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    • Analytics, Intelligence, and Reporting
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    Home London Analytics, Intelligence, and Reporting Analytics, Intelligence, and Reporting Reporting Administering reports

    Administering reports

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    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.

    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, Delete, and Export settings.

    Navigate to User Administration > Roles to manage roles.

    Table 1. Report roles
    Role title[name] Description
    No role Can view reports that are shared with them.
    itil [itil], report user [report_user] Can create and view reports that have been shared with them. Cannot share, edit, or delete reports that have been shared with them.
    report publisher [report_publisher] Can Publish reports that they can manage. Publishing a report creates public a link to that report. Users with this role must also have another role that grants permission to create, edit, and share reports.
    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 them (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.
    • 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

      Report_view table ACLs prevent users from viewing report content derived from the table specified in the ACL. Report_view field ACLs prevent users from viewing reports that aggregate data grouped by the field specified in the ACL.

    • Remove the old Report Builder UI

      The admin can remove the old Report Builder and restrict users to the new Report Designer UI for creating and editing reports. With users restricted to the new UI, they can no longer switch to the old UI through a UI hyperlink in the upper right corner of the Report Designer.

    • Report statistics

      The Report Stats list enables you to view how often each of your 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.

    • Create a coloring rule for a multilevel pivot table

      Create coloring rules to change the color of a table cell of a multilevel pivot table based on its value and to highlight the more important values.

    • Domain separation in Reporting

      This is an overview of domain separation as it pertains to reporting and how it relates to report creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access 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_field type.

    • Report Administration module

      Learn how to administer reports on the ServiceNow platform using the Reports > Administration module.

    • Reporting properties

      Use properties to fine-tune report behavior and appearance.

    Related concepts
    • Dashboard permissions
    Related reference
    • Performance Analytics roles

    Tags:

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    Release version
    Choose your release version

      Administering reports

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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.

      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, Delete, and Export settings.

      Navigate to User Administration > Roles to manage roles.

      Table 1. Report roles
      Role title[name] Description
      No role Can view reports that are shared with them.
      itil [itil], report user [report_user] Can create and view reports that have been shared with them. Cannot share, edit, or delete reports that have been shared with them.
      report publisher [report_publisher] Can Publish reports that they can manage. Publishing a report creates public a link to that report. Users with this role must also have another role that grants permission to create, edit, and share reports.
      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 them (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.
      • 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

        Report_view table ACLs prevent users from viewing report content derived from the table specified in the ACL. Report_view field ACLs prevent users from viewing reports that aggregate data grouped by the field specified in the ACL.

      • Remove the old Report Builder UI

        The admin can remove the old Report Builder and restrict users to the new Report Designer UI for creating and editing reports. With users restricted to the new UI, they can no longer switch to the old UI through a UI hyperlink in the upper right corner of the Report Designer.

      • Report statistics

        The Report Stats list enables you to view how often each of your 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.

      • Create a coloring rule for a multilevel pivot table

        Create coloring rules to change the color of a table cell of a multilevel pivot table based on its value and to highlight the more important values.

      • Domain separation in Reporting

        This is an overview of domain separation as it pertains to reporting and how it relates to report creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access 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_field type.

      • Report Administration module

        Learn how to administer reports on the ServiceNow platform using the Reports > Administration module.

      • Reporting properties

        Use properties to fine-tune report behavior and appearance.

      Related concepts
      • Dashboard permissions
      Related reference
      • Performance Analytics roles

      Tags:

      Feedback

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