Generate reports through flow designer

[Sprankle]

I have a requirement to generate reports on schedule basics using flow designer

[M Iftikhar]

Hi @Sprankle  ,
Unfortunately, directly generating and sending reports on a schedule isn’t a native feature of Flow Designer in ServiceNow. Flow Designer is great for automating tasks, but report scheduling and distribution is best handled through Scheduled Reports in the Reporting module. This allows you to:

• Run reports on a specific time or recurring basis (daily, weekly, etc.).

• Specify recipients for the report.

• Choose the output format (PDF, CSV, Excel).

If you need to include reports in a flow, you can combine Flow Designer with custom scripts, REST APIs, or use workarounds to retrieve generated reports.

Helpful references & examples:

• Generate CSV report out of Flow Designer action

• Create report and attach to a record using Flow Designer

• Schedule a report using Flow Designer

• Exporting records to CSV using Flow Designer

• Generate CSV file through script

• Enable Flow Reporting

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

[Bhuvan]

@Sprankle 

It is not supported out of box. You can create a custom action and call it in your Flow and design your actions to attach it to a record or send email notifications.

Refer below post for reference to generate reports,

https://www.servicenow.com/community/developer-articles/generate-csv-file-through-script/ta-p/231977...

You can use PDFGenerationAPI if you want to share reports in PDF format

https://www.servicenow.com/docs/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/...

As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[Bhuvan]

@Sprankle 

Did you get a chance to review this as I believe the information provided should answer your question

As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan