Overview--Start Building Your Own Report/Dashboard/Chart

 

One of the many exciting features of IntelliBoard NEXT is the Visual Report Builder. Here you can create your own reports by adding columns or data points, filters, and formatting to build a customized data story of your own.

 

Create New

 

Animated_GIF-downsized_large__11_.gif

 

Click on Create New in the top right corner if you want to create a new report, dashboard, or chart. You will be redirected to the Builder! 

 

Step 1:

From the main screen click “Create New” button at the top right, and choose what you would like to build (Dashboard, Report, Chart):

 

choose.jpg

Step 2:

Add Name and Description (here you can leverage the description box to give
more information to the user (Instructions, messages about how to utilize the
data, etc):

 

Name.jpg

 

Step 3:

Choose your visualization:

 

visualization_.jpg

 

Step 4:

Choose your connection:

 

Connection.jpg

 

Step 5:

Click: "Go to Report"

 

Go_to_report.jpg

 

You can now start building your own data story:

 

Start_building.jpg

 

Was this article helpful?
0 out of 0 found this helpful