marystromberg
ServiceNow Employee
ServiceNow Employee

Learn how to use ServiceNow reporting with this series of videos that explains everything from getting started to managing reports. To run through the full playlist of 6 reporting videos, see our ServiceNow demo Youtube channel.

reporting playlist servicenow 2015.jpg

In this playlist you will find the following topics are covered:

1. Getting Started

Explains essential concepts for reporting on the ServiceNow platform and demonstrates basic report functionality.

2. How to Create Reports

Demonstrates how to create reports from a list, by modify an existing report, and from scratch. Covers the use of filters and sort fields; grouped by, stacked by, and sharing options; and changing report appearance and style.

3. How to Distribute Reports

Demonstrates how to publish reports and schedule reports for periodic distribution through email notification. Shows how to export reports in PDF, PNG, JPEG, CSV, and Excel formats and turn reports into gauges that can be added to homepages.

4. How to Use Report Sources

Demonstrates how to create and use report sources, which are pre-defined data sets for creating reports.

5. How to Access Related Tables

Demonstrates how to use dot-walking and database views to include data from related tables in reports. Also shows how to apply dynamic filters to run a set query against a reference field without entering JavaScript code in the condition builder.

6.Getting Started with Report Management

Provides good practices for managing reports to ensure that they deliver the intended value without impacting system performance.

7. How to Access Fields on Extended Tables

Demonstrates how to include fields on extended tables—which are not available through dot-walking—in reports.

For more information on reporting, see:

Reporting

Scheduling and Publishing Reports

Creating List Reports

Creating Bar Charts

Generating Reports

Report Sources

Special thanks to Heath Ramsey and David van Heusden for all their help on these!

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