If you’re unsure about how to create a infoboard in Infoveave, you can always get assistance by clicking the Need Help button. Upon clicking the button, you’ll be directed to a visual walkthrough on how to create a infoboard.
Select template Choose an Infoboard template to accelerate the Infoboard creation process, to maintain consistency in storytelling, and to streamline the initial setup of your Infoboard.
Link with data Streamline Infoboard storytelling by linking Datasources, crafting queries, or inputting raw data into your Infoboards, fostering efficient and customized insights.
Add and configure widgets Add widgets to your Infoboard using the simple drag-and-drop feature to initiate widget configuration. Choose the appropriate Datasource type and define the required measures and dimensions.
Customize widgets Customize the widgets on your Infoboard to tailor the appearance of selected widgets and meet specific data visualization needs.
Save Infoboard Save your Infoboard to preserve the configured layout, data visualizations, widgets, and charts for informed decision-making and report generation.
Search
The Search Bar at the top-right of the screen allows you to quickly locate any infoboard within the platform. Simply enter keywords related to the name of the infoboard or any part of the content you’re searching for.
Card View
When you click on the Card option in the layout filter, the items are displayed in a card-based view, which is the default layout for organizing infoboards. This layout provides a more visual representation of the infoboards and folders, making it easier to identify and organize items.
List View
When you click on the List option, the layout changes to a table view, which displays the items and folders in a more detailed, structured format. This layout is ideal for users who prefer seeing data in rows and columns, allowing for quick access to information such as the item name, type, creation date, last update date, and more.
New Folder
To organize your infoboards more efficiently, you can create a new folder. Here’s how to do it
Click the New Folder button, this will open a popup where you can configure your new folder.
In the popup that appears, you’ll be prompted to enter a name for your new folder. Choose a name that helps you identify the folder’s purpose or contents, such as “Reports” or “Financial Data.”
After entering the folder name, click the Save button to create the folder. The new folder will appear under Folders section.
Export Infoboard List
The Export Infoboard List feature allows users to download a structured file containing all available infoboards within the system. This functionality enhances data management by enabling efficient organization, analysis, and sharing of infoboard records.
New Infoboard
Clicking on New Infoboard opens a template selection popup, allowing users to choose from a variety of pre-designed templates categorized by use cases such as Customer Service, Digital Marketing, Finance, Sales, Operations, and Healthcare. Users can efficiently create an infoboard by selecting Use this template, accessing additional details via the information icon or previewing the layout before proceeding. This streamlined approach ensures a quick and structured setup, enabling users to build customized, data-driven dashboards tailored to their specific business needs.
