ServiceNow Reports · Dashboards · Performance Analytics — Complete Guide
Platform target: ServiceNow Australia (current family, Sep 2026) · next EA: Brazil
URLs catalog: SERVICENOW_DIRECT_URLS_CATALOG.md
1-week study + deploy: SERVICENOW_ONE_WEEK_STUDY_DEPLOY_AUSTRALIA.md
HR Leave app: Scopex_786686_hr_leave· HR_Leave_App/APPLICATION.md
Deep HR Leave labs: HR_Leave_App/07_REPORTS_DASHBOARDS_PA.md
الغرض: دليل ناضج للتقارير واللوحات و PA — مع روابط مباشرة لكل مكوّن + تطبيق عملي على HR Leave و ITSM.
{BASE} = https://YOUR_INSTANCE.service-now.com
1) روابط مباشرة (افتحها أولًا)
| Component | Filter Navigator | Direct URL |
|---|---|---|
| Report Designer / Create New | reports · create new |
{BASE}/$report.do |
| Report homepage | report_home |
{BASE}/report_home.do |
| All reports | sys_report |
{BASE}/sys_report_list.do |
| Dashboards list | dashboards |
{BASE}/pa_dashboards_list.do |
| Open dashboard designer | pa_dashboard |
{BASE}/$pa_dashboard.do |
| PA Indicators | indicators |
{BASE}/pa_indicators_list.do |
| PA Breakdowns / Dimensions | breakdowns |
{BASE}/pa_dimensions_list.do |
| PA Widgets | pa widgets |
{BASE}/pa_widgets_list.do |
| Data Collectors | data collectors |
{BASE}/pa_collectors_list.do |
| Scorecards | scorecards |
{BASE}/pa_scorecards_list.do |
| Scheduled reports | scheduled reports |
{BASE}/sysauto_report_list.do |
| Database Views | database views |
{BASE}/sys_db_view_list.do |
Next Experience frame example:
{BASE}/now/nav/ui/classic/params/target/sys_report_list.do
2) Reports vs Dashboards vs PA
| أداة | متى تستخدمها | بيانات |
|---|---|---|
| Report | سؤال لحظي على جدول | Live query |
| Dashboard | عدة تقارير/PA في شاشة واحدة للعمليات | Live + PA widgets |
| Performance Analytics | اتجاهات، أهداف، مقارنة يومية/أسبوعية | Snapshots عبر Data Collector |
3) Lab A — أربعة تقارير HR Leave (Day 4)
Source table: x_786686_hr_leave_req_v2
Open data: {BASE}/x_786686_hr_leave_req_v2_list.do
Create: {BASE}/$report.do
| Report name | Type | Group / Filter | Share roles |
|---|---|---|---|
| HRLX Leaves by Type | Bar | Group: u_leave_type |
x_786686_hr_leave.hr_admin |
| HRLX Leaves by State | Pie | Group: u_state |
hr_admin · manager |
| HRLX Pending Approvals | List | Filter: u_state=submitted |
manager · hr_admin |
| HRLX Days by Month | Trend / Time series | Trend field: u_start_date · Aggregate: Sum u_days_count |
hr_admin |
خطوات الإنشاء (كل تقرير)
- افتح
{BASE}/$report.do - Data source = Table →
x_786686_hr_leave_req_v2 - اختر Type
- Configure Group by / Filter / Aggregation
- Save → Sharing → Roles
- Add to Dashboard (الخطوة التالية)
تقرير ITSM سريع (نفس اليوم)
| Report | Table | URL to browse data |
|---|---|---|
| Open Incidents by Priority | incident |
{BASE}/incident_list.do |
| Changes this week | change_request |
{BASE}/change_request_list.do |
4) Lab B — Dashboard «HR Leave Ops»
{BASE}/pa_dashboards_list.do→ New- Name: HR Leave Ops
- Add the 4 HRLX reports as widgets (2×2)
- Optional Interactive Filter on
u_leave_type - Share with Group: HR Managers / HR Admins
Also add (maturity):
| Widget | Source |
|---|---|
| Open Incidents (list or bar) | ITSM report |
| Open CSM Cases | sn_customerservice_case |
CSM list: {BASE}/sn_customerservice_case_list.do
5) Lab C — Performance Analytics (إن وُجد الترخيص)
على بعض PDI قد يكون PA محدودًا — إن فشل التفعيل، أكمل بالتقارير فقط.
| Step | URL |
|---|---|
| Indicators | {BASE}/pa_indicators_list.do |
| Collectors | {BASE}/pa_collectors_list.do |
| Widgets | {BASE}/pa_widgets_list.do |
مؤشرات مقترحة لـ HR Leave
| Indicator | Formula idea | Breakdown |
|---|---|---|
| Submitted Leaves / day | Count where u_state=submitted |
u_leave_type |
| Approval rate | Approved / (Approved+Rejected) | Department |
| Avg days requested | Avg u_days_count |
u_leave_type |
- New Indicator → Frequency Daily
- Link Data Collector job
- Run collector once (or wait for schedule)
- Create PA Widget → pin on HR Leave Ops
6) Sharing · Roles · Security
| Practice | Why |
|---|---|
| Share reports by role not everyone | Least privilege |
| Dashboard for managers ≠ admin dictionary reports | Separation of duties |
| ACL on table still applies | Report لا يتجاوز ACL |
| Use groups | sys_user_group_list.do |
HR scoped roles filter:
{BASE}/sys_user_role_list.do?sysparm_query=nameSTARTSWITHx_786686_hr_leave
7) Scheduled delivery
| Goal | Where |
|---|---|
| Email report weekly to HR | {BASE}/sysauto_report_list.do |
| PDF/Excel export from report | Report → Share / Schedule |
8) Module cross-reports (أسبوع النشر)
| Module | Useful report | Data URL |
|---|---|---|
| ITSM | Incidents by Assignment Group | {BASE}/incident_list.do |
| CSM | Cases by Account | {BASE}/sn_customerservice_case_list.do |
| FSM | Open Work Order Tasks | {BASE}/wm_task_list.do |
| SPM | Active Projects by Portfolio | {BASE}/pm_project_list.do |
| HR Leave | Pending approvals | {BASE}/x_786686_hr_leave_req_v2_list.do |
ضع واحدًا من كل موديول في لوحة Ops Command يوم 7 للديمو.
9) Checklist
- [ ] 4 تقارير HRLX محفوظة في
{BASE}/sys_report_list.do - [ ] Dashboard HR Leave Ops منشور لأدوار HR
- [ ] تقرير Incident واحد على الأقل
- [ ] (اختياري) PA Indicator + Collector يعمل
- [ ] مشاركة بالأدوار لا بـ public
10) Troubleshoot
| مشكلة | حل سريع |
|---|---|
| Report فارغ | تحقق من البيانات في list URL + Filter |
| لا يظهر PA | Plugin/license · Data Collector لم يعمل |
| مستخدم لا يرى التقرير | Sharing roles + ACL على الجدول |
| Wrong scope fields | Application picker = HR Leave عند بناء التقارير المخصّصة |
تفاصيل متقدمة (Calendar, Scripted filters, Database Views):
HR_Leave_App/07_REPORTS_DASHBOARDS_PA.md