Create External Report from ServiceNow

This article details how to build an External Report in Metric Insights that is linked to a Report on the ServiceNow server. 

PREREQUISITES:

1. Add New Report

Access New > External Report > ServiceNow

  1. Provide a descriptive phrase in Name 
  2. Specify Category where External Report will be placed
  3. Define whether content has to be updated manually or automatically
    • For "Automatically Collected", specify Report Image Trigger 
  4. Choose the ServiceNow Plugin Connection Profile 
  5. Select Report (Object) that will be used for External Report
  6. [Next: Define Details]

2. Specify Report Settings

  1. Show Report in defaults to "External Webpage". For "Viewer", select to show the External Report:
    • "In iframe": to embed the Report into Metric Insights
    • "As static image": to show an image of the Report in Metric Insights. NOTE: For this option, make sure you Collect Image before going to Viewer.
    • "As PDF": to show a PDF version of the Report in PDF viewer in Metric Insights. ServiceNow Plugin supports getting native PDFs. NOTE: To display this option in the Editor, enable Collect additional files > PDF on the Advanced tab.
  2. Optionally, [Edit URL] to modify the URL by appending a question mark (?) followed by any filter or parameter settings
  3. Optionally, [Test URL] to test how your Report will be displayed on External Webpage or in Viewer, depending on the display option selected in the previous step
  4. Select Report Image option:
    • "Always collect all instances of external report": collect all images and cache them on a schedule
    • "On Demand: only when needed for distribution": individual images are only collected when they need to be included in an email

3. Collect Image and Publish

  1. [Collect Image]
  2. [Enable & Publish] in the upper right corner to view External Report in Viewer