Newcomer Question - Service Now Report Functionality
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03-19-2025 09:27 AM
I am new to the Service Now Community, and this is my first post.
In my data analyst role, I am learning to create reports in Service Now to help my organization track the volume and status of tickets. What resources should I focus on first, to start building my reporting competency?
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03-20-2025 04:13 AM
Hi @Deaconfan ,
I am sharing some steps, How to create a report in some below steps :
Step 1: Accessing the Report Designer
- Log in to your ServiceNow instance.
- Navigate to the "Reports" module by typing "Reports" in the application navigator.
- Click on "Create New" to start creating a new report.
Step 2: Selecting a Data Source
- In the Report Designer, click on "Select a table" to choose the table from which you want to pull data for your report.
- For example, you might choose the "Incident" table for reporting on incidents.
- Once you've selected the table, click on "Next."
Step 3: Defining Report Criteria
- In the "Filters" tab, define the criteria for your report.
- Add filters based on various fields in the selected table to narrow down the data that will be included in your report.
- Click on "Run" to preview the data based on the defined criteria. This step is optional but can help you ensure that your report is capturing the right data.
Step 4: Configuring Report Fields
- In the "Columns" tab, select the fields that you want to include in your report.
- Choose from the available fields in the selected table.
- Arrange the fields in the desired order by dragging and dropping them.
- Click on "Run" to preview the report with the selected fields.
Step 5: Adding Visualizations (Optional)
- If you want to add visualizations to your report, such as charts or graphs, click on the "Visualizations" tab.
- Select the type of visualization you want to add (e.g., bar chart, pie chart) and configure the settings accordingly.
- Click on "Run" to preview the report with the added visualization.
Step 6: Saving and Sharing the Report
- Once you're satisfied with your report, click on "Save."
- Enter a name for your report and choose the appropriate category and visibility settings.
- Click on "Submit" to save your report.
Step 7: Running and Managing the Report
- To run your report, navigate to the "Reports" module and select the saved report from the list.
- Click on "Run" to generate the report based on the latest data.
- You can also schedule the report to run at specific intervals or share it with other users by adjusting the report settings.
For more clarity watch: Reporting | Creating a report - YouTube
If this is helpful for you, please mark correct answer
Regards
Adarsh Verma