Set up Microsoft 365 reporting configuration

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • 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 disclosure reporting purposes.

    Before you begin

    Role required: (per product)
    • In Operational Sustainability Management: sn_esg_msoff_intg.admin
    • In Audit Management: sn_audit.admin

    About this task

    Data is imported into a Microsoft Word document for disclosure reporting purposes. When creating these Microsoft Word disclosures, you must specify which tables, reports, and data visualizations from your ServiceNow instance must be used to import data into your Microsoft Word document. 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 ESG administrator are available for selection.

    Procedure

    1. Navigate to once of the following locations:
      • All > Operational Sustainability Management > Microsoft 365 Reporting Integration > Reporting Configurations
      • All > Audit > Audit report > Reporting Configurations
    2. From the Microsoft 365 reporting configurations list, select New.
    3. On the Microsoft 365 reporting configuration form, fill in the fields.
      Table 1. Microsoft 365 reporting configuration form
      Field Description
      Business domain Domain from where the configuration is created. This field is automatically set to Operational Sustainability Management.
      Reporting item Name of the configuration. For example, if you want to get data about your operational sustainability goals in your word document, you can provide a name such as My sustainability goals.
      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.
      • Data visualization: Select this option if you want to import data from a data visualization in the Performance Analytics library. For more information, see Overview of data visualization types.
      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 are not 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.
      Track configuration Option to track any changes made to the data inserted using configuration and log those changes in the log table.
    4. 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.