Set up Microsoft 365 reporting configuration in risk
Set up the Microsoft 365 reporting configuration records to specify the data points and reports that you want to import in to a Microsoft Word document for risk reporting purposes.
Before you begin
Role required: sn_risk_advanced.ara_admin
About this task
Data is imported into a Microsoft Word document for risk reporting purposes. You must specify which tables and reports from your ServiceNow instance must be used to import data into the Microsoft Word. You can also specify the columns from a table from which you want to import data. Only those reports that are either created by or shared with the Risk administrator are available for selection.
Procedure
Navigate to All > Management Reporting of Risk > Microsoft 365 Reporting Integration > Reporting Configurations.
From the Microsoft 365 reporting configurations list, select New.
On the Microsoft 365 reporting configuration form, fill in the fields.
| Field | Description |
|---|---|
| Business domain | Domain from where the configuration is created. This field is automatically set to Risk. |
| Reporting item | Name of the configuration. For example, if you want to get data about your Risk statement in your word document, you can provide a name such as `Risk statement`. |
| Source type | Source from which you want to fetch the data. The choices are as follows:- Table: Select this option when you want to import data from a table. - Report: Select this option if you want to import data from a predefined report or chart. For more information on how to create a report, see Create a report with Analytics Q&A. Note: Only list reports, pivot reports, multi-level pivot reports, horizontal and vertical bar charts, and pie charts are available for selection. Stacked bar charts and grouped bar charts aren’t supported. |
| Source table | Source table to fetch data from. This field only appears when Table is selected from the Source type field. |
| Filter | Filter conditions to filter the records. This field only appears when Table is selected from the Source type field. |
| Columns | Column from the table whose values are to be inserted. This field only appears when Table is selected from the Source type field. |
| Source report | Available report to be inserted in the disclosure report. This field only appears when Report is selected from the Source type field. |
| Active | Option to indicate if the record is active. Only active records are available for selection in the document. |
- Select Submit.
What to do next
Add additional reporting configuration filters to the reporting configuration. These filters help to fetch the data into your Microsoft Word disclosure report. For more information, see Add additional reporting configuration filters for a Microsoft 365 configuration record in risk.