Create an insights report

task australia Updated Sep 10, 2026 1 min read create-insights-report.md
Raw file servicenow.com

Build and run custom reports to uncover insights across your digital workspace. Use the capability to generate reports on any of the performance metrics on a device or application.

Before you begin

Role required: sn_dex.admin, sn_dex.engineer

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.

  2. In the primary navigation pane, select the DEX Insights icon [Omitted image "icon-insights.png"] Alt text:.

  3. Select the metrics to include in your query.

  4. Filter by Department, Device list, and Operating system.

  5. Select View results.

  6. Select Save, enter a name for the report, and select Save again.

    Note: You can save up to 10 custom reports. Delete an existing report that is no longer needed to make space for a new custom report. Select More actions > Delete report.

    For more details on the report fields, see Custom insights report form. To reopen a saved report later, see .

Keywords create insights reportinsights reportdex insightscustom reportperformance metrics report
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