Export a Platform Analytics dashboard

task brazil Updated Sep 10, 2026 5 min read export-pae-dashboard-ppt.md
Raw file servicenow.com

Export a Platform Analytics experience dashboard to PDF or Microsoft PowerPoint.

Before you begin

Role required: Any, as long as the user has access to the dashboard.

Note:

  • This task only applies to dashboards created in the inline editor. Technical dashboards don't have the Export option in the More actions menu. For more information, see Technical dashboards compared to inline dashboards.

  • Calendar, geomap, and indicator scorecard visualizations aren't supported for export. Lists aren't supported for export to PowerPoint. These visualization types will not appear in the exported file.

  • Only the supported data visualizations and Lists (PDF) are exported, not Headings or Rich Text or any other element.

  • Supported content, except for List visualizations, is exported in the order it appears on the dashboard: Top layout, left to right and top to bottom, and then each tab, left to right and top to bottom. Because the length of a list can't be predicted, list visualizations are intentionally placed at the end of exported PDFs.

  • If a List visualization has a title, it is used in the export. If it doesn't have a title, the source table name is used instead.

  • Depending on your entitlements, you may be able export a dashboard conversationally through the ServiceNow Otto panel. See Export dashboards and data visualizations from the ServiceNow Otto panel.

  • Dashboards exported to PowerPoint include the title above and the description below each visualization in an editable format if this information is provided in the source visualization.

  • You can also export individual data visualizations from a dashboard to a PNG or JPEG file. For more information, see Download a data visualization from a dashboard.

Procedure

  1. Navigate to All > Platform Analytics > Library > Dashboards.

  2. Select the dashboard that you want to export.

  3. Select the dashboard's More actions menu [Omitted image "csm-ws-dashboards-more-actions-icon.png"] Alt text: More action icon and choose Export.

    [Omitted image "export-pae-db-menu-option.png"] Alt text: More actions menu with Export item highlighted

  4. In File type, select PDF or PowerPoint.

  5. If you're exporting to PDF, specify the page format and orientation.

    Note: For PowerPoint, the export creates a separate slide for each visualization in the dashboard, not one slide for each tab on the dashboard.

    For exported PDFs, each visualization occupies its own page in the PDF.

  6. Set the following options:

Option

Description

Export all tabs

If the dashboard has more than one tab, you can select whether to export them all or only a subset.Default: On

Export all visualizations in the top layout

If the dashboard has more than one tab and you aren't exporting all of the tabs, you can set whether to export any visualizations that are in the layout outside the tabs.If you are exporting all of the tabs, content in the top layout appears first in the export.

[Omitted image "db-top-level-layout-mini.png"] Alt text: Dashboard with visualizations in a tab and in the top layout.

Only the supported data visualizations and Lists (PDF) are exported in the top layout. Headings, Rich Text, and other element aren't supported.

Select tabs

If you aren't exporting all tabs, select which tabs to export.

Export with applied filters

You can select whether to apply to the export any values that have been set in filters on the dashboard. For example, say your dashboard has an Incident Category filter and a single-score visualization showing the number of incidents. With nothing chosen in the filter, the visualization shows 6884 incidents. With the Software category chosen in the filter, it shows only 5278 incidents. Now you export the dashboard with Software chosen in the filter. If Export with applied filters is on, the slide for that visualization shows 5278 incidents; with it turned off, it shows 6884.Default: On

7. Choose the delivery method, **Download file** or **Send via email**.
|Delivery method|Result|
|---------------|------|
|Download file|When the export is complete, you're prompted to download the export.|
|Send via email|Choose the users to send it to. You can select only users on your instance. Security constraints may restrict who you can email. You must specify a subject, and you can add a message.|
  1. Select Export.

Result

The dashboard with selected tabs and filters is exported to a PDF or PowerPoint file and delivered by the chosen method.

Parent Topic:Common dashboard tasks in the in-line editor

Related topics

Create a dashboard with the in-line editor

Create Core UI dashboards on upgraded instances

Edit Platform Analytics dashboards

Share a Platform Analytics dashboard

Duplicate a Platform Analytics dashboard

Print a Platform Analytics dashboard

Schedule the export of dashboards and data visualizations

Bookmark a Platform Analytics dashboard

Delete a Platform Analytics dashboard

Search documentation
Search document titles and file paths on the brazil branch