this video guides you through using dashboards and creating reports to share valuable information about your applications the report designer enables you to create and share visualizations based on the information in your instance you can add these visualizations to your dashboards and landing pages this allows information and insights to be easily shared and accessed across your team or organization responsive dat dashboards in the content frame let users share widgets like reports and performance analytics visualizations this dashboard is shared among users with the iil rooll we can create our own dashboards and view dashboards that other people have shared with us if we have editing privileges for a dashboard like we do here we can add reports and other widgets with live data so other people the dashboard is shared with can can see them you can create reports right from a list just rightclick a column label to generate bar chart and pie chart reports like we've done here report data is grouped by the column you selected if the list was filtered the report only includes the filtered data you can also leverage existing reports here we're logged in as Beth angland to view the reports shared with Beth first go to the reports application and then click view run from the reports list we see reports created by the logged in user in this case Beth hasn't created any reports yet you can also see reports that are shared by specific groups or users reports that are shared AS Global and all reports that the logged in user can see you can open and run any of the reports in the list now let's create a bar chart report of open incidents based on priority to create a new report we can select create new Under the reports module or select create a report you can also create a report from other places in your instance for this example we'll create a report from the report rep module first we'll give the report a name this is a mandatory field it's important to use a name that's logical and clear we'll call our report incident priority next we select a source type you can create a report from a data source or a table here's the difference when you're using a table you need to provide all the conditions to select report data from the table even if many of the conditions are the same from one report to another but a report Source defines a standard set of conditions for querying a particular table which can be reused in other reports note that in the report designer report sources are called Data sources so to use an existing set of conditions we select data source as the source type and then select the data source for open incidents if there's already a report based on that data source a message is displayed click the link to review the list it's a good idea to check because the report you're creating might already exist but this time an existing report is not available so we'll go back to finish creating our report with the first three Fields set we click next which advances us to the type tab you can jump to any part of the report designer by clicking the tabs at the top or navigate by clicking back or next here under the type tab choose the format for your report bar charts pie charts time series multi-dimensional and lots more there's a description of each type at the top of the section for our report let's choose a simple bar chart the data is displayed in the visualization we chose in this case a bar chart and here's the incident data easy we'll group the data By Priority then we can refresh the report by clicking next run or the refresh icon now we see a visualization of all the open incidents grouped By Priority when we're happy with the way the data is displayed we go to the style tab to change the size colors and other visual aspects there are various options available to help you customize the the visualization of your report there's a good selection of colors to choose from let's give the bar chart some color variations to set the data apart for the chart color we'll use a color palette now let's refresh the report okay our report looks great so let's save it and now our report is ready to use in share to share our report we click share or the sharing icon in the header report creators can add a report to a dashboard or export it to PDF to add a report to a dashboard click add to dashboard then select the dashboard from those you able to edit but we won't add our report to a dashboard so we'll just cancel this exporting the report to PDF is also an option but remember that when you export to PDF you lose the benefit of sharing real-time information additional report sharing options are available based on role these include share a report with other service now users and groups schedule a report and publish or unpublish a report the suggested option is to share the report Click Share to view the options you can share the report to only yourself everyone in specific roles or different groups and users users must already have access to the data to see it in the report reports that present aggregate data such as Pi or bar charts do not require access to underlying data publishing creates a URL for others to access the report including people who are not service now users when anyone navigates to the URL the report is generated with current data so make sure the URL is shared only with people who should have access to the data after you publish the report you can unpublish it at any time click schedule to schedule the report to be run and shared with users and groups via email add the text of the email in the introductory message for more information see our product documentation or knowledge base or ask a question in the service now community