Administering reports - Product Documentation: Vancouver

Administering reports

Analyze and optimize business processes > Reporting, dashboards, and Performance Analytics in the Core UI >

Administering reports

Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.

To administer reports, reporting roles, and report sources, navigate to Reports > Administration and select the area to administer.

Provides management practices for reports to ensure that they deliver the intended value without impacting system performance. Reporting roles Note: Users must have the report_user role to see the Reports module on the application navigator (left navigation pane). Users with any reporting role or the itil role can access the following report options for all reports that are visible to them: Insert , Insert and Stay , Add to Dashboard , and Export to PDF . In the table below, the term manage indicates access to the following report options: Update (edit), Delete , and Export settings .

Table 1. Report roles Role title[name] Description No role Can view reports that are shared with them. ACL-based The report_view access controls on tables and fields limits the ability to read, edit and create reports. Administrators can create other ACL rules. You need a role that gives you access to the data that is the subject of the report. For more information, see Restrict report creation with an ACL rule and Report_view access control . report user [report_user], itil Can create reports and view reports that have been shared with them. Cannot share, edit, or delete reports that have been shared with them. report scheduler [report_scheduler] Can Schedule emailing of all reports that they can see, including reports they cannot manage. Users with this role must also have another role that grants permission to create, edit, and share reports. group report user [report_group] Can manage and share reports that are shared with the groups they are members of (listed in Group ). global report user [report_global] Can manage reports that are shared with everyone (listed in Global ). report administrator [report_admin] Can manage, share, publish, and schedule all reports. Can access Reports > Administration and manage all report-related objects. The report_admin role inherits all other report roles. report description administrator [report_description_admin] Can read and update table and field descriptions for reports.

Restrict report creation with an ACL rule Create an access control list rule to restrict who can create a report on a table, data source, or database view. Report_view access control The report_view operation is a record type access control list (ACL) that restricts access to reports. Only users who have one of the required roles can view reports that contain the restricted resource. ACL Assessment for Reports Use the ServiceNow® ACL Assessment for Reports to identify reports that are blocked by report_view ACLs (access control lists). Column view access control for list reports For list reports, the glide.report.add_to_list_supported system property enables the add_to_list access control list. This access control list (ACL) prevents users from reporting on list report columns with sensitive data. Report permission issues There are several reasons why a report is showing less information than expected or possibly no data at all. These include insufficient permissions on the report and the report not being shared. Report statistics The Report Stats list enables you to view how often each of your Core UI reports is run and how long it takes for the reports to run. Report sources Report sources are predefined data sets for creating reports. Report ranges Use a report range to define data intervals that are used in bar and pie charts. Using imported report data Imported Excel spreadsheets enable you to generate reports based on data maintained outside of your instance and to distribute those reports. Reporting on system tables System tables are, by default, restricted from the Reporting module. Map report administration Learn how about the different objects that are used in map reports, and how to create and modify them. Administer table and field descriptions Users with the report_description_admin role can add and edit table and field descriptions that users see when they create reports. Create coloring rules for multilevel pivot reports Configure rules for how numerical values are displayed in a multilevel pivot table report. Coloring rules make it easy to highlight the more important values. The color rule is applied to the content of cells in pivot reports. Create coloring rules for single score reports Configure rules for how numerical values are displayed in single score reports, to highlight why a value is important. Domain separation and Reporting Domain separation is supported in reporting and relates to report creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data. Quick start tests for Reporting Validate that Reporting still works after you make any configuration change such as applying an upgrade. Copy and customize these quick start tests to pass when using your instance-specific data. Customize calendar reports You can specify the fields that are displayed in calendar tasks. Translate a report’s grouping labels When executing reports that group results by a Translated Text field, to ensure that individual field labels and values display as translated, use the translated_text type. Report Administration module Learn how to administer reports on the ServiceNow platform using the Reports > Administration module.

Parent Topic: Reporting

Related concepts Dashboard permissions

Related reference Performance Analytics roles