---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Generate a summary report

# Generate a summary report {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create and save as many templates as needed by using the ServiceNow
Document Templates application. Create a summary report by selecting a document template for the report. Export the case details, in a PDF format, for documenting and sharing purposes.

## Before you begin

Role required: sn_hr_core.case_writer  
Confirm the installation of the following plugins:

* Document Templates \[sn_doc\]
* Employee Relations \[com.sn_hr_employee_relations\]
{#define-summary__ul_y1h_myz_23c}

You must be assigned to the case.

## Procedure

1. Navigate to AllHR Case ManagementAgent Workspace for Case Management.
2. Create an HR case within the Employee Relations COE by selecting the Add icon (plus sign).  
   For detailed instructions, see [Create a case in Agent Workspace for HR Case Management](https://www.servicenow.com/docs/18RM_UuoO2xusqh9LzcNjQ "Create a new HR case in Agent Workspace for HR Case Management.").  
   An employee relations case is created.
3. Select Summary Report.  
4. In the Summary Report window, select a predefined document template format in which the case details are captured.  
   For details on how to create and use document templates, see [Document Templates](https://www.servicenow.com/docs/KappA7wJabgM8fKouy2IPg "With the ServiceNow Document Templates application, you can create HTML and PDF document templates to generate standard letters or documents. You can automate and simplify the process of filling, signing, and reviewing a document online.").
5. Select Generate.  
   Summary report is generated with case details, including work notes, and added as an attachment to the case.

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