Thursday, April 09, 2015

ServiceNow: Steps to create a Global Report of List type

ServiceNow Global Report

ServiceNow Global Report


To create a Global Report of List type in ServiceNow, below steps need to be followed:

  • Enter ‘Report’ in Type Filter Text box on left hand side on top left
  • Click on Reports Γ  View / Run. Clicking View/ Run will open Reports screen
  • Click on New button to create a global report
  • Populate values for following fields

Name: Name for the global report
Type: Select ‘List’
Table: Select Table Name. For e.g. Hardware (alm_hardware)
Group By: Leave it blank if group by is not needed
Export details: Keep it checked
Header Footer Template: Default
Visible To: Select ‘Me’ option if like to visible to yourself, else select ‘Groups and Users’ option if you like the report to be visible for an specific Groups or custom list of users. Else select ‘Everyone’ option, if you like to make the report visible to all
Filter and Order: This can be used to set filter for records in selected Table
Columns: Select desired column list from Available to Selected box. To selected field to more granular level for fields appearing in green with plus sign, select the field and click sign icon. This will expand the field list. Normally this behaviour is seen for fields which act as Reference field. Now you can select the desired field name.

Once all values are selected, click Run Report which in turn will run the report and show the output records below in grid. You can click Save button to save the report.

5 comments:

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