You can export a list report to Excel, PDF, or CSV by scheduling an export of the report.

Before you begin

Role required: itil, report_user, report_group, report_global, report_admin, or admin.

Note: Administrator-created restrictions may prevent users with these roles from seeing the Schedule option.

This topic refers to Reporting in the Core UI. If your instance is migrated to Platform Analytics experience, see Export a visualization from the Visualization Designer.

Procedure

  1. Navigate to Reports > View / Run.
  2. Open the list report that you want to export.
  3. Select the Sharing icon (Sharing icon) and select Schedule.
  4. Schedule the export of a saved list report in the desired format.

    Specify Type as PDF, PDF-landscape, Excel, or CSV. Excel displays report duration values in milliseconds, rather than the "<x> days <y> hours" format. For more information, see Schedule emails of reports.

    Schedule a list report to Excel

Result

The recipients of the scheduled report will receive it in the form specified.