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sharepointservicenow

Report from ServiceNow to Sharepoint


How do I schedule a task to generate a weekly report in ServiceNow and send as an email.

I want the same report to be sent to my SharePoint site automatically every week. How to integrate it ? Please help.


Solution

  • You should be able to setup Incoming email on a Document Library in SharePoint and email a scheduled report to it from ServiceNow.

    This also depends on ServiceNow being able to send email to this address.

    You may need ServiceNow to have a VPN to your network with SharePoint, and you need Incoming email to be configured on your SharePoint install.

    If those are working, you can do something like the following.

    SharePoint

    • Create a Document Library
    • Go to Library Settings
    • Open Incoming E-Mail Settings
    • Change Allow this document library to receive e-mail? to Yes
    • Give this an E-mail address: reports@mysharepoint.com

    SharePoint Security

    Consider how ServiceNow is sending email to you. If email is sent via their mail servers, you may need to set incoming email option

    • E-mail security policy to Accept e-mail messages from any sender

    In this case, be mindful of what email can be delivered to your network. This may allow unwanted emails coming in.

    If ServiceNow uses your mail servers, you may be able to grant access to the Document Library for the user that is delivering your email. If so you may be able to set this

    • E-mail security policy to Accept e-mail messages based on document library permissions

    This is much more secure, but these things always depend on your environment and your needs.

    ServiceNow

    • Go to Reports > View / Run
    • Open the report to be delivered
    • Click the dropdown on the Save button
    • Choose Schedule
    • Fill out the Schedule form
      • Click the Users lock
      • In Enter email address put in the email to send to the Document Library (ex: reports@mysharepoint.com)
      • Run: Weekly
      • Choose the Day of the week and the Time
      • Subject: My report
      • Right click the header and choose Save

    Test this by clicking Execute Now within the Scheduled Report