Export record information in pre-defined excel format

headstrong
Tera Contributor

Hello Experts,

 

We have a requirement to export record information in pre-defined excel format where different fields are aligned in each row and few cells may have pre-defined colors.

Below are some option which I figured out but would like to know more how to achieve this technically.

a file can be generated with the following options:

  • CSV/JSON/XML easily possible via script or directly in Flow Designer (JSON Builder)
  • Excel file or PDF via scheduled report
  • Custom solution via MID Server and PowerShell script

 

Thanks in advance.

3 REPLIES 3

Slava Savitsky
Giga Sage

There is no native functionality in ServiceNow for generating Excel files with a custom structure and/or formatting. You need to export your data to another system that either has that capability or supports scripting languages, with which it is possible to generate a custom Excel file.

headstrong
Tera Contributor

Thanks for the reply.

 

Yes, thats the reason I am looking for solution. Can you please be more specific with your solution if possible. I have couple of theories already but need some more details how to achieve this.

Which part do you need help with? For exporting data you could use Export Sets. As for the Excel file generation script, it depends on the exact requirements and on the programming languages you are familiar with. In fact, that part has nothing to do with ServiceNow, so you probably have higher chances of getting help with it on specialized programming forums.