Exporting Visual Task Board to Excel

kendall_lin · ‎11-13-2017

Hello,

What is the best and quickest way to export a Visual Task Board to an excel or similar format?

Thank you in advance,

Kendall Lin

Sean Witt · ‎11-14-2017

Hey Kendall.

Out of the Box, anyone with a license (i.e. a fulfiller with the ITIL role) can create a report. So in a clean install, those licensed users could write this report against the vtb_card table without assistance from an admin.

Once a user creates the report, it is visible to them in a section called My Reports, and they can run and export it to Excel or PDF at any time.

if your environment has been secured in a way that limits access to report writing, you would need an authorized report writer to create the report. That report could be shared with either:

1) Individual user(s)

2) Group(s) of users

3) All users

Reports can also be published to a dashboard, or scheduled for email distribution to a defined list of recipients.

So there are a bunch of options, it just depends on how your instance has been setup, because that will define who can do these things. But writing the report and sharing/setting up distribution is quick and easy (less than 1 hour of work). So as long as you know what fields you want on the report, and can track down an authorized report writer, this should be a quick win for you.

Sean

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dravvyramlochun · ‎11-14-2017

Hellokendall.lin

here is a way to export the board and lane definitions separate from your application. An administrator must navigate to the vtb_board table to view the list of boards. From a board record it's possible to export the board to an XML file that could be imported by an administrator in another instance.

Reference: Is it possible to export or print a Visual Task Board?

kendall_lin · ‎11-14-2017

Hello dravvyramlochun and thank you for the information, but we are not trying to import into another instance or XML format.

I have managers of teams that are looking to export the visual task board into an excel format for quick analysis.

Any functionality out of the box that would accomplish this?

Thanks,

Kendall

Sean Witt · ‎11-14-2017

Hey Kendall.

I agree with Dravvy, I think your best starting point is the database tables behind the Visual Task Boards.

So you could build a report containing all of the data elements that you want to see against the vtb_card table; that can include any/all fields included on the VTB. The saved report is then available for export out to Excel like any other ServiceNow report.

An example is included below...

Sean

kendall_lin · ‎11-14-2017

Hello sean.witt@careworkstech.com,

Thank you for the response. I think I understand the workaround now. Can you correct my understanding below as appropriate?

Create a report (only admins can do this?) from the VTB_Card_Table
Import into existing instance as list report
Export list to Excel

To get around the admin having to do this, is it possible to automate the creation of this report and schedule publish / delivery of the report?

Thanks for all the help,

Kendall Lin