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?

[GOBINDAKRUSJ]

Hi MLeach,

You can achieve it by below 4 steps

1. Create the Report- Create the report as per the business need and save it

2. Schedule the Report -Create new scheduled report and configure report created on step 1

3. Configure Email - with whom (group or user) you want to share report

4. Test the Scheduled Report- Test before live it

In detail .....

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.

[Dr Atul G- LNG]

Hi Mate,

https://youtu.be/BCUJZd_KilA