Need Learning track for Reporting and Automation
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‎09-01-2023 12:56 PM
Could you provide 2 Tracks
1) Learning to create Dashboards and reports
2) Learning to Automate the backend processes
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‎09-02-2023 01:40 AM
Hi @kj4351
you can start here https://www.servicenow.com/community/training-and-certifications/knowledge-sources-to-go/ta-p/231013...
Maik
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‎09-02-2023 04:29 AM
Hi @kj4351
There are some specific training.
- For Automate - You can do Flow designer , Playbook micro certs.
- For reporting - I am not exact remember but search with report and Dashboard. or check
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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‎09-02-2023 08:20 AM
Track 1: Learning to Create Dashboards and Reports in ServiceNow
ServiceNow provides robust capabilities for creating dashboards and reports to visualize and analyze data. This track will help you become proficient in creating effective dashboards and reports:
Step 1: Basics of Reporting
- Understand the fundamentals of reporting in ServiceNow, including tables, fields, and data sources.
- Learn about list views and basic reporting options.
Step 2: Creating Simple Reports
- Start by creating simple reports using the Report Designer.
- Customize column selection, sorting, and filtering in reports.
- Explore different types of charts and graphs available for visualization.
Step 3: Building Advanced Reports
- Dive deeper into report building by adding calculated fields and advanced filters.
- Learn about cross-table reports and the creation of reports spanning multiple tables.
- Utilize drill-through reports for detailed insights.
Step 4: Creating Dashboards
- Understand the concept of dashboards in ServiceNow.
- Learn how to create and customize dashboards to display multiple reports and widgets.
- Explore various dashboard design elements, including widgets, filters, and layouts.
Step 5: Interactive Dashboards
- Master the art of creating interactive dashboards with dynamic filters.
- Implement advanced widgets like scorecards, gauges, and performance analytics widgets.
- Learn how to share and publish dashboards to users and groups.
Step 6: Scheduled Reports and Notifications
- Set up scheduled report generation and distribution.
- Explore options for sending email notifications based on report data.
- Understand report subscriptions and their management.
Track 2: Learning to Automate Backend Processes in ServiceNow
ServiceNow's automation capabilities empower organizations to streamline backend processes efficiently. This track focuses on automation:
Step 1: Introduction to ServiceNow Automation
- Gain an overview of ServiceNow's automation capabilities and their importance.
- Understand the role of workflows, business rules, and scripting in automation.
Step 2: Workflow Automation
- Learn how to design and build workflows using the Workflow Designer.
- Create sequential and parallel workflows for various processes.
- Implement approvals, notifications, and actions within workflows.
Step 3: Business Rule Automation
- Explore business rules and their use in automating data validation and actions.
- Create and customize business rules for specific tables and conditions.
- Understand server-side scripting for complex automation tasks.
Step 4: Scripting and Scripted Automation
- Dive into scripting using JavaScript in ServiceNow.
- Learn how to write server-side scripts, including client scripts, business rules, and UI policies.
- Utilize scripting for data manipulation, calculations, and integrations.
Step 5: Integration and Orchestration
- Explore ServiceNow's integration capabilities.
- Learn how to set up REST APIs, SOAP integrations, and mid-server configurations.
- Understand orchestration for automating complex, end-to-end processes involving multiple systems.
Step 6: Event Management and Alerting
- Discover event management and its role in proactive automation.
- Set up event rules, alerting, and automated incident creation.
- Implement monitoring and event-driven automation.
Step 7: Performance Optimization and Best Practices
- Learn best practices for efficient automation design.
- Understand performance optimization techniques for scripts, workflows, and business rules.
- you can find lots of videos on youtube as well
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‎09-04-2023 10:18 PM
Hi @kj4351 ,
You can complete the below courses
1. Reporting and Analytics
2. Flow Designer
Mark my answer correct and Helpful if helps you.
Thanks,
Nivedita Patil.