Automate Dashboard Sharing via Email
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03-29-2024 02:49 AM
Hello Everyone,
Hope you doing Good
So here I am stuck on one requirement from the past few days, I want to automate sharing my dashboard as pdf as email every morning.
If I describe more I want to
1. Schedule email send
2. In which I want pdf of my dashboard
3. which means first I need to export the dashboard as pdf then attach it to the email.
Any Idea or solution on how we can achieve this?
Thanks and Regards
PM
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03-29-2024 08:12 PM
Hello @Pravershi ,
For similar kind of requirement, please refer to the below link:
https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0792303
Mark my correct and helpful, if it is helpful and please hit the thumbs-up button to mark it as the correct solution.
Thanks & Regards,
Abbas Shaik
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03-29-2024 11:23 PM
Hi @Abbas_5
Yes, I have gone through this KB but as per my requirement I want to send the Dashboard is there any way I can achieve this?
Thank you for Your Response.
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03-31-2024 10:22 AM
You can add the url link of the dashboard in the email body but you might have to look into how to convert the link to pdf when is clicked
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03-31-2024 11:11 AM
Hi @Pravershi ,
You can try exporting all the reports that are in the dashboard using scheduled export and then attach them to the scheduled email to the users using flow designer or schedule jobs.
Please mark my answer correct if it helped you in any way
Thanks and Regards,