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To make the most of ServiceNow Reporting, consider the following best practices:
Define clear reporting requirements: Identify what information you need and why before creating any reports. Understand the key performance indicators (KPIs) and metrics that are important for your organization's goals.
Use out-of-the-box reports: ServiceNow offers a variety of pre-built reports and dashboards. Start with these as they can save time and provide valuable insights. Customize them as needed to fit your specific needs.
Create personalized dashboards: Tailor dashboards for different user roles to provide relevant information to specific groups of stakeholders. This way, individuals get the insights most relevant to their responsibilities.
Leverage Performance Analytics: ServiceNow's Performance Analytics provides advanced reporting capabilities. Use indicators and breakdowns to analyze trends and patterns better.
Utilize Visualizations: Use graphs, charts, and other visualizations to present data more understandably and insightfully. Visuals can make complex data more accessible and actionable.
Schedule and automate reports: Set up automated reports and schedule them to be sent to relevant stakeholders regularly. This ensures that everyone stays updated without manual intervention.
Data validation and integrity: Regularly check the data being used in the reports to ensure accuracy and completeness. Incorrect or incomplete data can lead to misleading conclusions.
Avoid overloading reports with data: Keep the reports focused on the key metrics and information required. Avoid overwhelming users with unnecessary details.
Filter and segment data: Use filters to narrow down the data displayed in reports. Segmenting data by different criteria can provide valuable insights into specific aspects of your business.
Provide context and explanations: Include explanations and context with your reports. This ensures that users understand the data and how to interpret the findings.
Monitor report usage: Keep track of which reports are being accessed regularly and which ones are not. This feedback can help refine and improve your reporting strategy over time.
Regularly review and optimize reports: Business needs evolve, so periodically review and update your reports to reflect the current requirements and changes in the organization.
Invest in training: Provide training to users on how to use ServiceNow reporting effectively. Knowledgeable users can make better use of the platform's capabilities.
Following these best practices, you can leverage ServiceNow's reporting capabilities to gain actionable insights and drive better business decisions.
For more on Learning, Solutions, Demonstrations, Q&A's, and Guidance, check out the Platform Analytics Academy sessions, by clicking the image below.
If you are just starting your journey in Performance Analytics, check out our Platform Analytics Academy "Pro Tips", by clicking the image below.
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