---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Define, generate, and publish a showback statement

# Define, generate, and publish a showback statement {#ariaid-title1}

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

Showback tells the consumers what it costs a service organization such as IT to
deliver services to them. Defining a showback statement helps to capture the reporting
entity (for example, a business unit) to whom you want the showback statement to be reported
to.

## Before you begin

Role required: service_charging_analyst  
Important:  
This feature is available only when you own an ITBM Analyst
license.

## About this task

The showback statement is a collection of charges representing the statement items
(the services consumed by the business unit) and is generated for a fiscal
period.

Showback statements provide the business unit a visibility of the services consumed
and the charges associated with these services. It also brings an awareness and
helps them to be judicious in using the business services and conscious of the cost
factor associated with it.

You can create multiple showback statements based on the same Statement Item by
drilling down to its lowest level. The showback statements can be for different
reporting entities. For example, you can use a drilldown entity that has the source
data on a Statement Item to create showback statements for different reporting
entities such as a Cost Center, Business Unit, or Department.

## Procedure

1. Navigate to AllFinancial ChargingAdministrationShowback Statement Definition.
2. Click New to create a showback statement definition or click the name of an existing showback statement definition that you want to edit.
3. Fill in the form fields.  
   {#define-showback-statement__table_ebp_22p_tz__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the showback statement definition. |
   | Description | Description for the showback statement definition. |
   | Reporting entity | Report generated to show the entity of its consumption details. |
   | Reporting user field | Reporting entity head who sees the report. |
   | Frequency | Fiscal frequency for which the report is generated. |
   | Reporting user group field | User group who can see the report. All the members of the user group can see the report. |
   [Table 1. Showback Statement Definition form]

   {#define-showback-statement__table_ebp_22p_tz}
4. Click Submit to save the record or Update if you have edited an existing record.
5. Click Generate to generate the showback statement for the selected fiscal period.  
   The generated report is made available for viewing purpose to the reporting
   entity (business unit). The showback statement gives the information that
   the reporting entity has used the services mentioned in the statement
   lines.

   As a financial analyst, you can generate the showback statement and publish
   it so that the showback user can view it.

   As a designated showback user (normally a business unit owner or a business
   unit finance lead), you can view the published showback statements assigned
   to you or your unit. You can review and accept them or raise a dispute if
   there is discrepancy and resolve it with the service owner or service
   charging analyst through the task workflow.
6. Click Publish.
   1. Select the fiscal period in the Fiscal Period choice list of the Publish showback statement pop-up that opens up.
   2. Click OK.  
      Note:  
      The fiscal period for which you have generated and not yet
      published the showback statement is listed in the choice list.
      By publishing, the showback statement for the said fiscal period
      is available and the showback users can view it in My Showback
      Statements menu in the application navigator.
   {#define-showback-statement__substeps_c1t_23p_tz}
7. Click Delete to delete the record.  
   [Create
   statement lines](https://www.servicenow.com/docs/rgQO4nBPFqfqdDIsjmsn3w "Determine the type of statement item as a first step to create a statement item. Or, you must determine the source from where the consumption or usage details and the cost of consumption data is retrieved.") for the Showback Statement by clicking the
   Showback Statement Line Definitions New button.

## What to do next

[Monitor the
showback statements in the service pricing console](https://www.servicenow.com/docs/ZBaKHEiKvDkdX_oT4CRoNg "As a service owner use the service pricing console to generate service charge lines, view the service charge lines, and set pricing policy. Setting the pricing policy generates the rate card, which captures the set price, surcharge or discount details.").

*[\>]: and then