Using Export to PowerPoint

Use the Export to PowerPoint add-in for Microsoft PowerPoint to create a template to generate reports.

Note: While creating a template, any formatting options that you use such as font style, font size, background color, and so on, are retained while generating a report.

1. Create a Microsoft PowerPoint template. For more information, see Create a Microsoft PowerPoint template.
2. Upload a Microsoft PowerPoint template to your ServiceNow instance. For more information, see Upload your Microsoft PowerPoint template.

3. Download a project status report using the created template. For more information, see Download a project status report.

4. Create a Microsoft PowerPoint template
   Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your status reports. Create your own custom template with the required data to generate a report, based on the reporting needs of your organization.

5. Upload your Microsoft PowerPoint template
   Upload the latest template to your instance to generate and download the status report as a Microsoft PowerPoint file.
6. Download a project status report
   Download your projects and project status reports as a Microsoft PowerPoint file to share it with the stakeholders.

Parent Topic:Export to PowerPoint for Strategic Portfolio Management