Opened vs. Closed Task Records combined in one Report Chart
A user asked in the community how to combine opened and closed task records in one chart over the last 12 months, and I want to give the answer with the following manual. The basic approach is to create an individual dataset and then include this dataset in an existing report.
Create a new report source
Go to Reports > Report Sources and click on "New". Then define the criteria for collecting all closed tasks over the last 12 months:
Create new report
Go to Reports > Create new and fill out the configurations as described:
Data
- Source Type: Table
- Table: task
- Conditions: Created at or after last 12 Months (click on filter icon in the right pane)
Type
Choose "Column" at report category "Time Series":
Configure
- Trend by: Created
- per: Month
- Aggregation: Count
Finish
Click "Run" and after that "Save":
Add Report source
(1) Click on the icon right beside the Headline and then
(2) Add dataset
Data
Select the previously saved report source "Closed Tasks over the 12 months"
Type
Choose again "Column" as chart type:
Configure
- Trend: Closed
- per: Month (not changeable)
- Aggregation: Count
Style
Select a suitable color. Then click on "Save dataset":
Finalize and add to dashboard
On the left side, add a "Dataset name" for the "Opened Tasks" bars. Then save the report:
Click on share icon to add this report to an existing dashboard:
https://www.servicenow.com/community/platform-analytics-articles/opened-vs-closed-task-records-combined-in-one-report-chart/ta-p/2300928
