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10-16-2024 07:22 AM
Hello community,
I am wondering if there is a way to create group together the reports I create in SN. For example, I have 5 or 6 reports that I use once I month to send an update to department heads. I also have another 5 reports I look at weekly to influence our portal content.
Instead of having to scroll through the many reports I have to find them individually, I wish I could create a page with my "monthly audit" reports and "weekly portal" reports to just keep the data together. Has anyone had success in doing this?
Thank you,
Kat
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10-17-2024 01:28 AM
Hi Kat,
Yes dashboards would be a good way of keeping these together.
Another suggestion that could save you a lot of time creating reports is the use of Interactive Filters on dashboards. If you are duplicating the same content in your reports, with the only difference being the date range then this is definitely a good option.
We recently had a request from an executive that would have ended up being close to 100 different reports, the same information but one with a daily breakdown, another for weekly, monthly etc. But I was able to create some interactive filters, added them to a dashboard and then added less than 10 reports. It was a huge time saver.
You can then have the report follow the interactive filter, and change the date on the filter and the report updates to reflect the timeframe selected.
Please consider marking my reply as Helpful and/or Accept Solution, where applicable. Thanks!
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10-16-2024 10:37 AM
Hi @KatL ,
One way is you can create a Dashboard with two tabs. Add monthly reports to the first tab of the dashboard and weekly reports to the second tab of the dasboard. By this, you can just open this dashboard and you can see all reports you need.
Another way is Scheduled reports where you can actually send an email of the reports to the dedicated users at the defined intervals.
If the above information helps you, Kindly mark it as Helpful and Accept the solution.
Regards,
Najmuddin.
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10-17-2024 01:28 AM
Hi Kat,
Yes dashboards would be a good way of keeping these together.
Another suggestion that could save you a lot of time creating reports is the use of Interactive Filters on dashboards. If you are duplicating the same content in your reports, with the only difference being the date range then this is definitely a good option.
We recently had a request from an executive that would have ended up being close to 100 different reports, the same information but one with a daily breakdown, another for weekly, monthly etc. But I was able to create some interactive filters, added them to a dashboard and then added less than 10 reports. It was a huge time saver.
You can then have the report follow the interactive filter, and change the date on the filter and the report updates to reflect the timeframe selected.
Please consider marking my reply as Helpful and/or Accept Solution, where applicable. Thanks!
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10-19-2024 01:50 PM
Hi @KatL ,
this is not possible in the report designer / for normal reports in ServiceNow.
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Best regards
Anders
If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.
Best regards
Anders
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