Scheduled Report Time Frame for Previous Month
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4 weeks ago
I was asked to create a report showing all tasks a manager’s teams either closed or resolved in the previous month that can be seen on the dashboard as a snapshot and also an email sent to show the entire month at once.
I built a multi-level pivot (by assignment group, assigned to, and task type), and it works great in a dashboard view using the condition: Closed after Last Month OR Incident.Resolved after Last Month.
I’ve been purposefully using ServiceNow’s preset time options instead of the calendar because if I select fixed calendar dates, the report will only ever pull those specific dates rather than rolling forward month by month.
The issue comes when scheduling the report to email on the first of the month at 8 a.m.—it only includes records from that morning, not the full previous month.
What I need is a condition that always pulls the entire previous calendar month without needing manual updates. If that requires keeping one report for the dashboard and a separate one for the scheduled email, that’s fine.
At this point, my workaround idea is to schedule the emailed report to send at 23:59:55 on the last day of the month, but I’m not sure if that’s the best approach. I am open to trying anything - I know that this will end up being requested by every manager at some point so I would like to figure out how to resolve this now.
Has anyone solved this before? What’s the best practice for setting up the time frame?
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4 weeks ago
Hi Leigh Ann
I am a PDI User. So, I'd wait for answers from experts. But my two cents anyway:
1. Create a scheduled workflow in Flow designer to run on the last day of each month at 23:50:59
2. Select Records of managers needing this report (from properties or custom table if it can be created in your org)
3. Perform the logic of selecting all tasks the manager’s teams either closed or resolved in the given month.
4. Perform an email action.
Having said that, I want to see if I can set up a notification (when Triggered) for this requirement. I will try and get back.
Thank you
Anu
