Sharing reports as slides by creating storyboards
In addition to the procedure to create a storyboard, this section includes the following topics:
- Applying slide settings in the storyboard
- Applying storyboard settings
- Applying filters to reports in a storyboard
- Editing a storyboard
- Using a storyboard
The following video (3:12) gives an overview of the process for creating a storyboard.
To create a storyboard
Perform the steps listed in the following table to create a storyboard:
|Task||Action||Steps||Link to Yellowfin documentation|
|1||Create the storyboard|
|2||Add slides by selecting from templates|
|3||Add content to the slide|
|4||(Optional) Apply slide settings|
For more information about slide settings and the method to apply settings, see Applying slide settings in the storyboard.
|5||(Optional) Apply storyboard settings|
Apply storyboard settings to define style, data, and access settings for the storyboard.
For information about available storyboard settings, and method to apply settings, see Applying storyboard settings.
|6||Apply filters to reports in the storyboard|
Add the following filters to restrict the data displayed in the storyboard:
For more information, see Applying filters to reports in a storyboard.
|7||(Optional) Use social collaboration options||Use the social collaboration options to add comments and notes to slides.|
Save the storyboard
Activate the storyboard
The active storyboard opens in present mode. You can locate the storyboard from the Browse section of Remedy Smart Reporting, under the subcategory you had selected. After you activate a storyboard, the status changes from Draft Storyboard to Public or Private, based on the settings that you have applied.