Generate reports through the AI reporting assistant

  • Release version: Australia
  • Updated July 9, 2026
  • 1 minute to read

    • Generate reports from ServiceNow instance data by using prompts through the AI reporting assistant directly within Microsoft Word.

    Before you begin

    The ServiceNow Document designer add-in must be installed. For more information, see Install the ServiceNow Document Designer add-in.

    Role required: sn_grc_doc_design.reader

    Procedure

    1. Open the required document in Microsoft Word.
    2. On the ribbon, select AI reporting assistant.
    3. In the Now Assist panel, enter a prompt in the reply field or select from the prebuilt suggestions displayed in the panel.
    4. If this is the first time you're adding content in a new conversation, respond to the prompt asking whether you want to track all content added to the document within this conversation.
    5. Review the generated plan and indicate whether you want to accept it.
      • To insert the generated content into your Microsoft Word document, select Approve.
      • To return to the prompt for further refinement, select Make changes.
      • To discard the plan, select Cancel.
    6. Optional: View all AI-generated content inserted during this conversation by selecting Manage content.