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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an Automation Discovery report

Create an Automation Discovery report to analyze your records for automation opportunities.

Before you begin

Role required: admin, nlu_admin, or sn_auto_discovery.DiscoveryAuthor

About this task

Important: Starting with the Zurich release, Automation Discovery is deprecated. It will be hidden and no longer installed on new instances but will continue to be supported in Australia. Support will be withdrawn in a future release. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Procedure

  1. Navigate to All > Automation Discovery > Automation Discovery Reports.

  2. Select New Report.

Image omitted: new\_auto\_disc\_report\_form.png
New report form in Automation Discovery.
  1. Fill in the form fields.
FieldDescription
Data sourceType of records that you want to analyze.Default is Incident (incident).
Filter byCriteria for selecting the records you want to analyze.
Field to AnalyzeField on the data tables that you want Automation Discovery to analyze.
TaxonomyModel to run the data against. The default is ITSM, which supports English, French, German, Japanese, and Spanish. The Predictive AIOps taxonomy supports only English. Select the check box to use the same taxonomy to group unmatched records together.
Frequency

How often the report runs with the given conditions. Default is Run Once.

You can choose to continuously run a report after adding opportunities to your model to check the improvement.

Recipient listUsers to receive the report via email.
Report nameName of the report.
**Note:** The **\# of records** number provides an estimate of how many records meet your criteria.
  1. Select Run Report.

    Your report appears at the top of the list on the Discovery Reports page. The page lists the Status of your report. After the analysis completes, you can select the report to view the results.