Export a responsive dashboard to PDF

Export a dashboard as a PDF so you can archive or print it.

Before you begin

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

About this task

Interactive filters that are applied to the dashboard are also applied to the PDF. However, applied breakdowns are not included in the export.

Limitations:
  • Dashboards that are exported to PDF do not include the dashboard layout. Widgets are stacked on top of each other and take up the full page width.
  • Widgets are exported to a fixed height. Large widgets, such as workbench or list widgets, are truncated.
  • Breakdowns applied to a dashboard are not included in the PDF.
  • Widgets may appear in a different order than on the dashboard.
  • Widget legends may not appear.
  • Coloring on the delta text for single score report widgets is not preserved.
Note: PDFs that are sent as emails may not be generated immediately.

Procedure

  1. Navigate to Self-Service > Dashboards.
  2. From the dashboard picker in the upper left, select the dashboard that you want to export.
  3. Click the context menu () and select Export to PDF.
  4. Configure your print and delivery options.
  5. Click Export.

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 depend on other plugins, those plugins are listed under Some files will not be loaded because these plugins are inactive. The optional features are not installed until the listed plugins are installed (before or after the installation of the current 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 practice 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.