Exporting automatically an excel files daily from a CMDB

FGeoffrey
Giga Contributor

‎01-18-2024 05:53 AM

Hi everyone,

i'm a new user of ServiceNow and I have a very specific need that i would like to do.

 

In the CMDB, i can see a page with all our computers. From there, i can select some filters to get only a certain model, with a certain status,...

this table can be exported to a excel file.

now, I would like to make it automatically, like twice a day. the excel files could be loaded on one of my folder (would be perfect but I don't know if possible) or send to me by mail.

Is it possible ?

Thanks in advance

 

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Sandeep132
Kilo Sage

‎01-18-2024 10:15 AM

Hi @FGeoffrey 

 

If you are looking to send the report as an attachment in email, you can utilize Schedule emails of reports feature available OOB. Check this documentation on how to schedule a report https://docs.servicenow.com/bundle/vancouver-now-intelligence/page/use/reporting/task/t_ScheduleARep...

 

If you are looking to export the file to external drive you have to set up Export sets. For this you need to configure a MidServer. More details can be found here https://docs.servicenow.com/bundle/vancouver-integrate-applications/page/administer/export-sets/conc...

 

Out of the 2 options you have, scheduling a report and sending it via email is pretty easy to setup. Hope this helps.

 

Thanks,
Sandeep