Boards

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Why Use Boards?

• Save time by avoiding repetitive filter selections.
• Quickly switch between perspectives (e.g., different locations, time ranges, or product types).
• Share consistent dashboard states with your team.

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Steps to Create a Board

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1. Open Your Dashboard

• Navigate to the dashboard you want to work with.

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2. Apply Filters

• Use the filter panel to set conditions (for example: Location = “North Region”, Date Range = “Last 30 Days”).
• Confirm the dashboard updates with your selected filters.

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3. Save as a Board

• Open the Dashboard Settings dropdown and toggle Enable Board.

• In the Board dropdown, click + Add Board.
• Enter a name for your board and click Save Board.
  • Example: “All Stores Overview”

• All Stores Overview is created

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4. Switch Between Boards

• Open the “Board” dropdown to view the list of all your saved boards.
• Select a board to load it—the dashboard will automatically update with the saved filters.

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5. Delete Boards

• From the Board dropdown, you can delete saved boards