How can we share/publish/download reports on Service Portal

ads4
Kilo Guru

How can i share/pubish/schedule/download reports on service portal? Is it possible?

1 ACCEPTED SOLUTION

shloke04
Kilo Patron

Hi,

OOB this is not possible. There is no such functionality in place which allows you to share/Publish etc for reports in Service Portal similar to what we have in native view.

In Service Portal you can only have the capability to display your report except List type report which is not shown in Service Portal.

IF you need to use the other Reporting functionalities , I would recommend using the native view only.

If the requirement is to just show the Reports in your portal page then follow the steps below:

1) Navigate to the Page where you want to show the report. Say for example, I am planning to show it in my Homepage only which is shown below.

Open the Page record by navigating to "Pages" module under Service Portal Application Menu.

find_real_file.png

After opening the relevant Page record click on Open in Designer as shown below:

find_real_file.png

 

Now search your Report widget and add it to the place you want as shown below:

find_real_file.png

Now click on the pencil icon where the report was added as shown above and that will take you to the Instance options

Now select the Report which you want to show as shown below:

find_real_file.png

Result:

find_real_file.png

Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke

Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke

View solution in original post

7 REPLIES 7

Shreya Kaushik1
Mega Guru

Hey ads,

 

There is a Report widget available on service portal.

I have tried utilizing the same on my PDI as follows:

Find the Report widget in the Filter Widgets and drag to the specified container:

By editing this widget, you can see a list of all the reports available on the instance:

And, it appeared for me on my page as below:

 

One important point, list type reports are not supported as we have List definitions widgets separately available for Service Portal.

 

Please see if that helps you and please mark correct/helpful if it serves your purpose.

 

Regards,

Shreya

 

 

 how can i share/pubish/schedule/download reports on service portal?

Hey, 

Could you please elaborate your requirement as I replied the best based on my understanding which was that you want a report to be present on the portal.

 

Regards,

Shreya

Hey Thanks for replying, so i also need to download the report or share it with a group of users or publish it just like we can do reporting in the native / standard UI. 

i'm aware that there is a Reports widget but that's just for displaying the reports i guess, what about other functionalities?