Module 5 - Enable Productivity Flashcards
What are the sharing options for a report? (4)
Share
Schedule (Sent via e-mail)
Add to Dashboard
Export to PDF
In the Reports module How can you filter down? (4 ways)
My Reports
Group Reports
Global
All
My Reports
Created by you and only visible to you
Group Reports
Reports visible to everyone in your group(s)
Global Reports
Available to everyone (all process users)
All Reports
List of all personal, group, and global reports
Order of Report Building Steps
Data > Type > Configure > Style
Publishing a report creates…
A permalink to the report, and anyone with the link can view the report
You can allow non ServiceNow users to view published reports (T/F)
True - Publishing a report creates a permalink until that report is unpublished
Reporting Tags -
Tags provide an easy way to categorize, flag, and locate records. Tags can be created against any record from a list or form view
Tags can be created against any record from a list or form view? (T/F)
True
Update
Overwrite a report, return to the report list
Insert
Save a duplicate copy of the report, return to the report list
Insert and Stay
Save a duplicate copy of the report, remaining on that report
Save as report source
Allows you to create a pre-defined data set that can be used for creating reports
Which system property needs to be set to true in order to see publish options?
glide.report.published_reports.enabled
Reports touch on the….
Current state of platform data (Static)
Performance Analytics provides…
information about performance iteratively over time (time based)
Reporting can answer…
Where we are today
Performance analytics can answer… (multiple ideas)
where were we before?
Did we Improve?
When will we get there?
How do we get there quicker?
In addition to calculating trends against targets, performance analytics can:
Alert when thresholds are met
Forecast future performance
Compare performance against different periods in time
Favorites can include tagging? (T/F)
True - Favorites can be saved with views, tags, etc.
Dashboards enable you to…
display multiple performance analytics, reports, and other widgets on a single screen
Templates allow forms….
Allow Forms to be populated automatically, simplifying the process of generating new records
Quick Messages allow…
You to create predefined content to add into an email client so your users can compose emails consistently and efficiently
Notifications can be triggered through 3 methods (THIS WAS ON THE TEST)
Email
SMS
Meeting Invitation
To access new notifications navigate to
All > System Notifications > Email > Notifications
Notifications have 3 elements: (On the test)
When To Send
Who will Receive
What it will Contain
Dot Walking…
Allows you to gather information from a series of tables through reference fields
How many users should an e-mail distribution list have (Maximum)
1,000 users (By default the system creates notification for 100 each)
Sidebar discussions
Realtime chats to collaborate when agents are working on a task or interaction-based record
Docked Windows
fulfillers can access multiple sidebar discussions and tab between them
Activity Streams -
When a sidebar discussion is started, a tile is put into the activity stream.
Integration hub offers…
several pre-built sets of integration actions to interact with common third-party applications
Predictive Intelligence
Uses machine learning algorithms to set field values during record creation
What should you consider when exporting a report to PDF and sharing?
Static Document (Information could be obsolete)
Access control rules are not enforced
What are the four tabs used to guide the user through creating a report?
Data > Type > Configure > Style
What can trigger a notification?
Insert a record
Event is fired
A Script is fired
Three ways to share a report to other people
PDF
Publish
Schedule an E-mail
Which 3 tabs are used to configure an e-mail notification?
When to Send
Who will receive
What it Contains
Where can users manage notification channels and manage subscriptions?
All > System Settings > Notifications
(OR user preferences)
