ServiceNow (SNOW) Reporting Explaind
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The document outlines the steps for running reports in a system, including selecting fields, applying filters, and choosing report types. It provides information on how to arrange columns, utilize dot-walking for related fields, and consider various filter options based on configurations. Furthermore, it highlights specific tables for filtering tasks and approvals, including recommendations for effective search strategies.
ServiceNow (SNOW) Reporting Explaind
- 5. Use a pre-defined filter, select field to group by, choose nr of rows shown per page Shows Filter(s) used currentlyAdd more filters Add a standard filter Add, remove and arrange columns
- 6. Use pre- defined filter Group by a field Select rows per page Add, modify or remove filters Add, remove and arrange columns
- 7. 7
- 8. Run a report with your own criteria: 1. Fill in the following fields: • Type • Table • Group by • Filter and Order 2. Depending on the selections, define needed Columns 3. Click Run Report Available options depend on selected Report Type. E.g. Column selection only for report type List
- 9. 9 Pie ChartList Trend Chart Control Chart Box Charts Trendbox Charts Pivot TableCalendar Line Chart Pareto Chart Bar Chart Explore the different report types in SNOW, and read more from ServiceNow Wiki.
- 12. Dot-walking
- 13. Click to add related fields to the list Click a blue field to open a set of Related Fields List updates to show fields from selected table etc Links to current and previous tables always at top of the list. 1st Step (1 dot in front) Point of origin at the top 2nd Step (2 dots in front) etc
- 14. Add Filters (AND/OR) or Sorting You can remove or add filters also from here Several operators, available options depend on the selected field. Choose fields from table in question, or related fields using dot-walking Sort rules are applied from top to bottom, if multiple defined. If no Sort rules defined, data is sorted ascending by first column.
- 19. Choose Table: CIs Affected Configuration item finds all tickets related to the CI. Note: Searching multiple Cis would require own filter for each CI with OR condition. Searching also Summary & Description gives better coverage, as Cis are not always related. Note: If Cis are only in attachment, those cannot be searched. Use dot-walking to select columns from Task & CI forms
- 20. Choose Table: Approval Use dot-walking to select columns from Approval For (=ticket). Filter with State to see only open approvals. (You could also check rejections/approvals). Filtering for tickets assigned to your application’s support group(s) or with your application selected as the Affected CI/Service. Excluding KB articles, as their ID or other details are not shown correctly via this table.
- 21. Choose Table: Task Choose columns, e.g. Number, Due Date, Summary & Assignment Group. Filter with Application name. Note: Or filter with your support group(s) Excluding Closed & Resolved tickets Sort with due date, to see which ones are the most urgent ones Note: Possible to include also Comments & WorkNotes to a report!
- 22. Choose Table: Task Choose columns, e.g. Task, Task.Status, Has breached, Task.Due Date Filter with your support group(s) Exclude closed tickets Sort with Actual time left, or Due Date Exclude cancelled SLAs