Scheduling an Out of Box report

CKnight
Tera Contributor

Can this out of box report be scheduled and emailed to a group, or do you need to go into the system, run it manually and then export?  Thank you!

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3 REPLIES 3

Dr Atul G- LNG
Tera Patron

Hi @CKnight 

As per the latest update, OOTB reports have been moved under Platform Analytics → Data Visualization. Please navigate there to access and view the out-of-the-box (OOTB) reports.

 

 

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Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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Srikanth_9
Mega Sage

Hi @CKnight,

 

Refer below:

Solved: Report-schedule mail - ServiceNow Community

Creating a Scheduled Report in ServiceNow - ServiceNow Community

 

If the provided solution is useful/working, please Accept as Solution and hit the Helpful. 
 
Thanks & Regards,
Srikanth Akula.

Tanushree Maiti
Tera Patron

Hi @CKnight 

 

You can absolutely schedule out-of-the-box ServiceNow reports to be automatically emailed to specific groups or users without running them manually

 

  • Navigate to your report via Reports > View / Run.
  • Click the Sharing icon (the square with an arrow) in the report header and select Schedule.
  • Fill out the schedule details in the form:
    • Run & Time: Set the frequency (e.g., Daily, Weekly) and the exact time you want the report sent.
    • Recipients: Specify the Users and/or Groups who should receive the email. You can also type individual email addresses.
    • Format: Choose the file type for the attached report (e.g., PDF, Excel, CSV).
    • Subject & Message: Customize the email subject and body as needed.
  • Check the Active box and click Submit.

 

Refer: https://www.youtube.com/watch?v=m9R6sSZ_cfU

Creating a Scheduled Report in ServiceNow

 

Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti
In this video, you will learn how to schedule reports in ServiceNow