Creating and Editing Reports
Create a New Report from a list
- Define and run a filter, displaying only the data to report on
- Open the Column Context Menu, then choose Bar Chart or Pie Chart
- Create a New Report or Edit an Existing Report Navigate to Reports> View/ Run to create a new report with the Report Designer, or open an existing report
You can build reports from scratch, but it is often easier to start with a filtered list or an existing report. When you start with an existing report, reporting configuration choices will be provided for you. By modifying the provided options, you can configure the report to meet your needs. It is a best practice to copy a base report then edit your copy.
Use the ServiceNow Report Designer to:
• Leverage reporting visibility and available report types
• Use multi-level filters, filter operators, and sort order to refine reports
• View, create, edit, and schedule reports
• Work with reporting roles
• Use Related Tables (dot-walking and Database Views)
Advantages to modifying an existing report:
• You can start with a report that already has the basic information and make minor changes to get what you need
• Browsing existing reports helps you learn which of the tables are relevant to the work you do
• Helps you learn different uses for the various report types
• You can leverage ITIL best practices by using Key Performance Indicator (KPI) reports
Report Visibility
- My Reports
- Created by you and only visible to you
- Group
- Reports that are visible to everyone in our groups
- Global
- Availabel to everyone (all fulfillers)
- All
- List of all personal group, and global reports
The Reports> View I Run module contains a library of reports which you can run and use to create your own custom reports. Many of these reports came with the platform and others were created by your reporting administrators specifically for your company.
The Reports page contains different sections for reports which are visible to different audiences:
• My reports: Visible only to the report creator (Me)
• Group: Visible to one or more specific users and/or groups {Groups and Users)
• Global: Visible to all users (Everyone)
• All: A list of all Global, Group, and personal reports