reporting-dashboards

name	reporting-dashboards
description	Build ServiceNow reports (list/bar/pie/line/pivot/single-score) on sys_report, sys_dashboard layouts with widget placement, scheduled report delivery, and drill-down configuration.
license	Apache-2.0
compatibility	Designed for Snow-Code and ServiceNow development
metadata	{"author":"serac","version":"1.0.0","category":"servicenow"}
tools	["snow_create_report","snow_create_dashboard","snow_schedule_report_delivery","snow_query_table"]

Reporting & Dashboards for ServiceNow

ServiceNow provides comprehensive reporting capabilities for data visualization and business intelligence.

Report Types

Type	Use Case	Example
List	Tabular data	Incident list
Bar	Category comparison	Incidents by priority
Pie/Donut	Distribution	Tickets by category
Line/Area	Trends over time	Weekly ticket volume
Pivot Table	Multi-dimensional	Priority x Category
Single Score	KPI value	Open P1 count
Gauge	Progress/threshold	SLA compliance

Creating Reports

List Report (ES5)

// Create list report
var report = new GlideRecord("sys_report")
report.initialize()

report.setValue("title", "Open High Priority Incidents")
report.setValue("table", "incident")
report.setValue("type", "list")

// Filter condition
report.setValue("filter", "active=true^priority<=2")

// Columns
report.setValue("field", "number,short_description,priority,state,assigned_to,opened_at")

// Sorting
report.setValue("orderby", "priority")
report.setValue("order", "ASC")

// Grouping (optional)
report.setValue("group", "assignment_group")

// Access control
report.setValue("user", gs.getUserID())
report.setValue("roles", "itil")

report.insert()

Bar Chart Report (ES5)

// Create bar chart
var barReport = new GlideRecord("sys_report")
barReport.initialize()

barReport.setValue("title", "Incidents by Priority")
barReport.setValue("table", "incident")
barReport.setValue("type", "bar")

// Aggregation
barReport.setValue("aggregate", "COUNT")
barReport.setValue("group", "priority")

// Filter
barReport.setValue("filter", "active=true")

// Chart options
barReport.setValue("show_data_label", true)
barReport.setValue("show_legend", true)
barReport.setValue("chart_color", "blue")

barReport.insert()

Trend Report (ES5)

// Create trend line chart
var trendReport = new GlideRecord("sys_report")
trendReport.initialize()

trendReport.setValue("title", "Incident Volume - Last 30 Days")
trendReport.setValue("table", "incident")
trendReport.setValue("type", "line")

// Time-based grouping
trendReport.setValue("trend", "opened_at")
trendReport.setValue("trend_interval", "day")

// Aggregation
trendReport.setValue("aggregate", "COUNT")

// Time filter
var thirtyDaysAgo = new GlideDateTime()
thirtyDaysAgo.addDaysLocalTime(-30)
trendReport.setValue("filter", "opened_at>=" + thirtyDaysAgo.getValue())

// Stacked by category
trendReport.setValue("stack", "priority")

trendReport.insert()

Pivot Table (ES5)

// Create pivot table
var pivotReport = new GlideRecord("sys_report")
pivotReport.initialize()

pivotReport.setValue("title", "Incidents: Priority vs Category")
pivotReport.setValue("table", "incident")
pivotReport.setValue("type", "pivot")

// Dimensions
pivotReport.setValue("group", "priority") // Rows
pivotReport.setValue("stack", "category") // Columns

// Aggregation
pivotReport.setValue("aggregate", "COUNT")

// Filter
pivotReport.setValue("filter", "active=true")

// Show totals
pivotReport.setValue("show_row_total", true)
pivotReport.setValue("show_column_total", true)

pivotReport.insert()

Dashboards

Creating Dashboard (ES5)

// Create dashboard
var dashboard = new GlideRecord("sys_dashboard")
dashboard.initialize()

dashboard.setValue("name", "IT Service Desk Dashboard")
dashboard.setValue("description", "Key metrics for service desk operations")

// Layout
dashboard.setValue("layout", "3") // 1, 2, 3, or 4 columns

// Access
dashboard.setValue("view_as", "desktop")
dashboard.setValue("roles", "itil")

var dashboardSysId = dashboard.insert()

Adding Widgets to Dashboard (ES5)

// Add report widget
function addReportToDashboard(dashboardId, reportId, row, column, width, height) {
  var widget = new GlideRecord("sys_dashboard_widget")
  widget.initialize()
  widget.setValue("dashboard", dashboardId)
  widget.setValue("report", reportId)
  widget.setValue("row", row)
  widget.setValue("column", column)
  widget.setValue("width", width || 1) // columns wide
  widget.setValue("height", height || 1) // rows tall
  return widget.insert()
}

// Layout example (3-column dashboard)
// Row 0: Three single-score cards
addReportToDashboard(dashboardSysId, openIncidentsReport, 0, 0, 1, 1)
addReportToDashboard(dashboardSysId, avgResolutionReport, 0, 1, 1, 1)
addReportToDashboard(dashboardSysId, slaComplianceReport, 0, 2, 1, 1)

// Row 1: Full-width trend chart
addReportToDashboard(dashboardSysId, trendReport, 1, 0, 3, 2)

// Row 2: Two charts side by side
addReportToDashboard(dashboardSysId, priorityPieChart, 3, 0, 1, 2)
addReportToDashboard(dashboardSysId, categoryBarChart, 3, 1, 2, 2)

Scheduled Reports

Create Scheduled Report (ES5)

// Schedule report for email delivery
var schedule = new GlideRecord("sys_report_schedule")
schedule.initialize()

schedule.setValue("report", reportSysId)
schedule.setValue("name", "Weekly Incident Summary")

// Recipients
schedule.setValue("recipients", "[e-mail]")
schedule.setValue("recipient_users", managersSysIds) // comma-separated
schedule.setValue("recipient_groups", itManagersGroup)

// Schedule (cron)
schedule.setValue("run", "weekly")
schedule.setValue("day", "monday")
schedule.setValue("time", "08:00:00")

// Format
schedule.setValue("format", "pdf") // pdf, xlsx, csv

// Email settings
schedule.setValue("subject", "Weekly IT Incident Summary")
schedule.setValue("message", "Please find attached the weekly incident summary report.")

schedule.setValue("active", true)

schedule.insert()

Advanced Reporting

Report with Formula Field (ES5)

// Report with calculated field
var report = new GlideRecord("sys_report")
report.initialize()

report.setValue("title", "SLA Breach Analysis")
report.setValue("table", "task_sla")
report.setValue("type", "bar")

// Custom formula aggregation
report.setValue("aggregate", "SUM")
report.setValue("field", "has_breached") // Boolean to count

// Percentage calculation
report.setValue("formula", "CASE WHEN {has_breached} = 1 THEN 1 ELSE 0 END")

report.setValue("group", "sla.name")

report.insert()

Drill-Down Report (ES5)

// Create report with drill-down capability
var summaryReport = new GlideRecord("sys_report")
summaryReport.initialize()

summaryReport.setValue("title", "Incidents by Assignment Group")
summaryReport.setValue("table", "incident")
summaryReport.setValue("type", "bar")
summaryReport.setValue("aggregate", "COUNT")
summaryReport.setValue("group", "assignment_group")

// Enable drill-down
summaryReport.setValue("is_drillable", true)
summaryReport.setValue("drill_down_report", detailReportSysId)

summaryReport.insert()

Export & Integration

Export Report Data (ES5)

// Export report to CSV
function exportReportToCSV(reportSysId) {
  var report = new GlideRecord("sys_report")
  if (!report.get(reportSysId)) return null

  var ga = new GlideAggregate(report.getValue("table"))

  // Apply filter
  var filter = report.getValue("filter")
  if (filter) {
    ga.addEncodedQuery(filter)
  }

  // Apply grouping
  var groupField = report.getValue("group")
  if (groupField) {
    ga.addAggregate("COUNT")
    ga.groupBy(groupField)
  }

  ga.query()

  var results = []
  while (ga.next()) {
    results.push({
      group: ga.getValue(groupField),
      count: ga.getAggregate("COUNT"),
    })
  }

  return results
}

REST API for Reports

// Get report data via REST
// GET /api/now/stats/{table}?sysparm_query={filter}&sysparm_count=true&sysparm_group_by={field}

// Example: Incidents by priority
// GET /api/now/stats/incident?sysparm_query=active=true&sysparm_count=true&sysparm_group_by=priority

MCP Tool Integration

Available Reporting Tools

Tool	Purpose
snow_create_report	Create report
snow_create_dashboard	Create dashboard
snow_pa_create (action='scheduled_report')	Schedule delivery
snow_pa_discover (action='reporting_tables')	Find available tables
snow_pa_discover (action='report_fields')	Get field options
snow_pa_operate (action='export_report')	Export data
snow_pa_create (action='visualization')	Create chart

Example Workflow

// 1. Discover available tables
var tables = await snow_pa_discover({
  action: "reporting_tables",
  category: "itsm",
})

// 2. Get fields for table
var fields = await snow_pa_discover({
  action: "report_fields",
  table: "incident",
})

// 3. Create report
var reportId = await snow_create_report({
  title: "Incident Overview",
  table: "incident",
  type: "bar",
  group: "priority",
  aggregate: "COUNT",
  filter: "active=true",
})

// 4. Create dashboard
var dashboardId = await snow_create_dashboard({
  name: "Service Desk Overview",
  layout: "3-column",
})

// 5. Add report to dashboard
await snow_add_dashboard_widget({
  dashboard: dashboardId,
  report: reportId,
  row: 0,
  column: 0,
})

// 6. Schedule report (looked up by name, recipients as array)
await snow_pa_create({
  action: "scheduled_report",
  reportName: "Incident Overview",
  schedule: "weekly",
  recipients: ["[e-mail]"],
  format: "PDF",
})

Best Practices

1. Clear Titles - Descriptive, action-oriented names
2. Appropriate Type - Match chart type to data
3. Filter Wisely - Default to relevant subset
4. Color Meaning - Consistent color conventions
5. Mobile Friendly - Test on smaller screens
6. Performance - Limit rows, use aggregations
7. Access Control - Role-based visibility
8. Regular Refresh - Keep data current