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This documentation supports the 19.11 version of Remedy Smart Reporting, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu of the documentation at IT Service Management Suite .

Sharing reports as slides by creating storyboards

In addition to the procedure to create a storyboard, this section includes the following topics:


Note

When using Internet Explorer versions later than 7.0, the following error might be displayed:
Internet Explorer 6 and 7 are not supported.

Press F12 to view the Internet Explorer Developer Tools and change the Browser Mode settings to not use the Compatibility View. When the compatibility mode is on, the browser defaults to Internet Explorer 7 standards. If the check for Internet Explorer 6 and Internet Explorer 7 is removed, storyboards do not work because Internet Explorer 8 is rendering the page as if it is Internet Explorer 7.

 The following video (3:12) gives an overview of the process for creating a storyboard.

 https://youtu.be/8PIbOJHLqkI

To create a storyboard

Perform the steps listed in the following table to create a storyboard:

TaskActionStepsLink to Yellowfin documentation
1Create the storyboard
  1. On the Remedy Smart Reporting main navigation bar, select Create > Storyboard.
  2. On the Storyboard Setup screen, enter values in the Title, Subtitle, and Description fields.
    The title and description you provide appears in the content list on the Browse page.
    A theme is default styling of the storyboard.
  3. Click Save.

Storyboard Themes

2Add slides by selecting from templates
  1. From the left menu bar, click Slide .
  2. Click Add at the end of the slide list.
  3. Select a template from the Select Template menu.
  4. Provide a Title and a Subtitle for the slide.  
  5. Click Add.

Slide Types

Add a Slide

3Add content to the slide
  1. Depending on the slide type, add the required content.
  2. If required, add an associated content slide.

Slide Content

Add Associated Content

4(Optional) Apply slide settings
  1. From the top menu bar, select Slide > Settings.
  2. For the current slide, change the settings as needed.
  3. Click Submit.

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.


6Apply filters to reports in the storyboard

Add the following filters to restrict the data displayed in the storyboard:

  • Report filters—for specific reports on slides
  • Global filters—for all reports in the storyboard

For more information, see Applying filters to reports in a storyboard.


7(Optional) Use social collaboration optionsUse the social collaboration options to add comments and notes to slides.
8

Save the storyboard

  1. From the top menu bar, select Storyboard > Save.
  2. In the Save storyboard pop up window, provide or update the required details.
    By default, the Category is BMC Remedy Operational Reporting, and the subcategory is Draft. For information about Category and Sub Category, see Content categories.
  3. Click Draft to save the storyboard in the draft state.
    The storyboard remains in Draft Storyboard status until you activate it.

9

Activate the storyboard

  1. Browse and open a storyboard that you want to activate.
  2. Click Storyboard > Save.
  3. In the Save Storyboard popup window, update the Title, Description, and Category of required.
    The default category is BMC Remedy Operational Reporting.
  4. Select a Subcategory (other than Draft Contents) where you want to save the storyboard. For example, Incident Management or Change Management.
    The Activate button appears only after you select a category other than Draft Contents.
  5. (Optional) Add tags.
  6. Click Activate.

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.


After you create and activate a storyboard, you can share the storyboard and edit it to make further changes. Users with access to the storyboard can view the storyboard and perform actions such as sharing, exporting, and adding comments and notes.

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