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Scheduling or Publishing Reports in ServiceNow

Number of views : 6
Article Number : KB0015091
Published on : 2019-01-24
Last modified : 2020-05-06 21:51:31
Knowledge Base : ServiceNow - Public Self Help

Scheduling Reports enables fulfillers to automatically distribute a report at a given day/date and time on a regular basis via email. To schedule a report, submit a request to the ServiceNow team containing:

  • The name(s) of the report(s) you'd like scheduled
  • The email addresses or assignment groups you'd like the report distributed to
  • The frequency you would like the report distributed (weekly, monthly, etc.)
  • Your preferred day/date and time for distribution
  • Desired file format for report (CSV, XLS, landscape PDF/portrait PDF)
  • Subject line for email containing report (if none is provided the report name will be used)
  • Should this report be delivered at scheduled time even if there are no results Y/N?
  • Is an introductory message required? If yes, provide message content

Once a report has been scheduled, it can be edited and the scheduled report will automatically reflect those updates. There is one exception: changing the name of the report. If you rename a scheduled report, please contact the ServiceNow team to reconnect the scheduled job to the renamed report.

 

Publishing Reports creates a link that will dynamically display the most current version of the report to anyone with the link. To publish a report, submit a request to the ServiceNow team with the name(s) of the report(s) you'd like published.

 

 

Please Note: Only report admins on the ServiceNow team can schedule and publish reports to prevent accidentally over-taxing the system at any given point during the day. All report scheduling and publishing requires contacting the ServiceNow team.

 

 

 

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