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This article explains how to create reports and dashboard in ServiceNow.
Table of Contents
Overview
Reports
ServiceNow includes a range of predefined reports. You can also create your own reports. Reports can be added to dashboards and shared with colleagues.
For example, if you wanted to view currently unassigned tickets within your team, a report can be created for this and added to the team's dashboard. Or if a team needed a daily report of all incidents raised, a report can be created and automatically circulated each morning as a spreadsheet.
Essentially a report can be created for any type of data that exists within ServiceNow. Other examples include tickets assigned for each team member, tickets that have not been updated within a certain time frame, number of tickets assigned and resolved per week/month.
Dashboards
A dashboard is a drag and drop canvas for gathering and visualising reports and statistics. Dashboards are useful for providing an overview of your team's work.
A number of different types of content (widgets) can be added to a dashboard, including reports that have been created previously. In addition to those shown in the example above, listed below are some of the other types of report that can be added to a dashboard.
Ticket summary list (for example tickets currently open and recently resolved):
Tickets currently assigned to each team member:
Tickets waiting to be assigned:
Data for a team's changes (for example those completed in the last 7 days and to be implemented in the next 7 days):
Video tutorial
The following video provides guidance on how to:
- Create a dashboard
- Add widgets (including reports) to a dashboard
- Create reports
- Share and schedule a report
- Add a report to a dashboard
Once you have started playing the video, options will appear at the bottom right allowing you to turn on/off closed captions, change the playback speed and view the video full screen if you wish.
If you have any queries about reports and dashboards in ServiceNow please contact your group manager or serviceline@soton.ac.uk.
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