Report Designer
Report Designer is an interface used for creating or modifying ServiceNow reports
It features four sections which provide reporting configuration options: Data, Type, Configure, and Style
Users with the admin role can access the
Reports > Administration > Properties
module to enable the Report Designer for all users with the permissions to create/edit Reports. Alternatively, users will be able to revert back to the classic reporting interface by clicking on the Switch to classic UI link towards the top-right of the Report Designer interface.
Each section of the Report Designer provides different configuration options:
• Data: Provide a name for the report, as well as select the source from where your data comes from. You can choose a data source, which is a predefined data set used for creating reports; or a ServiceNow table.
• Type: Select the visualization of your report by choosing a report type. There are 27 different types to choose from! • Configure: Do things like group the data by a specific field(s) and run calculations against the data. • Style: Adjust the look of your report, from coloring to titles, as well as making adjustments to the report legend.
NOTE: Every time you make an adjustment through these controls, remember to click the Run button in the top-right to redraw the report with your changes.
Report Actions and Options
The Report actions available to you depend on your role. Many of the Report actions are easily understood; therefore only some of them are detailed here:
• Update: Overwrite report, return to the report list
• Insert: Save a duplicate copy of the report, return to the report list
• Insert and Stay: Save a duplicate copy of the report, remaining on the report
• Save as report source: Allows you to create a pre-defined data set that can be used for creating reports
Share
To make a report visible to a particular group or user, use Steps to publish and view a report: the Share option to select Groups and/or Users
Publish
Steps to publish and view a report:
- with desiered report displayed click the sharing menu icon, then click publish
- Click the copy report link icon from the report header to copy the url to your clipboard
- Open URL in browser
From the Sharing menu, you have the following options: • Share: Allows you to specify who can see the report. Options include Me, Everyone, and Groups and Users. Admin role is required for Everyone and Group sharing.
• Schedule: Create a scheduled email of the report
• Add to Dashboard: Add directly to a Dashboard on a homepage you choose, or within a Performance Analytics tab
• Export to PDF: Convert the report to a PDF which can be generated immediately or sent as an email
• Publish: Create a public URL for this report. Users may need to log into ServiceNow to view the report and have an appropriate role in order to view all of the data.
When distributing a report, sharing has the ability to make the report visible to authenticated users within ServiceNow.
Publishing a report makes it available to users outside of ServiceNow but does not necessarily share the underlying data. Access Control rules restrict visibility to the underlying data but not to all reports. For this reason, it is recommended to be cautious when publishing reports for external visibility.