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

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

[Logan Poynter]

Hello ads,

When you edit a portal, add the Report widget. Use the widget options to specify a report to show on the service portal and whether to show the title of the report.

Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

[shloke04 · Accepted solution]

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.

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

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

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:

Result:

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

Regards,
Shloke

[shloke04]

Hi @aditi sharan 

Please let me know if you have a follow up query on this, else please mark my answer as correct and close this thread for others.

Regards,

Shloke