AI reporting assistant

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • The AI reporting assistant is a Document designer feature that uses prompts to generate report from ServiceNow data directly in a Word document.

    Using the Microsoft Word reporting agent, the assistant queries your ServiceNow data and inserts the output into your Word report as stories, tables, charts, or data points. Once installed, the assistant is accessible from the Document designer plugin in Microsoft Word.

    AI reporting assistant add-in in Microsoft Word.

    How the AI Reporting Assistant works

    When you enter a prompt, the Microsoft Word reporting agent queries your ServiceNow data and generates the output in the requested format as stories, tables, charts, or data points. You can also select from prebuilt prompt suggestions displayed in the assistant panel. Before the content is inserted into your Word document, you can review the generated plan and choose to Approve, Make changes, or Cancel.

    AI-generated content can be tracked per conversation. When you start a new conversation and add content for the first time, you're prompted to enable tracking. When tracking is enabled, all content inserted during that conversation is recorded and visible in the AI Generated section of the Manage content page.