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

Ankur Bawiskar · ‎04-10-2025

@nupur_goswami

Thank you for marking my response as helpful.

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

AndersBGS · ‎04-02-2025

Hi @nupur_goswami ,

This is just to create a scheduled report in ServiceNow.

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/