Import data in to a Microsoft Word disclosure report

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

    • Import and insert data and reports into a Microsoft Word disclosure report document from a ServiceNow instance. You can only import and insert the data that is configured in your reporting configurations.

    Before you begin

    Role required: sn_esg_msoff_intg.reader

    Procedure

    1. Navigate to the Microsoft Word document in which you want to insert data.
    2. On the ribbon, select Insert Link.
      On the right side pane, the ServiceNow log in screen appears.
    3. To log in to your ServiceNow instance, select Log in.
      1. A message is displayed that states that ServiceNow Reporting will display in a new window, select Allow.
      2. On the ServiceNow login screen, provide your credentials.
      3. Select Allow.
    4. To insert an Operational Sustainability Management data point from a table into the document, move the cursor at the point where you want to insert data.
      1. Select the Data tab on the right side pane.
      2. The Business domain field is set to Operational Sustainability Management.
      3. In the Reporting Item field, select the Microsoft 365 reporting configuration record you want to insert.
        The additional filters dynamically appear based on the configuration record selected.
      4. In the Value to insert field, select the column from which you want to insert data.
      5. Select Add.
    5. To insert data in HTML format move the cursor at the point where you want to insert data.
      1. Select the Data tab on the right side pane.
      2. The Business domain field is set to Operational Sustainability Management.
      3. In the Reporting item field, select the configured report that you want to insert.
      4. In the Metric definition field, select the Metric definition that contains the HTML content you want.
      5. In the Response field, select the HTML content you want.
      6. In the Value to insert field, select Response
      7. Select Add.
      The HTML content excluding images is inserted in to the disclosure report document.
    6. To insert a report, move the cursor at the point where you want to insert data.
      1. Select the Table tab on the right side pane.
      2. The Business domain field is set to Operational Sustainability Management.
      3. In the Reporting item field, select the configured report that you want to insert.
      4. Select Add.
      The data is inserted in to the disclosure report document. The inserted text takes the formatting of the document. You can modify the formatting as required.
    7. To insert a chart, move the cursor at the point where you want to insert the chart.
      1. Select the Chart tab on the right side pane.
      2. The Business domain field is set to Operational Sustainability Management.
      3. In the Reporting item field, select the configured report that you want to insert.
      4. Select Add.
      The chart is inserted in to the disclosure report document. The inserted chart can be modified according to your preferences. For example, you can change the colors, the type of chart and so on.
    8. To copy the document ID, select the copy icon.
    9. To view the details of any record that is inserted in the document, select the content control, and then select Open link.
    10. To view the list of all ServiceNow links that you’ve inserted in the report and obtain the latest data on the document, select Manage Links.
      1. Select the check boxes for the links that you want to refresh.
      2. Select the refresh icon.
        The data is refreshed while displaying the time of refresh and retaining the formatting of the document.
    11. To identify and highlight which content control is selected on the report, select the three vertical dots or the more actions icon.
      The content control is highlighted in the right pane.
    12. To create a claim to be used in the disclosure report, refer to Create a claim from Microsoft Word.