Reports can be a table (list, pivot table, etc.), a simple chart (pies, donuts, bars, trend, etc.) and/or other possibilities like a map. The report function in ServiceNow allows me, for some reports, to not use anymore excel. To resume, it is a good and easy way to generate a simple chart or to display results for a monthly report. To create a report, follow those steps:

• 1. Go to “reports -> create new”
  
  a. In “data” view
  
  • i. Report name: put a name
  • ii. Source type: select the source
  • iii. Table: select the table where to get the data
  • iv. Click “next”
  
  b. In “type” view
  
  • i. On the left side, select the type of chart/report I want
  • ii. On the right side, click on the “run report” to get an overview
  • iii. Click “next”
  • NOTE: the options of the “configure” view are based on the selected type
  
  c. In the “configure” view
  
  • i. Group by: select how to group your data
    NOTE: if I add more groups with “additional group by”, below the chart, I will have a filter to show the result based on group
  • ii. Stack by: select how to stack your data
    NOTE: if I select one option, below the chart, I will have a filter to show the result based on stack
  • iii. Display data table: select if I want the data in table below the chart
  • iv. Aggregation: select how to count the data
  • v. Max number of groups: select how much data to display per page
  • vi. Click “next”
  
  d. In the “style” view
  
  • i. Fill the different fields in “general”, “title” and “axis”
  • ii. Once done:
    1. Click “save”
    2. Click “share” (optional)
    3. Click “run” (optional)


• 2. To delete or to change something, go to “reports -> view/run”
  
  a. Select the report
  b. After changing what I want, click “save” or if I don’t need it, click “delete”
• 3. To get the report by email automatically
  a. Go to “reports -> scheduled reports”
  
  
  • i. Click “new”
    
  • ii. Fill the fields
    NOTE: in the “report” field, select the report
  • iii. Once done, click “submit”
  
  b. To add more emails, to delete or to change something, go back to “reports -> scheduled reports”
  
  • i. Select the report
  • ii. After changing what I want, click “update” or if I don’t need it, click “delete”
  • NOTE: to run it, click “execute now”
    

Now the next step will be to add this report in my dashboard, read ServiceNow: add reports/charts in the dashboard and/or in my homepage, read ServiceNow: add reports/charts in the homepage.