Zurich Platform Analytics

Release: zurich
ft:locale: English
ft:publication_title: Zurich Platform Analytics
ft:clusterId: par
bundleId: par
workflow: Platform

Platform Analytics
Platform Analytics experience
Platform Analytics Migration Center
Perform full data migration
Evaluate full data migration
Relaunch data migration
Set redirection for admins
Migrated artifact locations
Migration log locations
Migrate a selection of Core UI dashboards
Migrate dashboards that you own
Disable migration of single dashboards
Migrate a selection of Core UI reports
Block migration of specific artifacts
Hide the Platform Analytics library banner
Content not migrated or migrated in compatibility mode
Roll back migrated dashboards
Migrate non-responsive dashboards
Platform Analytics migration tables
Dashboards
Explore
Dashboards in the library
Dashboards for users with admin roles
Dashboard elements
Differences between Core UI and Platform Analytics dashboards
Different approaches to dashboards
Working with in-line dashboards
Create a dashboard
Edit a dashboard
Add elements
Edit elements
Edit copies of elements
Add images to dashboard cards
Share a dashboard
Duplicate a dashboard
Print a dashboard
Export a dashboard
Schedule exports
Bookmark a dashboard
Delete a dashboard
Configure dashboard deletion actions
Configure
Configure dashboard details
Configure dashboard settings
Configure dashboard tab cache timeout
Dashboard categories
Certify a dashboard
Set dashboards as home for all users
Set one dashboard as home
Set one dashboard as home for specific users
Move an in-line dashboard to another instance
Dashboard cache
Domain separation
Configure a Process Mining map on a dashboard
Applying filters to Process Mining maps
Executive dashboard overview
Chief Information Officer (CIO) Dashboard
Install the CIO Dashboard
CIO Dashboard tabs
CIO Dashboard data visualizations
CIO Dashboard indicators
CIO Dashboard roles
Chief Information Security Officer (CISO) Dashboard
Install the CISO Dashboard
CISO Dashboard pillars
CISO Dashboard data visualizations
CISO Dashboard indicators
CISO Dashboard roles
Chief Procurement Officer (CPRO) Dashboard
Install the CPRO dashboard
CPRO Dashboard pillars
CPRO Dashboard data visualizations
CPRO Dashboard indicators
CPRO Dashboard roles
Chief Risk Officer (CRO) Dashboard
Install the CRO Dashboard
CRO Dashboard pillars
CRO Dashboard data visualizations
CRO Dashboard indicators
CRO Dashboard roles
General Counsel (GC) Dashboard
Install the General Counsel (GC) Dashboard
GC Dashboard pillars
GC Dashboard data visualizations
GC Dashboard indicators
GC Dashboard roles
Chief Human Resources Officer (CHRO) Dashboard
Install the CHRO Dashboard
CHRO Dashboard tabs
CHRO Dashboard data visualizations
CHRO Dashboard indicators
CHRO Dashboard roles
Chief Financial Officer (CFO) Dashboard
Install the Chief Financial Officer (CFO) Dashboard
CFO Dashboard pillars
CFO Dashboard data visualizations
CFO Dashboard indicators
CFO Dashboard roles
Chief Digital Officer (CDO) Dashboard
Install the Chief Digital Officer (CDO) Dashboard
CDO Dashboard pillars
CDO Dashboard data visualizations
CDO Dashboard indicators
CDO Dashboard roles
Chief Customer Operations Officer (CCO) Dashboard
Install the CCO Dashboard
CCO Dashboard tabs
CCO Dashboard data visualizations
CCO Dashboard indicators
CCO Dashboard roles
Troubleshooting executive dashboard empty state messages
Insights on dashboards
Creating Process Mining projects from suggestions
Proactive analytics jobs
System properties
Technical dashboards
Technical versus inline dashboards
Create a technical dashboard
Add a drilldown event to a data visualization
Add a drilldown event to a saved data visualization
Configure filter event handlers
Use a local data instance
Enable filters
Enable data caching
Data resource for multiple visualizations
Reference
Translatable fields in dashboard elements
Platform Analytics dashboard roles
Platform Analytics dashboard tables
Data visualizations
Explore
Create
Types of data visualization
Single score visualization
Table data options for single score
Indicator options for single score
UXA options for single scores
Single score data visualization example
Box plot visualization
Table data options for box plots
Bubble visualization
Table data options for bubbles
Bubble data visualization example
Dial visualizations
Table data options for dials
Indicator options for dials
UXA options for dials
Dial visualization example
Gauge visualizations
Table data options for gauges
Indicator options for gauges
UXA options for gauges
Gauge visualization example
Geomap visualizations
Table data options for Geomaps
Map sources for geomaps
Heatmap visualizations
Table data options for heatmaps
Indicator options for heatmaps
Heatmap visualization example
Horizontal and vertical bar visualizations
Table data options for bar visualizations
Indicator data options for bar visualizations
User Experience Analytics data options for bar visualizations
Following filters per metric
Bar visualization examples
Horizontal bar visualization example
Vertical bar visualization example
Pie and donut visualizations
Table data options for pies and donuts
Indicator options for pies and donuts
UXA data options for pies and donuts
Pie visualization example
Donut visualization example
Pareto bar visualizations
Table data options for Pareto bar visualizations
Indicator data options for pareto bar visualizations
UXA data options for Pareto bar visualizations
Pivot table visualizations
Table data options for pivot tables
Indicator options for pivot tables
UXA data options for pivot tables
Pivot visualization example
Time series visualizations
Use cases for time series types
Table data options for time series
Indicator options for time series
UXA data options for time series
MetricBase options for time series
Time series display settings
Forecasting in time series
Multiple metrics in time series
Time series example
Calendar report visualizations
List visualizations
Create a list visualization with variable columns
Indicator Scorecards
Create a data visualization from a list
Share, edit, or delete
Edit a data visualization in an inline dashboard
Add a dashboard data visualization to the library
Open a visualization in the Visualization Designer from a dashboard
Edit a data visualization in the Visualization Designer
Data visualization details
Certify a data visualization in the Visualization Designer
Add a visualization to a dashboard from the Visualization Designer
Duplicate a visualization in the Visualization Designer
Duplicate a visualization on a dashboard
Share a visualization
Export a data visualization
Schedule exports
Delete a visualization
Bookmark a visualization
View
Selecting a group-by value
Refreshing a data visualization
Download a data visualization from a dashboard
Configure
Selecting data sources
Select a table data source
Select an indicator data source
User Experience Analytics data sources
Multiple data sources
Configure a data visualization to follow filters or not
Control data source availability by role
Dot-walking from reference fields
Dot walk fields in Visualization Designer
Value formatting in data visualizations
Chart interactions in a data visualization
Configure visualization interactions
Data views for different data sources
Questions in data visualizations
Service catalog variables in data visualizations
System tables in data visualizations
Colors in data visualizations
Domain separation and data visualizations
Reference
Data sources for data visualizations
Indicator management and Performance Analytics
Data Visualization roles
Data Visualization properties
Data visualization tables
Filters
Put a filter on an inline dashboard
Use the Filter Designer
Create a filter group
Create a filter on a technical dashboard
Make a data visualization act as a filter
Select or cascading filters
Set many-to-many filters
Conditions for two filters to follow each other
True/False filters
Date filters
Domain filters
Edit filters on dashboards
Troubleshoot breakdown filters
Filter tables
Indicator library
Analytics Center
Analytics Q&A
Creating Platform Analytics pages
Platform Analytics in App Engine Studio
Platform Analytics pages in workspaces
Add a dashboard to a page
Dashboard component properties
Dashboard component events
Configure custom redirection from a dashboard component
Pass global filters to the dashboard page template
Configure dashboard data broker
KPI Details
Exploring KPI Details
View KPI Details
Examining indicators with KPI Details
View contributing indicators to a formula in KPI Details
Show, compare, create, and edit records in KPI Details
Chart options
Select time aggregation in KPI Details
Filter KPI Details by breakdown elements
Access indicator record or scoresheet
Targets and thresholds
Create a target
Edit targets
Create, modify, or delete thresholds
Targets for multiple breakdown elements
Responsibility for global indicator targets
KPI Details reference
KPI Details Performance Analytics properties
KPI Details UUIDs
KPI Signals
Explore
Signal, no signal, and anti-signal
View KPI Signals
Configure
Monitor an indicator
Configure signal detection
Configure responsibility for KPI Signals
Configure signal notifications
Configure signals for breakdown elements
Signal detection jobs
Disabling KPI Signals
Use
Reset baseline or dismiss signal
Revert baseline reset or signal dismissal
KPI Signals roles
Reference
Data caching in Platform Analytics
Platform Analytics roles
Platform Analytics tables
Now Assist in Platform Analytics
AI Data Explorer
Explore
Configure
AI Data Explorer implementation checklist
Activate skills
Activate record-level analysis
Remove entry points from a workspace
Common issues and fixes
Use
Launch AI Data Explorer
Questions and responses in an exploration
Extended analysis
Add a data visualization from an exploration to a dashboard
Refresh a response with new data
Change the question or filter conditions
Duplicate, delete, copy, or move an answer
Setting exploration goals
Write or edit text in an exploration
Add an existing visualization to an exploration
View recommended actions in AI Data Explorer
Summarize an exploration
Duplicate an exploration
Share and collaborate on an exploration
Open an existing exploration
Delete an exploration
Reference
Roles and tables installed with AI Data Explorer
Domain separation support for AI Data Explorer
Platform Analytics in the Now Assist panel
Explore
Configure
Activate data visualization generation
Dashboard and visualization export skill
Generate visualizations
Guidelines and example questions
Limitations
Export dashboards and visualizations
Supported export output types
Export destinations
Limitations
Export guidelines and examples
Reference
Data visualization generation roles
Query Generation
Explore
Configure
Query Generation skills
Add a table to the semantic data layer
Enable generation for tables in the semantic layer
Enabling access to protected scope apps
Create ACLs for protected scopes
Approve RCA records
Tuning the semantic layer
Health page
Customizing semantic metadata
Customize entity descriptions for the semantic layer
Customize column descriptions and usage instructions
Database views for cross-table data
Segments
Guidelines for segments
Create a manual segment
Manual segment data model and sync behavior
Shipping manual segments via plugins
Reference
Supported chart types
Supported query operations
Logs
Included roles, tables, and jobs
Properties
Performance Analytics (Indicator data sources)
Explore
Concepts
Put a Spotlight on records
Try out Complimentary Performance Analytics for Incident Management
Performance Analytics indicators compared to table data
Implement Performance Analytics
Planning your indicators
Performance Analytics data flow
Performance Analytics architecture
Configure fundamentals
Design your indicator solution
Access to KPI Composer
KPI Composer projects
Create a KPI Composer project
Define properties for a project
Add personas to a project
Group data by breakdown definitions
Write journal entries for a project
Share a KPI Composer project
Export a KPI Composer project
Import a KPI Composer project
Analysis and the KPI tree
Cross-project library elements
Create a library element
Use a library element
Edit or delete a library element
Designing dashboards
Add a dashboard
Add tabs and rows to a dashboard
Add canvases to a dashboard tab
Create a dashboard tab template
Defining indicators and reports
Create an indicator definition
Create a report definition
Reviewing your project
Generating tasks in KPI Composer
Indicators
Workflow for creating indicators
Indicator sources
Automated indicators
Create an automated indicator
Assign and map breakdowns
Add a collection job to an indicator
Performance Analytics snapshots
Create an automated indicator with a wizard
Formula indicators
Create a formula indicator
Get analytics methods in formulas
PAFormulaUtils API
getChange(String indicator, Object fromDate, Object toDate)
getChangePercentage(String indicator, Object fromDate, Object toDate)
getCurrentAggregateID()
getCurrentBreakdownID()
getCurrentBreakdownLevel2ID()
getCurrentElementID()
getCurrentElementLevel2ID()
getGap(String indicator, Object onDate)
getGlobalTarget(String indicator, Object onDate)
getPersonalTarget(String indicator, Object onDate)
getScore(String indicator, Object onDate)
Prevent a contributing indicator from following breakdowns
Breakdown matrices in formula indicators
Applying time series to result or to contributing indicators
Detect indicators with no scores in a formula
Indexing multiple indicators in a formula
Effect of user time zone on start and end dates
Manual indicators
Delete an indicator
Score forecasts
Create an indicator group
Rounding and precision in indicators
Indicator scores in reference currency
Create a unit
Exclude time series from an indicator
Control access to an indicator
Create an email notification for indicators
Schedule the export and distribution of an indicator
Link an automated indicator to a benchmark
Indicator breakdowns
Create a breakdown from a wizard
Breakdown sources
Define a breakdown source
Bucket groups for breakdown sources
Automated breakdowns
Create an automated breakdown
Create a breakdown mapping on a breakdown record
Example: Field mapping
Example: Script mapping
Assign an indicator to an automated breakdown
Manual breakdowns
Element filters
Navigating breakdown elements with breakdown relations
Create a breakdown relation between breakdowns
Create relations between elements of one breakdown
Control ability to view breakdown elements
Using breakdowns on dashboards
Add breakdown sources to a dashboard
Configure widgets for breakdown dashboards
Showing multiple elements separately or aggregated
Same breakdown on widget and dashboard
Showing breakdown relations on dashboards
Data snapshots and multiple breakdowns
Activate data snapshots
Limitations and requirements for data snapshots
Deactivate data snapshots for an indicator
Data snapshots sources and collection
Targets and thresholds
Indicator targets
Indicator thresholds
Delete multiple targets and thresholds
Edit other user's targets and thresholds
Conditional filters and operators for indicators and breakdowns
Real-time scores
Applying time series aggregations
Interactive Analysis for Performance Analytics
Launch Interactive Analysis
In-form analytics
Add in-form analytics to a form
Preconfigured in-form analytics
Configure advanced features
Activating your subscription
Admin console
Collecting indicator scores
Collect historical data
Create or schedule a data collection job
Configure a job indicator
Cancel a data collection job
Add or edit indicator scores manually
Ranking records with Spotlight
Setting up Spotlight
Create a Spotlight group
Create Spotlight criteria
Collect Spotlight scores
See Spotlight score details
Spotlight interactive analysis
Spotlights on Platform Analytics dashboards
Spotlight job logs
Domain separation with Spotlight
Copy a Spotlight group to domains
Copy a Spotlight group to breakdown elements
Spotlight group copy logs
Administering Spotlight
Spotlight database views
Schedule Item [sys_trigger] records for Spotlight
Data collection
Optimizing data collection
View a data collection job event
View the data collection job logs
Log details for optimized data collector
Log details for classic data collector
View data collection usage
Diagnostics
Dependency Assessment
Launch Dependency Assessment
Dependency Assessment tree view
Bottom-up tree view
Tree view navigation
Domain separation
Approaches to domain separation
Domain configurations
Create a domain configuration
Associate a domain configuration with a data collection job
Associate a domain configuration with a dashboard
Transfer domain configuration with score aggregation
PADomainUtils - Global
PADomainUtils - PADomainUtils()
PADomainUtils - PADomainUtils(String domainFrom)
PADomainUtils - setFoundation(Boolean foundation)
PADomainUtils - setOverrides(Boolean overrides)
PADomainUtils - copy(String runAs)
PADomainUtils - copyJob(String paJob, String runAs)
PADomainUtils - copyDashboard(String dashboardId, String runAs)
PADomainUtils - move(String runAs)
PADomainUtils - isWriteable(String table, String id)
Integrate Performance Analytics
API examples
Scripting
Indicators with external data
Cleaning data
Migrating indicator scores
(Legacy) Quickly configure Performance Analytics for a task table
Reference
Roles
Properties
Collection cleanup Performance Analytics properties
Fiscal year Performance Analytics properties
Default color scheme Performance Analytics properties
Breakdown and indicator Performance Analytics properties
Chart properties for Performance Analytics
Data collector Performance Analytics properties
Collected scores and com.snc.pa.breakdown_element_cutoff
Terms
User Experience Analytics
Explore
Navigating the User Experience Analytics application
View User Experience Analytics data in custom data visualizations
Configure
Enable User Experience Analytics
User privacy, tracking, and consent
How users consent to tracking in User Experience Analytics
View users’ consent tracking selections
Notice and Opt-in message guide
Configure link to your privacy policy
Types of tracking consent policies
View assigned consent policies
Modify country’s consent policy
Define how to detect your user's location
Tracking controls and data collection behavior
Tracked analytics fields and cookies
Tracked web analytics fields
Tracked mobile analytics fields
User Experience Analytics client-side storage cookies
Add user properties as filters to User Experience Analytics
Use
Filter data in User Experience Analytics
User retention
Cohort analysis
Create a cohort
Edit a cohort
Delete a cohort
Conversion funnels
Create a conversion funnel
Edit a conversion funnel
Delete a conversion funnel
How User Experience Analytics matches funnels
Navigation paths
Viewing user analytics
Viewing session analytics
View User Experience Analytics Events
User Experience Analytics for pages and screens
Exporting data in User Experience Analytics
Access analytics overlay
Reference
Roles installed with User Experience Analytics
Analytics admin [analytics_admin]
Mobile analytics admin[mobile_analytics_admin]
Web analytics admin[web_analytics_admin]
User experience analytics viewer [analytics_viewer]
Mobile analytics viewer [mobile_analytics_viewer]
Web analytics viewer [web_analytics_viewer]
User Experience Analytics related properties
How durations are calculated in User Experience Analytics
Domain separation in User Experience Analytics
Process Mining
Exploring Process Mining
Key features of Process Mining
Evaluating Process Mining
Process Mining evaluation project for Incident Management
Process Mining evaluation project for Customer Service Management
Process Mining evaluation project for Human Resources
Run Process Mining evaluation project
Process Mining workspace
Projects landing page
Process details page
Summary and insights page
Opportunity details page
Process inefficiency highlights
Analyst workbench page
Automation opportunities page
KPI dashboard page
Activating Process Mining
Access Process Mining
Request Process Mining for external data
Activate Process Mining content packs
Activate a content pack
Content pack for ITSM
Cluster analysis configurations for ITSM work items
Configure KPIs for ITSM work items in the Process Mining dashboard
Configure ITSM insights
Content pack for SPM
Cluster analysis configurations for SPM work items
Configure KPIs for SPM work items in the Process Mining dashboard
Configure insights for SPM demands in the Process Mining dashboard
Content pack for Security Incident Response
Content pack for Financial Services Operations
Example of Process Mining for Financial Services Operations
Content pack for Customer Service Management
Example of Process Mining for CSM
SLA Breach Analysis project
Content pack for Telecommunications orders
Example of Process Mining for Telecommunications
Content pack for HR Service Delivery
Example of Process Mining for HR Service Delivery
Example of content pack for FSM
Integrating Process Mining
Integration with Continual Improvement Management
Integration with Benchmarks
Integration with indicator data sources (PA)
Example of an indicator using Process Mining
Integration with Automation Discovery
Configure Automation Discovery
Integration with Automation Center
Submit an automation idea
Configuring Process Mining
Access control
Process Mining properties
Configure Process Mining map in PAR dashboard
Process Mining architecture
Using Process Mining
Creating process configuration
With content pack templates
Install Process Mining content pack
Create process configurations using content packs
With Process Configuration Builder
Configure process details
Configure recommendations setup
Configure investigative features
Configure impact metrics
Configure improvement opportunities
With Classic view
Create a project or template using Project Builder
Set objectives for Process Mining projects
Scoping your analysis
Set filter conditions
Set activity definitions
Set breakdown definitions
Set metrics
Set use cases
Add a child entity
Set improvement opportunities
Review and mine your project
Create a project using Classic view
Set up a table configuration
Configure multi-dimensional mining
Configure advanced conditions: crop process
Configure an activity definition
Configure a breakdown definition
Configuring improvement opportunities
Import improvement opportunities
Mine a project
Schedule a Process Mining job
Edit a project
Delete a project
Working with improvement opportunities
Set improvement opportunities for process tables
Setting improvement opportunity for projects
Setting improvement opportunities from Classic view
Set rule-based finding definitions using Classic view
Configure finding rules
Configure finding constraints
Example use case: a-b-a transitions
Set automated improvement opportunities using Classic view
Improvement opportunities examples
Improvement opportunities using Finding Builder
Setting improvement opportunity from Project Builder
Set rule-based improvement opportunity
Automated improvement opportunities
Configure ping-pong finding definition
Configure extra step finding definition
Configure slow transitions
Configure extreme duration finding definition
Configure extreme repetitions finding definition
Configure repeating pattern finding definition
Configure rework finding definition
Set improvement opportunities from Summary and insights page
Analyzing and getting process insights
Viewing business insights
Working with finding definitions
Select view for a graph
Refining a process map
Filtering project data
Apply a breakdown filter
Create a filter set
Update a filter set
Clear filters
Delete a filter set
Apply a transition filter on an activity
Create a transition filter manually
Edit a transition filter
Apply transition filter on a pre-defined filter
Apply metrics
Filtering activities and connections
Set data filter and map filter
Viewing metrics and activity transitions
Viewing activity transitions
Viewing records for an activity or connection
Adding notes to a project
View a note
Add a note
Edit a note
Delete a note
View a snapshot
Export a process to Playbook
Comparing projects
Start a comparison
Compare statistics and transitions between two projects
Change a project version name
Automated root cause analysis
Configure automated root cause analysis
Run automated root cause analysis reports
Review and interpret automated root cause analysis
Cluster analysis
Configure a process for a clustering solution
Perform a cluster analysis
Resubmit a cluster analysis request
View a cluster analysis
Work notes analysis
Configure worknotes analysis
Perform work notes analysis
Resubmit work notes analysis
Idle time analysis
Touchpoint analysis
Now Assist for Process Mining
Exploring Now Assist for Process Mining
Configuring Now Assist for Process Mining
Working with worknotes using Now Assist
Activate work notes analysis skill
Configuring work notes analysis in Process Mining
Working with process inefficiency highlights using Now Assist
Activate Process Inefficiency Highlights skill
Configuring improvement opportunities in Process Mining
Using Now Assist for Process Mining
Run work notes analysis
Generate highlights for improvement opportunities
Creating and tracking improvement initiatives
View the initiatives list
Create an improvement initiative from Process Mining
Associate an initiative
Remove an initiative
Inflow and outflow analysis: node star diagram
Viewing scheduled tasks
Working with external datasets
Create an audit table
Add custom fields to the audit table
Import data into the audit table
Verify the imported data
Create case records for the imported data
Create a project
Managing an audit table
Share the audit and record tables
Edit a dataset
Empty a dataset
Delete a dataset
Share a Process Mining project
Refresh project data
Copy a project
Process Mining reference
Components installed with Process Mining
Process Mining key terms
Domain separation and Process Mining
Project definition form
Create new process start/end condition
Activity definition form
Automated finding definition form from Finding Builder
Automation finding definition form from Classic view
Rule-based finding definition form from Finding Builder
Rule-based finding definition form from Classic view
Finding rule form
Finding constraint form
Task Mining
Explore
Task Mining Workspace
Task Mining analyses
Categorization concepts
Task Mining data model
Installing Task Mining agent
Integrating Task Mining
Integration with Automation Center
Configure
Install Task Mining
Adjust agent parameters
Define anonymization
Customize notifications
Modify data retention
Avoid capturing app details
Assign roles for users
Use
Defining the scope of projects
Create a project
Define actions for task logging
Add users to a project
Edit a project
Archive a project
Categorize workstation activities
Generating project analysis
Run a mining job
Refine the presentation of data
Share an analysis
Requesting workstation user data
Submit a data collection request
Approve user data collection
Follow data request progress
Identify task improvement actions
Reference
Components installed
Task Mining key terms
Data collected by Task Mining
Configuration records
Categorization rule form
System configuration form
Reporting, dashboards, and Performance Analytics in the Core UI
Reporting
Exploring reporting
Reporting compared to Performance Analytics
Core UI Reporting
View a report
Create a report
View the Reports list
Copy a report
Delete a report
Distribute reports
Share a Core UI report
Schedule emails of Core UI reports
Add a Core UI report to a responsive dashboard
Export a Core UI report to PDF
(Legacy) Publish a report
Reports on Service Portal
Report types
Area and spline reports
Vertical and horizontal bar reports
Box reports
Bubble reports
Calendar reports
Column reports
Control reports
Dial and speedometer reports
Donut reports
Funnel and pyramid reports
Heatmap reports
Histogram reports
Line reports
List reports
Create a basic list report
Create a list report with variable columns
Create a list report with question columns
List report style options
Group records in list reports
Export a list report
Export platform list to Excel
List report columns in update sets
Map reports
Multilevel pivot tables
Pareto reports
Pie charts
Pivot tables
Single score report
Step line reports
Trend reports
Trendbox reports
Advanced Core UI reporting topics
Drilling down within reports
Set the on-click behavior of a report
Add an additional group by or stack by
Using multiple datasets in reports
Create a report from an imported spreadsheet
Edit an imported data source
Create reports from MetricBase time-series data
MetricBase transforms
Configure charts on forms
Embedding reports in Jelly
Report on extended tables
FX Currency values in reporting
Report on service catalog variables
Use service catalog variables in a report
Group a report by service catalog variables
Add group by variables to service catalog reports
Report on function fields
Configuring function fields
Create a function field
Edit a function field
Deactivate a function field
Delete a function field
Disable function field creation
Report on questions
Predefined colors in reports
Color palettes
Chart colors
Define system colors for analytics
Scoped reports
Value formatting in reports
Administering reports
Restrict report creation with an ACL rule
Report_view access control
Report execution security
ACL Assessment for Reports
Install the ACL Assessment for Reports
Perform the Report View assessment scan
View the list of affected reports
Manage Report ACL assessments
Filter report assessment scans
The report_view ACLs list
Reassess ignored reports
Reassess ignored users
Report assessment and domain separation
Column view access control for list reports
Report permission issues
Report statistics
Report sources
Report ranges
Using imported report data
Reporting on system tables
Map report administration
Map report objects
Automatically generate a map source hierarchy
Customize a map source level
Create a key-value pair mapping
Create a map
Administer table and field descriptions
Create coloring rules for multilevel pivot reports
Create coloring rules for single score reports
Domain separation and Reporting
Enable domain separation on reports
Quick start tests for Reporting
Customize calendar reports
Configure how calendar entries look
Modifying and adding calendar report system properties
Change highlighting of calendar report events
Customize start and end dates
Translate a report’s grouping labels
Report Administration module
Reporting reference
Aggregation in reporting
Aggregate a report on count
Aggregate a report on averages
Aggregate a report on sum
Aggregate a report on minimum or maximum
Aggregate a report on standard deviation
Reporting roles
Reporting properties
Report Designer keyboard shortcuts
Responsive dashboards in the Core UI
Exploring Responsive dashboards
Create and use dashboards
Edit a responsive dashboard
Configure the layout of a responsive dashboard
Working with responsive dashboards
Create or configure a responsive dashboard
Solve problems with empty dashboards
Dashboards overview
Find a responsive dashboard
Share a responsive dashboard
Enable pa_dashboard records in scoped applications
Manage responsive dashboards
Filter dashboards on breakdown elements
Disable multiple element selection on a dashboard
Export a responsive dashboard to PDF
Copy a responsive dashboard URL
Enable real-time updating for single score report widgets
Change the owner of a responsive dashboard
Set responsive dashboards as your home
Request an analytics service
Administering dashboards
Explore and manage dashboards
Set dashboards as home for all users
Set a specific dashboard as home for all users
Set a specific dashboard as home for specific users
Organize dashboards into groups
Accessibility options on dashboards
Move a Core UI dashboard with an update set
Validate that tabs are moved to a target dashboard
Solving errors on dashboards moved with update sets
Dashboard permissions
Solving permissions issues on a responsive dashboard
Restrict responsive dashboard access to specific roles
Restrict responsive dashboard sharing by role
Restrict responsive dashboard sharing with security rules
Responsive dashboard role examples
Dashboard statistics
Dashboard executions
Dashboard execution statistics
Enable PDF export of dashboards
Guidelines for translated dashboards
Solving issues on translated dashboards
Domain separation and responsive dashboards
Quick start tests for Dashboards
Dashboard URL parameters
Optimize widget rendering time on responsive dashboards
Admin Console for Dashboards
Responsive dashboard properties
Custom content PDF export limitations
Homepage deprecation
Homepage deprecation help tool
Install the Homepage deprecation help tool
Convert homepages to individual dashboards
Convert homepages to dashboard tabs
Retire a homepage
Restore a homepage
Homepage migration status table
Populate the status table
Populate the status table for multiple domains
Widgets
Create a widget that displays a ServiceNow UI page
Interactive Filters
Creating Interactive Filters
Create a choice list filter
Create a reference field filter
Create a date filter
Create a Boolean filter
Create a group filter
Create a filter to tell if a field is populated
Create a cascading filter
Interactive filters on database views and table hierarchies
Available interactive filter UI control types
Interactive Filters on dashboards
Add an interactive filter widget to a responsive dashboard
Make a breakdown act as an interactive filter
Make a report follow interactive filters
Make a report act as an interactive filter
Reset all interactive filters on a dashboard tab
Custom interactive filters
Custom interactive filter examples
Use the Debug filter
Custom interactive filter limitations
DashboardMessageHandler
Dynamic JavaScript filters
Performance Analytics widgets
Time series widgets
Considerations when creating a time series widget
Line visualization time series widget
Column visualization time series widget
Area visualization time series widget
Spline visualization time series widget
Step visualization time series widget
Stacked column time series widget
Relative compare time series widget
Additional settings for time series widgets
Score widgets
Create a latest score visualization for a score widget
Speedometer or dial score widget
Create a real-time score visualization for a score widget
List widgets
Create a scorecard visualization in a list widget
Create a spider visualization in a list widget
Breakdown widgets
Grouping by breakdown and filtering by breakdown
Interacting with breakdown widgets on dashboards
Scorecard breakdown widget
Pie, donut, or semi-donut breakdown widget
Pyramid or funnel breakdown widget
Column breakdown widget
Pareto breakdown widget
Line visualization breakdown widget
Columns and total breakdown widget
Stacked column breakdown widget
Relative compare breakdown widget
Pivot scorecard breakdown widget
Treemap breakdown widget
Additional settings for breakdown widgets
Personalized visuals
Heatmap in pivot widget
Text analytics and text widgets
Set up text analytics
Collect initial text analytics data
Select text analytics stop words
Search text for phrases
Create a text widget
Save keywords for text analytics
Workbench process widget
Add widget indicators
On-click widget behavior
Color schemes
PA Widgets on Service Portal
View widget statistics
Analytics Hub
Analytics Hub list of indicators
Analytics Hub for a specific indicator
View scores and statistics
Compare scores
Analytics Hub UUIDs
Interactive Analysis
Launch Interactive Analysis
Interactive Analysis information panel
Add a filter to Interactive Analysis
Remove a filter from Interactive Analysis
Edit source filters
Interactive Analysis filter deduplication
Interactive Analysis persistence
Synchronize Group by and Stack by elements in filters
Interactive Analysis aggregations
Platform Analytics solutions
Available Platform Analytics Solutions
ServiceNow Store applications with Performance Analytics content
Install a dashboard
Upgrade a dashboard
Install a single solution metadata record
Duplicate an Analytics and Reporting Solution dashboard
Configure Platform Analytics Solutions
Review the indicator sources
Update Performance Analytics scripts
Review the breakdown sources
Collect data for Platform Analytics Solutions
Run historical data collection for a Platform Analytics Solution
Schedule data collection for a Platform Analytics Solution
Automation Discovery
Install Automation Discovery
Components installed with Automation Discovery
Create an Automation Discovery report

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