summarized data. Non-empty cells display tooltips to indicate how many records the cell represents. Click a non-empty cell to display a breakdown of those records.
Create a pivot table -- Pivot tables aggregate data from a table into columns and rows, which you define. They help you quickly investigate the source of the summarized data. Non-empty cells display tooltips to indicate how many records the cell represents. Click a non-empty cell to display a breakdown of those records.
Pivot report style options -- Pivot tables aggregate data from a table into columns and rows, which you define. They help you quickly investigate the source of the summarized data. Non-empty cells display tooltips to indicate how many records the cell represents. Click a non-empty cell to display a breakdown of those records.
Single score report -- Single score reports display a single value that is key to your business. Add single score reports to dashboards and configure them to update in real time.
Create a single score report -- Single score reports display a single value that is key to your business. Add single score reports to dashboards and configure them to update in real time.
Single score report style options -- Single score reports display a single value that is key to your business. Add single score reports to dashboards and configure them to update in real time.
Step line reports -- Step line reports plot individual data points to show how the value of one or more items changes over time. Horizontal lines in the step report show the duration of a change and vertical lines show its magnitude.
Create a step line report -- Step line reports plot individual data points to show how the value of one or more items changes over time. Horizontal lines in the step report show the duration of a change and vertical lines show its magnitude.
Step line report style options -- Step line reports plot individual data points to show how the value of one or more items changes over time. Horizontal lines in the step report show the duration of a change and vertical lines show its magnitude.
Trend reports -- Trend reports show 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.
Create a trend report -- Trend reports show 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.
Trend report style options -- Trend reports show 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.
Trendbox reports -- Trendbox reports visualize the distribution of data between groups over a specific time period.
Create a trendbox report -- Trendbox reports visualize the distribution of data between groups over a specific time period.
Trendbox report style options -- Trendbox reports visualize the distribution of data between groups over a specific time period.
Drilling down within reports -- You can drill down within a report to visualize a subset of its data. For example, you can click on the critical section of a report sorted by priority to view the categories of those critical incidents.
Define a report drilldown -- You can drill down within a report to visualize a subset of its data. For example, you can click on the critical section of a report sorted by priority to view the categories of those critical incidents.
Create a report from an imported spreadsheet -- You can import Excel spreadsheets (.xlsx files) of data maintained outside of your instance and create reports from those files.
Edit an imported data source -- You can edit imported Excel spreadsheets (.xlsx files) of data maintained outside of your instance.
MetricBase transforms -- Transforms enable you to visualize MetricBase data in different ways.
Configure charts on forms -- You can add reports to forms such as change requests, and configure the report visualizations to display information relevant to the user of the form. The configuration is specific to the current view.
Report on extended tables -- Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report.
Related tables in reporting -- Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report.
Reporting on extended table fields using dot-walking -- Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report.
FX Currency values in reporting -- Manage projects in multiple currencies with FX (Foreign Exchange) Currency. You can report on the projects in currency values entered by the user, a reference currency, or both.
Report on FX currency fields -- Manage projects in multiple currencies with FX (Foreign Exchange) Currency. You can report on the projects in currency values entered by the user, a reference currency, or both.
Mismatched currency example -- Manage projects in multiple currencies with FX (Foreign Exchange) Currency. You can report on the projects in currency values entered by the user, a reference currency, or both.
Report on service catalog variables -- Create reports grouped by a variable on a selected service catalog item. You can also create filters on the same variable.
Use service catalog variables in a report -- In reports on service catalog data, stack and group by variables, use variables as columns in list reports, and as columns and rows in multilevel pivot tables.
Group a report by service catalog variables -- You can create reports grouped by variable on a selected service catalog item. In addition, you can create filters on the same variable. For example, if a mobile phone item has a storage variable, you can create a report that only shows those phones with 32 GB of storage.
Add group by variables to service catalog reports -- You can create reports grouped by any field with an additional group by variable on a selected service catalog item. In addition, you can create filters on the same variable. For example, if a mobile phone item has a storage variable, you can create a report that only shows those phones with 32 GB of storage.
Report on function fields -- While regular fields store a value in the database, a function field displays the results of a database query. The function field generates the value based on computations of other fields and constants. You can use these fields in reports and data visualizations as you would other fields.
Configuring function fields -- You can configure up to 20 active function fields per table using the Report Designer. When you configure a function field on a table, you can group or stack by the results of the function calculation.
Create a function field -- Create a function field to be able to group and stack a report by the results of the field's calculation.
Edit a function field -- The user who created a function field or a user with the admin or function_field_admin role can edit the definition of a saved function field. It isn’t possible to edit the label or the return type of a saved function field.
Deactivate a function field -- The user who created a function field or a user with the admin role can deactivate it. If a table already has 20 function fields, you must deactivate one or more existing fields before creating another.
Delete a function field -- A user with the admin role can delete a function field from its table. Deleting a function field is useful if you want to create a function field with the same name as one that exists on that table.
Disable function field creation -- Configure a system property to remove the ability to create function fields in the Report Designer.
Report on questions -- Report on selected questions by grouping or filtering on them.
Predefined colors in reports -- Depending on the type and configuration of the report, you can select one color, a predefined color palette, or predefined chart colors. All three options are built on a customizable set of individual colors.
Color palettes -- A color palette is a sequence of colors that apply to the elements in a chart, in order from highest value to lowest. All reports that use the same palette use the same colors.
Chart colors -- Chart colors assign a consistent color to a grouping or stacking value in reports. The color stays the same across reports regardless of the order of the values.
Define colors for data categories -- Chart colors assign a consistent color to a grouping or stacking value in reports. The color stays the same across reports regardless of the order of the values.
Scoped reports -- When editing a report from a different application scope than the current scope, actions modifying the original report are unavailable.
Value formatting in reports -- In most reports, you can configure how numerical values look when you publish the report.
Administering reports -- Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.
Report_view access control -- The report_view operation is a record type access control list (ACL) that restricts access to reports. Only users who have one of the required roles can view reports that contain the restricted resource.
Report execution security -- When a report is run, report_view access control lists (ACLs) are evaluated on the table and table fields that the report is based on. If no report_view ACL exists, there is a fallback check on table-level read ACL roles. The report_view ACL checks on all fields, including those used in the condition builder (including dot-walked fields).
ACL Assessment for Reports -- Use the ServiceNow ACL Assessment for Reports to identify reports that are blocked by report_view ACLs (access control lists).
Install the ACL Assessment for Reports -- The ACL Assessment for Reports enables you to identify users that don't have access to reports and to enable access where appropriate.
View the list of affected reports -- You can view a list of all impacted reports identified by the ACL assessment for reports. Use this list to remediate affected reports and users.
Manage Report ACL assessments -- When you run the Report ACL (access control list) assessment scan, the result is a list of affected reports. The assessment details the users who have seen a report including the report creator. The assessment also includes the roles that the report is limited to and the groups that contain those roles.
Manage reports with ACLs on extended fields -- When you run the Report ACL (access control list) assessment scan, the result is a list of affected reports. The assessment details the users who have seen a report including the report creator. The assessment also includes the roles that the report is limited to and the groups that contain those roles.
Other report remediation tasks -- When you run the Report ACL (access control list) assessment scan, the result is a list of affected reports. The assessment details the users who have seen a report including the report creator. The assessment also includes the roles that the report is limited to and the groups that contain those roles.
Filter report assessment scans -- Especially on large instances, the ACL Assessment for Reports can take a long time. To reduce the assessment time, you can use system properties to filter the reports that the assessment applies to.
Report assessment system properties -- Especially on large instances, the ACL Assessment for Reports can take a long time. To reduce the assessment time, you can use system properties to filter the reports that the assessment applies to.
The report_view ACLs list -- View the entire list of report_view ACLs and their associated roles to have a higher-level view of the access control on your instance.
Reassess ignored reports -- When you address the ACL Assessment for Reports, you can ignore any report. View these reports to consider their statuses again.
Reassess ignored users -- When you address the ACL Assessment for Reports, you can ignore any individual user. View these users to consider their statuses again.
Column view access control for list reports -- For list reports, the glide.report.add_to_list_supported system property enables the add_to_list access control list. This access control list (ACL) prevents users from reporting on list report columns with sensitive data.
Report permission issues -- There are several reasons why a report is showing less information than expected or possibly no data at all. These include insufficient permissions on the report and the report not being shared.
Report statistics -- The Report Stats list enables you to view how often each of your Core UI reports is run and how long it takes for the reports to run.
Reports Usage dashboard -- The Report Stats list enables you to view how often each of your Core UI reports is run and how long it takes for the reports to run.
Report sources -- Report sources are predefined data sets for creating reports.
Report ranges -- Use a report range to define intervals that break up continuous timespan data in table fields. It is necessary to break this data into discreet chunks for presentation.
How report ranges work -- Use a report range to define intervals that break up continuous timespan data in table fields. It is necessary to break this data into discreet chunks for presentation.
View all report ranges -- Use a report range to define intervals that break up continuous timespan data in table fields. It is necessary to break this data into discreet chunks for presentation.
Create a report range -- Use a report range to define intervals that break up continuous timespan data in table fields. It is necessary to break this data into discreet chunks for presentation.
Enable the report range module -- Use a report range to define intervals that break up continuous timespan data in table fields. It is necessary to break this data into discreet chunks for presentation.
Using imported report data -- Imported Excel spreadsheets enable you to generate reports based on data maintained outside of your instance and to distribute those reports.
Reporting on system tables -- System tables are excluded from reporting by default. However, you can exempt system tables from the prohibition. Some system tables are exempt from the restriction by default. Be very careful when creating reports on these system tables.
Map report administration -- Learn how about the different objects that are used in map reports, and how to create and modify them.
Map report objects -- Map objects define the different levels that users can drill down into on a map report and the data displayed on these levels. Admins can create and manage these objects.
Automatically generate a map source hierarchy -- A map source hierarchy is a data source that is used to create a map report. Except for the top-level wrapper, each map source level in the hierarchy defines the data for one map drill level.
Customize a map source level -- A map source configures data to be displayed in a map report. Customize existing map sources according to your needs.
Create a key-value pair mapping -- Key-value pair mappings transform data in the ServiceNow platform to a value that can be plotted on a map. Mappings are used during map source configuration when data requires transformation. Each mapping exists in a mapping group.
Create a map -- Create a map that can be used in a map hierarchy.
Administer table and field descriptions -- Users with the report_description_admin role can add and edit table and field descriptions that users see when they create reports.
Enable the report description admin role -- Users with the report_description_admin role can add and edit table and field descriptions that users see when they create reports.
Edit table and field descriptions -- Users with the report_description_admin role can add and edit table and field descriptions that users see when they create reports.
Create coloring rules for multilevel pivot reports -- Configure rules for how numerical values are displayed in a multilevel pivot table report. Coloring rules make it easy to highlight the more important values. The color rule is applied to the content of cells in pivot reports.
Domain separation and Reporting -- Domain separation is supported in reporting and relates to report creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Enable domain separation on reports -- Activate the domain separation plugin to enable reports to display content based on data, rules, and settings from the logged-on user domain.
Quick start tests for Reporting -- Validate that Reporting still works after you make any configuration change such as applying an upgrade. Copy and customize these quick start tests to pass when using your instance-specific data.
Report Visibility test steps -- Validate that Reporting still works after you make any configuration change such as applying an upgrade. Copy and customize these quick start tests to pass when using your instance-specific data.
Configure how calendar entries look -- To configure how calendar entries appear for a table, add calendar_elements attributes to the System Dictionary entry for that table.
Modifying and adding calendar report system properties -- Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.
Override field styles for calendar event highlighting -- Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.
Limit the number of events displayed on calendar days -- Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.
Change the day that calendar weeks start on -- Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.
Customize calendar weeks -- Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.
Set calendar record limit -- Specify system property values to override Task table highlighting in calendar events, limit the number of events in a calendar cell, or change the day the calendar week starts.
Customize start and end dates -- You can configure calendar reports to support the spanning of multi-day events across calendar cells.
Translate a report’s grouping labels -- When executing reports that group results by a Translated Text field, to ensure that individual field labels and values display as translated, use the translated_text type.
Report Administration module -- Learn how to administer reports on the ServiceNow platform using the Reports Administration module.
Reporting reference -- Miscellaneous tables of roles, properties, and other information.
Aggregation in reporting -- Aggregation enables you to apply calculations to data displayed in reports.
Aggregate a report on count -- When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The count aggregation gives the number of records in each element of a visualization.
Aggregate a report on averages -- When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The sum aggregation shows the sum of the field you aggregate on.
Aggregate a report on sum -- When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The sum aggregation shows the sum of the field you aggregate on.
Aggregate a report on minimum or maximum -- When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The maximum and minimum aggregations show the maximum or minimum value for each segment of the visualization.
Aggregate a report on standard deviation -- When you create a report, you can aggregate the data on several calculations including the number of records, averages, and standard deviation. The standard deviation aggregation shows variation from average values for a duration or numeric field in a visualization.
Reporting roles -- Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.
Report user [report_user] -- Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.
Report scheduler [report_scheduler] -- Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.
Group report user [report_group] -- Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.
Global report user [report_global] -- Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.
Report administrator [report_admin] -- Reporting is installed with roles that limit report creation. Access control lists (ACLs) can also limit report viewing and creation.
Reporting properties -- Use properties to fine-tune report behavior and appearance.
Report Designer keyboard shortcuts -- Keyboard shortcuts enable you to perform certain functions in the Report Designer without using your mouse.
Responsive dashboards in the Core UI -- Responsive Dashboards enable you to display multiple performance analytics, reporting, and other widgets on a single screen. Use dashboards to create a story with data you can share with multiple users.
Exploring Responsive dashboards -- Learn more about dashboards with a sample workflow and reviewing the benefits it can provide for different users.
Edit a responsive dashboard -- You can edit the contents of a dashboard, including Performance Analytics widgets, reports, and tabs. Because dashboards are shared, any modifications you make are applied globally.
Configure the layout of a responsive dashboard -- You can change the appearance of widgets; change widget layouts; change the colors of the widget title, header, and background; and show or hide widget headers.
Working with responsive dashboards -- Responsive dashboards enable you to share widgets such as reports and Performance Analytics visualizations in the classic environment. An easy-to-use drag and drop canvas helps you create, edit, and arrange content, and then share it with colleagues.
Create or configure a responsive dashboard -- Create a dashboard where you can add Performance Analytics widgets, data visualizations, and other content that you frequently use. You can then share the dashboard with other users.
Solve problems with empty dashboards -- When a dashboard shows an empty page with an empty dashboard selector, the dashboard name may include special characters.
Find a responsive dashboard -- Use dashboard categories, dashboard groups, and dashboard lists to find the dashboard you want to use.
Share a responsive dashboard -- Share a dashboard with other users to create a shared view of data that you can use to collaborate. You can give other users viewing rights or both viewing and editing rights.
Enable pa_dashboard records in scoped applications -- When application administration is enabled for a scoped application, access control list (ACL) rules for the scoped application are applied. To allow your scope to use the ACLs defined on the [pa_dashboards] table but out of your scoped app, inherit the [pa_dashboards] ACLs.
Manage responsive dashboards -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Delete a responsive dashboard -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Delete a dashboard tab -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Copy a responsive dashboard -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Rename a responsive dashboard -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Remove a user from a dashboard -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Mark a responsive dashboard as a favorite -- Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.
Filter dashboards on breakdown elements -- Some dashboards let you apply one or more Performance Analytics breakdown elements to filter the entire dashboard. For example, you can show only high and critical priority items or only the teams that report to a certain manager.
Copy a responsive dashboard URL -- It is not possible to copy a dashboard URL from the browser. You can, however, create a URL that opens the current view of the dashboard, including tabs and breakdown elements. When the link is followed, the ServiceNow platform frame around the dashboard is not included.
Dashboard URL format -- It is not possible to copy a dashboard URL from the browser. You can, however, create a URL that opens the current view of the dashboard, including tabs and breakdown elements. When the link is followed, the ServiceNow platform frame around the dashboard is not included.
Set responsive dashboards as your home -- You can set dashboards as your Home. With this setting, the last dashboard you selected appears when you select the logo on the upper left corner of the platform.
Request an analytics service -- Request services associated with dashboards, such as to request a new dashboard or access to an existing dashboard.
Fulfill an analytics request -- Request services associated with dashboards, such as to request a new dashboard or access to an existing dashboard.
Administering dashboards -- Learn about administering dashboards including how to group dashboards, how to move a dashboard with an update set, and addressing permissions issues.
Explore and manage dashboards -- Quickly identify the relationships between Performance Analytics elements, such as dashboards, reports, and indicators. Each dashboard tab has customized interactive filters that enable you to refine the information that the dashboard shows.
Set dashboards as home for all users -- You can set dashboards as home for all users. By default, the most recent dashboard a user has visited is the dashboard they see when they log in to ServiceNow.
Organize dashboards into groups -- Assign dashboards to groups so that users can find the dashboards they want more easily. Dashboard groups determine how dashboards appear in the dashboard picker when you navigate to Self-Service Dashboards . You can also add view permissions to dashboard groups.
How dashboard and dashboard group permissions interact -- Assign dashboards to groups so that users can find the dashboards they want more easily. Dashboard groups determine how dashboards appear in the dashboard picker when you navigate to Self-Service Dashboards . You can also add view permissions to dashboard groups.
Accessibility options on dashboards -- Understand how accessibility settings affect reports and Performance Analytics widgets on dashboards. Data visualizations on a Workspace are also affected.
Move a Core UI dashboard with an update set -- Portal pages related to dashboard tabs aren’t automatically transferred in update sets. You can add portal pages to update sets from a dashboard record using the Unload Dashboard function. The Unload Dashboard function unloads the entire dashboard with all related tabs, including portal pages.
Solving errors on dashboards moved with update sets -- When you move a dashboard with an update set, if errors are shown on the Update Set Preview Problems tab of the Retrieved Update Set page, follow the instructions for each error to solve these problems.
Error: Could not find a record in sys_grid_canvas -- When you move a dashboard with an update set, if errors are shown on the Update Set Preview Problems tab of the Retrieved Update Set page, follow the instructions for each error to solve these problems.
Error: Update set id 'global' is different -- When you move a dashboard with an update set, if errors are shown on the Update Set Preview Problems tab of the Retrieved Update Set page, follow the instructions for each error to solve these problems.
Dashboard permissions -- Dashboards have special granular view and edit permissions that are managed from the Sharing pane. Access control lists (ACLs) apply to most widgets that are added to dashboards.
Restrict responsive dashboard access to specific roles -- Specify additional roles required to access the dashboard when you share a dashboard with specified users, groups, and roles. Only users who the dashboard has been shared with and who have one of the specified roles are able to access the dashboard.
Responsive dashboard role examples -- Your ability to create, edit, view, or share a dashboard depends on your roles. These examples show what you can do with a dashboard based on your roles.
Dashboard statistics -- The Dashboard Stats list enables you to view how often each of your Core UI dashboards is run and how long it takes to run them.
Dashboard executions -- The Dashboard Executions list enables you to view how long it takes for your Core UI dashboards to load and the ID of the user who launched it. The list includes one entry for the most recent launch of each dashboard per user.
Dashboard execution statistics -- The Dashboard Stats Executions list enables you to view how long it takes for your Core UI dashboards to load. The list includes one entry for each launch of a dashboard.
Guidelines for translated dashboards -- Users can only find translated dashboards under certain configurations. You can translate the dashboard name to make it searchable. When working with language plugins, refer to these guidelines to make sure users can find your translated dashboards.
Solving issues on translated dashboards -- Users can only find translated dashboards under certain configurations. You can translate the dashboard name to make it searchable.
Domain separation and responsive dashboards -- Domain separation is supported in dashboard creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Quick start tests for Dashboards -- Validate that Dashboards still work after you make any configuration change such as applying an upgrade. Copy and customize these quick start tests to pass when using your instance-specific data.
Dashboard URL parameters -- Dashboard URL parameters allow you to control the visibility of headers and the breakdown sources of dashboards used in application pages.
Dashboards overview URL parameter -- Dashboard URL parameters allow you to control the visibility of headers and the breakdown sources of dashboards used in application pages.
Optimize widget rendering time on responsive dashboards -- Large dashboards can take a long time to render, especially when widgets depend on complex queries or queries on large tables. You can use system properties to optimize how widgets load.
Admin Console for Dashboards -- The Performance Analytics Admin Console contains several features for dashboard management.
Custom content PDF export limitations -- When you create custom content to be placed as widgets on dashboards and home pages, you must perform extra tests before you export the content to PDF.
Homepage deprecation -- Support for homepage functionality has been phased out. It is not possible to create or edit homepages at all when Next Experience is enabled.
Homepage deprecation help tool -- Use the Homepage deprecation help tool to find all of your homepages in one place and convert them to dashboards, retire them, and restore retired homepages as dashboards.
Convert homepages to individual dashboards -- Populate the Homepage migration status table and then determine which homepages to convert to dashboards. You can convert homepages to individual dashboards or you can convert multiple homepages to tabs on the same dashboard.
Convert homepages to dashboard tabs -- After you populate the Homepage migration status table, you can convert one or more homepages to tabs on new or existing dashboards.
Retire a homepage -- Use the homepage migration status table to retire homepages. When you retire a homepage, you remove visibility and editing options from all but the admin.
Populate the status table -- The Homepage migration status table enables you to address homepage retirement and conversion. Run a scheduled workflow to populate the homepage migration status table with information about the homepages on your instance.
Populate the status table for multiple domains -- By default, the flow to populate the homepage migration status table applies only to the global domain. You can create a flow to apply to the other domains in your instance.
Widgets -- Objects that have been added to dashboards in Core UI are called widgets. You can create and manage widgets. Many applications have their own widgets. See an application's documentation for information about the widgets included with the application.
Create a Core UI choice list filter -- A choice list interactive filter enables users to filter report widgets based on the value of a choice list.
Create a Core UI reference field filter -- A reference field interactive filter allows users to filter report widgets based on the value of a reference field.
Create a Core UI date filter -- A date interactive filter allows users to filter report widgets based on the value in a date field.
Create a Core UI Boolean filter -- A Boolean interactive filter allows users to filter report widgets based on the value of a true/false field.
Create a Core UI group filter -- A group interactive filter allows users to select multiple interactive filters to apply to reports on a dashboard.
Create a Core UI cascading filter -- Cascading filters allow you to filter based on multiple values in a hierarchy, such as by region, country, and city. Lower-level choices are filtered by the values selected at higher levels.
Cascading filters deduplication -- Cascading filters allow you to filter based on multiple values in a hierarchy, such as by region, country, and city. Lower-level choices are filtered by the values selected at higher levels.
Interactive filters on database views and table hierarchies -- When you create an interactive filter on an extended table, you can also apply the filter to database views and to the other tables in the hierarchy. The hierarchy includes all parent, child, and sibling tables.
Make a breakdown act as an interactive filter -- You can configure a Performance Analytics breakdown on a dashboard to act as an interactive filter for reports on the dashboard. The dashboard must be configured as a breakdown dashboard.
Make a report follow interactive filters -- When you add interactive filters to a Core dashboard, you can configure the reports on the dashboard to accept input from interactive filters. For example, you add a filter on the Incident table's Active field. Reports on the Incident table can reflect the user's choice from that filter.
Custom interactive filters -- As an administrator, you can create scripted interactive filter widgets to provide advanced filtering options on dashboard reports.
Custom interactive filter examples -- As an administrator, you can create custom interactive filter widgets to provide advanced filtering options on dashboards.
Create a custom interactive filter widget -- As an administrator, you can create custom interactive filter widgets to provide advanced filtering options on dashboards.
Define filtering logic - example -- As an administrator, you can create custom interactive filter widgets to provide advanced filtering options on dashboards.
Create a custom date/time filter option -- As an administrator, you can create custom interactive filter widgets to provide advanced filtering options on dashboards.
Use the Debug filter -- The debug interactive filter helps you create custom filters. This filter displays a JSON array representation of all active filters on a dashboard.
Custom interactive filter limitations -- Custom interactive filters are a fallback for use when standard interactive filters do not provide certain functionality.
DashboardMessageHandler -- Provides methods to define custom filtering logic for interactive filters.
Dynamic JavaScript filters -- Create dynamic conditions in JavaScript that you can configure as part of a report visualization's criteria instead of specified values.
Add a dynamic JavaScript filter -- Create dynamic conditions in JavaScript that you can configure as part of a report visualization's criteria instead of specified values.
Performance Analytics widgets -- Widgets enable you to define visualizations for indicator scores. Widgets are shown on dashboards.
Time series widgets -- Time series widgets show changes in an indicator score over time. Different visualizations emphasize the trend in the scores or the scores themselves, and can display one indicator or compare several indicators.
Column visualization time series widget -- To emphasize the indicator scores over time instead of the trend in scores, create a time series widget with a column visualization. You can also use column visualizations to compare indicators.
Area visualization time series widget -- To examine the contribution of one or more indicators to a summing indicator, create a time series widget with an area visualization.
Spline visualization time series widget -- To show the trend over time in indicator scores when you need to apply curve fitting, create a time series widget with a spline visualization.
Step visualization time series widget -- To emphasize changes in indicator scores between discreet points in time, create a time series widget with a step visualization.
Stacked column time series widget -- To compare and sum the scores of several indicators, create a widget as a time series with a stacked column visualization.
Relative compare time series widget -- To show how the relative proportions of several indicators change over time, use a relative compare visualization for a time series.
Additional settings for time series widgets -- Time series widgets have the following optional settings for display, for the date range, and for the axis labels. You can also use these setting to select an elements filter in place of a first-level breakdown element.
Widget confidence bands -- Time series widgets have the following optional settings for display, for the date range, and for the axis labels. You can also use these setting to select an elements filter in place of a first-level breakdown element.
Score widgets -- Score widgets show aggregate indicator scores.
Create a latest score visualization for a score widget -- To see the change between the latest score and a previous score, use a latest score visualization in a score widget. You can also show a trend line of scores.
Speedometer or dial score widget -- To show the latest score of an indicator compared to the range of scores, use a speedometer or dial visualization in a score widget. A speedometer also shows the indicator target.
Breakdown widgets -- Breakdown widgets show indicator scores grouped by breakdown elements. Different visualizations can be used to compare the relative proportion of breakdown elements or the trends in these proportions.
Grouping by breakdown and filtering by breakdown -- In breakdown widgets, breakdowns either group or filter indicator scores. When you create a widget, this dual purpose of breakdowns affects the function of the breakdown fields.
Pyramid or funnel breakdown widget -- To show the relative proportions of the elements of a breakdown, particularly when the elements represent stages in a process, use a pyramid or funnel visualization.
Column breakdown widget -- To compare the elements of one breakdown applied to one indicator, use a column visualization.
Pareto breakdown widget -- To identify the most important breakdown elements when the breakdown has a large set of elements, use a Pareto visualization.
Line visualization breakdown widget -- To follow changes over time in the relative proportion of breakdown elements for an indicator, use a line visualization in a breakdown widget.
Columns and total breakdown widget -- To follow changes over time in both the scores of an indicator and the relative proportion of breakdown elements for that indicator, use a Columns and Total visualization in a breakdown widget.
Stacked column breakdown widget -- To follow changes over time in the relative proportion of breakdown elements for an indicator, use a stacked column visualization in a breakdown widget.
Relative compare breakdown widget -- To show how the relative proportions of several indicators change over time, use a relative compare visualization for a time series.
Pivot scorecard breakdown widget -- To compare the relative proportions of breakdown elements between a number of indicators, use a pivot scorecard visualization in a breakdown widget.
Treemap breakdown widget -- To display a hierarchy of breakdown elements, use a treemap visualization.
Additional settings for breakdown widgets -- Breakdown widgets have the following optional settings for the date range, the display, the grouping breakdown, and for the column contents. Not all options are available for all visualizations.
Personalized visuals -- Configure visuals with dynamic elements to show information that applies only to the person looking at the visual on a dashboard, service portal, or Workspace canvas.
Configure a widget with personalized visuals -- Configure visuals with dynamic elements to show information that applies only to the person looking at the visual on a dashboard, service portal, or Workspace canvas.
Personalized visuals example -- Configure visuals with dynamic elements to show information that applies only to the person looking at the visual on a dashboard, service portal, or Workspace canvas.
Heatmap in pivot widget -- To group the scores of an indicator by two breakdowns, use a heatmap visualization in a pivot widget.
Set up text analytics -- Select the text fields to analyze and which indicators to analyze.
Collect initial text analytics data -- When you configure text analytics for an indicator source, no data is available until a relevant data collector job is run. If you have newly created a text analytics configuration, run a special collection job. If you have added indicators to an existing text analytics configuration, run a historical data collection job to collect only text analytics.
Select text analytics stop words -- Select words to exclude from text analysis. You can exclude words at either the indicator source or the indicator level.
Search text for phrases -- You can specify phrases that text analytics searches for, instead of searching for only the most frequent individual words.
Create a text widget -- To help analysts visualize any patterns in user-entered text in an indicator, create a word cloud visualization in a text widget.
Save keywords for text analytics -- You can save keywords that will always filter a text analytics widget. You can save them directly on the widget in a dashboard, choosing from the words in the word cloud. Alternatively, you can create or edit a record of saved keywords.
Workbench process widget -- A workbench process widget is a collection of indicators that tell a story. The widget enables you to analyze multiple facets of multiple indicators on one screen without drilling down. This widget is useful when you want to monitor a process or service that has a workflow.
Create a workbench process widget -- A workbench process widget is a collection of indicators that tell a story. The widget enables you to analyze multiple facets of multiple indicators on one screen without drilling down. This widget is useful when you want to monitor a process or service that has a workflow.
Add widget indicators -- Add any number of secondary indicators to an existing time series or list widget.
Color schemes -- When a data visualization illustrates multiple indicators, breakdowns, or table fields, the colors of the different values can follow a color scheme.
Create a color scheme -- When a data visualization illustrates multiple indicators, breakdowns, or table fields, the colors of the different values can follow a color scheme.
PA Widgets on Service Portal -- You can show Performance Analytics indicators and breakdowns using Service Portal.
View widget statistics -- You can view statistics about Performance Analytics widgets to help identify and resolve problems, such as if a widget is loading slowly on dashboards.
Widget statistics properties -- You can view statistics about Performance Analytics widgets to help identify and resolve problems, such as if a widget is loading slowly on dashboards.
Analytics Hub -- The Analytics Hub is an exploratory view of indicators, used for more detailed analysis. It lets you see trends, predictions, breakdowns, and associated records for a specific indicator. The Analytics Hub replaces scorecards.
Analytics Hub list of indicators -- The Analytics Hub provides a list of indicators, their scores, and a customizable selection of other analytics. Click the name of an indicator to see more details about that indicator. The Analytics Hub replaces scorecards.
Analytics Hub for a specific indicator -- Use the Analytics Hub to analyze indicator data deeply, such as by aggregating data, comparing scores, or viewing changes over time.
View scores and statistics -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Indicator summary -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Viewing real-time scores on the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Time-series aggregations in the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Date ranges of scores in the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Statistics on the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Breakdowns, elements, and element filters -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Viewing aggregate scores for multiple elements -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Showing records in the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Chart options on the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Visualizations on the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
User preferences on the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Domain separation on the Analytics Hub -- The Analytics Hub Overview tab shows the score for a time period, statistics, and a time series. You can set the time period for the statistics and time series. You can also filter scores by breakdown and element.
Compare scores -- In the Analytics Hub Compare tab, compare scores on any two dates, or compare scores against linked benchmark scores.
Analytics Hub UUIDs -- Every combination of breakdowns, elements, a time series aggregation, and a domain that you specify for an indicator has a unique identifier (UUID). To write scripts or just to understand how the Analytics Hub works, you should understand how these UUIDs are constructed.
Interactive Analysis -- Interactive Analysis enables you to quickly explore data on a list of records.
Interactive Analysis information panel -- The Filter Info panel summarizes what the current filter shows and enables you to edit the source filter condition, bookmark an interactive analysis, and share an interactive analysis with colleagues.
Bookmark an interactive analysis -- The Filter Info panel summarizes what the current filter shows and enables you to edit the source filter condition, bookmark an interactive analysis, and share an interactive analysis with colleagues.
Share an interactive analysis -- The Filter Info panel summarizes what the current filter shows and enables you to edit the source filter condition, bookmark an interactive analysis, and share an interactive analysis with colleagues.
Remove a filter from Interactive Analysis -- You can remove a filter from Interactive Analysis and specify whether to remove the filter element from Group by and Stack by lists in the analysis.
Edit source filters -- You can edit a source filter in the Interactive Analysis Filter Info panel.
Interactive Analysis filter deduplication -- Upon launching Interactive Analysis, duplicate filters are removed automatically from the Filters panel. You do not have to clean up the filter panel.
Interactive Analysis persistence -- The filters that you select persist between uses of Interactive Analysis per view and per user.
Synchronize Group by and Stack by elements in filters -- Synchronize Group by and Stack by elements in an interactive analysis when filters are added to the filter panel and when they are removed from the filter panel. You can also remove a filter without synchronizing group by and stack by elements.
Interactive Analysis aggregations -- When you work with Interactive Analysis, you can view data from the perspectives of record counts, sums, averages, and distinct counts.
Platform Analytics solutions -- Prepackaged solutions featuring Platform Analytics dashboards with data visualizations and Performance Analytics indicators (KPIs) are available for many ServiceNow products. Use these solutions to get started quickly.
Available Platform Analytics Solutions -- The following Platform Analytics Solutions are available for their corresponding ServiceNow Performance Analytics entitlements. The solutions are at no extra charge, but the underlying applications require appropriate licensing.
Install a dashboard -- Use the Solution Library to install a dashboard and all its associated visualizations such as widgets and reports, and to configure existing dashboards.
Upgrade a dashboard -- When you upgrade a dashboard, solution metadata that have updates available, including any new records added to the dashboard, are installed. Solution metadata records that you have customized, even if those records are updated in the newer release, are not affected.
Install a single solution metadata record -- Install a single solution metadata record used by a dashboard, such as a widget, to match the latest version of the record without impacting other records used by the same dashboard.
Configure Platform Analytics Solutions -- Platform Analytics Solutions come configured with the expectation that you keep your ServiceNow AI Platform data in a standard set of tables and fields. If you are using different fields, configure the Solutions to point to the correct locations.
Review the indicator sources -- Determine which fields contain the data you are looking for in each application you are enabling for Performance Analytics.
Update Performance Analytics scripts -- Platform Analytics Solutions include Performance Analytics scripts to perform calculations on records. These scripts use the time stamp fields from the indicator sources. If you change the time field stamps in an indicator source, also modify the related scripts.
Review the breakdown sources -- Breakdown sources represent the elements that you use to examine a KPI in more detail. Modify the breakdown source to limit the element list to only those items that are meaningful for the data analysis.
Collect data for Platform Analytics Solutions -- After you install an Platform Analytics Solution and ensure that it points at the correct data structures in your instance, collect the data for the indicators and breakdowns.
Automation Discovery -- ServiceNow Automation Discovery helps you identify automation opportunities for your workflows. Use the discovery reports to implement or improve automation solutions like Virtual Agent (VA), and Agent assist.
Install Automation Discovery -- You can install the Automation Discovery application (sn_auto_discovery) using the admin role. The application activates related plugins if they are not already activated.