"True genius resides in the capacity for evaluation of uncertain, hazardous, and conflicting information."
Winston Churchill
ServiceNow makes it easy to create a variety of reports that run on a schedule and are distributed through email automatically. Send out regular reports to:
- show management individual or team progress on important initiatives
- share data with your team
- identify trends that require action
You have a great deal of control over when reports are generated and distributed. Use common options such as weekly or monthly, or try some creative options.
- Open HI.
- Navigate to System Definition > Scheduled Jobs.
- Click New.
- Click Automate the generation and distribution of a report.
The scheduling fun happens on the Run field.
The option you select in the Run field, hides or shows other options. For example, if you select Monthly, a Day and a Time field appear.
Here are some ideas for scheduling reports:
- If you select Periodically in the Run field, the Repeat Interval field appears. Repeat interval is the duration between each scheduled report. You can set the duration to days, hours, or minutes. At one extreme, this option gives you the ability to send a report every minute (although, you should really consider if that is necessary!). If you need to run a report every quarter, calculate the number of days in the quarter and enter it in the Days field.
- To run a report only on Mondays, Tuesdays, and Wednesdays, create 3 separate weekly reports (one for each day).
- For some serious scheduling power, use conditions. Select the Conditional option and add script to the Condition field to determine if the report is mailed.
- Community member Kim Lemcke posted a great scheduling question: is it possible to schedule a periodic report to run on a specific day (not date) of the month such as the 3rd Thursday? Travis Toulson came up with a nifty answer.
- Don't forget the Omit if no records option. This magical option checks if a report contains any data. If there is data, the report is sent as scheduled. If there is no data, the report is not sent. Use this trick and you'll be a hero for not sending email with empty reports.
ServiceNow offers more information about scheduling reports.
In the product documentation:
In the community:
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