How to Create a Report in ServiceNow: A Step-by-Step Guide

[Edward Rosario]

How to Create a Report in ServiceNow: A Step-by-Step Guide

As a ServiceNow administrator, creating reports is a key part of your role in helping stakeholders gain insights and make informed decisions. In this guide, I'll walk you through the process I use to create a report in ServiceNow:

Step 1: Accessing the Report Designer

1. Log in to your ServiceNow instance.
2. Navigate to the "Reports" module by typing "Reports" in the application navigator.
3. Click on "Create New" to start creating a new report.
   

Step 2: Selecting a Data Source

1. In the Report Designer, I click on "Select a table" to choose the table from which to want to pull data for my report. For example, I might choose the "Incident" table for reporting on incidents.
2. Once I've selected the table, I click on "Next."

Step 3: Defining Report Criteria

1. In the "Filters" tab, define the criteria for your report. You can add filters based on various fields in the selected table to narrow down the data that will be included in your report.
2. Click on "Run" to preview the data based on the defined criteria. This step is optional but can help you ensure that your report is capturing the right data.

Step 4: Configuring Report Fields

1. In the "Columns" tab, select the fields that you want to include in your report. You can choose from the available fields in the selected table.
2. Arrange the fields in the desired order by dragging and dropping them.
3. Click on "Run" to preview the report with the selected fields.

Step 5: Adding Visualizations (Optional)

1. If you want to add visualizations to your report, such as charts or graphs, click on the "Visualizations" tab.
2. Select the type of visualization you want to add (e.g., bar chart, pie chart) and configure the settings accordingly.
3. Click on "Run" to preview the report with the added visualization.

Step 6: Saving and Sharing the Report

1. Once you're satisfied with your report, click on "Save."
2. Enter a name for your report and choose the appropriate category and visibility settings.
3. Click on "Submit" to save your report.

Step 7: Running and Managing the Report

1. To run your report, navigate to the "Reports" module and select the saved report from the list.
2. Click on "Run" to generate the report based on the latest data.
3. You can also schedule the report to run at specific intervals or share it with other users by adjusting the report settings.

Creating a report in ServiceNow is a powerful way to analyze and visualize data from your instance. By following these steps, you can create informative reports that help you gain insights and make informed decisions.

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