Summary
The Mark for Export feature in VividCharts enables users (such as builders) to easily prepare reports for transfer between ServiceNow instances—typically from development to test and then to production—by marking them for export. This streamlines collaboration between builders and ServiceNow admins during the deployment process.
Feature Capabilities
Allows builders to mark reports for export from within the VividCharts interface.
Automatically grants admin edit access to marked reports for seamless handoff.
Provides clear visual indicators (e.g., “Mark for Export” and “Unmark for Export”) on eligible reports.
Supports multiple report types, including:
Filterable Slide Decks
Standard Slide Decks
Scaled Reports
Benefits
Streamlined Instance Promotion: Easily move reports from Dev → Test → Prod without manual cloning or rebuilds.
Clear Builder/Admin Workflow: Builders prepare content; admins handle export/import.
Access Management: Automatically handles permissions needed for export without extra configuration.
Efficient Collaboration: Reduces back-and-forth between roles by clearly marking what needs to be exported.
Time-Saving: Significantly cuts down the time required for report migration between environments.
If you're a builder: simply click the three-dot menu on your report, select Mark for Export, and you're done! The ServiceNow admin will take it from there in the next step.