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Sharing MSP Reports

How do I share my MSP reports?

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Written by Blake Hester
Updated over 6 months ago

Sharing a single MSP Report via in-browser

  • While viewing your MSP report, you can share an in-browser view of your report by clicking the 3 dot ellipsis in the upper right corner, then clicking the 'share' icon.

  • This will give you the option to permit access to view the report to certain users, groups, or roles in ServiceNow. You can also share with ‘All logged in users’.

  • Once you have set your permissions, copy the URL provided, click ‘SHARE’, and distribute the link.

  • Alternatively, to share with non logged in users, set the ‘Roles’ permission to ‘public’

Sharing a single MSP Report via Export

  • While viewing your MSP Report, you can export it by clicking the 3 dot ellipsis in the upper right corner, then clicking the 'download' icon.

  • This will give you the option of exporting to PDF or PPTX.

Sharing multiple MSP reports in a 'Set'

  • To create a ‘Set’ of multiple reports, click on the ‘checkbox’ next to each customer that you would like to include in the ‘Set’.

  • Then click the 'Create Set' button that appears in the upper right hand corner.

  • Once you have entered a name for your set, click ‘Save’ and your summary view will reflect your new set.

  • Once you have created your set, it will be added to a dropdown list in the left hand corner of the summary page, along with the original ‘Show All Records’ summary view.

  • To view and share your set, click the 'Open in Viewer' button in the upper right hand corner.

  • Once on the viewer page, click the 3 dot ellipsis in the upper right hand corner, the click on the 'share' icon.

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