--- title: Schedule the export of data visualizations or dashboards description: Automate the export and mailing of data visualizations. Help colleagues build presentations, share information with external users, or track data over time. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/now-intelligence/schedule-visn-export-vd.html release: australia topic_type: task last_updated: "2026-09-21" reading_time_minutes: 4 breadcrumb: [Share, edit, or delete, Data visualizations, Platform Analytics experience, Platform Analytics] --- # Schedule the export of data visualizations or dashboards Automate the export and mailing of data visualizations. Help colleagues build presentations, share information with external users, or track data over time. ## Before you begin Role required: - par\_scheduler, or any role that contains it, to create or edit the scheduled export of any dashboard or visualization that you can access. - sn\_par\_sche\_export.par\_scheduler\_admin to delete the scheduled export of a dashboard or data visualization. - viz\_admin to create, update, or delete the scheduled export of any data visualization on the instance - dashboard\_admin to create, update, or delete the scheduled export of any dashboard on the instance. To view the list of scheduled exports, navigate to **All** > **Platform Analytics** > **Library** > **Scheduled Export**. This list contains all active scheduled exports of Core UI reports and both active and inactive scheduled exports of Platform Analytics experience dashboards and data visualizations. You can also access the scheduled exports using the library's left navigation pane. ## About this task You can export multiple dashboards and data visualizations together in one scheduled email. Supported export formats depend on what you're exporting and whether you're exporting it as part of a dashboard or as a standalone data visualization. |Data visualization or dashboard element|Supported dashboard export formats|Supported data visualization export formats| |---------------------------------------|----------------------------------|-------------------------------------------| |Calendar reports, Indicator scorecards, Pivot tables, Geomap|None|None| |Pivot tables|PowerPoint, PDF|PowerPoint, PDF, PNG, JPEG, Embedded PNG| |Lists|PDF|PDF, Microsoft Excel \(.xls or .xlsx\), Embedded LIST, CSV| |Other data visualizations|PowerPoint, PDF|PowerPoint, PDF, PNG, JPEG, Embedded PNG| |Non-data visualization dashboard elements, like Headings|None|Not applicable| **Note:** This topic is available in both the Dashboard and the Data Visualization documentation. ## Procedure 1. Navigate to **All** > **Platform Analytics** > **Library** and select **Data Visualizations** or **Dashboards**. 2. Select an item that you want to export on a regular schedule. Check the list of supported export formats under **About this task**. 3. From the More actions menu \(\[Omitted image "more-actions-menu-icon.png"\] Alt text: More actions menu icon\), select **Schedule**. You can't be in Edit mode. \[Omitted image "paw-vd-schedule.png"\] Alt text: Schedule option in More actions menu All the options appear for exporting the dashboard or data visualization. If you don't want to export this object, select **Change**. 4. Select the file type. 5. If you're exporting a dashboard or data visualization to PDF, or a data visualization to a graphic file, select the page format and orientation. Scheduled exports of List data visualizations to PDF don't have options for page format or orientation. If you need a PDF with a particular format or orientation, consider putting the List on a dashboard and scheduling the export of that dashboard, instead. 6. If you're exporting a dashboard to Power Point, do the following steps: 1. Select whether to export all tabs or only specific tabs. 2. If you select to export only specific tabs, select which tabs to export and whether to include the top layout contents. \[Omitted image "sched-exp-by-tab.png"\] Alt text: Export configuration for one tab and the top level visualizations. For example, if you don't turn on **Export all tabs**, you have to select the tabs to export. If you select a tab and turn on **Export all visualizations in the top layout**, you export that tab and any visualizations placed above the tabs. \[Omitted image "sched-exp-top-and-tab.png"\] Alt text: Tab and top level visualizations that are exported. 7. To add more dashboards or data visualizations to the export, do the following steps: 1. Expand the **Add** menu. 2. Select **Dashboard** or **Data visualization**. 3. Choose one or more dashboards or visualizations to export. 4. Configure the export criteria for each added dashboard or visualization as in Steps 4-6. You can add both dashboards and data visualizations to a single export. 8. To send non-embedded exports as ZIP files, turn on **Send as ZIP files**. 9. In the Email schedule section, specify when and how often to send the email.
Field Description
Active Turn on to enable delivery of scheduled export emails.
Reoccurrence Select how often to send the export email.
Day, Time, other calendar fields Specify when to send the email. Your options depend on how often you chose to send the email in **Reoccurrence**. Time fields are in HH:MM:SS format.
Omit if no records Turn on to prevent the distribution of empty emails.
Use conditions Turn on to specify a scripted condition for generating the report.
Condition A conditional script that determines if a scheduled job should run. The last expression of the script should evaluate to a Boolean \(true/false\) value. This text box appears only if you select **Use conditions**. For more information about scripts on the ServiceNow AI Platform®, see [Scripts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/api-reference/scripts/c_Script.md).**Warning:** Conditional scripts for scheduled emails are executed in the sandbox. Therefore, function definitions aren't allowed. Some API calls and keywords are also not allowed. For more information, see Script sandbox property.
10. In the Email details section, specify the recipients and the email subject. You can enter users and groups on your instance or any permitted internal or external email addresses. Security constraints may restrict who you can send the report to. You can also add a message. To send email to persons who aren't on your instance, you must have outbound email configured. See [Outbound Email Configuration](https://developer.servicenow.com/dev.do#!/learn/courses/xanadu/app_store_learnv2_automatingapps_xanadu_automating_application_logic/app_store_learnv2_automatingapps_xanadu_notifications/app_store_learnv2_automatingapps_xanadu_outbound_email_configuration). 11. Select **Save** to save the schedule. **Parent Topic:**[Common data visualization tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/common-dv-tasks.md)