--- sourceDocument: Yokohama Platform Analytics sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/now-intelligence Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Platform Analytics ft:clusterId : - par bundleId : - par workflow : - Platform --- # Create a report # Create a report {#ariaid-title1} * Release version: Yokohama * * Updated November 17, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Create a report to visualize and analyze current instance data or temporary data that you have imported. ## Before you begin Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on. This topic refers to Reporting in the Core UI. If your instance is migrated to Platform Analytics experience, see [Creating data visualizations](https://www.servicenow.com/docs/yiJpYvRA6ar~Osj6RWQO7Q "See how to create data visualizations using different data sources."). ## Procedure 1. Follow one of these paths. | Option | Description | | Create a report | Navigate to ReportsCreate New. | | Edit an existing report | Navigate to ReportsView / Run and click the edit icon (![The edit icon]()) beside the report name. | | Create a report on a dashboard | Navigate to the dashboard where you want to add the report, click the Add Widgets icon (![Plus sign button]()), and select Reports. | | Edit a report on a dashboard | Navigate to the dashboard where the report resides and click Edit. To edit a report, click its edit icon (![Pencil]()). | |-|-| {#t_CreateYourOwnReport__choicetable_urt_hlc_5w} 2. On the Configure and Style tabs, fill in the fields, as appropriate. 3. Click Save. The report is generated. Note: For details on creating a specific report type, see [Report types](https://www.servicenow.com/docs/cwj_tiYW_Zr1JYJ7hALUow "Learn about the different types of reports that you can create, and when and how to create them."). **Related tasks** * [Edit a responsive dashboard](https://www.servicenow.com/docs/DOHWNLKOoFvahYSO7tT_cw "You can edit the contents of a dashboard, including Performance Analytics widgets, reports, and tabs. Because dashboards are shared, any modifications you make are applied globally.") ## Create a report with Analytics Q\&A {#ariaid-title2} Enter a question on the Report Designer form, and Analytics Q\&A generates a report. Analytics Q\&A gives you a choice of data sources and picks an appropriate visualization. ### Before you begin Analytics Q\&A requires Natural Language Query (NLQ). NLQ also must be enabled for use with the Report Designer, in [Reporting properties](https://www.servicenow.com/docs/IuGxG38pp~MU~yyhr5u3qQ "Use properties to fine-tune report behavior and appearance."). Check with your administrator. Note: This topic refers to Reporting in the Core UI. This functionality is not available if your instance is migrated to Platform Analytics experience. For more information, see [Data visualizations in Platform Analytics](https://www.servicenow.com/docs/H75STRbAS_sjoXByLlY~Yw "Data Visualizations use graphics to show table, indicator, and other data. They combine and extend the functions of reports and Performance Analytics widgets from the Core UI, which they replace in Platform Analytics."). Analytics Q\&A is not available when using Microsoft Internet Explorer. Role required: None ### About this task Analytics Q\&A supports the following languages: * English * French * Canadian French * Spanish * German * Japanese {#create-report-nlq__ul_r3d_qzx_hnb} The feature is not available in sessions that use an unsupported language. ### Procedure 1. Navigate to AllReportsCreate New. 2. Start typing what information you want in the report into the Analytics Q\&A field. Analytics Q\&A uses keywords in your query to determine what kind of information you are looking for. It displays suggestions while you type based on these keywords. To see a full list of keywords and their uses, click How can I improve my results?. 3. Click Ask. Analytics Q\&A generates the report, including an appropriate visualization. ### What to do next You can modify the report, such as changing the visualization, in the left-margin menu. If you enter a new query and click Ask, you generate a new report. Any custom visualizations you added are cleared, but other settings persist in the new report. **Related concepts** * [Analytics Q\&A](https://www.servicenow.com/docs/WxU9c8gKliUdRRUkIULk1A "You can make natural language queries related to indicators, tables, or columns from the Analytics Q&A in the Analytics Center.") ## Report options {#ariaid-title3} When you edit a form, you can also choose to save, share, run, delete, or view more information about the report. Note: On net new Yokohama instances and instances migrated to Platform Analytics experience, Reporting functionality is replaced with Data Visualizations. For more information, see [Data visualizations in Platform Analytics](https://www.servicenow.com/docs/H75STRbAS_sjoXByLlY~Yw "Data Visualizations use graphics to show table, indicator, and other data. They combine and extend the functions of reports and Performance Analytics widgets from the Core UI, which they replace in Platform Analytics."). All actions are available from the upper right side of the form, from the Save and Share lists and the Info, Delete, and Run buttons. Available report options vary depending on the role of the user working with the report.
{#r_ReportOptions__table_uj5_mny_5r__entry__2} | Name | Description | |-|-| | Link (![Link icon]()) | Displays the URL of a saved report that you can copy into other documents. | | Info (![Info icon]()) | Displays general and statistical information for the report. General information includes the base table, type, creator, users, groups, and last modification date of the report. Statistical information includes when the report was last run, the number of runs, and run time. | | Sharing (![Sharing icon]()) | Displays several options for sharing the output of the report. | | Share | Enables you to set the visibility of the report. Options are Me, Everyone, and Groups and Users. See [Share a report](https://www.servicenow.com/docs/simzQ6JCOIe4XtZJnEpdeg "Control which users and groups can see a report in their Reports list.") for more information on sharing. This option is available from the Sharing icon (![Sharing icon]()). | | Schedule | Creates a schedule for running the report. Note: You cannot schedule calendar reports. | | Add to Dashboard | Adds the current report to a dashboard. For details on how to edit reports and other dashboard content, see [Edit a responsive dashboard](https://www.servicenow.com/docs/DOHWNLKOoFvahYSO7tT_cw "You can edit the contents of a dashboard, including Performance Analytics widgets, reports, and tabs. Because dashboards are shared, any modifications you make are applied globally."). | | Export to PDF | Generates a PDF that you can download or email. This option is not available for calendar reports. Note: Drilldown reports do not export to PDF. If you select Export to PDF on a drilldown report, a PDF of the top-level report is generated. | | Publish | Creates a URL for the report and displays the URL above the report form. You can email this URL to share the report. | | Delete || | Delete (![Delete icon]()) | Deletes the report. | | Save || | Save | Saves your changes to the report and leaves the form open. | | Update | Saves your changes to the report and returns to the Reports list. | | Insert | Duplicates the report record, inserts it into the Reports list, and opens the Reports list. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name. | | Insert and Stay | Duplicates the report record, inserts it into the Reports list, and opens the new record. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name. | | Save as data source | Opens the [Create new report source](https://www.servicenow.com/docs/2GP11jJ8jH65z2BINwrmAA#c_ReportSources "Report sources are predefined data sets for creating reports.") window in which you can save the report conditions as a report source that can be reused for other reports. | | Run || | Run | Creates the report based on the conditions and layout you select. | [Table 1. Report options] {#r_ReportOptions__table_uj5_mny_5r} **Related concepts** * [Administering reports](https://www.servicenow.com/docs/kFYUPQpKfQMl7vaxDn40DA "Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.") *[\>]: and then