Automate Dashboard Sharing via Email

Pravershi
Tera Contributor

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

 

5 REPLIES 5

Abbas_5
Tera Sage
Tera Sage

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

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.

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 

Sai_Charan_K
Kilo Sage

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,