ServiceNow Reports (New UI): Schedule a Report

When a report you've run in ServiceNow has the filters, fields, and other information you desire, you can schedule your report so that you receive automatic, regular email notifications of the report. If you are using a Report Template, this article assumes that you have already made a copy of the report.

Scheduling a report

  1. To schedule your report click the share icon to the left of the Save button and select Schedule.
    Reporting interface with the Share icon selected and the Schedule option highlighted.
  2. Once on the schedule screen you will need to fill in some information.
    • Users and Groups: Be sure to add users or assignment groups that have access to the table that the report is being run from, otherwise they will see it as blank.
    • Email addresses: Use this to send to Google groups or other distribution lists that are not Assignment Groups or Users in ServiceNow.
    • Run: Select how often the report should be run.
    • Time: Select when the report should be run.
      • Important: Choose a time that is outside of business hours to reduce strain on the reporting queue and ensure you get your report in a timely manner.
    • Conditional: Opens a Syntax editor that allows you to indicate if certain conditions (i.e. new tickets were created) prior to generating the report.
    • Omit if no records: If checked, empty reports will not be sent.
    • Subject: Choose the subject line of the distribution email.
    • Introductory message: Enter an additional message that will be sent with the report in the distribution email.
    • Type: Choose the report output format.
      • Graphical reports (e.g., pie charts) can be sent as PNG or PDF files
        • Choose PDF or PDF-landscape to include the chart grid data.
      • List reports can be sent as PDF, Excel or CSV files.
    • Zip output: Check if you would like the report sent as a zip file.
    • Include with: Use this to search for and associate another scheduled report to send with the one you are creating.
  3. Once all fields have been filled out appropriately, click on Save to finalize the changes and schedule the report. 

Additional Information