Report

[yoli1]

What would be the best solution for this : 

1 - Create a simple report for open HR Cases

2 -  Filter all HR Cases where the title of the opened for is IT Technician

[Community Alums]

Hi @yoli1 ,

Hope you are well!

To create a simple report for open HR cases and filter all HR cases where the "Opened for" is an "IT Technician" in ServiceNow, follow these step-by-step instructions:

Step 1: Navigate to the Report Module

1. Log in to your ServiceNow instance and go to the "Reports" module. You can typically find it by searching for "Reports" in the application navigator or using the filter search.

Step 2: Create a New Report

1. Click on "Create New" to start creating a new report.

Step 3: Select the Table

1. In the report creation wizard, you'll need to select the Report name, source type = table, and table from which the report data will be fetched. In this case, you want to create a report for HR cases, so select the "HR Cases" table.

Step 4: Define Report Criteria

Now, you'll need to define the criteria for the report. For the first part of the requirement ("Create a simple report for open HR Cases"), you want to filter open cases. Here's how to do it:

1. Click on the "Add" button in the "Filters" section of the report builder.
2. In the filter configuration, set the field to "State."
3. Choose the operator as "is" and the value as "Open."

Step 5: Save and Run the Report

1. After defining the filter for open HR cases, click on "Save" to save the report configuration. You can give it a meaningful name, such as "Open HR Cases Report." Then, click on "Run" to generate the report.

Step 6: Apply Additional Filter for "Opened for" IT Technician

Now, for the second part of the requirement ("Filter all HR Cases where the title of the opened for is IT Technician"), you'll need to apply an additional filter.

1. Click on the "Edit" button in the report builder to make changes.
2. Click on the "Add" button in the "Filters" section again.
3. In the filter configuration, set the field to "Opened for" (or whatever the appropriate field name is for the HR case's "Opened for" user reference field).
4. Choose the operator as "is" and the value as "IT Technician" (or the exact value used for IT Technicians in the "Opened for" field).

Step 7: Save and Run the Updated Report

1. After adding the filter for "Opened for" IT Technician, click on "Save" to save the updated report configuration. Then, click on "Run" to generate the report with both filters applied.

Step 8: View and Export the Report

1. You should now see the generated report displaying all open HR cases where the "Opened for" is an "IT Technician." You can further customize the columns, sort order, and other settings as needed. Additionally, you can export the report in various formats like PDF, Excel, etc., using the options available in the report interface.

By following these steps, you can easily create a report to meet your requirements in ServiceNow.

If this helped you in any way, please hit the like button/mark it helpful. Also, don't forget to accept it as a solution. So it will help others to get the correct solution.

regards,

Prasad

[Ahmmed Ali]

Go through below References to understand the reporting module in ServiceNow:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/reporting/concept/c_GenerateReport... 

You will get videos also in youtube with Demo.

As for as condition to apply filter for IT Technician, you can set filter as Opened For.title IS IT Technician as shown below

Thanks,

Ali