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Creating a Scheduled Report in ServiceNow

Import · Jun 21, 2024 · article

This document provides a comprehensive guide on how to create a scheduled report in ServiceNow. Scheduled reports are useful for automatically generating and distributing reports at specified intervals, but we should aim to create dashboards with reporting.

## Steps to Create a Scheduled Report

### Step 1: Create the Report first.

- Go to the ServiceNow instance and type `Reports` in the left-hand navigation filter.

- Click on **Create New** under the **Reports** section.

- **Name**: Provide a meaningful name for your report.

- **Source Type**: Select the data source for your report (e.g., Table, Data Source).

- **Table**: Choose the table from which the report will pull data.

- **Type**: Select the type of report you want to create (e.g., List, Pie Chart, Bar Chart).

- **Conditions**: Set the conditions to filter the data as needed.

- **Group By**: (Optional) Group the data by a specific field if required.

- **Visualization**: Configure the visualization settings based on the type of report.

- Click on **Save** or **Save and Run** to save the report and see the generated data.

### Step 2: Schedule the Report

- Navigate to the report you just created by typing the report name in the left-hand navigation filter or by going to **Reports > View / Run**.

- Open the report and click on the **Schedule** button in the report header.

  1. **Set Schedule Parameters**

- **Run**: Choose the frequency for the report (e.g., Daily, Weekly, Monthly).

- **Time**: Select the time of day when the report should run.

- **Time Zone**: Choose the appropriate time zone.

  1. **Configure Email Settings**

- **Email Addresses**: Enter the email addresses of the recipients. Multiple addresses can be separated by commas.

- **Subject**: Provide a subject for the email.

- **Message**: (Optional) Add a custom message to be included in the email body.

  1. **Select Format and Filters**

- **Format**: Choose the format of the report to be sent (e.g., PDF, CSV, Excel).

- **Filters**: (Optional) Apply any additional filters if necessary.

- Check the **Active** box to enable the schedule.

- Click **Submit** to save the scheduled report.

### Step 3: Verify the Scheduled Report

- Navigate to **System Definition > Scheduled Jobs** and find the scheduled report to verify its settings.

- Ensure that the report is being sent as per the defined schedule by checking the recipient's email.If helpful, please give a helpful.

https://www.youtube.com/watch?v=zCDnDMJHGdU

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