Reports, export dashboards with reports inside
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01-30-2024 12:59 AM
Hello
Did any one manage to export reports with dashboards using update set or XML?
Asking because there are manuals how to export dashboards via "unload dashboard" Deep Copy a Dashboard from one ServiceNow Instance to Another - Support and Troubleshooting
But while doing it the dashboard are missing tabs and reports inside.
So I'm thinking about exporting reports to XML and adding them manually via "share to dashboard".
But this is time taking if I have 40 reports to move inside 2 new dashboards.
Any one figure it out somehow automatically?
Dashboards with TABS + reports inside via xml or Update Set?
Best Regards
Dom.
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01-30-2024 05:38 AM
I guess no way to do this. @AndersBGS expert thoughts please.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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05-31-2024 11:27 AM - edited 05-31-2024 11:34 AM
Hey AG,
I have the long-form solution here. I am exploring how to execute this with a script currently.
Here are the steps:
1. Click the desired db Additional Actions burger and select "Dashboard Properties"
2. In the 'Dashboard Tabs' Related List, and click open the record(s) [you'll follow the below procedure for each record]
3. In the loaded Tab record, click the 'Page' field preview icon, then "Open Record"
4. Right-click the Related List and select "Open new window"
5. On the table-list-view that loads, right-click and column header and select "Import"
6. For the 'Do you want to insert or update data ? variable, check "Update", and then 'Create Excel Template'
7. Now copy the 'sys_id' column from the .XSLX which was Exported
8. Back on the 'Portal' [sys_portal] table list, open one of the records, and then right-click the Related List filter query and select "Open new window"
9. Now update the filter query of the loaded table-list-view, entering 'Portal section.Sys ID' + 'is one of' + [paste the sys_id list you copied from the XLSX]
AND
'Name' + 'is' + 'sys_id'
Run the new filter, then copy out the sys_id in the 'Value' column which is returned
10. Navigate to 'sys_report' table list view, and filter for 'sys_id' + 'is one of' + [paste the sys_id list from the previous step]
11. Right-click any column header on the updated Report table list view, and export as XML.
12. Utilizing a Local Update Set to capture the 'Unload' of the desired db(s), then export the Update Set.
13. Move to your target instance and import the XML file of reports into any table, and finally import your Update Set.
14. When you navigate to the db in the target instance, you should see all reports intact on the db widgets.