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Ask LISA - Exporting, Sharing, and Bookmarking

Meet LISA!  Short for Learning Intelligence Search Automation, LISA is your A.I. natural language search tool for your LMS data.  Powered inside IntelliBoard.net, LISA returns your search queries as a data table and suggests existing reports. 5_LISA_2.png

Before you get started... 

  • LISA functionality begins with a Level 5 IntelliBoard subscription; please review features and subscription plans here. 
  • LISA is utilized inside IntelliBoard.net; accessible from the top right corner or your Navigation column.
  • LISA will suggest reports based of your query. See suggested reports at the bottom of your results.
  • SubAccount users' access is determined by the IntelliBoard Admin (main subscriber).  IntelliBoard Admins may manage LISA access through Permit in either the Organizational Role or SubAccount under Advanced Settings. 

An automated, step-by-step guide can be found inside IntelliBoard.net. Click "Self Help" (orange button) from your Home page and then click "Searching with LISA [LISA]".

Export

Click on Export and download your LISA results in an Excel, PDF or CSV file. 

Clicking Print will produce a print-friendly page.

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Share Arrow

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EMAIL

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Step 1  Add the recipient's email
Step 2  Edit Subject line, if necessary
Step 3  Select Attachment type: XLS, CSV, or PDF
Step 4  Create and format the Message which will appear as the email body
Step 5  Send Email (or Cancel or go back to the repot from the top right hand corner)

 

SCHEDULE

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1 - Email  Type the email address(es) of the recipient(s).  Multiple emails may be added by adding a space or comma; add an enter to move on to the next step.
2 - Subject Edit Subject line, if necessary
3 - Status Status relates to whether or not the Schedule Report is active (sending the report) or inactive (not sending the report).
4 - Duration of Active Status Period  Set the Duration of the Active Status Period.  This serves as an "Expiration Date" for the Active Period.  For example, you may want the Active Status Period to turn off at a holiday break, the end of Fall Semester, or the end of Q4. 
5- Attachment Select Attachment type: XLS, CSV, or PDF
6- Frequency Select how often you'd like the email to be sent
7- Message Create and format the Message which will appear as the email body
8- SAVE Save Scheduled Report (or Cancel)

 

BOOKMARK

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Clicking "Bookmark" will allow you to edit the name of the report.  Clicking "Save" will add the report to "Bookmark(s)" in IntelliBoard's Navigation Bar. 

 

FROM PERSONALIZING LISA RESULTS 

You can also Email, Bookmark or Schedule from within Personalize LISA Results.  The process for each remains the same as outlined above.

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For additional assistance, please email Support@IntelliBoard.net or click HERE

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