Create a report with related list data?

MattSN
Mega Sage
Mega Sage

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?

1 ACCEPTED SOLUTION

MattSN
Mega Sage
Mega Sage

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.

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7 REPLIES 7

There is some relevancy in the video, but I'm looking for a report that can present data from multiple tables in a 1 to many view. For example:

Change:            CHG0001, Update Service
Change Task:  CTASK001, Test Validation
Change Task:  CTASK002, Implement
Approver: Bob, approved
Approver:Steve, approved

Change:            CHG0002, Update Database
Change Task:  CTASK003, Test Validation
Change Task:  CTASK004, Implement
Approver: Jon, approved
Approver:Bill, approved

I don't believe ServiceNow has anything like this and would require an export/3rd party solution.

vincenzo giacal
Tera Contributor

I've watched video but still can't nail it - I'm trying to distinguish brand new hardware ( computers ), from used, by filtering out assets that have related configuration items. Is this possible through related list conditions? 

Hardware where no CI's exist? 

 

Thank you,

Vincenzo

MattSN
Mega Sage
Mega Sage

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.