ServiceNow Reports (New UI): Create a New Report

You can can create a report for your own use in ServiceNow. However, before you begin to build a new report, see if there is an existing report you can make a copy of and modify for your own purposes.

This article covers:

Creating a New Report

  1. Click Create New under Reports in the Application Navigator menu on the left. The report builder appears.
    The Kingston interface separates report building into four sections broken into tasks across the top of the report builder:
    • Data - the source of information for the report
    • Type - the chart type for how the information should be displayed
    • Configure - how to group the displayed information
    • Style - provides options for the visual settings of the report, such as color palette or whether the title of the report should be displayed
  2. Enter a Report name.
  3. Set the Data configuration for the report. Depending on your choice, you will be prompted to select the specific data source or table to use for the report.  
    1. Select a Source type, either Table or Data Source. The name of the menu below will change to the name of the Source Type you have selected.
    2. Use the menu to select the source of the data you want to use for your report. 
      Note: Once you have made a selection, the Next button appears. Do NOT click it. You will need to create your filter conditions first. If you do click Next, you will need to wait for the report to run using all data within ServiceNow. You can go back and change the filter conditions after you click Next, but setting your filter conditions first will save a lot of time.
      • Table options include:
        • Incident [incident]
        • Knowledge [kb_knowledge]
        • Request [sc_request]
        • Change Request [change_request]
          Reports interface with Data tab active. Source type is set to Table and the Incident table has been selected.
      • Data source options include:
        • Knowledged.Used (Knowledge Use)
        • Incidents.Closed (Incident)
        • Change requests.Open (Change Request)
  4. Create the filter conditions for your report. 
    NOTE: If you do not set filter conditions before you move on, All results will display, which takes time and slows down your report.

Creating the filter conditions for your report

  1. Click the Open condition builder button open-condition-builder-filter-button-20180815.pngx to set the report criteria.
  2. Modify existing Conditions or add New Criteria.
    Reports Kingston interface. Data tab is active and filter conditions are expanded.
  3. Click NextThe report builder moves to the Type tab.
    Reports interface with Type tab active. Pie chart is selected.
     
  4. Decide if you want your report to display in graphical form or as a list.  
    • Choosing the Display data in a list type
    • Choosing a chart or graphical display type

Choosing to display data in a list

  1. (Click the Type tab if necessary.)
  2. Scroll to the Other section.
  3. Click the Display data in a list button.
    List Type option icon
  4. Click NextThe report displays in the selected format type and the report builder has moved to the Configure section with a Share button at the bottom. 
  5. Choose your Configure options. 
    • Click Choose columns and Add or Remove Fields from a List Report as you wish. 
    • Use the Group by menu to organize how the records are displayed. Options include field names and field values. For example, a report on knowledge activities by Author and Assignment Group can be grouped by Knowledge base.   
      • If you want to further organize the records, click the Additional group by button. 
  6. Click RunYour report appears as a list of Groups.
  7. Click Save. The report will be added to your My Reports list of reports found under View / Run > My Reports.
    Report Builder for list type report highlighting the Configure tab, Conditions section, and report results
  8. Click the Expand/Collapse Group KB0023501-expand-collapse-group-button-20180816.PNGx button to see the individual records for the group.
  9. Open the record list in a new window:
    1. Mouse over a Group link.
    2. Right-click to Show just this group. A new tab opens with a list of all the individual records.

Choosing to display your data as a chart

  1. (Click the Type tab if necessary.)
  2. Choose a chart Type.
  3. Click NextThe report displays in the selected format type and the report builder has moved to the Configure section. 
  4. Choose your Configure options. The available options depend on the chart type you selected.
  5. Click NextThe report displays as configured and the report builder has moved to the Style section with a Share button at the bottom.
  6. Change the Style your report if you wish. The options available depends on the chart type you selected.
  7. Click Run to see your report.
  8. Click SaveThe report will be added to your My Reports list of reports found under View / Run > My Reports.
    Report Builder for chart type report showing report results with the Style tab highlighted

Additional Information

Contact Technology Help if you have questions about creating or modifying reports in ServiceNow.

ServiceNow Vendor Support: Getting Started with Reports