Schedule the export and distribution of an indicator
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
-
Navigate to All > Platform Analytics Administration > Schedules > Scheduled Indicators.
-
Select New.
-
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. |
--- title: Schedule the export and distribution of an indicator description: Schedule an indicator to automate its distribution. locale: en-US canonical_url: https://www.servicenow.com/docs/r/now-intelligence/performance-analytics/schedule-scorecard-pdf.html release: brazil product: Performance Analytics classification: performance-analytics topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Indicators, Configure fundamentals, Performance Analytics \(Indicator data sources\), Platform Analytics] --- # Schedule the export and distribution of an indicator Schedule an indicator to automate its distribution. ## Before you begin This feature requires the licensed version of [Performance Analytics](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/now-intelligence/performance-analytics/c_PremiumPerformanceAnalytics.md). **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: <table id="table_nys_fdc_p1b"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Indicator </td><td> Select the indicator that you want to export. </td></tr><tr><td> Breakdown </td><td> Select a breakdown to filter the indicator scores. </td></tr><tr><td> Element </td><td> If you selected a breakdown, select a breakdown element to show only scores associated with that element. </td></tr><tr><td> Chart </td><td> Select this checkbox to include the scores visualization in the PDF. The visualization is the same as displayed on the indicator Analytics Hub. </td></tr><tr><td> Breakdowns </td><td> 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. </td></tr><tr><td> Users </td><td> 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. </td></tr><tr><td> Groups </td><td> Groups that should receive the indicator. </td></tr><tr><td> Email addresses </td><td> Email addresses of users who should receive the indicator but who are not in the system. </td></tr><tr><td> Active </td><td> Check box that enables \(selected\) or disables \(cleared\) scheduling for the indicator. </td></tr><tr><td> Run </td><td> Frequency for exporting the indicator. </td></tr><tr><td> Time </td><td> Time of day to export the indicator. </td></tr><tr><td> Conditional </td><td> Check box that displays \(selected\) or hides \(cleared\) the **Condition** field, which allows you to specify conditions under which the indicator is exported. </td></tr><tr><td> Condition </td><td> User-created script that checks for certain conditions to be true before exporting the indicator. This field is visible only when **Conditional** is selected. </td></tr><tr><td> Subject </td><td> Text that appears in the subject line of the distribution email. </td></tr><tr><td> Introductory message </td><td> Additional message that is delivered with the indicator. </td></tr><tr><td> Include with </td><td> Additional scheduled indicators to send. </td></tr><tr><td> Orientation </td><td> Select the page orientation, Landscape or Portrait. </td></tr><tr><td> Zip output </td><td> Select this check box to send the indicator as a zip file. </td></tr></tbody> </table>
| title | Schedule the export and distribution of an indicator |
| description | Schedule an indicator to automate its distribution. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/now-intelligence/performance-analytics/schedule-scorecard-pdf.html |
| release | brazil |
| product | Performance Analytics |
| classification | performance-analytics |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | IndicatorsConfigure fundamentalsPerformance Analytics \(Indicator data sources\)Platform Analytics |