Part 1: Reports & Dashboards || Reports Creation || ServiceNow

Main ideas / concepts conveyed

• The video teaches how to create reports in ServiceNow, specifically using the Reports feature within a View/Run workflow.
• The presenter demonstrates creating reports for two tables/modules:
  • Incident: to build a P1 incident report
  • Change Request: to build several open/typed change request reports
• It shows how to:
  • Select a data source (table) for the report
  • Apply filter conditions (e.g., priority = P1, active = true)
  • Choose visualization/chart types (bar/pie/donut, time series, pivot, pyramid, etc.)
  • Use group-by and styling options
  • Save reports and manage them as favorites
  • Use Insert and Stay to create report variants without losing the original

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Method / step-by-step report creation workflow (detailed)

A. Start creating a report

• In ServiceNow, go to the Reports section.
• Look for report actions such as:
  • View Run (used to create and manage reports in the shown workflow)
  • Create new report
  • Schedule report (mentioned but not demonstrated)
• Click View Run to see existing reports.

B. Create a new report (Incident: “P1 incident report”)

• Click Create report.
• In the report UI, provide:
  • Report name (example: P1 incident report)
  • Source type (set to Table)
  • Data source table name (example: incident)
• Run the report and confirm baseline results.
• Add filter conditions and run again:
  • Set priority = P1
  • Set active = true
• Confirm counts change (example outcomes shown):
  • After priority = P1: 27 incidents
  • After adding active = true: 16 open P1 incidents
• Save the report.

C. Configure report presentation options

• Visualization/chart options mentioned include:
  • bar, pies, donuts
  • time series
  • pivot table
  • pyramid
• Under Configure:
  • Use Group by for displayed columns
  • Apply multiple Group by options
  • Adjust styles, such as:
    • Title size
    • Title color
    • Horizontal alignment (noted as “horizontal ment” in the summary)

D. Create additional reports (Change Request: “open change request”)

• Return to View Run.
• Click Create report again.
• Select:
  • Source table: change request
  • Run to see total change requests (example shown: 104)
• Add a filter condition to show only open records:
  • active = true
• Run again (example outcome shown: 93 open change requests)
• Save the report (open change request report created).

E. Create report variants using “Insert and Stay”

Example flow shown for different change request types:

1. Create a report for Standard change type

   • Set type = standard (keeping active = true)
   • Run (example outcome: 4 standard change requests)
   • Save

2. Create a Normal variant via copying

   • Change the type to normal
   • Click Insert and Stay
     • Result: a new report is created while the old report remains
   • Run and confirm count (example outcome: 84)

3. Create an Emergency variant

   • Change type to emergency
   • Click Insert and Stay
   • Run and confirm count (example outcome: 5)

F. Mark reports as favorites

• The presenter shows how to mark a report as a favorite using an available UI option.

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Main “report set” created (as described)

Five reports total:

1. P1 incident report
2. All open change request report
3. Standard change request report
4. Normal change request report
5. Emergency change request report

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What’s coming next (teased)

• Next session will cover dashboard creation, including:
  • Copying/duplicating/deleting dashboards
  • Adding these reports into a dashboard
  • Creating tabs within the dashboard

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Speakers / sources featured

• Single presenter/tutorial channel (unnamed in the summary), referenced only by a generic greeting (e.g., “hello everyone welcome back…”).
• No other named external speakers or sources are featured in the subtitles.