How to Schedule a Dashboard via Email in ServiceNow?

[sahilnandiv]

Hello Community,

I am working on a requirement where I need to schedule a dashboard to be sent via email on a daily basis. I’m aware that individual reports can be scheduled using the Scheduled Report Email functionality, but I’m not sure if there’s any OOB feature available to do the same for dashboards.

Is there a way to do this without custom work? Or has anyone found a workaround?

Thanks in advance!
Sahil

[AndersBGS]

Hi @sahilnandiv ,

No, dashboards can't be scheduled - only individual reports. Notice, if you include a link for the dashboard, users needs to have role / license to see the data.

[Shubham_Jain]

@sahilnandiv ServiceNow does not natively support scheduling entire dashboards to be emailed as PDFs or embedded content. However, there are workarounds and enhancements available:

You can explore analystics - refer this Solved: Scheduled Email - Dashboard Snap Shot - ServiceNow Community

You can also think about to scheduled individual reports Scheduling Export of Dashboard to send it as PDF attachment in email - Support and Troubleshooting 

[Edward Rosario]

Thanks for the details! Just curious—what’s the main reason for needing the dashboard emailed daily? Is it for folks who don’t have access to ServiceNow, or just to make it easier for people to view the info?

Figured it might help to understand the “why” so we can figure out the best way to tackle it, whether it’s something out-of-the-box or a good workaround.

[Nadeem_141]

Hi @sahilnandiv ,

Yes, there is an OOTB feature to schedule the export of dashboards via email.

See product documentation link below:

- Schedule the export of data visualizations or dashboards 

However, this feature is only available on instances Yokohama and onwards.

Thanks,

Nadeem