I need to generate 2 separate Summary Reports from an Employee Relations case in HR Agent Workspace

[cbsden]

I have the need to create 2 separate Summary Reports from an Employee Relations case in HR Agent Workspace.

I have a general summary report (OOTB) and then I have a new report called Legal Report that also needs to generate.

I have 2 separate Document Template records called "Employee Relations Report" and "Legal Report" both in the category of "ER summary report".

However when I try to generate both summary reports from the ER Case it regenerates the second one with the same name and replaces the attached document on the case.

If I create a new category of Legal Report, then the Legal Report template doesn't show up when i click Summary Report from the case.

Has anyone done this before and can you share your solution with me?

[abirakundu23]

Hi @cbsden ,
According to observation of  OOB feature ,"Summary Report" feature create a single report from ER cases. OOB summary report action only recognize  ER Summary Report  category any custom report category are not available under "Summary Report" action. 

See following threads : https://www.servicenow.com/community/hrsd-forum/employee-relations-case-summary-report/m-p/2973968?u...


https://www.servicenow.com/docs/r/employee-service-management/agent-workspace-for-hr-case-management...


Best approach to keep OOB feature same and create new custom UI action "Genereate summary report" in HR Configurable workspace for multiple template from ER case and better safe of upgrade as well.

Also, I recommend raising a HI support ticket with ServiceNow to confirm whether this requirement is supported by the OOTB functionality or if a customization is required.

Please mark helpful & correct answer if it's worhy for you.