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Opened vs. Closed Task Records combined in one Report Chart

Import · Dec 09, 2020 · article

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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:

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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)

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Type

Choose "Column" at report category "Time Series":

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Configure

  • Trend by: Created
  • per: Month
  • Aggregation: Count

Finish

Click "Run" and after that "Save":

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Add Report source

(1) Click on the icon right beside the Headline and then

(2) Add dataset

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Data

Select the previously saved report source "Closed Tasks over the 12 months"

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Type

Choose again "Column" as chart type:

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Configure

  • Trend: Closed
  • per: Month (not changeable)
  • Aggregation: Count

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Style

Select a suitable color. Then click on "Save dataset":

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Finalize and add to dashboard

On the left side, add a "Dataset name" for the "Opened Tasks" bars. Then save the report:

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Click on share icon to add this report to an existing dashboard:

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View original source

https://www.servicenow.com/community/platform-analytics-articles/opened-vs-closed-task-records-combined-in-one-report-chart/ta-p/2300928