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# Generating Microsoft Word reports using Document designer

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

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Generating Microsoft Word reports using Document designer

ServiceNow's Document designer with Word application provides a low-code solution for creating Microsoft Word reports directly from your ServiceNow instance.
It empowers Digital Resilience Incident Reporting administrators and managers to set up and download action task reports in Word format, ensuring professional, audit-ready documentation consistent with company branding.
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This capability allows you to configure Word templates that embed specific record data, including tables and columns, and supports saving reports within ServiceNow or as cloud documents in Microsoft SharePoint.

## Key Features

* **Low-code template configuration:** Customize or create Microsoft Word templates using a user-friendly interface without extensive technical skills.
* **Data integration:** Pull metadata such as fields, related lists, and dynamic repeating content blocks from ServiceNow tables into reports.
* **Predefined and custom templates:** Use ServiceNow's brand-aligned templates or tailor templates to meet your specific company requirements.
* **Cloud and instance storage:** Save generated Word reports either within ServiceNow or on Microsoft SharePoint for easy access and collaboration.
* **Business domain alignment:** Reporting configurations and templates are scoped automatically to the Digital Resilience Incident (DRI) business domain, simplifying setup for incident reporting.

## Configuring and Managing Report Templates

Setting up Microsoft Word reports involves a defined workflow:

* **Install the Document designer with Word application:** Enables automated generation of Word documents with dynamic content from ServiceNow data.
* **Create Template configurations:** Structure data relationships and variables to ensure accurate, report-ready output.
* **Create Reporting configurations:** Manage Microsoft 365 reporting settings scoped to the Digital Resilience Incident domain. This step follows template creation and precedes data relationships setup.
* **Create Data relationships:** Configure navigation and data retrieval from any ServiceNow table to feed report templates.
* **Create Content configurations:** Define the report data presentation, including lists or aggregated insights drawn from multiple records.
* **Download and side-load the manifest file:** Customize the Document designer with Word application and Microsoft Word templates as needed.
* **Build Microsoft Word templates:** Use the Document designer add-in to develop standardized templates for consistent reporting.
* **Generate reports:** Produce Microsoft Word reports across various records using predefined templates to streamline and standardize reporting processes.

## Benefits for ServiceNow Customers

By leveraging the Document designer with Word, ServiceNow customers can efficiently produce consistent, branded Microsoft Word reports that incorporate dynamic ServiceNow data. This approach reduces technical barriers, accelerates report generation, and enhances audit readiness. The integration with Microsoft 365 and SharePoint further supports collaboration and document management within enterprise environments.  
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/3LjbNFmlIS2DEiL7Rd~2hA "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/kfbE18~ru8UWqiokY96xRQ "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/0QX9SXNGGk7k9mACflQvOg "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/qglUJj7T5Z650V4TSpV~Bw "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/fupfCiz7L1WJgeQ8L3Xgog "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/D4MiHKPBry_1iNj2zZAawQ "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/5STfGlBqcQ28YcBJLQ7Mgg "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/cg0_NWpgU09rW7lFUrrh7g "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}