How to send a scheduled report (CSV file) to external server from ServiceNow

[sivanagalakshmi]

Hi,

Could someone please help me for below requirement.

I have a report which is there on custom table which needs to schedule on weekly basis and send to external sever.

CSV files need to send to external server.

Thanks,

[Ankur Bawiskar]

@sivanagalakshmi 

you can configure scheduled report which sends csv of that report's table to users/groups/recipients.

But not to external Server.

For that you will have to design a custom solution

what does this external server mean -> FTP?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[sivanagalakshmi]

Hi Ankur,

Server is FTP /SFTP

[Bhuvan]

@sivanagalakshmi 

I have not used below method but you can give a try using Flow Designer subflow & action

https://www.servicenow.com/docs/bundle/zurich-source-to-pay-operations/page/product/sourcing-procure...

You can also try below approach

https://www.servicenow.com/community/app-engine-forum/to-export-file-from-service-now-mid-server-to-...

If this helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[Vivek Tirpude1]

Hi Sivanaga,
You can try this approach.

1. Go to Export Sets module

2. Create one report based on your custom table by mentioning date and time (by selecting CSV option)

3. This export set will, export a CSV report file in MID Server folder

4. Now there are 2 ways to send a file to external system.
a) Share the MID Server folder which has CSV file (by going into folder sharing option)

b) Use SFTP client to send CSV file from source location to target location (this will need required permission like IP Address / firewall)

5) After file is shared, please create simple BATCH command file to remove the already shared CSV report file and make space for the new CSV file for next week export.

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Simplest way
Send CSV file as attachment is by using Scheduled Reporting.

Hopefully external system is having capability to receive email and download the attachment

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If RPA (Automation Anywhere or UI PATH) exists, please check with them for Automate this activity.