Automate a SNOW report

[MLeach]

Hello, I have 2 questions:

For the first- I send a daily morning report that is exported from SNOW and emailed to a sister team. I was wondering if there is a way to automate this process?

For the second - My team works through a list every morning of exported tickets from SNOW. We re-prioritize and send this excel spreadsheet to the team to assign tasks and work from there. Is there a way to automate this report and have it update in real time instead of having to export and reformat in excel every day?

[AndersBGS]

Hi @MLeach ,

First of all, it's called ServiceNow or SN - never "SNOW" as this is another application not related to ServiceNow. Secondly, I don't understand the way you're working. Why aren't you just working directly in ServiceNow? 

[Marshall Parker]

I agree here.. that workflow sounds like the area that should be looked at.

If you are emailing list reports out, the target team may need to know where to look in ServiceNow (Dashboard, lists, etc..) to go assign, prioritize, and work tasks from directly in the UI on ServiceNow. Too much power behind this platform to simply export lists to excel to work manually outside of the tool ..

[Venkatesh_N]

Hello @MLeach ,

You can create a new Scheduled job of type "Automate the generation and distribution of a report " which will be a Scheduled Email of Report. Choose the desired time to extract the report and select the group or email address to which the mail should go.
For your second also, this approach works by selecting a time and everyday morning you just need to re-prioritize tasks before this scheduled job runs.

I hope this helps. Mark my answer correct & Like Helpful, if Applicable.

Thanks!
Venkatesh Nekkanti

[PrabhakarCh]

@MLeach 

try these steps for the first one:

1. Create the Report:

   • Navigate to Reports > View / Run.
   • Create the report you need and save it.

2. Schedule the Report:

   • Go to Reports > Scheduled Reports.
   • Click on New to create a new scheduled report.
   • Fill in the details:
     • Name: Give your scheduled report a name.
     • Report: Select the report you created.
     • Run: Choose the frequency (e.g., Daily).
     • Time: Set the time you want the report to run.
     • Email: Enter the email addresses of the recipients.
     • Format: Choose the format (e.g., PDF, Excel).

3. Configure Email Settings:

   • Ensure your email settings are configured correctly in ServiceNow to send emails. This can be done under System Mailboxes > Administration > Email Accounts.

4. Test the Scheduled Report:

   • Run the scheduled report manually to ensure it generates correctly and is sent to the specified email addresses.

https://www.servicenow.com/community/cmdb-forum/automate-a-snow-report/m-p/3149996

https://www.servicenow.com/community/developer-forum/how-to-automate-the-daily-reports-like-incident...

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If my solution helpful, please click 'helpful'.

Best,

PC