Service request report

[Lekazard]

I just got assigned with an urgent task of creating a report regarding service requests. Problem is that my skills considering report creating are close to non-existing  and going through all the documentation for reporting and now learning courses with haste even to get started seems a bit overwhelming. I was wondering if I could find answers here faster from someone with enough Christmas spirit still left to help me out.

Acceptance criteria for the task is:

The previous month's list of service requests, the number and the completed work volumes per assignment.

[EricDohr · Accepted solution]

Assumption is that you have the appropriate entitlement to create reports.  Note, there are roles that differ from creating reports and sharing reports (while you may create a report, you may lack the ability to share to a group.

My recommendation would be to first engage internal resources to understand if there is a service offered to you and your peers for report creation.  This allows you to set the requirements and the reporting and analytics team can help guide you in the process creating the output.   

If you do want to learn to create a report and you have rights, follow these steps

• Login to your ServiceNow instance
• The left window is known as the Application Navigator.  If you do not see this, click on "All" in the upper left
• Type in "Reports."  If you do not see Reports > Create New you may not have rights
• Click "Create New"
• Give the report a name in the field "Report Name"
• Leave the Source Type as "Table"
• Requests related records will be in the table "Request [sc_request]
• Click Next (which takes you to the Type section of report creation)
• If you scroll down, there is "List" under the section of other.  If you want other types of reports, you would change it here
• Click Next (which takes you to the Configure section of report creation)
• Here you will select the appropriate columns you may care about.  Note, by default whatever your company's list view default columns should show here
• You will want to adjust the filter to focus on certain things such as state, date range, etc.  You adjust the filter in the main window of the report creation 
• Once ready, make sure you save the report.  
• If you click run, it will update based on the logic you set
• If you wanted to export the data, right click on one of the column headers (like number) and select Export -> Excel