Create a report to display "Schedules" in a calendar view

nameisnani
Mega Sage

Hi Team --  can anyone please help me on this requriment 

 

Create a report to display "Schedules" in a calendar view
- This request is being made as a process improvement initiative to bring a forward visibility to Changes/schedules that are planned ahead of time

 

 

could you please provide me the steps - 

 

12 REPLIES 12

Pau Besalu
Tera Guru

You can check this dashboard. You can filter by Scheduled Job in Job classification(Optional) field.

 

https://YOUR-INSTANCE.service-now.com/now/event_jobs/home/params/refreshreq/1761285669504/selected-t...

@Pau Besalu 

 

nameisnani_0-1761287103167.png

 

Try going to:

 

System Diagnostics > System Events and Jobs Monitoring > Scheduled Jobs Dashboard

MaxMixali
Giga Guru

 

ServiceNow – Create a Calendar View Report for Schedules / Planned Changes

 

 

 

Objective

 

 

Create a report that displays Change Schedules (or Maintenance / CAB events) in a Calendar view, providing forward visibility into upcoming planned work.

 


 

 

Step-by-Step Instructions

 

 

 

1. Identify the Data Source

 

 

Decide which table contains the “Schedules” or “Planned Changes” you want to visualize.

Common choices:

 

  • Change Request [change_request]

  • Change Task [change_task]

  • Maintenance Schedule [cmn_schedule_span]

  • CAB Meetings [cab_meeting]

 

 

For Change visibility, use the Change Request table.

 


 

 

2. Create a New Report

 

 

  1. Navigate to:

    Reports → View / Run → Create New

  2. Enter:

     

    • Name: Change Schedule Calendar View

    • Source type: Table

    • Table: Change Request (or the one you selected)

     

 

 


 

 

3. Define the Calendar Visualization

 

 

  1. Under Type, select Calendar.

  2. Configure:

     

    • Calendar start date field: start_date or planned_start_date

    • Calendar end date field: end_date or planned_end_date

    • Title field: number or short_description

     

 

 

This will determine what appears as the title of each event in the calendar.

 


 

 

4. Apply Filters

 

 

You can filter to show only approved or scheduled changes:

 

  • State: Scheduled / Implement / Review

  • Type: Normal / Standard

  • Category: Infrastructure / Application / Network

  • Example filter:

State is one of [Scheduled, Implement, Review]
AND Planned Start Date is on or after Today

 

This ensures only future or active change events appear.

 


 

 

5. Group or Color-Code (Optional)

 

 

To enhance clarity:

 

  • Group by: Assignment group, Category, or Service

  • Color by: Change type or Priority

     

    • Example: Normal = Blue, Emergency = Red, Standard = Green

     

 

 

In the “Style” tab of the report, set the Color by field.

 


 

 

6. Adjust the Calendar Display Settings

 

 

In the Calendar Configuration:

 

  • Default view: Month

  • Enable drag-and-drop if desired (for visual adjustments)

  • Choose Time Zone as per your organization (use UTC or local time)

 

 


 

 

7. Test and Preview

 

 

  1. Click Run to generate the report.

  2. Verify that all events are correctly aligned with the planned start and end dates.

  3. Ensure that overlapping or multi-day changes appear correctly.

 

 


 

 

8. Publish to a Dashboard or Workspace

 

 

You can embed this report for visibility:

 

  • In a Dashboard:

     

    • Go to Performance Analytics → Dashboards → Edit

    • Add a Report Widget

    • Select your “Change Schedule Calendar View” report.

     

  • In Change Management Workspace:

     

    • Use UI Builder → Add Visualization

    • Embed the report as a Calendar component linked to the change_request table.

     

 

 


 

 

9. (Optional) Enable Filtering

 

 

To make it interactive, add filters such as:

 

  • Change Manager

  • Assignment Group

  • Service / CI

 

 

This helps managers focus on specific teams or service areas.

 


 

 

10. Save and Share

 

 

  • Save the report.

  • Use Sharing → Share with Groups or Roles (e.g., Change Managers, CAB Members).

  • Optionally, schedule a weekly PDF export for CAB review meetings.

 

 


 

 

Outcome

 

 

You now have a calendar-style view displaying planned or scheduled changes, providing:

 

  • Visual awareness of upcoming maintenance windows.

  • Improved planning and coordination.

  • Easier CAB review and impact assessment.

 

 


 

 

Optional Enhancements

 

 

  • Integrate with Change Calendar (cmn_schedule_span) to display blackout or maintenance windows.

  • Overlay multiple sources (e.g., Incident or Maintenance events) using Report Widgets.

  • Use UI Builder → Change Schedule Component for advanced filtering and workspace integration.

 

 


 

 

Summary

 

 

By following these steps, you’ll create a Change Schedule Calendar Report that offers forward visibility into planned work.

It improves collaboration between Change Managers, CAB, and Operations teams while aligning with ITIL best practices.