Creating a Scheduled Report in ServiceNow

[Edward Rosario]

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.

1. **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.

2. **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).

3. **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.

4. **Save the Report**

   - Click on **Save** or **Save and Run** to save the report and see the generated data.

### Step 2: Schedule the Report

1. **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**.

2. **Schedule the Report**

   - Open the report and click on the **Schedule** button in the report header.

3. **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.

4. **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.

5. **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.

6. **Enable the Schedule**

   - Check the **Active** box to enable the schedule.

   - Click **Submit** to save the scheduled report.

### Step 3: Verify the Scheduled Report

1. **Verify the Schedule**

   - Navigate to **System Definition > Scheduled Jobs** and find the scheduled report to verify its settings.

2. **Check the Email**

   - Ensure that the report is being sent as per the defined schedule by checking the recipient's email.

If helpful, please give a helpful.
https://www.youtube.com/watch?v=zCDnDMJHGdU

[aaron_f_messner]

How is "Create New" enabled in the personal developer instance?  It does not show up by default, apparently.