reporting-dashboards: Скилл для создания отчетов и дашбордов

--- name: reporting-dashboards description: This skill should be used when the user asks to "create report", "dashboard", "chart", "visualization", "analytics", "scheduled report", "export data", or any ServiceNow reporting and dashboard development. license: Apache-2.0 compatibility: Designed for Snow-Code and ServiceNow development metadata: author: groeimetai version: "1.0.0" category: servicenow tools: - snow_create_report - snow_create_dashboard - snow_schedule_report - 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) ```javascript // 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) ```javascript // 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) ```javascript // 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) ```javascript // 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) ```javascript // 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) ```javascript // 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) ```javascript // 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", "it-managers@company.com") 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) ```javascript // 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) ```javascript // 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) ```javascript // 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 ```javascript // 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_create_scheduled_report` | Schedule delivery | | `snow_discover_reporting_tables` | Find available tables | | `snow_discover_report_fields` | Get field options | | `snow_export_report_data` | Export data | | `snow_create_data_visualization` | Create chart | ### Example Workflow ```javascript // 1. Discover available tables var tables = await snow_discover_reporting_tables({ category: "itsm", }) // 2. Get fields for table var fields = await snow_discover_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 await snow_create_scheduled_report({ report: reportId, frequency: "weekly", recipients: "managers@company.com", 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