Run a report

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Run a report to view current data in an existing report.

    Before you begin

    Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

    To administer reports, reporting roles, and report sources, navigate to Reports > Administration and select the area to administer.

    This topic refers to Reporting in the Core UI. If your instance is migrated to Platform Analytics experience, see View data visualizations.

    Procedure

    1. Navigate to All > Reports > View/Run to view the list of existing reports.
      If you don't see the report that you want to view, select All to see the complete list of reports.
    2. Select the title of the report that you want to run.
    3. Select Create a report if you want to create a report visualization.
      truncated reports list with the All and Create a report options outlined in red

    Result

    The report is shown in the Report Designer.

    What to do next

    Create a report

    Run a report from a list

    You can create a pie or bar chart report directly from a list. If you have a reporting role you can also save, distribute, and export these reports.

    Before you begin

    Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

    To create a different kind of report, see Create a report.

    Procedure

    1. Navigate to the list.
    2. Right-click the header of the column that contains the values you want to be displayed as the bars or slices in the chart.
    3. Select Pie Chart or Bar Chart.
      Run a pie or bar report from a list

      The report is generated and opened in the report creation tool.

    What to do next