How to create a consolidated report on Change Request, Incident and Requested Item and share by maiL

Mishu · 3 weeks ago

How to create a consolidated report on Change Request, Incident and Requested Item and share by Email on daily basis to a group

Dr Atul G- LNG · 3 weeks ago

Hi @Mishu

It’s easy — you can create a report in the Task table (even though it’s not a best practice), filter the report by task type, and then schedule it.

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Dr Atul G- LNG · 3 weeks ago

Create a Data Visualization (Now Experience)

Navigate to Performance Analytics → Data Visualization (or Visualization Designer, depending on your version).
Click New Visualization.
Select Table = Task [task] (⚠️ not best practice, ideally use child tables like Incident, Problem, Change).
Choose the Visualization type (e.g., Bar Chart, Donut, Pie, Line, etc.).
Add a Filter Condition → e.g., Task type or Class (sys_class_name) = Incident.
Configure Group by and Aggregation:
- Example: Group by Assigned to → Count of Tasks.
- Or Group by Priority → Count of Tasks.
Adjust Display settings (labels, colors, axis, legend).
Click Save and give it a Name and Description.

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Mark Manders · 3 weeks ago

It all depends on your exact requirements. The Task table contains all task records, so that's one way to go, but then you won't have access to fields that aren't shared between the tables. That means you can put 'assignment group' in your report as a column, but not something like planned start date from Change, because that's only on the Change-table.

But if it's just an email to a group to show all of their tasks, it will suffice. Do consider just using a dashboard for information like this. That's always up to date. Daily emails to a group will end up in an email rule and nobody is going to look at it.

Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Nikhil Bajaj9 · 3 weeks ago

Hi @Mishu ,

Better approach is to create a dashboard with different tabs, one for incident mgmt, one for Change and one for RITMs and share the dashbaord. No need to share it on daily basis.

If my answer helepd you, please amrk it- solution accepted.

Regards,

Nikhil Bajaj

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Nikhil Bajaj