Skip to main content 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.
Steps to Create a Board 1. Open Your Dashboard
Navigate to the dashboard you want to work with.
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.
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
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.
5. Delete Boards
From the Board dropdown, you can delete saved boards
