Reporting from multiple table

[mgoodwin12]

How do I pull reports from multiple tables? For example, I need to run a report that contains Incidents, Enhancements and Projects. I tried using the multiple data sets funtionality but it doesn't allow me to run a report in list view.

[Siddhesh Gawade · Accepted solution]

Hello @mgoodwin12 ,

You can create a database view on incident, enhancements and project table. See the below demonstration video on how you can create a database view and report with that.

How to create database view 

Kindly mark my answer as Correct and helpful based on the Impact.

Kindly mark the answer :heavy_check_mark: Correct or Helpful :heavy_check_mark: If it addresses your concern.

Regards,

Siddhesh

[Danish Bhairag2 · Accepted solution]

Hi @mgoodwin12 ,

Follow these general steps:

1. **Create a New Report:**

   - Navigate to the ServiceNow homepage.

   - Open the left navigation menu and go to "Self-Service" > "Reports."

   - Click on "Create" to start a new report.

2. **Choose Data Source:**

   - Select the appropriate table (Incident, Enhancement, or Project) as your primary data source for the report.

3. **Configure Report Criteria:**

   - Add filters or conditions to narrow down the data you want to include in the report.

4. **Add Related Tables:**

   - Use the "Related Lists" tab in the report designer to add related tables (Enhancement, Project) to your report.

5. **Configure Relationships:**

   - ServiceNow uses relationships between tables. Ensure that relationships between the selected tables are correctly configured in the system.

6. **Define Columns:**

   - Add the columns you need from each table to the report. You can select fields from the primary table and related tables.

7. **Run the Report:**

   - Save the report and run it to view the combined data.

If you encounter issues with list view functionality, you may need to customize the report layout or use different report types based on your requirements. If you're still facing difficulties, consulting ServiceNow documentation or seeking assistance from your organization's ServiceNow administrator would be helpful.

Thanks,

Danish

[Siddhesh Gawade · Accepted solution]

Hello @mgoodwin12 ,

You can create a database view on incident, enhancements and project table. See the below demonstration video on how you can create a database view and report with that.

How to create database view 

Kindly mark my answer as Correct and helpful based on the Impact.

Kindly mark the answer :heavy_check_mark: Correct or Helpful :heavy_check_mark: If it addresses your concern.

Regards,

Siddhesh

[mgoodwin12 · Accepted solution]

I don't have admin role but I have since learned how to pull Projects into my report with Enhancements and Incidents. Thanks for your reply.

[Danish Bhairag2 · Accepted solution]

Hi @mgoodwin12 ,

Follow these general steps:

1. **Create a New Report:**

   - Navigate to the ServiceNow homepage.

   - Open the left navigation menu and go to "Self-Service" > "Reports."

   - Click on "Create" to start a new report.

2. **Choose Data Source:**

   - Select the appropriate table (Incident, Enhancement, or Project) as your primary data source for the report.

3. **Configure Report Criteria:**

   - Add filters or conditions to narrow down the data you want to include in the report.

4. **Add Related Tables:**

   - Use the "Related Lists" tab in the report designer to add related tables (Enhancement, Project) to your report.

5. **Configure Relationships:**

   - ServiceNow uses relationships between tables. Ensure that relationships between the selected tables are correctly configured in the system.

6. **Define Columns:**

   - Add the columns you need from each table to the report. You can select fields from the primary table and related tables.

7. **Run the Report:**

   - Save the report and run it to view the combined data.

If you encounter issues with list view functionality, you may need to customize the report layout or use different report types based on your requirements. If you're still facing difficulties, consulting ServiceNow documentation or seeking assistance from your organization's ServiceNow administrator would be helpful.

Thanks,

Danish

[mgoodwin12]

I don't have a related lists option when creating reports. I think it may not be configured in the system. 

PS..I only have ITIL role.