In a comprehensive workshop, VividCharts co-founder Rob Walsh introduced key concepts and practical applications for automated operational reporting within ServiceNow. The session covered the "3 D's" of reporting: Data, Design, and Delivery, illustrating how each component is crucial for effective reporting workflows. The focus was on how VividCharts integrates seamlessly with ServiceNow to enhance data visualization, design, and distribution.
Rob demonstrated the VividCharts editor, a drag-and-drop interface similar to PowerPoint, allowing users to easily create and style reports. The workshop showcased three main report types: dashboards, automated slide decks, and scaled report generation. Each type serves different purposes, from self-service data exploration to detailed operational reviews. The editor enables users to apply conditions, groupings, and styles to charts without needing any coding skills.
A significant portion of the workshop was dedicated to building and customizing reports. Rob illustrated how to add various charts, apply filters, and use chart templates for consistent reporting. The automated slide deck feature was highlighted as a powerful tool for operational reviews, allowing for dynamic presentations that can be easily updated with new data. Scaled report generation was also showcased, emphasizing how VividCharts can automate the creation of detailed reports for high-visibility records like major incidents and projects.
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