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Reporting Quick Reference Guide

Number of views : 6
Article Number : KB0014148
Published on : 2019-02-20
Last modified : 2020-05-06 21:51:27
Knowledge Base : ServiceNow - Public Self Help

A quick reference guide for Reporting in ServiceNow.  This includes reports from the list view and the reports application. 

  

To Run a Report from List View:

  1. Open the list view of the items you would like to report on (Incidents, Requests, Knowledge Articles, etc.)
  2. Use the gear on the top left corner of the list to set your desired column headers
  3. Use the blue filter icon to further refine your list view using “and/or” logic
  4. Once the list is labeled and filtered to meet your needs, right click on any column header
  5. Select Bar Chart or Pie Chart to generate a visual report; use the icon on the top right corner of the chart to export as an image file
  6. Select Export and click on the file type you prefer to download (i.e., Excel, CSV or PDF)

 

To Run a Report from Reports Application:

  1. Navigate to Reports > View/Run
  2. Select My Reports to view your custom reports, Group to view reports shared with your assignment group(s) or Global to view/search out-of-the-box reports
  3. Click on a report title to run the report
  4. After running a report, you can use the filter at the top of the page to customize the report further
  5. You can rename and Save a modified report to My Reports
  6. To export a list report, right click on any column header and select Export
  7. To export a graphic report/chart as an image, click the icon on the top right corner of the chart
  8. To export a graphic report/chart as a PDF, click the arrow next to Save and select Export to PDF

 

Download Printable Guide

 

 

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