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

nupur_goswami
Tera Contributor

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

1 ACCEPTED SOLUTION

Ankur Bawiskar
Tera Patron
Tera Patron

@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

11 REPLIES 11

Hi @nupur_goswami 

 

What you asked in the question has been answered, and that fulfils the statement. If you have additional requirements, you should include them in the question. If you look at the responses from @AndersBGS and @Robert H, you'll see that all of them are correct, but you didn't accept the answer, which is my point.

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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
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Yes my bad I should have mentioned the whole scenario in my question. As per my question posted the response was correct. Thanks for your help 

So, Technically, all answers are correct, including @AndersBGS  @Robert H  and myself.

 

As per the community feature, you can accept more than one answer as the accepted solution.

*************************************************************************************************************
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]

****************************************************************************************************************

Ankur Bawiskar
Tera Patron
Tera Patron

@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

@nupur_goswami 

Hope you are doing good.

Did my reply answer your question?

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