Skip to content
Release: Australia · Updated: 2026-04-16 · Official documentation · View source

Create a report

On instance upgraded to Australia, you can create Core UI reports in the legacy Report Designer tool to visualize and analyze current instance data or temporary data that you have imported.

Before you begin

Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on. To create Core UI reports in the Australia release, the system property com.snc.par.coreui.report_create.enabled must be set to true.

Procedure

  1. Follow one of these paths.
Create a reportNavigate to All > Platform Analytics > Library > Data Visualizations and select Create data visualization. In the modal, select Core UI. For more information, see .
Edit an existing reportAll > Platform Analytics > Library > Data Visualizations and select a report with the UI version Core. Edit the report according to its type. For more information, see Report types.
Create a report on a Core UI dashboardNavigate to All > Platform Analytics > Library > Dashboards, select the Core UI dashboard where you want to add the report, and select the Add Widgets icon (
Image omitted: AddWidgetButton.png
Plus sign button).</td></tr><tr><td id="d199933e182"><strong>Edit a report on a Core UI dashboard</strong></td><td>Navigate to <strong>All</strong> &gt; <strong>Platform Analytics</strong> &gt; <strong>Library</strong> &gt; <strong>Dashboards</strong>, select the Core UI dashboard with the report you want to edit, and select the report.</td></tr></tbody>
  1. On the Configure and Style tabs, fill in the fields, as appropriate.

  2. Select Save.

    The report is generated.

    Note: For details on creating a specific report type, see Report types.

Parent Topic:Using reporting

Related topics

Edit a responsive dashboard

Create a report with Analytics Q&A

Enter a question on the Report Designer form, and Analytics Q&A generates a report. Analytics Q&A gives you a choice of data sources and picks an appropriate visualization.

Before you begin

Analytics Q&A requires Natural Language Query (NLQ).

NLQ also must be enabled for use with the Report Designer, in Reporting properties. Check with your administrator.

Note: This topic refers to Reporting in the Core UI. For more information, see Data visualizations in Platform Analytics.

Analytics Q&A is not available when using Microsoft Internet Explorer.

Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on. To create Core UI reports in the Australia release, the system property com.snc.par.coreui.report_create.enabled must be set to true.

About this task

Analytics Q&A supports the following languages:

  • English
  • French
  • Canadian French
  • Spanish
  • German
  • Japanese

The feature is not available in sessions that use an unsupported language.

Procedure

  1. Navigate to All > Platform Analytics > Library > Data Visualizations and select Create data visualization.

  2. In the modal, select Core UI.

  3. Start typing the information you want in the report into the Analytics Q&A field.

    Analytics Q&A uses keywords in your query to determine what kind of information you are looking for. It displays suggestions while you type based on these keywords. To see a full list of keywords and their uses, click How can I improve my results.

  4. Select Ask.

    Analytics Q&A generates the report, including an appropriate visualization.

Image omitted: nlq-generates-report.gif
Animation showing a report being generated with Analytics Q&amp;A

What to do next

You can modify the report, such as changing the visualization type, in the left-margin menu. If you enter a new query and select Ask, you generate a new report. Any custom visualizations you added are cleared, but other settings persist in the new report.

Report options

When you edit a form, you can also choose to save, share, run, delete, or view more information about the report.

Note:

On net new Australia instances and instances migrated to Platform Analytics experience, Reporting functionality is replaced with Data Visualizations. For more information, see Data visualizations in Platform Analytics.

All actions are available from the upper right side of the form, from the Save and Share lists and the Info, Delete, and Run buttons. Available report options vary depending on the role of the user working with the report.

Image omitted: report-sources-icons.png
report options icons
NameDescription
Link \(
Image omitted: link-icon.png
Link icon\)
Displays the URL of a saved report that you can copy into other documents.
Info \(
Image omitted: Form\_ReferenceLookupIcon.png
Info icon\)
Displays general and statistical information for the report. General information includes the base table, type, creator, users, groups, and last modification date of the report. Statistical information includes when the report was last run, the number of runs, and run time.
Sharing \(
Image omitted: Form\_ShareIcon.png
Sharing icon\)
Displays several options for sharing the output of the report.
ShareEnables you to set the visibility of the report. Options are Me, Everyone, and Groups and Users. See Share a Core UI report for more information on sharing.This option is available from the Sharing icon (
Image omitted: Form_ShareIcon.png
Sharing icon).</td></tr><tr><td>
Schedule
Creates a schedule for running the report. Note: You cannot schedule calendar reports.
Add to DashboardAdds the current report to a dashboard. For details on how to edit reports and other dashboard content, see Edit a responsive dashboard.
Export to PDFGenerates a PDF that you can download or email. This option is not available for calendar reports.Note: Drilldown reports do not export to PDF. If you select Export to PDF on a drilldown report, a PDF of the top-level report is generated.
PublishCreates a URL for the report and displays the URL above the report form. You can email this URL to share the report.
Delete
Delete \(
Image omitted: Form\_DeleteIcon.png
Delete icon\)
Deletes the report.
Save
SaveSaves your changes to the report and leaves the form open.
UpdateSaves your changes to the report and returns to the Reports list.
InsertDuplicates the report record, inserts it into the Reports list, and opens the Reports list. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.
Insert and StayDuplicates the report record, inserts it into the Reports list, and opens the new record. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.
Save as data sourceOpens the Create new report source window in which you can save the report conditions as a report source that can be reused for other reports.
Run
RunCreates the report based on the conditions and layout you select.

Related topics

Administering reports

sndocs is an independent community mirror and is not affiliated with or endorsed by ServiceNow.

ServiceNow, the ServiceNow logo, Now, and other ServiceNow marks are trademarks and/or registered trademarks of ServiceNow, Inc., in the United States and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.

© 2026 ServiceNow, Inc. All rights reserved.

Documentation content is redistributed under the Apache License 2.0 from the ServiceNowDocs repository.