This document provides a comprehensive guide on how to create a scheduled report in ServiceNow. Scheduled reports are useful for automatically generating and distributing reports at specified intervals, but we should aim to create dashboards with reporting.
## Steps to Create a Scheduled Report
### Step 1: Create the Report first.
- **Navigate to Reports**
- Go to the ServiceNow instance and type `Reports` in the left-hand navigation filter.
- Click on **Create New** under the **Reports** section.
- **Define the Report**
- **Name**: Provide a meaningful name for your report.
- **Source Type**: Select the data source for your report (e.g., Table, Data Source).
- **Table**: Choose the table from which the report will pull data.
- **Type**: Select the type of report you want to create (e.g., List, Pie Chart, Bar Chart).
- **Configure the Report**
- **Conditions**: Set the conditions to filter the data as needed.
- **Group By**: (Optional) Group the data by a specific field if required.
- **Visualization**: Configure the visualization settings based on the type of report.
- **Save the Report**
- Click on **Save** or **Save and Run** to save the report and see the generated data.
### Step 2: Schedule the Report
- **Open the Report**
- Navigate to the report you just created by typing the report name in the left-hand navigation filter or by going to **Reports > View / Run**.
- **Schedule the Report**
- Open the report and click on the **Share** button in the report header where you will see "Schedule".
- **Set Schedule Parameters**
- **Run**: Choose the frequency for the report (e.g., Daily, Weekly, Monthly).
- **Time**: Select the time of day when the report should run.
- **Time Zone**: Choose the appropriate time zone.
- **Configure Email Settings**
- **Email Addresses**: Enter the email addresses of the recipients. Multiple addresses can be separated by commas.
- **Subject**: Provide a subject for the email.
- **Message**: (Optional) Add a custom message to be included in the email body.
- **Select Format and Filters**
- **Format**: Choose the format of the report to be sent (e.g., PDF, CSV, Excel).
- **Filters**: (Optional) Apply any additional filters if necessary.
- **Enable the Schedule**
- Check the **Active** box to enable the schedule.
- Click **Submit** to save the scheduled report.
### Step 3: Verify the Scheduled Report
- **Verify the Schedule**
- Navigate to **System Definition > Scheduled Jobs** and find the scheduled report to verify its settings.
- **Check the Email**
- Ensure that the report is being sent as per the defined schedule by checking the recipient's email.
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