ServiceNow Reports (New UI): Make a Copy of a Report

There are a couple of situations where you may want to make a copy of a report:

  • You have found a similar report in View/Run reports that you would like to customize for your own use.
  • You want to preserve a copy of a report that has been shared with you before experimenting with the report variables.

 Making a copy of a report

  1. Find and run the report you'd like to copy.
  2. Click on the Data Tab.
  3. Rename the report by changing or replacing the text in the Report name field.
    • Most of the time you will replace the word Template with your Internet ID.
    • If you are changing something specific about the report in any meaningful way, make sure the title appropriately reflects the content AND end the title with your Internet ID.
      The Data Tab selected with a cursor in the Report name field
  4. Click the drop-down menu to the right of Save to see the Save report options.
  5. Select Insert and Stay, which means copy the report and close the original.
    ServiceNow Save report menu options; insert and Stay highlighted
    A message appears saying the report has been created.
  6. Modify the report for your own needs.
  7. Click Save to save your changes.  

Additional Information