Export a homepage or non-responsive dashboard to PDF

You can generate a PDF file for any homepage or dashboard.

Before you begin

Roles required: pa_viewer role is required to export dashboards to PDF

The Webkit HTML to PDF plugin must be activated before you can export homepages or dashboards to PDF.

About this task

Some widgets may be truncated on PDF exports.

Procedure

  1. Navigate to a homepage or a dashboard.
  2. Click the export to PDF icon (The export to PDF icon) on a homepage or the Export to PDF button on a dashboard.
  3. In the Export to PDF dialog box, select formatting options.
    OptionDescription
    Orientation Page orientation of the exported PDF, either portrait or landscape.
    Paper size Paper size for the PDF. Available sizes match common paper sizes such as Letter and A4.
    Zoom factor Scaling percentage for the displayed widgets. This value must be a positive number.
    Avoid page break inside widget Prevents widgets from being printed across multiple pages. Widgets that would span multiple pages are moved to the top of the following page.
    Smart shrink Automatically selects the necessary zoom factor for all content to fit into the width of the selected paper size.
    Note: This option may cause incorrect page formatting when used with Avoid page break inside widget or a zoom factor greater than 100.
    Delivery PDF delivery method.
    • Generate now generates the PDF immediately and displays a button for downloading.
    • Send as an email displays an additional field for entering an email address. After you click Export, the PDF file is generated and sent to the email address.
  4. Click Export.
  5. If you selected the Generate now option, wait for the rendering to complete and then click Download.

Activate WebKit HTML To PDF

You must activate the WebKit HTML To PDF plugin before users can export homepages and dashboards as PDF documents. Activating this plugin also activates the OAuth 2.0 plugin if it is not already active.

Before you begin

Role required: admin

About this task

For evaluation, you can activate the plugin for an application that requires a purchased subscription on a sub-production instance. To activate the plugin on production instances, you must purchase the subscription. To purchase a subscription, contact your ServiceNow account manager. For details on purchasing a plugin, see Purchase a plugin.

Some plugins require activation by ServiceNow personnel. Request these plugins through the HI Customer Service System instead of activating them yourself. For details, see Request a plugin.

For plugins that you can activate yourself, continue with the following steps.

Procedure

  1. Navigate to System Definition > Plugins.
  2. Find and click the plugin name.
  3. On the System Plugin form, review the plugin details and then click the Activate/Upgrade related link.

    If the plugin depends on other plugins, these plugins are listed along with their activation status.

    If the plugin has optional features that are not functional because other plugins are inactive, those plugins are listed. A warning states that some files are not installed. If you want the optional features to be installed, cancel this activation, activate the necessary plugins, and then return to activating the plugin.

  4. (Optional) If available, select the Load demo data check box.

    Some plugins include demo data—sample records that are designed to illustrate plugin features for common use cases. Loading demo data is a good policy when you first activate the plugin on a development or test instance.

    You can also load demo data after the plugin is activated by clicking the Load Demo Data Only related link on the System Plugin form.

  5. Click Activate.