Newcomer Question - Service Now Report Functionality

Deaconfan — Wed, 19 Mar 2025 16:27:38 GMT

I am new to the Service Now Community, and this is my first post.

In my data analyst role, I am learning to create reports in Service Now to help my organization track the volume and status of tickets. What resources should I focus on first, to start building my reporting competency?

Re: Newcomer Question - Service Now Report Functionality

Community Alums — Thu, 20 Mar 2025 11:13:08 GMT

Hi @Deaconfan ,

I am sharing some steps, How to create a report in some below steps :

Step 1: Accessing the Report Designer

Log in to your ServiceNow instance.
Navigate to the "Reports" module by typing "Reports" in the application navigator.
Click on "Create New" to start creating a new report.

Step 2: Selecting a Data Source

In the Report Designer, click on "Select a table" to choose the table from which you want to pull data for your report.
For example, you might choose the "Incident" table for reporting on incidents.
Once you've selected the table, click on "Next."

Step 3: Defining Report Criteria

In the "Filters" tab, define the criteria for your report.
Add filters based on various fields in the selected table to narrow down the data that will be included in your report.
Click on "Run" to preview the data based on the defined criteria. This step is optional but can help you ensure that your report is capturing the right data.

Step 4: Configuring Report Fields

In the "Columns" tab, select the fields that you want to include in your report.
Choose from the available fields in the selected table.
Arrange the fields in the desired order by dragging and dropping them.
Click on "Run" to preview the report with the selected fields.

Step 5: Adding Visualizations (Optional)

If you want to add visualizations to your report, such as charts or graphs, click on the "Visualizations" tab.
Select the type of visualization you want to add (e.g., bar chart, pie chart) and configure the settings accordingly.
Click on "Run" to preview the report with the added visualization.

Step 6: Saving and Sharing the Report

Once you're satisfied with your report, click on "Save."
Enter a name for your report and choose the appropriate category and visibility settings.
Click on "Submit" to save your report.

Step 7: Running and Managing the Report

To run your report, navigate to the "Reports" module and select the saved report from the list.
Click on "Run" to generate the report based on the latest data.
You can also schedule the report to run at specific intervals or share it with other users by adjusting the report settings.

For more clarity watch: Reporting | Creating a report - YouTube

If this is helpful for you, please mark correct answer

Regards

Adarsh Verma

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