excel

How To Export Data From ServiceNow To Excel

Boost your productivity with Sourcetable's AI spreadsheet assistant. Work like a spreadsheet power user and answer all your questions in seconds.


Learn more
Jump to

Introduction

Exporting data from ServiceNow to Excel can streamline workflows and facilitate data analysis. This process involves extracting records from ServiceNow tables and converting them into a format compatible with Excel.

While ServiceNow provides built-in options for exporting data, users often seek simpler and more efficient methods. In this guide, we'll explore how Sourcetable's AI-powered spreadsheet platform lets you analyze your ServiceNow exports by simply chatting with an AI assistant, eliminating the need for complex Excel functions. Try Sourcetable now to transform your ServiceNow data into insights through natural conversation.

excel

Exporting from ServiceNow to Excel

Understanding ServiceNow and Excel Integration

ServiceNow, a platform with built-in reporting features, allows users to build reports and share data effectively. Excel, a popular data management tool, is often preferred by team members and stakeholders for its versatility in report building and data analysis. Integrating ServiceNow with Excel enhances data accessibility and collaborative initiatives.

ServiceNow Built-in Reporting Features

ServiceNow provides the ability to export records directly to Excel using its reporting features. This method is straightforward and leverages ServiceNow's capabilities to generate tailored reports that can be easily exported as Excel spreadsheets for further manipulation and sharing.

Exporting Lists from ServiceNow

Another method involves exporting a list of records from a specific table in ServiceNow. This approach is suitable for users needing to transfer data in bulk without the need for pre-configured reports, providing a simple way to analyze and manage records in Excel.

Unito: The Optimal Export Solution

For the most efficient and robust data export from ServiceNow to Excel, Unito offers a seamless solution. Unito's platform not only allows for automatic synchronization of ServiceNow records to Excel, but it also provides options for two-way or one-way data flow. This integration ensures that Excel files remain up-to-date, reflecting any changes made in ServiceNow in just a few minutes, making it the best method for exporting data.

Best Practices for ServiceNow to Excel Export

When exporting ServiceNow records to Excel, it is best to utilize Unito for its quick and automatic data export capabilities. Given its deep integrations with many popular tools, Unito facilitates a streamlined workflow, saving time and reducing the effort required to maintain updated records across platforms.

excel
excel

ServiceNow to Excel Export Use Cases

Management Reporting and Review

Enable stakeholders to access critical ServiceNow data in a familiar Excel format for regular review meetings. This streamlines the decision-making process and allows for easy distribution of key metrics across management teams.

Advanced Data Analysis and Insights

Leverage Excel's powerful analytical tools and functions to derive deeper insights from ServiceNow data. This allows analysts to create pivot tables, run complex calculations, and identify trends that might not be immediately apparent within ServiceNow.

Compliance and Audit Documentation

Maintain comprehensive records of ServiceNow data in Excel format for compliance requirements and audit trails. This ensures historical data is easily accessible and properly archived for future reference.

External Stakeholder Collaboration

Share ServiceNow data with external partners and stakeholders who don't have direct system access. Excel's universal format ensures that important information can be distributed and understood by all parties involved.

Custom Data Visualization

Create compelling visual representations of ServiceNow data using Excel's extensive charting capabilities. This enables teams to build impactful presentations and reports that effectively communicate insights to various audiences.

sourcetable

Excel vs Sourcetable: A Modern Approach to Spreadsheets

While Excel relies on manual functions and formulas for data analysis, Sourcetable transforms spreadsheet work through AI-powered conversations. Users simply describe what they want to accomplish, and Sourcetable's AI handles the complexity, from data analysis to visualization.

AI-Driven Workflow

Excel requires users to know specific functions and formulas to analyze data. Sourcetable's AI chatbot eliminates this learning curve by letting users communicate their needs in plain language, instantly generating analyses and visualizations.

Data Processing Capabilities

Excel has size limitations and can slow down with large datasets. Sourcetable handles files of any size and connects directly to databases, processing complex analyses through simple conversational commands.

Visualization and Analysis

Instead of manually creating charts and pivot tables in Excel, Sourcetable's AI instantly transforms data into stunning visualizations based on natural language requests. Try Sourcetable today at https://app.sourcetable.com/ to answer any spreadsheet question.

excel

Frequently Asked Questions

What are the methods to export data from ServiceNow to Excel?

There are three methods: 1) exporting a report to Excel using the built-in reporting feature, 2) exporting a list by right-clicking the column header and selecting Export->Excel, and 3) using Unito for automated exports.

How do I export a list from ServiceNow to Excel?

Right-click the vertical ellipses next to a column header, select Export, then choose Excel (.xlsx).

What should I do if I encounter issues when exporting to Excel?

If you encounter issues with exporting reports to Excel, you can resolve them by modifying the report header and footer configuration.

What is the best practice for exporting all fields from ServiceNow?

Use the sysparm_default_export_fields=all parameter to export all fields including sys_id, and build a filter before exporting if needed.

Conclusion

Exporting data from ServiceNow to Excel is a common task that requires multiple steps. The process can be complex for new users.

For a simpler solution, consider using an AI-powered spreadsheet platform. Sourcetable lets you create and manipulate spreadsheets with natural language commands.

Learn more about streamlining your spreadsheet workflows at Sourcetable today.



Sourcetable Logo

Work smarter, not harder

Boost your productivity with Sourcetable's AI spreadsheet assistant. Answer all your questions about spreadsheets in seconds. Try for free to get started.

Learn More
Drop CSV