---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Advanced reporting topics

# Advanced reporting topics {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Learn how to customize report visualizations and the data you report on.

Topics in this section are appropriate for users who are already familiar with the basics of report creation. However you do not need to be an admin or a report_admin to configure reports as described in this section.
* **[Drilling down within reports](https://servicenow-prod.fluidtopics.net/UtouGuO90NBdaO59lctiyQ#c_DrillingDownWithinReports)**   
  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.
* **[Set the on-click behavior of a report](https://servicenow-prod.fluidtopics.net/KRfqtbfidZ426xX5bIX2fw)**   
  You can configure a URL to open when you select a section of a report.
* **[Add an additional group by or stack by](https://servicenow-prod.fluidtopics.net/9jON6YGFIYmxXtlLCzeVxg)**   
  You can configure a report to let users adjust its grouping and stacking.
* **[Using multiple datasets in a report](https://servicenow-prod.fluidtopics.net/QQLqDM7eAjuSdSybyNby8Q#c_MultipleDataSets)**   
  You can create reports that use datasets from up to five tables in a single report.
* **[Create a report from an imported Microsoft Excel document](https://servicenow-prod.fluidtopics.net/d75T_7SmDH5J1uB4jY2Zfw)**   
  You can import Excel spreadsheets (.xlsx files) of data maintained outside of your instance and create reports from those files.
* **[Create reports from MetricBase time-series data](https://servicenow-prod.fluidtopics.net/lW6uv3rCFeqR79bfgzT~bg)**   
  Use the MetricBase application to create time-series reports from MetricBase data.
* **[Configure charts on forms](https://servicenow-prod.fluidtopics.net/1~NmhaRQ9i_Oc~bGVsKw4Q)**   
  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.
* **[Embedding reports in Jelly](https://servicenow-prod.fluidtopics.net/UUdwy28ubpwYjVLBIt1JSg#c_EmbeddingReportsInJelly)**   
  You can embed reports in any Jelly-based element, such as a UI page.
* **[Report on extended tables](https://servicenow-prod.fluidtopics.net/sTKYkU8BlGjtGq5o389oIQ#t_AccessFieldExtendedTable)**   
  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](https://servicenow-prod.fluidtopics.net/e~IjFe5Vygo0I94y10KrdA#fx-currency-values-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 service catalog variables](https://servicenow-prod.fluidtopics.net/ylLObvaq8m9tgTBeg_Em2A)**   
  Create reports grouped by a variable on a selected service catalog item. You can also create filters on the same variable.
* **[Report on function fields](https://servicenow-prod.fluidtopics.net/iyxA5tkjQ6sEXDrRejhocw)**   
  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.
* **[Report on questions](https://servicenow-prod.fluidtopics.net/UzG~EHYTKYqIzJDIP977YQ#report-on-questions)**   
  Report on selected questions by grouping or filtering on them.
* **[Predefined colors in reports](https://servicenow-prod.fluidtopics.net/WcvYQxJI88Z1LFAVzDI93g)**   
  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.
* **[Scoped reports](https://servicenow-prod.fluidtopics.net/JIfD2Kjpl5dTUtGfmGfGsw)**   
  When editing a report from a different application scope than the current scope, actions modifying the original report are unavailable.
* **[Value formatting in reports](https://servicenow-prod.fluidtopics.net/AtIreDMjQHHIo~Tns9Vtyg#value-formatting-reports)**   
  In most reports, you can configure how numerical values look when you publish the report.