Create a report with related list data?

MattSN · ‎08-09-2022

I have a need to generate an auditor report for change request. It needs to include multiple fields from the change, as well as fields from the related change tasks and approvers.

I can dump seperate lists for change tasks and approvers that include the reference change request number, but I am curious to know if anyone has better or more creative way to create a report that includes related list data?

MattSN · ‎04-30-2024

For anyone interested, I ended up exporting the 3 tables to CSV format.

Change Requests filtered to a period of time
Change Tasks where CR was filtered to the same period of time (be sure to include CR number in the export)
Change Approvals where CR was filtered to the same period of time (be sure to include CR number in the export)

Then add each export to a seperate sheet in a common Excel file and leverage pivot tables to see all items related together based on the CR number. This works well for auditors since they tend to be more familiar with Excel than ServiceNow.

View solution in original post

Community Alums · ‎08-09-2022

HI Matt,

Reporting includes the ability to use Related List Conditions. See below:

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

Community Alums · ‎08-11-2022

HI Matt,

Any update to this ?Any follow-up required? if not

Kindly mark the answer as Correct & Helpful both such that others can get help.

Thanks,
Sandeep

MattSN · ‎08-12-2022

This is only provides filtering based on related data. My question was around presenting data from multiple related tables in a report.

Maik Skoddow · ‎08-09-2022

Hi

there are several approaches for that, but it would take to long to explain them here.

Therefore please watch the following video: https://www.youtube.com/watch?v=1yd-f8ttsn4

Maik