Create a Core UI report

task australia Updated Sep 17, 2026 7 min read t_CreateYourOwnReport.md
Raw file servicenow.com

Create Core UI reports in the legacy Report Designer tool to visualize and analyze instance data.

Before you begin

Role required: If the com.snc.par.coreui.report_create.enabled system property is true, any user with an internal role can create Core UI reports. For more information, see Platform Analytics experience properties.

About this task

Important: You cannot create Core UI reports on instances that were net new on Xanadu or later. On instances that were net new on older releases, you can continue to create Core UI reports, even if the instance was fully migrated to Platform Analytics.

Consider creating Platform Analytics data visualizations instead of Core UI dashboards. For more information, see Data visualizations in Platform Analytics.

Note:

Starting with Australia, you can find both Core UI dashboards and Platform Analytics experience dashboards in the Dashboards library. If the com.snc.par.coreui.dashboard_create.enabled system property is true, you can also create Core UI dashboards from the Dashboards library.

Procedure

  1. Follow one of these paths.

Create a report

Navigate to All > Platform Analytics > Library > Data Visualizations and select Create data visualization. In the modal, select Core UI. For more information, see Create Core UI reports on an upgraded instance.

Edit an existing report

All > Platform Analytics > Library > Data Visualizations and select a report with the UI version Core. Edit the report according to its type. For more information, see Core UI Report types.

Create a report on a Core UI dashboard

Navigate to All > Platform Analytics > Library > Dashboards, select the Core UI dashboard where you want to add the report, and select the Add Widgets icon ([Omitted image "AddWidgetButton.png"] Alt text: Plus sign button).

Edit a report on a Core UI dashboard

Navigate to All > Platform Analytics > Library > Dashboards, select the Core UI dashboard with the report you want to edit, and select the report.
2. On the **Configure** and **Style** tabs, fill in the fields, as appropriate.

  1. Select Save.

    The report is generated.

    Note: For details on creating a specific report type, see Core UI Report types.

Parent Topic:Using Core UI reporting

Related topics

Edit a responsive dashboard

Create a report with Analytics Q&A

Enter a question on the Report Designer form, and Analytics Q&A generates a report. Analytics Q&A gives you a choice of data sources and picks an appropriate visualization.

Before you begin

Analytics Q&A requires Natural Language Query (NLQ).

NLQ also must be enabled for use with the Report Designer, in Core UI Reporting properties. Check with your administrator.

Note: This topic refers to Reporting in the Core UI. For more information, see Data visualizations in Platform Analytics.

Analytics Q&A is not available when using Microsoft Internet Explorer.

Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on. To create Core UI reports in the Brazil release, the system property com.snc.par.coreui.report_create.enabled must be set to true.

About this task

Analytics Q&A supports the following languages:

  • English
  • French
  • Canadian French
  • Spanish
  • German
  • Japanese

The feature is not available in sessions that use an unsupported language.

Procedure

  1. Navigate to All > Platform Analytics > Library > Data Visualizations and select Create data visualization.

  2. In the modal, select Core UI.

  3. Start typing the information you want in the report into the Analytics Q&A field.

    Analytics Q&A uses keywords in your query to determine what kind of information you are looking for. It displays suggestions while you type based on these keywords. To see a full list of keywords and their uses, click How can I improve my results.

  4. Select Ask.

    Analytics Q&A generates the report, including an appropriate visualization.[Omitted image "nlq-generates-report.gif"] Alt text: Animation showing a report being generated with Analytics Q&A

What to do next

You can modify the report, such as changing the visualization type, in the left-margin menu. If you enter a new query and select Ask, you generate a new report. Any custom visualizations you added are cleared, but other settings persist in the new report.

Report options

When you edit a form, you can also choose to save, share, run, delete, or view more information about the report.

Note:

On net new Brazil instances and instances migrated to Platform Analytics experience, Reporting functionality is replaced with Data Visualizations. For more information, see Data visualizations in Platform Analytics.

All actions are available from the upper right side of the form, from the Save and Share lists and the Info, Delete, and Run buttons. Available report options vary depending on the role of the user working with the report.

[Omitted image "report-sources-icons.png"] Alt text: report options icons

Name

Description

Link ([Omitted image "link-icon.png"] Alt text: Link icon)

Displays the URL of a saved report that you can copy into other documents.

Info ([Omitted image "Form_ReferenceLookupIcon.png"] Alt text: Info icon)

Displays general and statistical information for the report. General information includes the base table, type, creator, users, groups, and last modification date of the report. Statistical information includes when the report was last run, the number of runs, and run time.

Sharing ([Omitted image "Form_ShareIcon.png"] Alt text: Sharing icon)

Displays several options for sharing the output of the report.

Share

Enables you to set the visibility of the report. Options are Me, Everyone, and Groups and Users. See Share a Core UI report for more information on sharing.This option is available from the Sharing icon ([Omitted image "Form_ShareIcon.png"] Alt text: Sharing icon).

Schedule

Creates a schedule for running the report. Note: You cannot schedule calendar reports.

Add to Dashboard

Adds the current report to a dashboard. For details on how to edit reports and other dashboard content, see Edit a responsive dashboard.

Export to PDF

Generates a PDF that you can download or email. This option is not available for calendar reports.Note: Drilldown reports don't export to PDF. If you select Export to PDF on a drilldown report, a PDF of the top-level report is generated.

Delete

Delete ([Omitted image "Form_DeleteIcon.png"] Alt text: Delete icon)

Deletes the report.

Save

Save

Saves your changes to the report and leaves the form open.

Update

Saves your changes to the report and returns to the Reports list.

Insert

Duplicates the report record, inserts it into the Reports list, and opens the Reports list. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.

Insert and Stay

Duplicates the report record, inserts it into the Reports list, and opens the new record. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.

Save as data source

Opens the Create new report source window in which you can save the report conditions as a report source that can be reused for other reports.

Run

Run

Creates the report based on the conditions and layout you select.
**Related topics**

Administering Core UI reports

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