Please refer to my article about Platform Analytics, which now includes all reporting and analysis capabilities under one roof.
| Table of Contents |
My library Knowledge Sources To Go is very popular, but it was intended mainly as a thematically grouped guide to standard sources and was provided by me as a PDF file. For certain topics, however, there is so much content that I can no longer include it in that document, as it cannot continue to grow forever.
For this reason, I have decided to handle such topics in individual community articles like this one instead.
What is Reporting?
Reporting enables you to create and distribute reports that show the current state of instance data, such as how many open incidents of each priority there are. Reporting functionality is available by default for all tables, except for system tables.
Entry point to the official product information pages
Entry point to the official product documentation
Trainings & Courses
This course provides an introduction to ServiceNow Reporting, an application to organize, summarize, and present data to convey information in a meaningful way. Placing your organizational data in a single system of action allows you to be more efficient, act consistently, and extract insights that improve how you work.
Visualizations convey complex data, which can be difficult to describe in words, using a chart or graph. The Now Platform's data visualization options help developers present data to users in easily consumable ways. Reports, percent complete fields, chart fields, on-demand charts, and Dashboards are used to present sophisticated information using visual strategies.
Articles & Blog Posts
Blog posts on Flow Designer written by the ServiceNow advocates.
2017-11-13 by Bill Tang
ServiceNow reporting - use report ranges for advanced grouping
I found the feature 'Report ranges' very powerful but it was rarely used or even discussed in our user community..
2019-04-02 by Allan Pardo
How to Create a Historical Report Based on Assignment Group Changes on the Incident Table
The following article may help if you would require a report that tracks assignment group changes via the incident table. Having a historical view of Assignment Group changes can help a team or organization see where their incident categories have been assigned.
2019-04-23 by ServiceNow Support
Creating dynamic JavaScript filters in reports
A very convenient feature of the reporting system in the ServiceNow platform is the capability to create dynamic report filter conditions in the reporting module, directly from within the report criteria. These conditions can be created in JavaScript and configured as part of the report criteria filter, thus substituting a dynamic Javascript function for a specific value. This KB article will thus describe the process that can be used to create and configure such a dynamic filter in a report.
2019-06-19 by Adam Stout
Make Complex Reporting Easier using Query Techniques
This article is intended for advanced Reporting users who have 6 or months experience with Reporting and the same or more experience with the ServiceNow Platform. The advanced topics covered assume that you understand the basics of Reporting and have a working knowledge of JavaScript.
2019-10-02 by Adam Stout
Embed Reports as Images in a Scheduled Report Email
With the power of the NOW Platform, we can apply a small customization to embed graphical reports as images in your emails to deliver emails like this to your users.
2020-03-20 by Adam Stout
How I Know Who is Using Reports - Your Guide to Report Usage
Want to look good and make your users happy? Fix or get rid of the performance hog reports that cause poor UX and then get ready for smiling users. But how do you figure out which reports are the most impactful to performance? You may have 1,000 reports, you may have 10,000 reports, you may even have 50,000 reports on your instance... where should you focus your attention? Let’s dig into what we can to track report performance
2020-09-09 by Sagar Pagar
Scheduling a report for dynamic Recipients based on the table column of the report
I have read some questions or queries on scheduling reports for dynamic recipients based on the table column of the report. Also, I had a few issues while working on the same requirements. Hence, I have started to write this article. I think it will help community users to work on this type of requirement in the future.
2020-03-19 by Simon Westwood
Strategies for reporting in ServiceNow
The core reporting capability in ServiceNow is excellent, it’s straight forward and intuitive to create consistent looking reports using any data in the Now platform. However, it can be perceived as having some limitations. Some of the frequent complaints I hear are: you cannot perform calculations like in a spreadsheet, you cannot summarize multiple data sources directly. None of these are insurmountable, but they do require that reporting be considered differently and not just an after-thought. Below are some of the strategies I’ve used to help overcome some of these limitations and address other needs.
2020-05-11 by Adam Stout
Embed List Reports in a Scheduled Report Email
A few months ago, I wrote about how to embed report charts into the body of an email. This covered many report types but notably, left out list reports. In this follow-up, we’ll review how to embed list reports into the body of an email.
2021-03-10 by Niklas Engren
Report Ranges in Reporting: The good, the bad – and how to fix the bad
Report ranges is an underutilized feature of ServiceNow. It allows us to group values like dates, durations and numbers into ranges. This is a much needed functionality if you want to report on numeric data with a wide range of values like reassignment counts, elapsed time or time past since a date.
2021-06-27 by ServiceNow Support
Configure the specific fields for display in a calendar report
By default, on most calendar reports, the system will display the value of the Number [number] and Short Description [short_description] fields from the source table. In most cases this is usually the fields that end-users would want or expect to see. However, in a few instances, different or additional fields may be needed for display on this report. This Knowledge Base article will describe how additional fields or differing fields can be specified for a particular source table.
2022-04-10 by Logan Poynter
Reporting vs. Performance Analytics: A Decision Made For Effective Data Stories
Within ServiceNow, we have an abundance of data across every facet of the platform; Incident Records, Catalog Tasks, HR Cases, Ideas, etc. From this data, users and customers will - without a doubt - want to see it presented in a clean format that not only gives value to them, but also answers questions that they have. ServiceNow understands this foundational requirement of service management and gives you the tools necessary to leverage that data in storytelling through Reports and Performance Analytics. Knowing the difference between the two and when one is more applicable than the other to satisfy the customer's requirements will undoubtedly be paramount in authoring “the story of data” your customer is after.
2021-11-12 by @Luke Van Epen
Sync Dashboard sharing permissions with all reports on the dashboard
A massive frustration of mine, and of many others it seems (see This Idea) is that sharing Reports on a dashboard is a major hassle. I've built a UI action, from the Dashboard Properties page, that will force a sync between the sharing permissions for the dashboard with all reports on that dashboard.
2021-12-06 by chuckn
We were recently notified by ServiceNow that a batch of report view ACLs would be activated in our production instance if we did not activate them ourselves (see KB0958442). They provided a great analysis tool in the ACL Assessment for Reports. When that analysis came back saying we have hundreds of reports to review, we wanted a faster way to generate the list of all the potentially affected users instead of going through each report individually. If you're looking for something similar, this code should do it for you.
2021-12-06 by ServiceNow Support
How to configure the fields that appear in the "Highlight based on" field in a calender report
The option to change the highlighting of a specific field as displayed on a calendar report can be a useful feature of calendar reports. Usually, this capability will probably not be necessary, however, in a few cases, administrators of the platform may prefer to change the selection of fields which appear in this selection list on the system. The method to do this is not necessarily intuitive and can sometimes lead to confusion on the best way to accomplish these changes. This article will thus describe the process as well as the steps that might be used to modify the values as found in that list.
Videos & Podcasts
2019-05-24 by Robert Fedoruk
In 3 minutes learn how the Trend condition helps include or exclude specific hour, day, week, month, etc from your reports. 32 use cases!
2019-04-19 by Robert Fedoruk
In under 5 minutes learn how to report in ServiceNow when the conditions have to do with records *related* to what you're reporting on? For example, how many Incidents have NO Incident_tasks?
2019-07-08 by Robert Fedoruk
Sick of hard coding dates? Is your date always the same relative distance? Master the relative operator and never hard code dates again!
2020-01-03 by ServiceNow Dev Program
Dynamic recipient list for scheduled reports
On this episode, Special guest Jarod Mundt will join Andrew Barnes along with show staple Chuck Tomasi will explore scheduled reports dynamically. Let's stop sending scheduled reports to everyone (you know, just in case!) and only send them to the people, teams, and managers that have items in the report.
2020-02-08 by ServiceNow Support
How to access fields on extended tables
Provides an overview of how to generate reports using extended tables and dot-walking.
2020-04-10 by ServiceNow Dev Program
Dynamic recipient list for scheduled reports (Part 2)
On this episode, we will continue to explore what's possible with of dynamic scheduled reports. Stop including extra people on your scheduled reports (you know, just in case!) and only send them to the people, teams, and managers that have items in the report.
2020-06-01 by ServiceNow Support
Creating reports and displaying them on dashboards
Demonstrates how to create reports, add them as widgets to a dashboard, and resize and organize them on the dashboard.
2020-07-04 by AAspenNow Solutions
Advanced Report Features in Orlando
Items demonstrated/discussed in this video: created a report from a list, utilized Data Sets to show tasks from different tables assigned to the same individuals, implemented Related List Filter to show tasks with a breached SLA, created Report Ranges to display records created within a specific time range, displayed Database View Report which allows user to access fields from the table that extends the task table and the task_sla table, illustrated how a pie chart can be used as a filter for other reports on a dashboard, scheduled reports to be emailed on a regular interval and how to remove the email field, created a Report (Data) Source, showed how it displays in the report, where to find it after creation and the UI Action (Reports using this report source) at the bottom of the form.
2020-07-30 by ServiceNow - Now Community
Reporting from Multiple Tables
What is a Related List Condition and when do I use them compared to a Database View??? When do I use a Database View instead of just Dot-Walking??? We discuss the differences between these techniques and how to choose which to use in different case.
Related Lists, Dot-Walking, Database Views...what should I use, when should I use them? These are questions that we hope are answered in this Office Hours
2020-10-03 by JZ
Creating Advanced Report - Part 1 (Multi Data Sets)
How to create ServiceNow report from multi datasets (tables). We will create a report, “Incident Problem and Change from Multi datasets”. An incident is a root of this report based on opened incident records. We will use “Report Structure” feature in report application to add two additional datasets (Problem and Change). We also cover how to create a report by adding dataset Drilldown feature.
2020-10-05 by JZ
Creating Advanced Report - Part 2 (Report Ranges)
ServiceNow - Creating Advanced Reporting on SLA completion breakdown by different Report Ranges.
2020-10-28 by Dennis Techies
Servicenow SLA Reports - Response and Resolution
This video shows reports on how to create reports:- Actual percentage of Response and Resolution- Tickets about to breach
2021-01-03 by AAspenNow Solutions
Create a report from an Excel Spreadsheet in less than 5 minutes
Looking for a way to upload last years’ (Google or Microsoft) spreadsheets into ServiceNow? This video will show you how in less than 5 minutes.
2021-02-01 by Robert Fedoruk
Ever wanted to type what you wanted and get a report? That's what Quebec's Analytics Q&A is all about!
2021-02-11 by Robert Fedoruk
Reporting on Record Producer Questions
After 13 years we can finally report (including grouping on) variables from a record producer.
2021-04-13 by ServiceNow Dev Program
On this episode, join Chuck Tomasi and Brad Tilton as they explore the reporting calculation feature introduced in Quebec to help reduce the need to create specific fields and scripted logic.
2021-05-11 by Robert Fedoruk
Anatomy of Reporting: Personas
In 5 minutes learn a critical concept to ensure every hour you spend reporting yields meaningful results.
2021-07-01 by ServiceNow Now Community
Advanced Reporting Features for Report Admins
In this Performance Analytics Academy session we covered Advanced Reporting Features for Report Admins. We discussed and demo'd some of the features that are only available to the report_admin role. If you have curiosity around Report Statistics, Report Sources, Report Ranges, Creating Maps, using Coloring rules in Multilevel Pivot reports or Single Scores and many other things, this is the Academy session for you to watch.
2021-07-23 by Robert Fedoruk
Get to the root of the problem with Pareto Charts
In under 5 minutes I'll show you why Pareto charts are some of the best OOTB charts in ServiceNow.
2021-08-05 by @Community Alums
How to create SLA Breached Report on Incident
This is a short video to display breached Incidents/Tasks in a report in ServiceNow.
2021-11-18 by Robert Fedoruk
Interactive Analysis - Insights in 2 clicks!
Interactive Analysis can give any user a quick interface to group, stack, and aggregate data from a list in two clicks! Perfect for ServiceNow consultants acclimating to a new client / new table. Also perfect for group or service managers to "slice & dice" data from their many list views.
2021-11-18 by Lui Iacobellis
How To Create a Report in ServiceNow
This tutorial will show you how to create a report in ServiceNow. Specifically, this tutorial will show you how to create a list in ServiceNow including defining which columns should be included, filters, and grouping by.
2022-03-02 by @Community Alums
How to create Drilldown Reports in ServiceNow
In this video, we have discussed what are Drill down reports, why they are used and how can we create them. We have taken an example on the Incident table where we are drilling down the report.
2022-03-09 by Lui Iacobellis
How To Schedule a Report in ServiceNow
The tutorial will show you how to run a report in ServiceNow and automatically send it to specified users or email addresses via email on a regular frequency. Scheduled reports sent via email will be included as either a PDF attachment or excel or CSV file if the ServiceNow report is a list type.
2022-03-22 by @Community Alums
Creating A Map Report in ServiceNow
In this ServiceNow Tutorial, Technical Consultant Laurence Tindall gives a demo on Creating A Map Report in ServiceNow.
2022-04-26 by @Community Alums
How to create personal dashboards
In this video we have created a very basic dashboard and shared with one of the self service users in ServiceNow.
2023-03-02 by ServiceNow Support
Provides an overview and suggestions on how to manage reports within the ServiceNow environment, as demonstrated in the Tokyo release.
2023-04-06 by ServiceNow Community
In this Platform Analytics Academy we discussed and demoed Function Fields in the Reporting UI. We talked through the different operators that can be used when building out function fields. We also showed how function fields that are created can be used in Performance Analytics
2023-05-31 by Jeff Thies
All you need to know about ServiceNow reports to pass the Certified System Administrator certification exam or just become great at presenting data in a meaningful way. You'll learn about the platform data model that supports ServiceNow's reporting capabilities, the different types of reports, how to create and manage reports, and how to share reports with users, groups, or via dashboards.
2023-08-21 by Lui lacobellis
How To Create A ServiceNow Aging Report
This ServiceNow tutorial will demonstrate how to create incident aging report in ServiceNow and how to create aging report in ServiceNow. A ServiceNow aging report allows you to view the ServiceNow incident age. Incident age refers to how old a ServiceNow incident or ServiceNow request is and is determined by calculating the number of days since the record was created or opened from the current date.
2023-09-20 by ServiceNow Community
During our Platform Analytics Academy session on Reporting Best Practices on September 18th, we covered key strategies for building effective reports, including the essential roles needed to support your reporting efforts. Successful analytics begin with well-defined requirements and a comprehensive understanding of those needs, and we will provide insights to help you achieve that.
Troubleshooting
Known Error Portal
Pre-configured filter for the respective topic. Remove the query string or modify the filters on the left side if you want to narrow down the search results in a different way.
Selected Articles
Troubleshooting errors in completed reports (KB0535173)
Troubleshooting scheduled report issues (KB0535174)
Troubleshooting a report that does not execute (KB0535306)
Troubleshooting reports that take a long time to run (KB0535320)
Troubleshooting a report that fails to run (KB0535175)
Export to PDF does not include variables (KB0553606)
Chart Color definitions don't match the report display when color code begin with #0F (KB0553710)
When creating a bar chart on sc_req_item with stage in the stack by option the barchart is not displayed (KB0562135)
Reporting on the task table and grouping by state shows incorrect values (KB0639093)
Published reports not showing all the expected data (KB0736982)
Report data permissions issues (KB0745026)
