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Boards

The Board in BizStats AI application is to create, design an analytics report and share it with the desired team. 

About board

To monitor the most important reports regularly at a glance.

Boards are a collection of reports that gives an overview of KPIs and metrics we care about most. Boards let you monitor many metrics at once, so you can quickly check the progress of your accounts or see correlations between different reports. Boards are easy to create, customize and share.

Create a new board 

To create a board:

  1. From the search result page > report section 
  2. Click + icon, In the top right corner of each report section.   
  3. Type the new board name & click the done button
  4.  
  5. This will create the new board with the added report section.

 

Add report to the board  

To add a new report section to the board:

  1. From the search result page > report section 
  2. Click + icon, In the top right corner of the report section.   
  3. select the board name to add report section.

 

Share board

To share a board to the team:

All boards you create start out as private, meaning only you can see them.
You can share boards with your team and also other teams via the Share menu.

  1. Go to the board tab. 
  3. click the options menu on the board.
  4.   
  5. Click the share link & select the team you want to share 

 

Click the "+" button in the top right corner in the report section to add it to the board.

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