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# Generating Microsoft Word reports using Document designer

# Generating Microsoft Word reports using Document designer {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
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## Summary of Generating Microsoft Word reports using Document designer

ServiceNow's Document designer with Word application provides a low-code solution for generating Microsoft Word reports directly from your ServiceNow instance.
It enables Digital Resilience Incident Reporting administrators and managers to create and download audit-ready action task reports in Microsoft Word format.
This tool supports creating, customizing, and applying Word templates aligned with your company's branding and reporting needs without requiring extensive technical skills.
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## Key Features

* **Low-code template configuration:** Customize existing templates or create new ones to include specific data such as tables and columns from ServiceNow records.
* **Metadata and dynamic content support:** Pull metadata like fields and related lists, and add repeating content blocks for multiple records in reports.
* **Integration with Microsoft SharePoint:** Save generated reports in your ServiceNow instance or as cloud documents in Microsoft SharePoint.
* **Scoped Reporting Configurations:** Reporting and template configurations are scoped to the Digital Resilience Incident (DRI) business domain and integrated with Microsoft 365 reporting.
* **Manifest file customization:** Download and side-load manifest files to tailor reports and templates to specific business requirements.

## Configuring and Managing Report Templates

To set up and manage Microsoft Word report generation, follow this workflow:

* **Install the Document designer with Word application:** Automates Word document creation from ServiceNow table data including dynamic content.
* **Create Template configurations:** Define data relationships and dynamic variables for accurate report outputs.
* **Create Data relationships:** Specify navigation paths to fetch precise data from any table for your reports.
* **Create Content configurations:** Define what data to display in reports, supporting lists or aggregated information.
* **Create Reporting configurations:** Manage report generation and delivery using Microsoft 365 integration, scoped to DRI domain.
* **Build and customize Microsoft Word templates:** Utilize the Document designer add-in to standardize report formats.
* **Generate reports:** Use predefined or customized templates to produce consistent Word reports across records.

**Note:** Create Reporting configurations after Template configurations and before Data relationships to ensure the correct setup sequence.

## Benefits for ServiceNow Customers

This capability simplifies producing professional, consistent, and audit-ready Microsoft Word reports from ServiceNow data with minimal coding effort. It enhances reporting efficiency, aligns documentation with corporate branding, and supports seamless integration with Microsoft 365 and SharePoint environments. Customers can expect streamlined workflows for configuring templates and generating reports, enabling more effective incident and action task management within the Digital Resilience Incident Reporting domain.  
Digital resilience incident reporting administrators (sn_dri_inc_rptg.digital_resilience_incident_administrator) can now set up Microsoft Word templates and Digital resilience incident reporting managers (sn_dri_inc_rptg.digital_resilience_incident_manager) can download action task reports in Microsoft Word format​.

## Using the ServiceNow Document designer with Microsoft Word {#gen-word-reports__section_xlc_jxx_xfc}

The ServiceNow Document designer with Word application offers a low-code solution, enabling you to configure different aspects of Microsoft Word documents without requiring extensive technical expertise. The templates offered by ServiceNow are designed to align with the company's brand guidelines, verifying consistent and professional documentation.

Use the ServiceNow Document designer with Word application to generate intuitive and audit-ready Microsoft Word reports for action tasks directly from your ServiceNow instance. Configure the Microsoft Word templates in the application to include specific data from the records, such as tables and columns, into the reports. Options include using predefined templates, customizing them with low-code
implementation, or creating your own templates to meet your company's specific guidelines.

You can save these reports either within your ServiceNow instance or as cloud documents in Microsoft SharePoint.

## Benefits of using Document designer {#gen-word-reports__section_cwp_jvj_4fc}

The ServiceNow Document designer with Word application enables you to pull metadata, such as fields and related lists, from ServiceNow tables. It also enables you to add content blocks that repeat for each record in a table, for example, 10 blocks for 10 issues. Apply the templates to specific records and create reports in Microsoft Word format.

## Workflow for configuring and managing the report templates {#gen-word-reports__section_uxz_5gd_3hc}

To configure and manage the report templates, complete the following steps in the given sequence.

1. Install Document designer to automate Microsoft Word document generation from ServiceNow table data, including dynamic repeating content blocks based on record count. For more information, see [Install the Document designer with Word application](https://www.servicenow.com/docs/agRyw11rjQCRyW4SRdR9WA "Install the ServiceNow Document designer with Word (sn_grc_doc_design) application. It extracts metadata from ServiceNow tables, including fields, related lists, and reference fields with their associated elements. It enables the insertion of repeating content blocks based on record count (for example, 10 blocks for 10 issues). When applied to specific records, the template generates a Microsoft Word document.")
2. Create Template configuration to enable structured configuration of data relationships and dynamic variables and confirm an accurate, report-ready document output. For more information, see [Create Template configurations](https://www.servicenow.com/docs/Rup0I8tP0zG~DAPRLDtZ4A "Use the Template Configurations module to set up the template relationship registry. This module displays document design template configurations for action tasks. It enables you to configure data relationships, content, and scripted variables via the Document designer application so that required data is displayed in your reports.").
3. Create Data relationships to navigate and fetch data from any table, enabling accurate and targeted data retrieval in report templates. For more information, see [Create Data relationships](https://www.servicenow.com/docs/rVbx3U9ZnyySyZ0YDVJzxg "Create the data relationships in the Template Configurations module, which helps you to navigate from a record in the template configuration to any table. When you create these paths, you can fetch the necessary data from each of these records in the report template.").
4. Create Content configurations to define and display targeted report data---whether record lists or aggregated insights---fetching multiple records from any table. For more information, see [Create Content configurations](https://www.servicenow.com/docs/6ZeWlBkpWsPjLxzmcdLJuQ "Set up the content configurations in the Template Configurations module to define the data you want to view or fetch when creating a report template. You can configure it to display a list of records or aggregated data, such as a list of remediation tasks or top priority issues. You can fetch up to 200 records from any table.").
5. Create Reporting configurations to manage how Digital Resilience Incident reports are generated and delivered with Microsoft 365 reporting configurations. For more information, see [Create reporting configurations](https://www.servicenow.com/docs/dONSHFtvugG9jE48Rtu3VQ "Use the Reporting configurations (sn_esg_msoff_intg_o365_reporting_configuration) module to manage Reporting configurations that are scoped to the Digital resilience incident (DRI) business domain. The Reporting configurations module is available in the Digital resilience incident reporting application menu.").

   Starting with Digital Resilience Incident Reporting, version 22.3.0, the Reporting Configurations module (sn_esg_msoff_intg_o365_reporting_configuration) is available in the Digital resilience incident reporting application. This module provides Microsoft 365 reporting configurations scoped to the Digital resilience incident (DRI) business domain.

   The Reporting Configurations and Template Configurations modules are both filtered to the Digital
   resilience incident (DRI) business domain. This domain is installed automatically with the Digital resilience incident reporting application. Administrators don't have to create it manually.  
   Note:  
   Create Reporting configurations after creating the Template configurations and before creating Data relationships.
6. Download the manifest file and side-load it in the Document designer with Word application to customize reports and Microsoft Word templates according to your business needs. For more information, see [Download the manifest file](https://www.servicenow.com/docs/IBXru58Qe_JN46IhSPAC0w "Install ServiceNow Document designer manifest file. This add-in should be enabled for customizing the reports and Microsoft Word templates, according to your business needs.").
7. Build Microsoft Word templates to generate standardized Microsoft Word reports using the Document designer add-in. For more information, see [Build the Microsoft Word template using the add-in](https://www.servicenow.com/docs/gAzHJO_nHES8Wm~Drndkrw "Build the Microsoft Word template using the add-in. The Word Templates module provides the Digital resilience incident (DRI) Word templates that are used to generate Microsoft Word reports.").
8. Generate Microsoft Word reports across different records using predefined templates to streamline reporting in a standardized format. For more information, see [Generate a Microsoft Word report](https://www.servicenow.com/docs/jalC_c3p8V4KCrmWnroCfg "Generate customized Microsoft Word reports for different records using Microsoft Word templates. This functionality enables you to streamline reporting in a standardized format.").
{#gen-word-reports__ol_uj2_jhd_3hc}