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How do you create a report in ServiceNow?

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Creating a report in ServiceNow involves using the reporting and analytics features provided by the platform. Here are the general steps to create a report in ServiceNow: Login to ServiceNow: Access your ServiceNow instance and log in with the appropriate credentials. Navigate to the Report...
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Creating a report in ServiceNow involves using the reporting and analytics features provided by the platform. Here are the general steps to create a report in ServiceNow:

  1. Login to ServiceNow:

    • Access your ServiceNow instance and log in with the appropriate credentials.
  2. Navigate to the Report Module:

    • ServiceNow typically provides a module dedicated to reporting and analytics. Navigate to this module; the location may vary depending on your instance's configuration, but it's often found under the "Self-Service" or "Reports" section.
  3. Select a Report Type:

    • ServiceNow offers various report types, such as List Reports, Bar Charts, Pie Charts, and more. Choose the type that best suits your reporting needs.
  4. Choose a Table:

    • Select the table for which you want to create a report. Reports are based on data stored in tables, so you need to specify the table containing the information you want to report on.
  5. Define Filters and Conditions:

    • Set filters and conditions to narrow down the data that the report will include. Filters allow you to specify criteria to include or exclude records from the report.
  6. Configure Columns:

    • Choose the columns you want to include in the report. These are the fields from the selected table that will be displayed in the report.
  7. Group and Aggregate Data (if needed):

    • Depending on your reporting requirements, you may want to group data by certain fields or aggregate values. ServiceNow provides options for grouping and summarizing data in your reports.
  8. Preview the Report:

    • Before finalizing the report, use the preview feature to see how the data will be presented based on your configurations. This allows you to make adjustments as needed.
  9. Save and Share the Report:

    • Once you are satisfied with the report configuration, save it. ServiceNow often provides options for sharing reports with specific users or making them available to a broader audience.
  10. Schedule Automatic Generation (Optional):

    • If you want the report to be generated automatically at specific intervals, you may have the option to schedule its execution. This is useful for regularly updated reports.

Remember that the exact steps and options may vary based on the version of ServiceNow you are using and the specific configurations set up in your instance. It's advisable to refer to the official ServiceNow documentation or seek guidance from your organization's ServiceNow administrator for any specific details or customizations related to report creation.

 
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