being said it is 10:02 my time so I think it is time to get started welcome to the beginners guide reporting this is one of the live on service now webinars today is July or excuse me that's a typo is June 26 nearly July uh and my name is Laura McManaman I am the senior developer Advocate that'll be walking you through today's content as always we've got to include the Safe Harbor notice Al be it today we will not be covering any forward-looking software um we always encourage people to make purchasing decisions based off of what is currently available so if I happen to answer any questions based off reporting features in zanadu Yokohama or Beyond please do not make purchasing decisions based off of that information now as I said today is a live on service now webinar um if this is your first welcome we're very excited to have you here and this is actually part of an entire series it's a Curative series here to connect you with service now experts and peers to help you deploy products and Achieve value faster um if you like today I we hope to have you join us again for another webinar scanning the QR code on the screen now if you I'll give you a second to pull out your phones um we'll bring up the entire schedule there is tons of great content on a huge variety of topic so I highly encourage you to give that a look see today um especially if you find value in today's session couple of housekeeping notes the early birds got a little bit of this but I will say this again uh this is an interactive session I might be the only one talking but that does not mean I cannot see your questions um we are saving some time at the end for Q&A however if I see something appropriate I will also be answering it intermittently your ticket to asking any type of questions that might pop up is using the Q&A button on Zoom if you're looking at that Zoom toolbar that says uh participants chat all those types of Zoom tasks it might be hidden by default if it is go ahead and click the more button it's the circle with the ellipses and that might show the Q&A uh window uh I will be here to ask answer the technical questions if you're having any problems with the webinar itself we have a whole team behind the scenes it's also working to get those addressed uh if you are having to leave early or you're just kind of taking a lunch break and something pops up the presentation will be recorded and it will also be shared on the service now Community website so do not fret if you must leave early or if you've joined late and missed a big portion of this after the event we will be prompted to build out a survey surveys mean a lot to service now I've seen even products at service now releases come as a result of customer surveys and this webinar is no different your feedback means the world to me to the entire live on service now te team and it helps us create a schedule that best suits your needs so please feel at the survey and that would help us tremendously and thank you for joining us today uh my name is Laura McManaman I am one of service now's four developer Advocates so you might see some familiar faces on the screen here um I work alongside Chuck tamasi Earl duk and Prana of Bot and we work on a lot of uh content that is here for developers we are here to enable them to uplift them and to Advocate them in the best way that we can and we do that in a variety of ways we kind of help run uh the program such as the developer MVP program we help out with the uh Dev Meetup program content-wise we run the developer YouTube channel we put out a lot of information when it comes to new releases so you might see some tech now webinars come up that uh are very very close to coming up for the zanadoo release and then of course we participate in Creator con so if I'm a familiar face you might have seen me at um a lot of our creator conon content at knowledge 24 and in the past um I obviously work for service now uh I have worked I've had the pleasure of working for service now these past seven years so it's my second year on the team as a developer Advocate and my seventh at the company and I'm very very very happy to have that be part of my career now no more uh bearing the lead let's dive straight into reporting now I think the important thing is is now that everyone in this webinar is here talk about reporting on service now I think we need to start off on the same page what is reporting you know there's lots of definitions I happen to like this one uh comes from the very well-known source of a easy llama.com so shout out to easy llama.com it states that reporting is the process of providing information to a specific audience usually in a structured format um there are a lot of definitions you're reporting I personally like this one because frankly it gives us three goals for today it says we need to find a the right information B choose the intended audience that that specific report is for and C Orient the data in a format that is best suited to answering the question because that's ultimately why we are running report someone has asked us a question about all the work that we are doing or team is doing or the output of some sort of organization and it's those three points that will help us create the best type of report now the uh kind of the flow of today's presentation is that I'm going to go through the instructions in this PowerPoint of how to create a report after this I will also be demoing live how to do so so we'll kind of do a tutorial and then we'll do a live demonstration again if you have any questions pop them in the Q&A if I find them relevant for the moment I will answer them in the moment as well now you might be thinking to yourself now that we've defined reporting the next logical question is where does reporting exist on the service now platform service now platform is big uh so luckily if you've been granted the right to create reports on your instance you really just need to search for the words report in the application navigator the application navigator is part of that tool bar at the top of every service now window and you can access it by clicking the all button after that you simply need to search for the word reports and everything under the header reports pertains to service now's reporting application and there's actually quite a bit to that application it's not just the reports themselves for example if you click on getting started it'll actually take you directly to the reporting documentation this is something that the last couple of releases of service now have done very well is integrating tutorials and integrating product documentation directly into the apps themselves uh the second one on the on this list will say View and run this takes you to all the reports that you personally have access to and then finally you can see something that says create new that takes us to the report designer so if your goal was I want to learn today how to create reports that create new Under reports is going to be your ticket now you might be thinking to yourself there's a lot more under that list that is true um obviously today is the beginner presentation so I won't wax poetic too much about those other things but um just know that a lot of them pertain to um the administration of reporting so as a normal employee you probably aren't automatically assigned an admin role for reporting um but if you are just know that a lot of those other things pertain to the administration of the reporting application now I did kind of hint at this earlier you might be following along and saying all right let's see if I can build a report on my company instance but as you've typed in report maybe things don't look the same you might be thinking uh this does not look like my instance and that could be for a variety of things one might be that you're running a different version of service now I'm currently all these screenshots are taking in the latest Washington release um but most likely this has to do with a security issue now like all things service now reporting has its own set of roles that you as a user must have access to um to uh do specific things with it um this is the same if you're using itsm HR CSM you aren't really a person when as as service now is concerned you as a user are a collection of roles and the platform interprets what you can do based off those rules so at minimum you need to have that report underscore user Ro so if you're on your company instance you're not seeing report maybe pop up in the application navigator or things aren't looking right you might be missing that role I would encourage you to reach out to your service now administrator or that team to properly procure that role for you uh there's also a couple of other roles here these are all the roles pertaining to reporting you can get a copy of this uh deck after the presentation is over so this is more of like a reference guide versus a a slide that you should be reading through but just know that there's a collection of them um as I hinted at before on the previous slide that report admin role would be the one that got you the whole shebang now building reports and service now is done so in a codeless fashion and it's really broken down into a four step process so after clicking on that reports create new it takes you to the report designer it is in this first step that we will learn how to achieve that first goal that we talked about earlier which is how do we report on the right information on the left service now asks us three things it asks us for a uh to give a name so the first task is to give your report a meaningful name something that people can look up and know explicitly what it's talking about but then it starts to kind of get a little tricky right it says after giving our report name ask for a source type where there are two two options there's two options for everybody data sources and tables everything on service Dow is stored within its own table think of a table as a spreadsheet right from incidents to changes to requests or even custom entities that you as a customer might have created everything is stored within its own table as reporting beginners it's probably best to report off of specific tables as the source for our reports to draw that information from so kind of paralleling that example to the um Excel uh metaphor uh that would be like running a report off of that specific sheet right now what are data sources we as I said like pick pick tables not data sources data sources technically are the best practice for reporting why is that data sources require some configuration ahead of time so they are not as easy just to kind of jump in and run in um however they allow you to prefilter and configure information from tables to create faster better reports so instead of reporting off of the entirety of every incident that ever existed that maybe some of which you don't have access to data sources allow you to gain access to specific things and also pre-filter it so you're not having to run your report off of 5 million records every time maybe only 5,000 so that's why it's the the default um that's why it's the best practice but as beginners and honestly it's much more a common use case to run them off tables half the time I create reports is because someone ask me in the moment hey can you what what's that thing what's a you know how many of X have been in y and I just read a report very quickly that's a much more common um use case for reports I would argue versus building something to be a permanent fixture of like a dashboard or something but getting a little bit ahead of myself there so after we've picked the source type of table we then can pick our specific table so maybe you want to run a report off of the instant table maybe you want to report report off of the change table I will say in this list you will see tables again that you have access to that will be a constant theme kind of in everything you do on service now right you are permitted to the things that your roles allow you to have access to so again if you're running to write a report and you're like I'm not seeing the table it's most likely a security issue that you could take up with your admin now before I get too far ahead of myself data sources aren't the only way to limit the data being reported on for example in the designer view under the table we selected there's a little funnel icon if I can Circle it here it's that little like triangle with a tube after it that is the universal sign on service now for filtering and we can use that to limit the records being reported on within our table it runs that query every time which is why it's slightly a slower method than using data sources however for a lot of things it works just the same so for example for this one I chose the incident table to report on but maybe I don't care about every incident I've only worked to your like I've only worked your year so maybe I just want last year's incident so I can build that query very similarly to how you build queries when you're looking at lists or things like that so in this case I said when the created date was on last year and that filtered my list significantly so I could build those queries um you can use and or statements to make them very complex you can dot walk to even other information and other tables so filtering from what from the circumstances that I've built reports filtering has more than compensated for my lack of use of data sources so you can meet yourself kind of halfway with those now the next screen allows us to kind of Shuffle things around a bit and focus on our third goal which is how do we Orient the data in the right format it is here on this screen that you will learn how to uh that you've actually been dealing with service now reports your entire time on the platform because the most for common form of of reports is the list in fact when you move to the typ field it'll run your currently selected data set just create a list for you so spoiler alert you actually have been using reports um for a long time on service now um however that is just the tip of the reporting Iceberg there are a tremendous amount of formats to explore um each type is called a visualization type and they're kind of categorized in a variety of ways there are four types of bar charts and those are used to compare individual or aggregate scores across data Dimensions so you know grouping things by category grouping things by assignment group um there are three types of what are called pies and donuts so those are nice to show proportions um you can see like oh 50% of the tickets were closed on time or it's kind of more of like the gauge visual um there are five types of Time series charts to visualize data over time how many instance were Clos per month over the last calendar year how many uh P1 things happened every single day you can get very specific on it um there are three multi-dimensional reports so those are like the pivot table equivalent three scores and if none of those work uh you've also got what are just kind of called other and those are a collection of very wild visualizations that I actually use pretty frequently there's the calendar there is the map so you could create like a heat a physical geographic map of things um and a whole lot more so they're very fun to explore with and this is where we start picking what is the visualization that best answers our question we already have the data set we have the data now we need to decide how we Orient it to answer the question that we are being asked but picking the visualization is only half of it right because you pick a visualization you still have to configure what that visualization is basing things off of and that's the next step the configuration step now if you report on a list for example you must choose what columns to show uh what field determines the order of things maybe that list is grouped by certain entities if I were to report on a Time series what date determines the time series being shown also what um like specificity of date matters to our question do we want to see things on a month-by-month basis a yearly basis a weekly basis um these questions are all answered on the third screen of report designer which says configure uh for example in this screenshot I selected the standard bar chart and then based off that I could choose what field determined the bar if it is stacked to show other values how the data is aggregated and even the max number of groups to show and this configuration screen will look different for every single visualization so it's a little hard to show in the moment what you can expect there but that's where you really tweak this thing into an orientation that best suits your needs now this isn't one of the three initial questions that we answered or asked for before but I'd be remiss not to talk about the styling of reports as well well as you can see in that visual the last step of report designer is the styling and like it or not sometimes having something aesthetically pleasing and brand compliant does help sway the hearts and Minds even if the numbers already should be doing that like let's be honest right the report alone should be enough to convince people or answer the question but sometimes having it be pretty brand compliant easy to look at it does give you maybe an extra Edge over something that doesn't on the final tab of report designer that's where we can massage our data into something that really really shines so from you can kind of see it broken down into four um tabs within the styling page uh you can choose General things like the colors being used like I just copied and pasted all of service now's heximal uh brand colors into there um you can also determine the the sizing of the title the access labels so like the default access label sometimes doesn't make sense so you can kind of change that you could add a um the different orientation maybe show more specific numbers like it's tremendously specific on how you can get on these styling so definitely fun to play around with anything so I highly encourage you even if it's not part of our big three goals for today uh to give it a try and play around with it a little bit and then finally if you recall our last question was how do we get this to the right audience sharing is a huge portion of the reporting aspect and there's a tin a t a ton of different ways that a report can be shared uh the first is well how do we actually share it uh there are two buttons to do so one if you're on the styling tab of report designer at the very bottom you will see a giant purple button that says share if you're not on that step like if you're skipping styling all together just know that always that box with the arrow pointing out in the upper right hand corner um also is the share button so both get you to the same department but then you see there are a couple of different options with regards to sharing there is the button that just says share what that does is allow you to select people or groups on service now to give the access to so remember before how I said um oh like here's where you can see all the reports that you have access to this is you granting that right to somebody or somebody's else um that can be read access so they can basically just see your report while they're on service now in the reporting application or that could be edit access so you can give them the right to also change around your report as well the scheduling feature is actually very um commonly used for reports that exist as a part of maybe like a weekly meeting so for example I created a report back when I was a service as now developer to uh give us a bunch of data on like our our weekly standup and so we would have it we would schedule it to run that report and then email us a copy of that report five 10 minutes before the standup meeting happens so that's a nice way if the report exists as some sort of periodic thing um just that no one forgets to do it and it they might have access already on service now but it's a nice double check to say well you know you have no excuse that sent it directly to your email as well people are like oh I didn't see that report you go funny I emailed it to you this morning so no real excuses there anymore um add it to the dashboard that is one thing I will be spending a little bit more time on in the demo portion um but a much more common way of interacting with service now reports is not within the reporting application it is through dashboards so you can basically create or get access to dashboards where a whole host of reports are all displayed at once that is the ideal you should probably strive for if reporting is something that is consistently coming up um but it's a bit more of an advanced concept so uh just know I do have some resources after today's conversation to teach you more about that if you're interested and then finally probably the most analog example of sharing is exporting to a PDF um it just creates you a pretty picture in landscape or portrait of your report you can print it out um I've I've like I said I've worked in as a service now developer before and some people just don't like computers some people just want to see things on print and so service now goes okay we'll meet you halfway and allows you to also print these out in a way that is accommodating for people that don't really want to spend much time on on the platform or on the Internet or on a computer at all now I'm going to pause here briefly because this brings us to our demo portion um but if there were any questions I would love to answer them I do see one from Matthews thank you for asking a question is the report uncore user included in the itail role I am 90% sure that it is um that seems It's been a very long time since I've dealt with the iil rule forgive me I am like 90% sure um but do not do not hold it against me if I am wrong I think it is include in the um in the iil role any uh I see that Diana Smith has raised her hand uh if if you can post the question in the Q&A I'm not sure that I can grant the right to uh to auditory questions but if you could type it in the Q&A window I'd be more than happy to answer your question as well might take a quick sip of water okay any other questions I see aha cute well I'm going to switch around my SC oh perfect how much practicing uh practicing this in matter to getting internships or other opportunities oh that's a good question um I would say knowing your way around reporting is a very great uh skill because if anything you could very easily prove that you understand the data when you can easily report on what you have done so for example um my team personally uh we create a lot of content like we're creating YouTube videos and we're creating blogs and such and so we store all that information in a table and so I just had like my quarterly growth conversation with my boss and it was extremely easy for me to prove the value I had added because I knew how to run reports very easily on that data um I would say that having this skill if anything it allows your work to shine brighter uh if anything because you can there are objective truths that you can prove about data or about the work that you or your team have done um that just make it a bit easier I'm going to switch around my share and so I'm gonna go ahead and share my desktop screen and we're GNA do a live demo today so uh just to confirm from my own uh Team I am showing a live version of service now correct or is it currently sharing the wrong screen you are correct awesome love to hear that oh quick one quick question um is it possible to consolidate multiple data sources in service now like we can do with powerbi for example there is a way to do there is a way to report on multiple tables at once that is a much more advanced concept I I don't believe it's called data source I think it's called something else um but there is an asterisk to that so tables on service now can inherent from one another so for example many things inherent from the task table so incident change I believe uh like there's so many things that all claim task as a parent if you report on task any children tables can be included in that report so that is the easiest way especially as a beginner to report on multiple tables at once they do have to have a direct relationship um but oftentimes the ones that you're wanting to reporting on at the same time do have that relationship so uh there is a way to build relationships basically like SQL query tables together and S them together for reporting purposes it's a much different concept I would say it goes beyond the bounds of beginner probably to advanc um but the the alternative of reporting on the parent table is like a cheaty way around that kind of you know hope else all right so this is my uh personal developer instance we're going to build a quick report here today uh fun fact you too can get your own personal developer instance what is a personal developer instance that is a free instance on developer. servicenow.com so if you're sitting here thinking oh gosh I don't even have access to reporting you can um they are a fantastic resource to using any developer tools on Surface now it basically gives you kind of a blank instance um and so this is mine I build a lot of stupid fun stuff on here so I figured this would be a good place to uh to build a report today so let's follow the instructions I talked about and and have some fun while we talk also more about where this can go beyond that so in my application navigator here on the top I'm going to go ahead and type in reports if I spell it correctly good goodness and we're going to go ahead and click create new that's going to bring us to our report designer and allow us to um to have some fun now first question what is our report name uh you can see where I was playing around this before uh we're going to call this the test insant report um as I stated we're not not going to be dealing with data sources um I will give you a tutorial after this of how to uh it's a digital like mini lab of how to utilize data sources but we're going to be focusing on tables today and then we're going to go ahead and select our instant table which also it'll show your recent choices at the top as well which is kind of nice so if you're running reports on the same thing like every single time it'll at least uh showcase those at the tippy top which is nice so then we're going to go ahead and click next now this is going to get said it's going to run a default version of our report and you can see the default is a list something that everyone here is seen a million times now our report is based off of 67 incidents I don't care about some of those so as I mentioned at the beginning we're also going to filter these I'm going ahead and I'm going to blow my screen up a little bit so that we can see it better we're going to go ahead and click the filter button and we are going to filter these Down based off of our field so these are fields in the instant table and allow us to build our filter um we could bu filter these based off whom they are assigned to or even uh subsequent information based off of that assigned to's information you can that's what I was talking about the uh dot walking before but we're going to keep it simple we only care if these incidents were created on let's I mentioned it before but let's do if we were created on last year and see what that does for us now if you're ever wanting to run your report uh there is a big purple run button for some reason I always deta a default to this guy here um but there are there are two ways to do this and now we can see that this data set is much smaller it was 67 and now it is down to 40 um let's also talk about the visualizations I covered them before but here we've got our bars you've got bars histograms uh horizontal bars couple of options the pies and donuts I actually get tremendous use out of um I love to see the breakdown of percentages for data um a lot of things in my job also seem to like that so those are those are really good for showing uh particularly this one I like for showing like near completion of like how much bandwidth or how much are we close to our goal that one's pretty nice um time series charts these are fantastic for showing how things are growing or changing or repr improving over time um multi-dimensional is getting a little out there you've got your like your pivot tables you've got your bubble charts much more um a little bit more abstract than the other three uh scores are my love I love a score chart sometimes I just want to know in Big Red Letters how many like how many tasks do I have do today five all right I can work with that sometimes you just want a Simple and Clean answer and scores are very help ful for that and then here's the weird the weird other ones these are ones I was talking about earlier where they don't really follow or fall into a specific category but are very helpful um our team personally uses the calendar one tremendously um funnels you've got actually list actually pertains to the other one pivot tables Trends um it gets wild and crazy so I think let's deal with something that's pretty common I would like to do a ton series chart so we're going to go ahead and click next into that configure stage of reporting now this is the default this is not helpful I don't know who this would be helpful to but it's certainly not helpful to me currently um remember we filtered this on uh the uh when this was created it was created on last year currently it's grouping by nothing not very helpful and it's trending by activity du just based off alphabetical so that date does not seem to be a good date to do a Time series chart by now thinking of incidents if I were a boss uh I think it'd be very interesting to know how many incidents were being closed on a monthly basis that seems like a much more interesting question to maybe be answered by this table so first of all we need to change our Trend by date uh there's lots of them uh the one thing that I wish service now did I don't know how they would um especially for these very large tables these large defaults like itsm CSM HR where there's tons of date fields I wish it could kind of highlight the ones where data typically Falls um that would be a lovely little Improvement so maybe add that to your survey and it maybe might be added who knows just kidding um but let's go ahead and choose the closed byy or excuse me the closed date and then just rerun this and see what happens okay does not look different but I can see why we are trending by per year and I filtered these things to ones only created last year so here's the empty ones and then the ones created in 2023 not that helpful and we wanted to know this monthly so we are trending by the close date per and now you can see how specific this can get if you want to run this on a day-to-day basis how many instant were closed per day you could see that I don't know how helpful it would be for this circumstance but you could see that um but instead let's say per month and then rerun this again okay a much more interesting report we can see that they really kicked a lot of butt in June and July not so much in October and November but the most glaring problem is that a lot of these do not have a closed by date why would that be perhaps we need to also change our filter again if we're reporting on things that were closed in a specific time we probably want to limit our data set to incidents that are done this is also probably factoring in incidents that are still active still alive so this I think showcases as well that oftentimes when you're building reports you also self-correct along the process or at least I I'll be the first one to admit that I do so not only we want to uh we want to fit excuse me we want to filter our incidents a bit better so not only I didn't mean to cross it out let's add that back in our created date is on this year that can stay and the active is false we want these to be just on closed instance so let's say if that removes any of these 32 empty ones is so it's closed on this year and active is fall so none of these okay interesting well we will this is some dummy data I'm I'm playing with it live as I I'm kind of going with you on this one but we'll see how it goes clear all for now and just rerun all right let's stick with that for now now um also on top of this you oh thank you for the correction you said last year previously that is where it happened but it's fine for now we're just kind of playing and having fun now for the Group by let's make this a little bit more of an interesting data set aesthetically right sometimes it's nice to know when things were closed but if you're talking to a group of teams maybe you also want to see which team that's pertaining to so for example here we can choose not only what's being grouped by let's maybe group it by category and see how things look there whoopsies much different uh different looking data very very interesting um another cool Fe feature of reporting is that all of these it's not really just creating a pretty picture all these are called drillable reports so if you click into if you save this and then end up clicking into a specific data set it'll bring up the records that are making up that uh report that's a feature I really love about service now reporting um and allows you to kind of take action on the data so if you're seeing something in a report you go oh man that's a problem I need to change it uh you don't have to rerun the report somewhere else you can just kind of click in and see what needs to be done um another uh one question I see uh are there limitations on the number of filters and conditions and what are the number of uh columns you can bring in and also can you create a formula field at the report level or does that need to be already done at the table or data source so first question are there limitations on the number of filters I don't know I've never hit a limit and I've built some really wacky reports that have a calam ity for say for lack of a better word of of filters I've never hit a limit I would assume there I guess probably is one but it would be so chaotically big that you would probably never hit it I assume um the second question is there what about the number of columns you can bring in the number of columns is limited by the number of columns you can have per table which I believe is O it's changed a couple of times but there is a cap for the number of columns per table that's the cap for reporting you can have them all I'm not quite sure how helpful the report would be frankly um to have every single column um but it would be the number of in in the table and then lastly can you create a formula field at the report level or does that already need to be uh in the table and data source so um uh I don't know I have not done a lot with formulas in that regard um but I I can follow up with you on that or I can try to find that in the doc site as well so I apologize for not knowing the answer on that one um I apologize uh another question that we get at times is what is aggregation referring to aggregation it depends on the report as well um but it usually depends on what is being counted or shown so in this case it's counting the number of incidents that fall into that category for that time period um sometimes it you want to do an average number sometimes you want to sum a specific value together that wouldn't really be relevant here um but just know that if you're not seeing the report the way you want it to it might be depending on the aggregation uh distinct is very helpful for like attendances of things so if you want to count how many people are attent like if for example if you're running a report on these live on service now series you if I attended every single one of them and you want to just see a list of attendees you don't want to see my name like 50 times so in that case you would count distinct people uh and show Lauren even if I attended all meetings just like you show me once so that would be a good use case for count distinct now styling one thing I talked about was styling but I didn't really show much of it other than that one screenshot so let's kind of dive a little bit into styling um one thing that I find really helpful with styling is just just the colors the default ones are a little not bad but they're not uh they don't assimilate usually into most people's corporate brand so you know let's let's change this let's use several colors um and then you can just copy and paste a hex list um usually companies have some sort of branding guide with your company colors in hexadecimals or your favorite colors in hexad deals um so just copying and pasting those in comma eliminated with a hash with a hashtag good God with a with a pound sign uh will get you those colors in um displaying data labels can also be very helpful it will physically put the number on the screen with the category or grouping being represented so if you really want to emphasize not necessarily the visual but the number that can be very very helpful um you can choose the charting size if it was showcasing a decimal the decimal Precision um maybe you would like to change the color and size of the title or its placement specifically on the chart um and then I I probably most commonly change the axes so in this case incident count I would most commonly put like n I've already done it number of incidents um for some reason I just I think that rolls off the tongue a bit better um and then just kind of change those things around so you have a lot of options uh one thing I highly encourage is to save often right that's one thing that we often regret uh forget to do with regards to anything is just saving often um but now I could go ahead and share this report I could share this report with anybody um sharing clicking the share button allows me to again set the permissions for this so if I want to send this to specific people or specific groups um if I want to send this to it Securities I could do that um I will say the best practice with service now is to always assign things to a group because people change people get promoted people leave their jobs um so assigning it to a group is always even if that group is just one person is the best practice technically scheduling this out if you recall is physically emailing this out at a specific period of time to people so you can even craft what the email would look like what time do you want it daily weekly monthly periodically um to whom it is going all that jazz um exporting it to a PDF you choose portrait landscape um you can export it a pretty picture to print out and hand the the the person that's not very uh computer friendly and then add to dashboard this was the the note I wanted to leave this uh presentation on reporting this is like I said this is beginning reporting there's a lot where this can go uh one place it can go is dashboards forgive the use case this use case is my Pokemon sleep current gameplay I like I said I build a lot of wacky apps on my personal developer instance one is tracking my progress in the game Pokemon sleep but I do that from a dashboard all of these are reports that I have made and created to manage in this case my game but imagine if this was for your career or for your job or for a project ultimately creating these types of workspaces um is probably the best place for reports to live um it takes a little bit more elbow grease to create ones that have uh this type of specificity and these types of like these turn different colors based off of how close I am to the goals um and this is where the fun of reporting can go so um just know that that's this is ultimately the place where you could could kind of strive for your reports to live now I'm going to switch back to my PowerPoint screen to finish off today's presentation now the there are some resources I'd really like to encourage you to utilize the first is please get a PDI I know that they did a great job of already putting the link to that in the chat um it's free you could get this is such a phenomenal resource especially if your company is not using the latest version of service now today for free you can get an instance of Washington and play around with every new feature to most part that developers can utilize on a PDI it's a phenomenal resource and oftentimes can sync with now learning content which is the next thing I'm recommending so uh today obviously a pretty brief session about an hour um there is a I think a thre hour intensive boot camp on reporting on now learning it starts off with pretty much the similar stuff to what we covered today but goes much much deeper into things like data sources into things like building workspaces and all that like so I highly encourage you to maybe click if if you like today's session to dive deeper into that in the now learning and finally I wanted to link the reporting documentation the reporting documentation is phenomenal reporting has been on service now as long as the platform has existed so it's one of the most well documented features of the platform um having that available to you is is going to be pretty pretty helpful now um a skill team member can help you achieve your business goals faster um I highly encourage you to review also the Technical Training guides to see how you can use learning credit in now learning to kind of grow and upskill your team and accelerate learning with these on demand courses there's also live classes there's Hands-On labs they really help not only boosting adoption on your instance but also getting a lot of value from your implementation um tons of great stuff there beyond that there is also expert Services guides um to for service now's implementation um with some really good leading best practices to accelerate the time value while also reducing risk right this is kind kind of more General now um and also I highly encourage you these are all will be linked in this deck but to check out uh this solution brief to see how you can also set up your implementation path uh for longterm success and with that being said um we have about 10 minutes left for any Q&A that I could help you with um if you have no other questions again please fill out the survey that would mean a lot to me and our team um and if anything I really appreciate you joining me today I hope you learned a little bit more about service now reporting and I will hang out here for any questions that might exist but if not thank you so much have a fantastic day we'll see if any fun questions pop up in the chat how do I one question I see is how do I register for the three hour session it's available on now learning so it is a digital lab um you can uh basically just sign into your service now account on now learning um and the link will take you directly there and it's self-driven too um it's self-paced so you don't have to do it like all in one sitting you can come back to it as well and thank you for not mocking my Pokemon sleep dashboard I appreciate that very very much and I was like oh I've got this great dashboard to show them for this presentation my my heart sank when I realized I'm like this is for Pokemon sleep and also if you're looking for the link to the recording that was just pasted in the webinar chat it will not be available until I'm done with the webinar but that is the the place that it will exist any other questions y anything I can help with I can also talk general service now developer stuff if we've covered all the the uh reporting questions I'm more than happy to answer anything about developer advocacy as well or the MVP program or meetups or whatever your heart's content I'm here at the top of the hour so anything y'all got I'll do my best to answer oh I'm getting some questions in the Q&A thank You' all so much scenario I need to run reports that sit in numerous different tables uh how do I create One Singular report that merges all these different tables together oh that's what I was kind of hinting at before uh doing multiple tables at once is uh a bit more of an advanced concept on service now the only way that you could do that as a as a beginner running reports is if they happen to all have a common parent if they all have a common parent table that they've extended from you can report on them all at once so for example if they have all extended from the task table if they've all extended from the CI table um you can report on task or CI and then filter the data just to those children uh you could do that all at once how do I save the get start reports training in now learning so I can find it for later um if you just copy and paste its name it'll pop up um I think that's the best way you can do it I believe you can if you're signed in I think you can also uh you could always just register for it and then come back to it whenever you're you're ready uh what is the best way you've seen to get managers to learn how to use reporting functionality that they have access to instead of trying to have the dev admin team build everything for them oh that's a fun one how do you you know carrot stick a manager into doing this himself essentially um I think the first thing that you can do is prove that they can I think a lot of people their resistance to using something like a new digital product is a lot of time people just write themselves off from being able to do it um I think walking them through the ease of it and also proving a lot of times that them doing it themselves will ultimately be faster than waiting for a Dev team to build it that's how I've kind of sold it in the past even if it was a bit of a white lie to be honest with you um I worked for a company that uh there was a lot of people that were a little bit resistant to doing things on a platform versus doing it pen and paper doing it in Excel and one thing that really helped was after kind of doing like we did like a lunch session with them similar to this of like how to quickly do so um we then made it very clear that if they were going to ask the developer team or admin team to do it for them it would be a much more deprioritized ask there is so much that those teams are working on that need their expertise this is something that any anyone I am confident could learn how to do and so we kind of put it on heavy of like if you're asking someone to do this it could take 10 days or something something that seems like what to help help push them in the right direction occasionally um you could ease them into it be like okay take it'll take three days but the more they ask the more you can scale up that thing and say hey like we've had to prioritize other projects that require that team's expertise um if you have any questions about reporting we'd be more than happy to answer them um but sometimes putting on the the fire a little bit in those cases can help um give them help help them have the incentive to build the confidence to learn it uh what content block adds links to your dashboard I created a section on my dashboard with links to other dashboards but I forget what content blocked I used um I apologize I don't know what you mean by that question Ellen um I I think you might be thinking of tab like the the tabs maybe on my dashboard perhaps I'm not quite sure I apologize where's the Q&A there it is hey reporting is really helpful um we use it pretty extensively on our team uh and it's it it makes like I said when the for those like quarterly growth conversations or or when someone's coming down the pipe saying like hey we need data on this right now it it makes that answer come very easily so knowing your way around a our report can can save you and your management team a lot of time which is nice uh also since we're just sitting here I will also plug that you know I I mentioned that we recently are on the heels of knowledge 24 but for those that didn't get to attend or if you're looking for another service now event possibly in your area um I highly encourage you to look up World forums so World forums are not that far away world forums are essentially uh like micro knowledge conferences but local so they are not a week they are usually a day maybe two if you're Tokyo um but they are uh service now events in local places there's ones in London Dallas Paris roddam Tokyo Milbourne this year I'm very a lot of happy Australians that wasn't they're like everything's in Sydney I'm very happy it's in Melbourne um so check out the the calendar for that one as well and I just saw a very nice comment that's like for it's worth I'm a manager and I'm very interested in building my reports that's awesome thank you for that's that's fantastic I love that love that energy will sessions from the service now London Forum be recorded for those who are unable to attend due to work priorities I don't know I know that they did digital recordings for knowledge and some of that content will be recycled at those events um so it depends I think it depends on also the size of the world Forum in the past London is one of the Bigg gu so if it if anything would be recorded it would be it would be London I believe so um I don't know the specifics on that but that has the highest likelihood of being recorded yeah World forums are great I might be attend I definitely attending Dallas because that's where I live but um really fingers crossed I hope to help others all around the world at World forums this year that'd be very cool we do a uh a a similar session to this one but regards to building apps so that one's really exciting it's called the Builder track and it teaches the basics of creating custom applications on service now so if you're liking reporting and you're dipping your toe into building on the platform building apps is the next next logical step in my opinion everyone can be a developer that's my thought so PR fun um also just while we're here um if you're looking for local events aside from the world forums there are also snugs so service now user groups those happen in a variet like many cities across the world and they usually meet on a quarterly basis so keep your eye open for those and then also developer Meetup chapters so those are again usually quarterly and those are specific towards service now developers we help a lot with those chapters and that's a very fun thing to do well that being said we're in the the final minute of today's presentation I really appreciate you all being here and asking so many good questions I really hope that reporting has become an easier thing to dip your toe into and if anything if you're wanting to go deeper into reporting that you have the resources to start that Journey as well um very appreciative of your time here this morning this afternoon this even evening wherever you are and I will see you soon and thank you so much for joining this live on service now webinar have a fantastic