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. Name: Provide a descriptive phrase.
  2. Category: specify where the External Report will be placed.
  3. Automatically Collected/Manually Uploaded: Define how the content is to be updated.
    • For "Automatically Collected", specify Report Image Trigger. 
  4. Plugin Connection Profile: Choose the ServiceNow Data Source.
  5. Report: Select the required ServiceNow object that will be used as a source for the 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 document": 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. Report Image: select one of the two options:
    • "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 the External Report in Viewer.

For more information on the Crop Tall Images to Default Size setting, refer to Long Images Display.