Need to automate the scheduled report generation and attach it with email to share as an attachment

nupur_goswami · ‎04-02-2025

I have a requirement from the client where I need first apply some filters and then need to generate a report from a custom table. After the report is generated, it should be shared as an attachment on email. Additionally, this whole process should be automated and should run automatically every 3 months.

Any advice would be highly appreciated.

Many thanks

Ankur Bawiskar · ‎04-02-2025

@nupur_goswami

You can have report with static filter and then create scheduled report and link the report here.

Have the scheduled report to run Periodically every 90 days and then include users and groups to whom email has to be sent.

The email sent will have the report attached as well.

these links should help you get started

Scheduled Reports

Creating a Scheduled Report in ServiceNow

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

View solution in original post

Robert H · ‎04-02-2025

Hello @nupur_goswami ,

Scheduling reports as emails is a standard feature that is documented here.

And here is a quick tutorial.

Regards,

Robert

Dr Atul G- LNG · ‎04-02-2025

Hi @nupur_goswami

If you want to send the report via email, you can schedule the report.

https://youtu.be/BCUJZd_KilA

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Dr. Atul G. - Learn N Grow Together
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Dr Atul G- LNG · ‎04-10-2025

Hi @nupur_goswami

Is any thing wrong with my answer?

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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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nupur_goswami · ‎04-10-2025

Hi @Dr Atul G- LNG the response was right as per the question, but I had a slightly different situation. I had to write a script to automate the process of pulling out the required data from table and automatically sharing it over the email including only the required attachments
Thanks a lot