Maximing a personal experience, IntelliBoard's landing page is comprised of two main components: 1) Library and 2) My Datasets. The Library is the repository of IntelliBoard default datasets, charts, and dashboards. Created by IntelliBoard, these defaults intend to be added to "My Datasets" and further curated to meet your data needs. The Library also may contain datasets created, published and approved by your organization. My Datasets intends to be your specific, high-priority datasets.
What is the Library?
The Library is the repository of IntelliBoard default datasets, charts, and dashboards. Created by IntelliBoard, these defaults intend to be added to "My Datasets" and further curated to meet your data needs.
Does my Organization have Datasets in the Library?
The Library also may contain datasets created, published and approved by your organization.
What does (IB) mean in in the Title?
(IB) in the title of the Dataset or Dashboard means it was created by IntelliBoard.
Can I edit the defaults?
Yes, if you have Builder privileges you can move the report to your My Datasets and clone and edit the dataset to make your own personalizations in the Builder.
Should I move everything to My Datasets?
My Datasets intends to be your specific, high-priority datasets. You can move as much or as little as you want from the Library at any time.
|Library||The IntelliBoard Library is the repository of datasets created by IntelliBoard or the Organization.|
|My Datasets||My Datasets is a selection of your high priority, high action datasets.|
|Dashboard||A collection of components; more than one dataset grouped together in a Dashboard|
|Reports||A tabular dataset; colums and rows of data.|
|Charts||A visual dataset; bar charts, pie charts, line graphs, etc.|
|Publishing Datasets||The action of sharing a dataset or a dashboard with your Organization. Before it can be added to the Library or to an Organizational Role, it must be approved.|
|Approving Datasets||After a new dataset has been created by someone in your organization, it must be pushlished. Approving the dataset allows it be added to the Library or to an Organizational Role.|
Search by Report Name or Tag
Leverage the Search Bar with a full or partial word search for the dataset title. If the report does not exist, there will be a notification saying: Empty library.
Click on the circular Tag to narrow by a particular topic. Tags are added to the reports in the report settings and also displayed in the dataset tile.
Each item in the Library is represented by a title, which includes the name, brief description, tags and the number of times the IntelliBoard community has upvoted a dataset.
For additional assistance, please email helpdesk@IntelliBoard.net