How To Create a Report in ServiceNow
Вставка
- Опубліковано 22 лип 2024
- This tutorial will show you how to create a report in ServiceNow. Specifically, this tutorial will show you how to create a list in ServiceNow including defining which columns should be included, filters, and grouping by. The sample list created will be a list of active incidents. This tutorial will also show you how to create a time series chart in ServiceNow. The sample time series chart created will be a list of incidents created by month. This tutorial was created using a ServiceNow test instance on the Rome release.
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Timeline
0:00 - Start
0:20 - Reports to be built in this tutorial
0:50 - How to create a list type report in ServiceNow
3:00 - How to add remove columns from list in ServiceNow
5:20 - How to filter a report in ServiceNow
7:50 - How to filter a report in ServiceNow based on dates
9:55 - How to sort a report in ServiceNow
10:40 - How to group by in a ServiceNow report
11:50 - How to create a trend report in ServiceNow
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15 minutes well spent. Clear steps and example. Your style of tutoring and presentation is spot on. I need to upskill some junior members of the team and your videos are perfect. Thank you Lui
If simplify was a person! This sooooo good. Your mode of tutoring is too good. Thank you and God bless.
Man, I can give you a Big Hug all the way from DC just to say thank you for making this an easy, quick, understandable, not boring lesson. Thank you! Great Presenter you are, thanks again! (Smiles)
Comments like these are incredibly rewarding for me as a creator, so thank you so much for the kind words. I'm glad you found this video helpful and thank you for watching!
Great video. I am a total novice and I was able to follow along. Super clear and concise.
Glad it was helpful!
Great video, so much good knowledge packed into 15 minutes. Thank you!
Thank you for the kind words! I'm glad you found this video helpful! Thanks for watching!
This compliments the dashboard tutorial very well. After faffing about with reports, one thing (of many) which was obvious now I know, 'ctrl+click' in the condition builder to select more than one. This is far better than RTFM'ing ;-)
I'm glad you found this one helpful also Simon! Yes, the "CTRL + CLICK" is a nice little shortcut! Thanks so much for the comment and for watching!
Hello sir. Just want to thank you for the step by step explanation. I'm from Québec, Canada, started a new job at the beginning of this month and clueless before ServiceNow. Your method is helping me a LOT!
You are very welcome! Congratulations on your new job. Thank you for watching!
THANK YOU! Your videos are so helpful
Glad you like them!
Excellent! Great content! Great delivery!
Thanks for the kind words and Thanks for watching!
This video helped me at work! Amazing help.
I'm glad you found this helpful Player One! Thanks for watching!
Hi man!! Thank you so much for making this one easy and very understandable. ❤
You're very welcome! Glad you found it helpful! Thanks for watching!
Thank you. Great job.
You're very welcome and thanks for watching Constance!
Great video, thank you !
You're very welcome and thanks for watching
Thank you, superb!
Glad you liked it!
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Great video ! very helpful
Glad it was helpful!
simply superb :)
Thank you for the comment and for watching!
Thank you. You saved me for tomorrows stand up meeting.
You're very welcome! Glad I could help! Goodluck with your stand-up tomorrow.
I'm awed right now how effective and seamless you made this video!!! quick question how can I apply the same method for assignment groups that have been task starved on/over 12 months ? Thank you
Thank you for the kind words. I'd suggest that you post your question over on the ServiceNow Community. It is likely someone has asked this question and if not, someone will have suggestions on how to solution for it - www.servicenow.com/community/ - Hope this helps!
Kiitos!
Olet erittäin tervetullut, ja suuret kiitokset anteliaisuudestasi.
how to filter the ctask which is closed after the planned end date in servicenow (CTASK breach)
If I have a list where the first column is a combination of numbers and letters, like for instance CS12344 and other that start with SR12345 and maybe other types, is it possible to make graph in showing the different types of numbers sorted by the first two letters so that i can see how many I have of each?
Hi there, I believe this would be possible but might require the use of derived variables and/or formulas. I'd suggest posting the use case on the ServiceNow forums as it is likely someone has a solution handy. Hope this helps & thanks for watching!
Great easy to understand video. Could you do a video using the "Configure Function Field" please.
Thank you! Can you provide additional information on your use-case for configuring a function field? This will help me in planning a video. Thank you kindly!
Great Video, you're a genius at explaining things in a way that is easy to understand.
Do you have any further videos in the pipeline for ServiceNow ? For example, reports on creating SLA reports?
I will add these to my backlog! Thank you!
This was very helpful
I have created a report for closed tickets by month for the past year. But now I want to break it down further to show the tickets closed with 1 week , 2 weeks etc. How can I do this?
Hi there, sorry for the delay. I came across this post on the ServiceNow community which I believe addresses your question: www.servicenow.com/community/in-other-news/servicenow-reporting-use-report-ranges-for-advanced-grouping/ba-p/2276059 - Hope this helps and thanks for watching!
How do I change the colour of a bar graph based on it's value in ServiceNow - Style.
Tanks for this tutorial. Is it possible to have in the same report, the approval users name & date, and Ritm with variables ?
If you have permission to read Data in ServiceNow then you can generate a report against it! Hope this helps and thanks for watching
Hi folks,
Can anyone help me on following query. I have created custom field name “time worked” , assigned to mentioned how much time he spend on incident to resolved. I need to create report to calculate total all time spent per month each person in assignment group is level 2 . Please can anyone help me, that would be appreciated.Thanks you in advance.
Hi, I want to create service now report for tickets we have escalated from our queue particularly on yesterday. Is there way to pull report on escalated by days
Hi there, when you say escalated do you mean you want to see a report of incidents that were created most recently? If so, you can create an incident report and add a sort condition to sort by created date. If you want to see a report of only those incidents created yesterday or assigned to your queue yesterday then you can add a filter to show only those incidents where assigned to is your group and updated is yesterday. When you build filters on date fields you'll have the option to select yesterday from a list of conditions. Hope this helps and thanks for watching
Thanks! that is helpful, but can I ask how to create a report for specific user? for example, I want all request tickets for company ABC , what condition should I input pls? I tired filter company contains ' ABC' on report but the result is empty.
You would need to use the field in your ServiceNow instance that identifies the company. You would set that field to equals and select the company. If it is a free text field then you could use contains but you would need to ensure you capture all permutations of the company name.
Lui, the company I work for is looking at ServiceNow, the reporting you are showing in the video, is that the basic reporting that comes with ServiceNow or the Advanced reporting module? Thanks!
Hi Andrew, the reporting I demonstrate in this video is the out of the box standard reporting functionality. Hope this helps and thanks for watching
When would you use the data source for report source type?
Report sources in ServiceNow are pre-defined data sets for creating reports. They streamline the report creation process by allowing the reuse of conditions, ensuring consistency across reports within an organization. A report source comprises a table and specific conditions, offering a convenient way to implement consistent definitions.
can we create a report to calculate time taken to resolve tickets in ServiceNow?
Yes, this is possible and if you have Service Level Agreements setup in your ServiceNow instance, you should be able to access pre-built reports to get this information. Hope this helps!
Where are you creating this dashboard? I mean what is the name of the tool and how I can I get access to this tool for learning purpose?
This dashboard is created in ServiceNow directly. No additional tool!
Can we add incident aging in report from creation date to report date?
Hi there, you could create an incident aging report for sure. If you want to calculate the delta between two dates, you may need to create some custom fields and use scripts to handle the calculation. Hope this helps!
Hi, I still can't find a easy way instead of showing count of tickets, show only the %, is this available only in analytics?
Hi there, it sounds like you might to add a group by condition to your report in order to see the count of tickets. Hope this helps and thanks for watching
Hi, after creating a report of the type list I couldn't find a way to export that report into Excel file. Could you please help with this.
PS. Got the solution, just right click on the column. Thanks anyway.
Sorry for the delay! I am glad you managed to figure it out. Thanks for watching!
Any idea what am I doing wrong for not managing to have the table reflected afler selecting It în the data step?
Hi there sorry for the delay. If you're able to select the table and it's not displaying data then there may be access controls that restrict you form viewing the data. Hope this helps and thanks for watching
When you create a report, how can you extract to an excel sheet? There's no hamburger button or 3 lines to select on the report to extract.
Your export options are entirely dependent on the type of report. If the report is a list you should see the hamburger menu and will be able to export it to Spreadsheet format. If the report is a visualization such as a bar chart, line chart etc. You will not be abke to export it to excel but rather pdf or png. Hope this helps and thanks for watching
How can we turn our report into one that we would be able to break it down into spreadsheet willing? I might have to just watch the video again without distraction 😅 Thank you!!
Nvm found it! 😁
Sorry for the delay and glad you figured this out! Thanks for watching
how to do the same for release tasks ? RLS
Sorry for the delay. You would need to identify which table stores the task records and ensure you're querying that table.
@@LuiIacobellis hey, not a problem.!
was able to identify and create.
thanks!
How can I remove the time from date on a pivot table
Hi there sorry for the delay. Unfortunately I have never done this before. I'd suggest posting it on the ServiceNow community. Hope this helps and thanks for watching
Are HRC tickets also incidents?
To the best of my knowledge, no they are stored on a seperate table (sn_hr_core_case).
@@LuiIacobellis thank you
@@Kwintessential2you are welcome
☝☝👌👌
@dennisverduz6289 You're very welcome! Thanks for watching!
how to build a report, in One line (not a bar line
)for all closed and another line for all open tickets from last 7 days/weeks
Hi Bitesof, I'm don't fully understand your requirements however, it would be good for you to post this question over on the ServiceNow community with additional detail. That can be accessed at: www.servicenow.com/community/ - Hope this helps!
@@LuiIacobellis i got the answer and i have created the report.