Remove Export from Data Visualization

[Shubha2]

We would like to disable the export feature from the Data Visualization in Platform Analytics.

In Core-UI, we created a role and based on this export role, we were able to control the export. this was working well. 

We do not want all the users to export. How do I achieve this in Data Visualization? 

sn_par_sche_export.par_scheduler_admin may be we can restrict with this?

Any reply would be appreciated.

Thank you

Shubha

[Dr Atul G- LNG]

I think the best approach would be to hide the Sensitive Date field from the report selection, so users cannot add this field to reports. However, this setting would be global and apply to everyone, so we need to be careful with it.

Alternatively, we could create a field-level ACL to restrict access to the Sensitive Date field. Otherwise, I don't think there is another suitable option.

[Ankur Bawiskar]

@Shubha2 

Export can be done by anyone who has access to dashboard

You can't restrict that if user has access to the dashboard

It's clearly mentioned in docs

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[ajmalmuhamm]

Hi @Shubha2 ,

I would not recommend using sn_par_sche_export.par_scheduler_admin for this requirement. That role is related to scheduling/export functionality and isn't a clean replacement for controlling the Export option on Platform Analytics Data Visualizations.

Platform Analytics uses a different UI/security model from the Core UI reporting module, so the Core UI export-role configuration doesn't necessarily carry over.

I'd recommend first checking the Data Visualization/Platform Analytics roles and ACLs that control the export capability in your release. If there isn't an OOB role specifically intended to restrict visualization exports, you may need a controlled customization rather than granting par_scheduler_admin to users.

Also, test this with a non-admin account because administrators can bypass many of the restrictions you're trying to validate.

If you share your ServiceNow release (e.g., Australia) and whether you're using Platform Analytics Data Visualizations or Data Visualization Designer, the exact OOB roles/configuration can be narrowed down.

[Shubha2]

Thank you so much for your response.  We are still using Zurich and planning to upgrade it to Australia.  We are using data visualizations. in Core UI report_scheduler became handy, restricting who can export the data. So I am looking for similar roles in Platform Analytics. This will help us a lot. We do not want all the users to have the export capability to export sensitive data. They can create or view dashboards but not export.

Really appreciated your reply.

Thank you

Shubha