Steps to Create Drill-Down Reports in ServiceNow

To create a drill-down report in ServiceNow, you can utilize the following steps:

1. Access the “Reports” module in ServiceNow.
2. Click on “Create New” to initiate the report creation process.
3. Choose the appropriate table that contains the data you want to report on.
4. Define any necessary filters to narrow down the report data.
5. In the “Columns” section, select the fields you want to include in the initial summary view of the report.
6. Scroll down to the “Report Options” section and enable the “Enable Drilldown” option.
7. In the “Drilldown Columns” field, select the fields you want to use for drill-down analysis. These fields will be displayed when users click on a summarized value in the report.
8. Configure any other report settings as required, such as title, visibility, and sharing options.
9. Save the report and run it to view the initial summary report.
10. To drill down into the data, click on a summarized value in the report. This action will display the detailed records associated with that particular value based on the drill-down columns you specified.

Following these steps will enable you to create a drill-down report in ServiceNow. Users can then interact with the report by clicking on summarized values to view detailed data related to their selection.

Let’s say you want to create a drill-down report in ServiceNow to analyze incidents created countries and states wise. Here’s an example of how you can set it up:

1. Access the “Reports” module in ServiceNow.
2. Click on “Create New” to start creating a new report.
3. Choose the “Incident [incident]” table as the source for your report since you want to analyze incidents.
4. Define filters to focus on the incidents you want to include in the report. For example, you can filter based on the incident’s creation date or any other criteria.
5. In the “Columns” section, select the following fields:

• “Country” field: This field represents the country associated with the incident, such as “United States,” “Canada,” or “Australia.”
• “State” field: This field represents the state or province associated with the incident, such as “California,” “New York,” or “Queensland.”

1. Scroll down to the “Report Options” section and enable the “Enable Drilldown” option.
2. In the “Drilldown Columns” field, select the “State” field. This means that when users click on a summarized country value in the report, they will see a detailed breakdown of incidents by state within that country.
3. Configure other report settings as needed, such as title, visibility, and sharing options.
4. Save the report and run it to view the initial summary report, which shows the number of incidents created in each country.
5. To drill down into the data, click on a summarized country value in the report. This action will display a detailed breakdown of incidents by state within that country, showing the number of incidents created in each state.

With this drill-down report, you can analyze incidents created countries and states wise. Users can easily navigate from the summary view at the country level to a more detailed view at the state level to gain insights into incident distribution across different geographical regions.