ServiceNow Reporting Tutorial

ServiceNowSimple
31 May 202323:28

Summary

TLDRThis video script introduces a new series aimed at teaching viewers to become proficient with the ServiceNow platform through a data-driven approach. Hosted by Jeff Tease, a seasoned software developer, the series focuses on ServiceNow's reporting capabilities, guiding learners through the creation, management, and sharing of reports. The script delves into the database structure, explaining how to utilize the sys_report table and related tables for report generation, scheduling, sharing, and dashboard integration, emphasizing simplicity and practical learning.

Takeaways

  • 📚 The video script is for a series aimed at teaching ServiceNow platform usage through a data-driven analysis approach.
  • 🔍 The speaker emphasizes that understanding ServiceNow's database structure is fundamental to learning its functionalities.
  • 📈 The script focuses on ServiceNow's reporting capabilities, explaining how to create, manage, and share reports effectively.
  • 📝 It mentions that reports in ServiceNow are stored as records in the 'sys_report' table, which is the central point for report data management.
  • 🗂️ The script outlines four additional tables that support reporting functionalities: 'report_source', 'sys_auto_report', 'report_users_groups', and dashboard-related tables.
  • 🔑 Key fields within the report table are highlighted, such as 'sysid', 'title', 'source type', 'table', and 'type', which dictate how reports are generated and displayed.
  • 📊 Over 23 types of reports and visualizations are available in ServiceNow, each suitable for different data presentation needs.
  • 🛠️ The process of creating a new report involves populating fields in the report table, either through the UI, Studio, or from an existing list view.
  • ⏰ Scheduling reports for email involves inserting records into the 'sys_auto_report' table, specifying execution timing and recipient details.
  • 📧 Sharing reports with other users or groups is done through the 'report_users_groups' table, allowing on-demand access to the reports.
  • 📊 Dashboards in ServiceNow can display reports alongside other widgets, and adding a report to a dashboard involves creating records in related tables.

Q & A

  • What is the main theme of the new video series by Jeff tease?

    -The main theme of the new video series is to teach viewers all they need to know to become experts at using and administering the ServiceNow platform, focusing on a data-driven approach to learning.

  • What approach does Jeff tease advocate for learning about ServiceNow and its functionality?

    -Jeff tease advocates for a data-driven analysis and learning approach, starting by looking at the data and understanding the database structure, as almost everything in ServiceNow is a record in the database.

  • What is the significance of the 'sys_report' table in ServiceNow's reporting capabilities?

    -The 'sys_report' table is significant as it is a system table in ServiceNow's database that stores a record for each report, serving as the primary storage location for all report-related information.

  • How many tables support the functionality related to reporting capabilities in ServiceNow?

    -There are four tables that support the functionality related to reporting capabilities in ServiceNow: 'report_source', 'sys_auto_report', 'report_users_groups', and tables related to dashboards.

  • What are the different types of reports available in ServiceNow out of the box?

    -ServiceNow provides over 23 different types of reports or visualizations out of the box, including lists, bar charts, pivots, trends, line control, spline area, histograms, heat maps, calendars, bubble charts, funnels, pyramids, donuts, pie charts, speedometers, dials, and single score reports.

  • How can a report be created in ServiceNow using the 'Create New' module in the Reports application?

    -A report can be created by populating the necessary fields such as the report name, source type, table, and other relevant fields in the 'Create New' module of the Reports application, and then saving the new record in the 'sys_report' table.

  • What is the purpose of the 'sys_auto_report' table in ServiceNow?

    -The 'sys_auto_report' table is used to schedule reports for automatic execution and emailing to interested users on a recurring basis, storing information such as the report reference, execution timing, recipients, and email details.

  • How can a report be shared with other users or groups in ServiceNow?

    -A report can be shared with other users or groups by using the 'share' functionality in the report interface, which allows for specifying individual users, groups, or making the report globally accessible.

  • What is the process for adding a report to a dashboard in ServiceNow?

    -To add a report to a dashboard in ServiceNow, one can open the report and use the 'add to dashboard' option, then select the desired dashboard and tab for the report display, and finally click 'add' to create the necessary records in the related tables.

  • What is Jeff tease's philosophy on learning and software development?

    -Jeff tease believes that learning about software development should be fun and that we often overcomplicate things. He advocates for simplicity, stating that the best solution is usually the simplest.

Outlines

00:00

📚 Introduction to ServiceNow Learning and Reporting

Jeff Tease, a seasoned software developer and technical architect, introduces a new series of videos aimed at teaching viewers how to become ServiceNow experts. He emphasizes a data-driven approach to learning, starting with understanding the platform's database structure. The video focuses on ServiceNow's reporting capabilities, which are crucial for passing the CSA certification or simply becoming adept at data presentation. Jeff explains that ServiceNow's functionality is fundamentally based on its database, with the 'sys_report' table being central to understanding reports. He also outlines the related tables that support reporting features, such as 'report_source', 'scheduled_email_of_reports', 'report_users_and_groups', and the dashboard-related tables.

05:01

🔍 Exploring the Report Table and Its Fields

This section delves deeper into the 'sys_report' table, which stores records for each report within ServiceNow. Jeff demonstrates how to access and view the table's records, highlighting key fields such as 'title', 'table', 'type', and 'additional_fields'. He explains the importance of understanding these fields when creating or managing reports. Jeff also shows how to personalize the list view and configure the table to explore all available fields and their attributes, providing insights into the database structure and relationships between tables.

10:03

📈 Understanding Report Types and Creation Process

Jeff presents a diagram showcasing the over 23 different types of reports and visualizations available in ServiceNow, explaining when each type is ideal for use. He then guides viewers through the process of creating a new report, which involves inserting a new record into the 'sys_report' table. The video covers setting fields like 'sysid', 'title', 'source type', 'report source', 'table', and 'field name'. Jeff also discusses the three methods of creating reports: using the Reports application, ServiceNow Studio, and from an existing list view, demonstrating each method's steps.

15:05

🗓️ Scheduling Reports and Email Distribution

The focus shifts to scheduling reports for automatic execution and email distribution using the 'sys_auto_report' table. Jeff explains the fields within this table and how they facilitate the scheduling process, including specifying the report, users, groups, email addresses, recurrence rate, time of execution, subject, and email body. He demonstrates how to schedule a report via the UI and introduces an alternative method through the 'schedule reports' module, allowing for management and creation of scheduled reports.

20:06

📊 Sharing Reports and Adding Them to Dashboards

The final part of the script covers sharing reports with other users and adding them to dashboards for easy access and visualization. Jeff describes the 'sys_report_users_groups' table, which enables sharing reports with specific users or groups. He shows how to share a report globally, by role, or with selected individuals/groups. Additionally, Jeff explains how to add a report to a dashboard, which involves creating records in related tables that link to the 'PA_dashboard' table. The video concludes with a summary of the reporting features in ServiceNow and an invitation for feedback and subscription to the channel for more educational content.

Mindmap

Keywords

💡ServiceNow

ServiceNow is a cloud-based platform that provides a wide range of services for digital workflows across IT, customer service, security operations, and human resources. In the video, ServiceNow is the central theme as the presenter aims to educate viewers on how to use and administer the platform effectively. The script mentions various functionalities of ServiceNow, emphasizing its role in creating and managing reports, which is a key aspect of utilizing the platform for data analysis and presentation.

💡Data Driven Analysis

Data Driven Analysis is an approach that emphasizes the importance of starting with data when learning about a system or software. In the context of the video, the presenter advocates for this method when learning about ServiceNow, suggesting that understanding the data structure and database tables is fundamental to mastering the platform's functionalities. The video script illustrates this by discussing how almost everything in ServiceNow is a record in the database, highlighting the database as a perfect outline for learning.

💡CSA Certification

The CSA Certification refers to the Certified ServiceNow Administrator credential, which validates an individual's ability to administer the ServiceNow platform. The video mentions this certification as a goal for viewers who wish to become experts at using ServiceNow. The script implies that by learning about ServiceNow's reporting capabilities as discussed in the video, viewers can prepare for the CSA certification examination.

💡Database Tables

Database tables are a fundamental concept in data management, representing structured collections of data stored in a database. In the video, the script focuses on the 'sys_report' table and other related tables that support reporting functionalities within ServiceNow. Understanding these tables is crucial for creating, managing, and scheduling reports, which is a key part of the video's educational content.

💡Reporting Capabilities

Reporting capabilities refer to the features and tools that allow users to create, manage, and present data in a meaningful way. The video script delves into ServiceNow's reporting capabilities, teaching viewers how to create and edit reports, as well as how to publish and share them. This is integral to the video's aim of turning viewers into ServiceNow experts, as reporting is a significant aspect of data presentation and analysis on the platform.

💡Record

In the context of the video, a 'record' refers to an individual entry in a database table, representing a piece of data or information. The script mentions that in ServiceNow, 'just about everything you see is a record in the database somewhere,' emphasizing the platform's reliance on database records for its operations. Understanding records is essential for users to navigate and utilize ServiceNow effectively.

💡Visualization

Visualization in the video pertains to the graphical representation of data, such as through charts, graphs, and other visual formats. The script discusses various types of reports and visualizations available in ServiceNow, like pie charts and bar charts, which are used to present data in an easily digestible and meaningful way. The ability to choose the appropriate visualization type is a key aspect of creating effective reports in ServiceNow.

💡Scheduled Email Reports

Scheduled Email Reports are a feature within ServiceNow that allows users to set up reports to be automatically executed and emailed to interested parties on a recurring basis. The video script explains how to utilize this feature by inserting records into the 'sys_auto_report' table, which is crucial for regular reporting and keeping stakeholders informed without manual intervention.

💡Dashboard

A Dashboard in ServiceNow is a customizable interface that consolidates various performance analytics, reporting widgets, and other data visualizations into a single screen. The video script touches on how to add reports to a dashboard, which is part of the platform's functionality for data presentation. By including reports on a dashboard, users can create a comprehensive view of key performance indicators and other relevant data.

💡ServiceNow Studio

ServiceNow Studio is a low-code development environment within the ServiceNow platform that allows users to create and customize applications without extensive coding. The video script mentions Studio as one of the methods to create new reports, indicating its role in the platform's report generation process. Studio provides a user-friendly interface for users to design and develop reports and other application components.

Highlights

Introduction to a new series of videos aimed at teaching ServiceNow platform expertise.

Emphasis on a data-driven approach to learning ServiceNow's functionality.

The importance of understanding that almost everything in ServiceNow is a database record.

Focus on ServiceNow's reporting capabilities in the video.

Explanation of how to create and manage reports for the CSA certification or expert presentation.

Overview of the platform database tables that support reporting functionality.

Introduction to the 'sys_report' table and its role in storing report records.

Description of four additional tables that support reporting features in ServiceNow.

Jeff Tease's background as a software developer and technical architect.

Belief that learning about software development should be fun and not overcomplicated.

Introduction of the YouTube channel 'ServiceNow Simple' for simplified learning.

Demonstration of how to explore the underlying data model for reporting.

Explanation of the process to create a new report in ServiceNow.

Details on the most commonly used fields when creating reports.

Guide on how to schedule reports to be emailed to users on a recurring basis.

Description of how to share reports with individual users or groups.

Process of adding a report to a ServiceNow dashboard for data presentation.

Conclusion summarizing the video's content on ServiceNow reports.

Transcripts

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show me the data that's the theme of a

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new series of videos I'm publishing to

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teach you all you need to know to become

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an expert at using and administering the

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servicenow platform you see I'm

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convinced that the best way to learn

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about servicenow and its functionality

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is to start by looking at the data it's

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an approach that I call data driven

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analysis and learning I was told in my

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very first servicenow training session

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that when you're working in servicenow

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just about everything you see is a

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record in the database somewhere and boy

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have I learned that that's the truth the

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database provides a perfect outline for

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learning all about the functionality

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that exists within the platform in this

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video we focus on servicenow's reporting

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capabilities you'll learn all you need

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to know about creating and managing

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reports to pass the CSA certification

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examination or just become an expert at

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presenting data in a meaningful way by

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the end of this video you'll know all

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about the platform database tables that

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support the reporting functionality you

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know all of the different types of

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reports that are available you'll know

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how to create and edit reports and

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you'll know how to publish and share

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those reports to get them in front of

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the people that need them show me the

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data reports in servicenow show me the

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data

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hey servicenow simpletons my name is

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Jeff tease been a software developer and

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Technical architect for over 30 years

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I've experienced developing and

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designing in lots of different languages

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and most recently been spending all of

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my time working in servicenow I believe

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that learning about it and software

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development should be fun and that we

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tend to over complicate things the best

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solution is usually the simplest that's

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why I created the YouTube channel

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servicenow simple where I've taught

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thousands of people all about servicenow

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with a focus on keeping things as simple

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as possible if you're new here make sure

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you subscribe to the channel as I'm

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adding new videos all the time and now

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let's get to today's topic reports in

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servicenow to begin learning about

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servicenow's reporting capabilities

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let's have a look at the underlying data

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model that supports the functionality

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and it's really pretty simple

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it all starts with a database table

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named sys report and I'll refer to that

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as the report Table

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this is a system table that's in

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servicenow's database that stores a

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record for each report that exists

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within the instance

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when you create a new report or view a

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list of existing reports within the

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servicenow UI you're inserting or

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viewing records in this table in a

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second we'll look at the fields that

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exist within the report Table that

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describe each report but for now just

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know that all reports are stored in the

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reports table

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beyond that there are four other tables

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that support the functionality related

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to all reporting capabilities

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the report Source table provides the

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ability to store and reuse what you can

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think of as saved queries for retrieving

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data from Source tables and populating a

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report

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each report can have one of these if

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desired

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the scheduled email of reports table

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provides the ability to set up a given

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report to execute automatically on a

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recurring basis and have it emailed to

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interested users a single report can be

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set up with zero one or many scheduled

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schedule scheduled emails

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reports can also be shared directly with

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individual users or groups of users via

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the report users and groups table

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this allows users to access and execute

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reports via the UI whenever they like

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that's also a one-to-many relationship

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and finally a report can be added to one

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or more dashboards for displaying

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alongside other related data that

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capability is made available through a

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series of tables and relationships

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ultimately ending with the dashboard

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table

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we'll walk through each of these tables

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in more detail in a few minutes but for

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now just by analyzing the underlying

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data model we can see that servicenow

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provides the ability to create and

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manage custom reports populate those

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reports via reusable stored queries

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have reports emailed to users on a

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recurring basis and share reports

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directly with users groups of users or

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via dashboards

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now let's focus our attention on the

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main report Table

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this will teach us all we need to know

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in order to create and manage reports in

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the platform we'll start by looking at

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the fields that exist within the report

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Table when I need to do that what I

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usually do is I will go to the all menu

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and I'll open up the application

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navigator and anytime you want to see a

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listing of the records that exist within

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a table you can enter the table name dot

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list in the filter Navigator in this

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case the report tables table name is sys

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underscore report

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and then I'm going to enter dot list and

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that will open up a list view of all the

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records that exist within the report

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Table

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we can see here they're listed out and

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if we look towards the bottom I can see

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that there are 652 records in this table

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that means that there are 652 reports

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configured in this instance of

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servicenow I can also begin to see some

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of the attributes that are being stored

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for the reports and within the report

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Table I can see that there's a field

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called title it has the title of the

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report there's a field called table and

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this is uh populated with the table that

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is pop that is populating the data upon

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which the report is based here we can

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see there is a type field so a report

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type and you can begin to see some of

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the different types of reports that

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exist in servicenow and we'll cover all

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of those in a minute and then additional

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Fields field name I'll explain to you

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what that is here in a bit we can see it

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stores who created the report when the

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report was updated this is just a small

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set to continue to learn more about the

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fields that are available within this

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table we can click on the gear icon to

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personalize this list

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in which case we get a listing of all of

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the fields that exist within the report

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Table

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and we can look through this list and

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begin to get a very good idea of the

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types of things that are being stored

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when we create reports and essentially

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create records in the report Table one

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other way I'll show you to learn more

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about the fields within a table is

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anytime you're looking at a list View

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of the records in a table you can come

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up here to any one of the column

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headings and click on this context

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menu and scroll down and choose

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configure table that will actually open

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a form for the specific table that we're

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looking at in this case it's the report

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Table and you can see here's where I got

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this is where I learned that the label

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of the the report Table is report the

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actual name in the database of the

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report Table assists underscore report

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you can see that it extends a table

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application file we don't need to worry

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about that at the moment

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but down here we can see a related list

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of all of the columns that exist within

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the report table so the nice thing about

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this list is you can sort it you can

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Group by you can search for a specific

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table but you can also see additional

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database level attributes of the field

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so for example the field type the

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reference if it's a reference field what

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table it's referencing this is where I

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got my relationships that I put in my my

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data model diagram things like the

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maximum link the default value

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whether or not it's the default display

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field and things like that so this is

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just another nice handy way of learning

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more about a table in the fields that

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exist

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within that table now I'm not going to

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go through all of these fields right now

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but I am going to jump over to the

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PowerPoint and I'm going to show you a

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few of the most commonly used fields

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that are used when you create reports

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and then we will actually go into the

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process of learning how to create a new

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report

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we saw in the demonstration that the

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report Table is made up of 156 different

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fields that describe how the report

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should behave now I want to step through

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eight of the most commonly used fields

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and then show you how to create a new

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report and populate these fields

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first we have the sysid field every

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table and service now has this field and

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you can think of it as the system

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generated unique ID of any record

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it's the table's primary key and in this

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case it represents the unique ID of a

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given report

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the title field is a string field that

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stores the report title and you'll see

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the report title throughout the UI

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whenever you're viewing a list of

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reports it's usually included on the

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output of the report itself

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The Source type field is a bit

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interesting it's a string field with

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valid values of table or data source and

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this field tells the platform where to

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go for the data I've already mentioned

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that reports can be populated from

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report Source records that are like

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saved queries to use one of those The

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Source type field gets populated with

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the data source value

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otherwise and in most cases The Source

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type will be set to table which means

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that the table and any filters used to

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populate the reporter just stored as

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part of the report record itself

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the report Source field is the

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counterpart to the source type field

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when the source type is set to data

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source this is the field that specifies

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which data source record to use

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otherwise and in most cases this Fields

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left blank

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the table field stores the primary

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database table from which the report

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data is pulled and the field name field

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stores the field within that table table

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that the data should be grouped on and

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you'll see in our next demonstration why

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most reports include a field that is

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used for grouping the data

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for presentation purposes

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the filter field is a special string

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type field that tells the platform about

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any filtering conditions to apply to

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narrow down the data being included in

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the report

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and finally there's the type field and

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that specifies which type of report or

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visualization the platform should use

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when presenting the report data and to

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explain that I'll show you this

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nice diagram that lists the different

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types of reports available in servicenow

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and when each is ideal for use service

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now provides over 23 different types of

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reports or visualizations out of box

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they include lists Box Bar pivots Trends

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line control spline area histogram heat

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map map maps calendars bubble funnel

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pyramid Donuts pie speedometer dial and

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single score

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each of these might be useful depending

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upon your scenario and I'll include a

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link in the description box of the video

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to this diagram that can help you

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explore and determine which report type

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might be best for your situation

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now let's walk through the process of

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creating a new report and remember all

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we're really doing here is inserting a

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new record into the report Table that we

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just talked about

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we have three options available for

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creating our new report

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we can use the reports applications

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create new module we can use servicenow

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Studio or we can create a new report

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from an existing list View and I'll

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demonstrate each but let's start by

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opening the application navigator and

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accessing the reports applications

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create new module

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and now we simply start populating the

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fields which at this point should begin

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to look familiar

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we'll set the report name and that's

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really the title field

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and I'll use users by department for the

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title of this report

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here's that Source type field we spoke

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about

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I'm going to just leave that as table

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I'm not going to use a stored query

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and then populate the table field with

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the database table that we want to

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create our report against

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I'm going to use the user table that's

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CIS underscore user is the actual name

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for this example

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now I can click next

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to Traverse through each of these tabs

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up here or you can also bounce around if

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you want

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but I'll just go in order

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on the type tab you can see

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each of the different visualization

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types so essentially here we're just

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setting that type field

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and I'm going to choose the pie chart

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for this

play12:47

now when I click next the tool will

play12:50

pre-populate a visualization of the

play12:52

report

play12:53

looks pretty plain now because it's just

play12:55

all users

play12:57

and it takes me to the configure tab

play12:59

where I can choose my group by field and

play13:02

several other options you can see here

play13:05

for this report I'm going to group by

play13:08

the department

play13:10

field

play13:12

clicking next refreshes the report and

play13:14

also allows me to set some additional

play13:17

style related properties you can see

play13:19

those here and there are several of them

play13:21

remember those 156 fields that exist in

play13:24

the report Table

play13:25

you can begin to see how those fields

play13:27

begin to stack up with all of the

play13:29

different options that are available for

play13:31

each of the different report types

play13:34

I feel good about this report so I'm

play13:37

going to click save and that's it

play13:40

we've just inserted a new report record

play13:43

in the report Table essentially creating

play13:46

a new report

play13:47

in servicenow

play13:49

so let me show you real quickly these

play13:51

other two options for creating reports

play13:53

and they're really pretty much the same

play13:56

thing just different methods of getting

play13:58

there

play13:59

if you want to use servicenow Studio you

play14:02

go to the app Navigator and open up the

play14:05

studio application it's system

play14:06

applications studio and Studio opens in

play14:10

a new tab

play14:11

and when you use Studio you have to work

play14:14

within an application scope so you

play14:16

select the application the report will

play14:19

be a part of

play14:20

once you're there

play14:22

you go to file

play14:23

create file

play14:25

choose the reporting section

play14:28

the report option and then click create

play14:33

and from here

play14:34

the tool works exactly the same way it's

play14:37

just a different way of getting there

play14:39

and finally the third method of

play14:41

recreating a report is to start from the

play14:43

data that will Source the report this is

play14:45

pretty cool

play14:46

for example

play14:48

I can view the records in the user table

play14:50

by entering CIS user dot list

play14:55

I can then click the column context menu

play14:58

for the field I want the report grouped

play15:01

by it's a department in this case

play15:04

and then I can select the bar or pie

play15:07

chart menu item and voila

play15:10

same place but

play15:12

this time the fields for the name the

play15:16

source type the table and the group by

play15:19

already populated

play15:22

and you can tweak or change anything

play15:23

from here

play15:26

now that we know about reports and how

play15:28

they get created and managed let's

play15:30

quickly cover the remainder of the data

play15:32

model and the related functionality the

play15:34

rest of this is really all about getting

play15:36

the reports in front of the eyeballs

play15:38

that need to see them

play15:40

let's talk about scheduling first and

play15:42

what that really means is setting up a

play15:44

report to automatically execute and get

play15:46

emailed to an audience on some recurring

play15:49

basis

play15:50

the scheduled email of reports table

play15:53

that sys Auto underscore report is the

play15:57

table that makes that possible

play15:59

this table stores a record for every

play16:01

scheduled email report and includes all

play16:03

of the fields that we need to know which

play16:05

report when to execute it and who to

play16:08

send it to

play16:09

it has its sysid field or unique

play16:12

identifier

play16:13

in the report field that stores a

play16:15

reference to the sys ID of the report

play16:18

that's being scheduled

play16:20

the user's field is a special list type

play16:23

field that enables a one-to-many

play16:24

relationship between the scheduled

play16:27

report and one or more users to whom the

play16:29

report should be emailed it uses a

play16:31

reference to the sysid of the user

play16:34

record in the sys user table

play16:37

and the group's field does the same

play16:39

thing as the user field except it stores

play16:42

references to one or more group records

play16:45

the email addresses field allows for

play16:47

sending the report to people that might

play16:49

not be users of the platform so you can

play16:51

just think of this as like a list of

play16:53

manually entered email addresses

play16:56

the Run field stores a string value

play16:58

indicating the recurrence rate upon

play17:01

which the report should be executed and

play17:03

emailed you can think daily weekly

play17:05

monthly here or on demand however you

play17:07

need it the time field tells the report

play17:10

the time at which the scheduled report

play17:12

should be executed

play17:14

the subject field stores the subject of

play17:17

the email and the introductory message

play17:19

field stores the actual content body

play17:22

of the email

play17:24

and then two more there's a condition

play17:25

field that allows for writing a script

play17:28

that sets a condition that must be met

play17:31

in order for the scheduled email to

play17:33

execute

play17:34

and then finally there's a type field

play17:36

that specifies the type of the

play17:38

attachment that should be used for the

play17:41

report whether it's PDF Excel or some

play17:44

image type

play17:46

now let's go ahead and schedule our

play17:48

report for email and remember all we're

play17:51

really doing here is inserting a record

play17:52

into the sys Auto report Table

play17:55

and as always we have a few options for

play17:58

doing this one way is to just open the

play18:00

report that we want to schedule and do

play18:02

it from there to do that

play18:05

we go to the reports application

play18:08

View Run module and that opens a list of

play18:11

all of the reports that

play18:13

we have access to you can see that

play18:15

there's some filters here at the top

play18:18

to display reports created by you

play18:21

reports that have been shared with you

play18:24

reports that have been shared globally

play18:25

or just all of the reports you have

play18:28

access to

play18:29

and I'm going to search for the report

play18:31

title and that was users by Department

play18:35

and select the report we created to open

play18:37

it

play18:39

and here's our report

play18:41

this is also where you would come to

play18:42

make changes to a report if you needed

play18:44

to do that or if you just wanted to run

play18:46

the report on demand

play18:48

to schedule the report we'll click on

play18:50

the sharing icon in the header bar here

play18:53

and we'll select schedule

play18:56

now we just populate the fields

play18:59

remember we're inserting that record

play19:00

we're going to just populate the fields

play19:02

using the UI you can name the scheduled

play19:04

job whatever you like you can see that

play19:06

the report field

play19:08

is already populated

play19:11

I'll populate the user's field with a

play19:14

couple of users

play19:16

and I'm going to choose Abraham Lincoln

play19:18

and Fred Luddy

play19:21

and I'll also populate the group field

play19:24

let's say the cab approval group so that

play19:27

all of the users that are a member of

play19:29

that group get the emailed report as

play19:30

well

play19:31

and I'll include my personal email

play19:36

I'm going to set the emailed report to

play19:38

execute monthly let's say on the first

play19:41

day of each month and we'll leave it

play19:43

just at midnight

play19:45

I'm not going to add a condition but you

play19:47

could do that here by by selecting this

play19:50

check box and then typing in a script

play19:53

that sets some condition that must be

play19:55

met I won't do that for this one

play19:58

I'll populate the subject of the email

play20:01

and the email body

play20:04

I'm going to leave the attachment type

play20:06

as PDF landscape and click submit and

play20:09

that is it

play20:11

we've scheduled our report for email

play20:13

essentially inserted a new record into

play20:16

the sys Auto report Table

play20:18

and real quickly let me show you one

play20:20

other way to schedule a report

play20:23

and that is via the report's

play20:24

application's schedule reports module if

play20:27

you click that that will open up a list

play20:30

of all of the reports that are currently

play20:32

scheduled

play20:33

we can see that there's only one for

play20:36

this instance and that's the one that we

play20:37

just scheduled and from here if you

play20:39

needed to you could go into that

play20:41

scheduled report you could make changes

play20:42

to it you could delete it if you wanted

play20:45

to or if you wanted to schedule a report

play20:47

from here

play20:49

you can just click the new button

play20:52

to schedule another report

play20:55

another thing we can do to make our

play20:57

report available to others is share it

play21:00

this gives other users of the platform

play21:02

the ability to open the report and

play21:04

execute It On Demand whenever they want

play21:07

the report users and groups table or sys

play21:10

underscore report underscore users

play21:12

underscore groups

play21:14

is the table that makes that possible

play21:16

this table stores a record for each

play21:18

individual user or group

play21:21

that the report is shared with

play21:24

the table has fields to store the report

play21:26

being shared and the user or group

play21:29

to whom the report is being shared

play21:32

and to make this happen via the UI

play21:35

we can simply open the report

play21:38

like we did for scheduling

play21:43

click the sharing icon again but this

play21:45

time select share

play21:48

and here you can see we have options to

play21:50

share the report globally or globally by

play21:53

roll

play21:54

or

play21:55

we can select individual users

play21:58

or groups

play22:00

the last thing I'll cover in this video

play22:02

on servicenow reports is how to add a

play22:05

report to a dashboard

play22:07

dashboards and servicenow enable you to

play22:09

display multiple performance analytics

play22:12

reporting and other widgets on a single

play22:14

screen

play22:15

the data model that supports dashboards

play22:18

it is fairly extensive due to the fact

play22:20

that they can have multiple groups and

play22:22

tabs and sections and modules I'll do a

play22:25

separate video covering that but for now

play22:27

just know that when you add a report to

play22:29

a dashboard you're essentially creating

play22:31

a series of Records in related tables

play22:34

ultimately ending with the dashboard PA

play22:37

underscore dashboard table

play22:40

you can add a report to a dashboard a

play22:42

couple of different ways one way is to

play22:44

start at the dashboard and then add the

play22:46

report from there the other way which

play22:48

I'll demonstrate here is to open the

play22:50

report like we've done

play22:52

and click the sharing icon

play22:54

and select add to dashboard

play22:57

from there it's simple you just select

play23:00

the dashboard that you want and the

play23:02

dashboard tab where you want the report

play23:04

displayed click add and you've got it

play23:07

your report will now be displayed as

play23:10

part of that dashboard

play23:12

that does it for this video on reports

play23:14

and servicenow hope you found it helpful

play23:16

if you did we'd love a thumbs up love it

play23:19

even more if you'd subscribe to the

play23:20

channel and provide feedback in the

play23:22

comments keep your eye out for the next

play23:24

video and I'll see you in the next one

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ServiceNowReportingData AnalysisCertificationDashboardDatabaseSoftware DevelopmentIT TrainingBusiness IntelligenceData Visualization
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