Scheduling the reports customer specific from a consolidate report for all customers

[Abhi53]

Hi Team,

Can anyone suggest on possibility to trigger schedules for reports per customer wise from a single consolidated report consisting of records from all customers.

[Vaibhav Chouhan]

Out of the box, ServiceNow does not support taking one consolidated report and automatically splitting it per customer when scheduling it. A scheduled report runs exactly as it is saved. If the report includes all customers, the scheduled email will also include all customers. There is no built-in option to apply a different filter per customer during scheduling dynamically.

So if you need customer-specific reports from that consolidated data, you basically have two realistic options. Either create separate reports filtered per customer and schedule each one, or build a scheduled script or Flow that loops through each customer, applies the filter dynamically, and sends the report individually.

[Abhi53]

Thanks Vaibhav for your kind response.

Could you please share more insights on second option - or build a scheduled script or Flow that loops through each customer, applies the filter dynamically, and sends the report individually.

[Vaibhav Chouhan]

Hi Abhi,

Yeah sure, happy to explain that a bit more.

What I meant is instead of using the normal Scheduled Report option directly, you create your own scheduled job that runs daily or weekly and handles each customer one by one.

So at runtime, the job first pulls the list of customers. Then it loops through them. Inside that loop, you apply the same base filter that your consolidated report is using, and just add one extra condition like customer = current customer. Then you generate the report output for that customer only and send it to their specific recipients.

You can do this with a Scheduled Script Execution if you’re comfortable with scripting. Or you can build it in Flow Designer using a Scheduled trigger and a For Each step, which is a bit cleaner and easier to maintain.

[Abhi53]

thanks Vaibhav for your kind response.

If possible can you share flow designer screenshots on how to achieve it.