Schedule the export and distribution of an indicator

task australia Updated Sep 10, 2026 1 min read schedule-scorecard-pdf.md
Raw file servicenow.com

Schedule an indicator to automate its distribution.

Before you begin

This feature requires the licensed version of Performance Analytics.

Note: This feature currently does not support Data snapshots indicators.

Role required: pa_power_user, pa_admin, or admin

Procedure

  1. Navigate to All > Platform Analytics Administration > Schedules > Scheduled Indicators.

  2. Select New.

  3. Complete the form as follows:

Field

Description

Indicator

Select the indicator that you want to export.

Breakdown

Select a breakdown to filter the indicator scores.

Element

If you selected a breakdown, select a breakdown element to show only scores associated with that element.

Chart

Select this checkbox to include the scores visualization in the PDF. The visualization is the same as displayed on the indicator Analytics Hub.

Breakdowns

Select this checkbox to include the scores for each breakdown and breakdown element in a table at the bottom of the PDF. If you have selected a Breakdown and Element, the breakdowns displayed at the bottom of the PDF are 2nd-level breakdowns.

Users

Users who should receive the indicator.

To receive indicators, users must have an Email address defined and have Notifications set to Enable in their user records.

Groups

Groups that should receive the indicator.

Email addresses

Email addresses of users who should receive the indicator but who are not in the system.

Active

Check box that enables (selected) or disables (cleared) scheduling for the indicator.

Run

Frequency for exporting the indicator.

Time

Time of day to export the indicator.

Conditional

Check box that displays (selected) or hides (cleared) the Condition field, which allows you to specify conditions under which the indicator is exported.

Condition

User-created script that checks for certain conditions to be true before exporting the indicator.

This field is visible only when Conditional is selected.

Subject

Text that appears in the subject line of the distribution email.

Introductory message

Additional message that is delivered with the indicator.

Include with

Additional scheduled indicators to send.

Orientation

Select the page orientation, Landscape or Portrait.

Zip output

Select this check box to send the indicator as a zip file.

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