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Create and manage Boards

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Written by Mohamed Shayan

A Board is a workspace where you can collect and display multiple Reports side by side. A Report can exist independently or be added to one or more Boards. Deleting a Report from a Board does not delete the underlying Report.

  1. Create a Board: Click the "+" icon next to "Boards" in the left sidebar. A new blank "Untitled Board" is created. New Boards are private by default.

  2. Add Reports to a Board: Click "+ Add Report" in the top-right area. Choose "Add New" to create a new report, or "Add Existing" to select from your existing Reports.

  3. Reorder Reports: Click "Edit Reports" in the Board toolbar.

  4. Set a Board date range: Use the date filter dropdown in the top-left. Selecting any option other than "Report Default" overrides the date range for ALL Reports on the Board simultaneously.

  5. Filter all Reports on a Board: Click "+ Add Filters." Filters applied here are passed to all Reports on the Board.

  6. Subscribe to Board updates: Click "Subscribe" in the top-right and choose Email or Slack delivery.

    The walkthrough below shows the full flow: creating a Board, adding and reordering Reports, setting a Board date range, filtering all Reports, and subscribing to updates.

    The full Board flow: creating a Board, adding and reordering Reports, setting a date range, filtering, and subscribing.

    Animation: The full Board flow: creating a Board, adding and reordering Reports, setting a date range, filtering, and subscribing.

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