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.

Stop by this link to see more:
https://www.youtube.com/channel/UCxVzUyDxFFDHJw8yDeZQ4sg

[PamelaA]

Thanks Edward for this Step-by-Step how to! 🙂

[TFSN]

I would like to know if there is a way to do this for Retired Computers.  I would like to setup up a weekly or bi-weekly report for retired assets in Washington DC.

[Edward Rosario]

@TFSN you could probably select the "CMDB CI" table as your data source, then filter the report using the "Retired" field and any other relevant criteria like asset tag or location, and finally design the report to display the desired information about the retired computer

[Oanh K Nguyen]

@TFSN, the question for you is, do you know where your computer data is stored?  Is it in cmdb_ci_computer or cmdb_ci_hardware?  Once you've confirmed where the computers are store, then you can create a report using "Retired" status like @Edward Rosario has suggested.  In addition, you'll have to filter the location = Washington DC.  After creating the report, run it and validate the result to ensure it's what you are looking for, then you can set the frequency, the time, the recipients, and the format (PDF, Excel, etc.).  You can also do a run now after you save the schedule report to ensure the result is sent correctly.

Hope that helps!

[TFSN]

Thank you, I will try these tips out!

[TFSN]

@Oanh K Nguyen  Looks to be stored in 

[cmdb_ci_computer]

Product model class

Hardware Model [cmdb_hardware_product_model]

Asset class

Hardware [alm_hardware]

[Oanh K Nguyen]

@TFSN, based on your response, alm_hardware normally is the main table to keep track of ALL hardware, including laptops, desktops, monitors, etc.  This is where you can find all hardware statuses including those are no longer active or not yet to be deployed on the network.  The cmdb_ci_computer table normally store computers that are active on the network that can be discovered by the discovery tool.  If your company assign "Retired" status to the equipment that are no longer being used, then alm_hardwar is where these located.  Again, it depends on how the company defines the hardware statuses.  Between cmdb_ci_computer and alm_hardware, you should be able to create the report for certain status.  However, you may find some challenges with location if the assets are no longer on the network.  Unless your IT team really manages these asset well by updating the location accurately. 

[gracetara96]

How to deactivate a report