How to Schedule a Report around a Visualization


Overview


This article covers how schedule reports around a visualization.

Critical Concepts


Steps to Take


Schedule a Report

  1. In Platform Analytics Experience, select the Data Visualization you would like to schedule a report on.
    screenshot of a new visualization being created

  2.  Press the three dots on the top left, then Schedule.
    closeup of the share menu on a data visualzization

 

Configuring the Scheduled Report

In the Schedule panel, you can configure who should be receiving the email, how often the receive it, the email body, etc.

screenshot of a scheduled reporting options

  1. Under File to Export, you can configure the filetype (PDF, PNG, JPEG) the Page Format (Letter, A4, A3), and the Orientation of the report.
  2. Under Email Schedule, you can configure how often to send this email.
    screenshot of a scheduled reporting options, with monthly selected

  3. Under Email Details, you can set the recipients, the email header, and email body of the sent report.

If you still have questions or need additional assistance, please use the 'Contact ServiceNow Team' form.