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How to create a report to display the data with respect to the year and the months.

klavan32
Tera Contributor

Hi Team, I have the requirement where customer wants to have the report that displays the data on yearly basis and also when we the year is selected, it should allow users to select months too to be able to view the data dedicated to that particular month. Please confirm if this is possible in ServiceNow? if yes, kindly provide the way to achieve this. Thanks, you in advance.

2 ACCEPTED SOLUTIONS

J Siva
Kilo Patron

Hi @klavan32 
Yes, it's doable using Trend type report & drilldown option. Please find the sample below.

1. Main report

Screenshot 2026-03-16 132540.png

2. Drill down

Screenshot 2026-03-16 132844.pngScreenshot 2026-03-16 132956.png


Result:
Screenshot 2026-03-16 133115.pngScreenshot 2026-03-16 133137.png

 

Regards,
Siva

View solution in original post

Tanushree Maiti
Tera Sage

Hi @klavan32 

 

Check these posts. similar to your requirement.

 

1. https://www.servicenow.com/community/service-portal-forum/reports-using-date-as-dynamic-today-this-m....

2. https://www.servicenow.com/community/developer-forum/how-to-create-report-on-monthly-or-yearly-time-....

3.  https://www.youtube.com/watch?v=tYsXf3dNdSI&t=1s

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:

View solution in original post

A common reporting requirement is to view data by fiscal period -- last fiscal year, last fiscal quarter, etc. This video looks at how to add this functionality to any table in ServiceNow for any table. Article for the video is here ...
3 REPLIES 3

J Siva
Kilo Patron

Hi @klavan32 
Yes, it's doable using Trend type report & drilldown option. Please find the sample below.

1. Main report

Screenshot 2026-03-16 132540.png

2. Drill down

Screenshot 2026-03-16 132844.pngScreenshot 2026-03-16 132956.png


Result:
Screenshot 2026-03-16 133115.pngScreenshot 2026-03-16 133137.png

 

Regards,
Siva

Tanushree Maiti
Tera Sage

Hi @klavan32 

 

Check these posts. similar to your requirement.

 

1. https://www.servicenow.com/community/service-portal-forum/reports-using-date-as-dynamic-today-this-m....

2. https://www.servicenow.com/community/developer-forum/how-to-create-report-on-monthly-or-yearly-time-....

3.  https://www.youtube.com/watch?v=tYsXf3dNdSI&t=1s

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:
A common reporting requirement is to view data by fiscal period -- last fiscal year, last fiscal quarter, etc. This video looks at how to add this functionality to any table in ServiceNow for any table. Article for the video is here ...

klavan32
Tera Contributor

 Thank you @J Siva  and @Tanushree Maiti