Generate a summary report

task australia Updated Sep 10, 2026 1 min read define-summary.md

Create and save as many templates as needed by using the ServiceNow Document Templates application. Create a summary report by selecting a document template for the report. Export the case details, in a PDF format, for documenting and sharing purposes.

Before you begin

Role required: sn_hr_core.case_writer

Confirm the installation of the following plugins:

Document Templates [sn_doc]
Employee Relations [com.sn_hr_employee_relations]

You must be assigned to the case.

Procedure

Navigate to All > HR Case Management > Agent Workspace for Case Management.
Create an HR case within the Employee Relations COE by selecting the Add icon (plus sign).

For detailed instructions, see Create a case in Agent Workspace for HR Case Management.

An employee relations case is created.
Select Summary Report.

[Omitted image "summary-report.png"] Alt text: Summary Report button in HR case form for generating case detail reports
In the Summary Report window, select a predefined document template format in which the case details are captured.

For details on how to create and use document templates, see Document Templates.
Select Generate.

Summary report is generated with case details, including work notes, and added as an attachment to the case.

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---
title: Generate a summary report
description: Create and save as many templates as needed by using the ServiceNow Document Templates application. Create a summary report by selecting a document template for the report. Export the case details, in a PDF format, for documenting and sharing purposes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/define-summary.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Generate a summary report

## Before you begin

Role required: sn\_hr\_core.case\_writer

Confirm the installation of the following plugins:

- Document Templates \[sn\_doc\]
- Employee Relations \[com.sn\_hr\_employee\_relations\]

You must be assigned to the case.

## Procedure

1. Navigate to **All** &gt; **HR Case Management** &gt; **Agent Workspace for Case Management**.

2. Create an HR case within the Employee Relations COE by selecting the **Add** icon \(plus sign\).

For detailed instructions, see [Create a case in Agent Workspace for HR Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/agent-workspace-for-hr-case-management/agent-ws-configurable-hr-create-case.md).

An employee relations case is created.

3. Select **Summary Report**.

\[Omitted image "summary-report.png"\] Alt text: Summary Report button in HR case form for generating case detail reports

4. In the Summary Report window, select a predefined document template format in which the case details are captured.

For details on how to create and use document templates, see [Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/document-templates-overview.md).

5. Select **Generate**.

Summary report is generated with case details, including work notes, and added as an attachment to the case.