Hi @UshaRamyaB ,
I understand your requirement to enable users without admin or itil roles to export reports in Excel format. Here's a step-by-step guide based on validations from ServiceNow's official documentation:
1. Assign Necessary Roles
To allow users to export reports, assign the following roles:
These roles are essential for report access and export functionalities.
2. Configure Access Control Lists (ACLs)
Ensure that users have the appropriate ACLs:
report_view ACL: Controls access to reports. Verify that this ACL is configured to allow the assigned roles to view and export reports.
Table-level ACLs: Confirm that users have read access to the tables the reports are based on.
Proper ACL configuration is crucial for seamless report access and export.
3. Exporting Reports to Excel
Once roles and ACLs are set:
Navigate to Reports > View / Run: Open the desired report.
Click the Sharing icon: Select Schedule.
Set Type to Excel (.xlsx): Schedule the report to be sent via email in Excel format.
This method allows users to receive reports in Excel format without requiring admin or itil roles.
4. Alternative: Exporting List Data
For list reports:
Ensure users have the necessary roles and ACLs for the table data.
5. Troubleshooting Tips
Access Denied Errors: If users encounter access issues, review the report_view ACL and table-level ACLs to confirm proper permissions.
Role Verification: Double-check that users have the report_user and report_viewer roles assigned.
Testing: Test the export functionality with a user account that has the configured roles to ensure everything works as expected.
By following these steps, users without admin or itil roles should be able to export reports in Excel format successfully.
