ServiceNow Reporting

Set up a personal developer instance (PDI) by creating a ServiceNow account, signing in, and requesting the latest instance, then access your environment and begin exploring the ServiceNow reports tools.

Learn how ServiceNow versioning affects reporting, including upgrade considerations and module availability. Compare the reporting module, performance analytics, and platform analytics, which unifies reporting in a single workspace.

Create and customize your first ServiceNow report by selecting the incident table, choosing a list report, adding columns like closed and closed by, and filtering to the last 12 months.

Practice modifying, searching, deleting, and copying reports in ServiceNow; duplicate with insert and stay and rename for clarity as you build two new reports for a dashboard.

Create two ServiceNow reports: a pie chart of incidents by state with a count, and a time series bar chart of incidents created per month over the last 12 months.

Explore how dashboards in ServiceNow organize multiple widgets on a drag-and-drop canvas with interactive filters. Create simple, intuitive, and friendly dashboards that summarize data and can be shared with users.

Create an incidents dashboard in ServiceNow by adding three widgets: incidents created last month, by state, and over the last 12 months, and share it with a user.

Learn to build and apply interactive filters in ServiceNow dashboards to filter incident data by date and state without changing the original visualization.

Create a dashboard for change request process by building six widgets and two filters, including a change list with fields: number, created date, short description, type, state, and assignment group.

Create and customize a change request dashboard in ServiceNow by naming the dashboard 'Changes,' assigning it to the System Administrator, and adding the first widget to track progress.

Create a change list widget by configuring a list report from the dashboard and selecting the change request table with columns: number, created date, short description, type, state, assignment group.

Create a change score widget in ServiceNow Reporting by adding a new report, selecting the change request table, and applying a count aggregation to tally changes.

Create a ServiceNow report to show changes without an assignment group, using the change request table and score metric with an empty assignment group condition.

Build a top ten requester horizontal bar widget in ServiceNow reporting by selecting changed request as the source table, grouping by requested by, and limiting to ten with colored palette.

Create a line time series widget to display the monthly trend of change requests. Group by created, enable data labels, and save.

Create a ServiceNow reporting widget to visualize changes by type and state with a bar column, group by type and state, and display data labels for clarity.

Learn to build interactive filters in ServiceNow reporting, including a date filter on change request created dates and a state choice list, and apply them to dashboard widgets.

Discover how to export data in ServiceNow reporting, including PDF exports from dashboards, widget and report exports, and tabular exports to Excel or CSV with filters.

Drill down to underlying data from dashboard widgets, open list views, apply filters, and export results to isolate emergencies or specific authors without changing the dashboard.

ServiceNow uses a relational database of tables, such as incident and assignment group, to avoid redundancy; dot-walk retrieves related fields like the manager directly in reports.

Continue with ServiceNow intermediate reporting by enrolling in the next course, and learn to schedule reports, use multiple data sets, cascading filters, chart colors, function fields, and database views.