Export To Powerpoint For Application Portfolio Management

Learn about the process and prerequisites used to install the Export to PowerPoint application in your instance and configure it in Microsoft PowerPoint.

Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your status reports. Create your own custom template with the required data to generate a report, based on the reporting needs of your organization.

Configure the user roles and download the add-in manifest file to use the Export to PowerPoint add-in for Microsoft PowerPoint.

Download your projects and project status reports as a Microsoft PowerPoint file to share it with the stakeholders.

The Export to PowerPoint application helps you generate and download your project status report. Use this file to present your project status report to stakeholders or teams for collaboration and to identify the next steps.

The ServiceNow Export to PowerPoint for Strategic Portfolio Management add-in helps you to generate and download project status reports from your instance as a Microsoft PowerPoint file. You can use this file to share it across the stakeholders or teams for collaboration.

Reference topics provide additional details about Export to PowerPoint such as fields, tables, roles, and some guidelines.

You can install the Export to PowerPoint for Strategic Portfolio Management application (sn_ppt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins, if they are not already installed.

Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your project status reports.

Several types of components are installed with activation of the Export to PowerPoint for Strategic Portfolio Management (sn_ppt) add-in, including user roles and tables.

Manage the Related Tables and Scripted Elements components that are required to create a Microsoft PowerPoint template.

Use the Related Tables form to define the child tables for the configured parent table. This Related Tables helps in fetching data to export the project status report as Microsoft PowerPoint.

Use the Scripted Elements form to define the data script to fetch data for a complex report type such as line chart or bar chart.

Upload the latest template to your instance to generate and download the status report as a Microsoft PowerPoint file.

Use the Export to PowerPoint add-in for Microsoft PowerPoint to create a template to generate reports.