ServiceNow → SharePoint Integration to Automatically Save Scheduled Reports (PDF/Excel)

aparnaravi
Tera Contributor

Hi Community,

We have a requirement to integrate ServiceNow with SharePoint so that reports can be automatically generated on a weekly basis and saved in SharePoint as PDF/Excel files.

Requirement details:

  • Reports are built in ServiceNow (Incidents, Requests, SLA, etc.)

  • Reports need to be scheduled weekly

  • Output format: PDF / Excel

  • Files must be automatically stored in a SharePoint document library

  • No manual download or upload should be required

We understand that ServiceNow does not provide an out-of-the-box option to directly save reports or dashboards to SharePoint.

We would like guidance on:

  1. The recommended approach for this integration

  2. Whether using Microsoft Graph API + OAuth is the best practice

  3. Any existing plugins, integrations, or examples for uploading report files to SharePoint

  4. If anyone has implemented a similar solution, what challenges or limitations should we be aware of

Any suggestions, reference implementations, or best practices would be greatly appreciated.

Thanks in advance

1 REPLY 1

Mark Manders
Mega Patron

Since scheduling them is always an export to email, you could also check on the possibilities you have from there. If you have an email address you are sending them to and you can manage storing them in sharepoint with logic from the email client, you don't need to customize ServiceNow for it.


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Mark