Schedule PA dashboard in Servicenow

[poojitha bn]

Hi Team,

I wanted to schedule a PA dashboard. Currently I am using "Export to PDF" option but I need this to be export on every month. 

Thanks,

Poojitha B Nagaraj.

[Namrata Khabale]

Hey

AS per I read,

In ServiceNow, you can't schedule a dashboard to be sent as an object. You can include multiple reports in a scheduled email: Scheduling and Publishing Reports - ServiceNow Wiki

If you have users that are really require a whole dashboard to be sent via email, then you have to integrate ServiceNow with third party reporting tools which allows you to schedule an entire dashboard to be emailed, and the emailed dashboard can have live reports, or it can be a frozen (but still interactive) snapshot from when the scheduled email was sent.

Kindly Mark Correct if this solves your issue and also mark  Helpful if you find my response worthy!

Best Regards,

Namrata

[Tushar Hirpurk1]

Hi Poojitha,

               Unfortunately not, we cannot scheduled the dashboard in ServiceNow, whether it is PA dashboard or simple reporting dashboard.

we can scheduled the export of an indicator to PDF

to know more refer below link:-

https://docs.servicenow.com/bundle/orlando-performance-analytics-and-reporting/page/use/performance-...

Please mark reply as Correct/Helpful, if applicable. Thanks!

Thanks

Tushar

[Megha Padale]

Hi Poojitha,

I would suggest scheduling the export of the individual indicators if you need this:

https://docs.servicenow.com/bundle/madrid-performance-analytics-and-reporting/page/use/performance-a...

If my answer helped you in any way, mark answer as helpful and correct.

Thanks and regards,

Megha.

[Swapnil Soni1]

Hello,

No, unfortunately that option is not available. Do the users not have access to SN?

You can schedule the individual reports to distribute bu not the PA widgets, and not the entire dashboard.

I've found it best to impersonate the person and add the dashboard as a favorite and show them how to access it. Or - if it's their primary focus, set it as their default dashboard and again show them how to get to it, etc.

We can send dashboard in email as an attachment (user need not exist in user table) after installation of a plugin --> 'WebKit HTML to PDF'.

After this we will get option of export to PDF on dashboard contextual menu and send to Email from there itself.

I doubt we can send it to the concerned person on a scheduled basis (ServiceNow has not provided this functionality yet i guess).

Please mark correct or helpful if this helps.

Thanks

Swapnil