---
title: "Creating an RI Board"
slug: "creating-an-ri-board"
updated: 2026-10-30T19:03:04Z
published: 2026-10-30T19:03:04Z
canonical: "docs.interprose.com/creating-an-ri-board"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating an RI Board

Rainmaker Insights (RI) Boards allow you to organize one or more Visuals into a dashboard or report. Boards can be customized with text, images, layout options, and security settings to present reports for different audiences.

This article explains how to create a new RI Board.

## Before You Begin

Before creating a Board, consider the following:

- What information should the dashboard communicate?
- Which Visuals should be included?
- Who should be able to view the Board?

For an overview of RI Boards, see [Understanding RI Boards](/v1/docs/understanding-ri-boards).

## Create a New Board

1. Select Reports → RI Boards.
2. Select New.

The Create a New Board page opens.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-21 103708.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A40Z&se=2026-10-31T15%3A33%3A40Z&sr=c&sp=r&sig=pu8P7fRoXYHDut9f9lMm4JoyrCWoHgo%2Bp%2FipimokflI%3D)

Image displays Create a New Board page

## Configure the Board Details

The Board Details section defines the Board's identity, appearance, and access settings.

Click Apply

| Field | Description |
| --- | --- |
| **Label** | The display name shown throughout Rainmaker Insights. Choose a descriptive name that identifies the dashboard. |
| **Identifier** | A unique identifier used internally by Rainmaker Insights. It is automatically generated but can be modified if needed. |
| **Description** | Describes the purpose of the Board. |
| **Type** | Specifies whether the Board is a **DASHBOARD** or **REPORT**. Select **REPORT** when creating a report with headers, footers, or images for export. |
| **View Role** | Limits access to users assigned to the selected role. Leave blank or select **All Roles** to make the Board available to all authorized users. *(Verify final production behavior.)* |
| **Core Default** | Marks the Board as the default template used when customer Boards are created. Customer copies remain editable. |
| **Show Report Footer** | Displays the report footer when the Board is viewed or exported. |

## Add Headers, Footers, and Images for Export

Use an RI Board to add headers, footers, and images to your reports.

- Select **Add Rich Text** to add header or footer text, such as a report title, company information, or explanatory notes.
- Select **Add Image** to add a company logo or other image.
- Arrange the text, images, and Visuals in the **Board Layout**.

> [!NOTE]
> Please Note
> 
> Set **Type** to **REPORT** before exporting a Board that includes headers, footers, or images. These elements will not export correctly when **Type** is set to **DASHBOARD**.

Preview the Board and review the exported file to verify the layout.

## Configure the Board Layout

The Board Layout settings control the appearance of printed and exported dashboards.

| Setting | Description |
| --- | --- |
| **Board Background** | Selects the background color for the Board. |
| **Page Size** | Defines the page size used for printing and PDF export. Available options include Letter, Legal, and A4. |
| **Orientation** | Sets the page orientation to Portrait or Landscape. |
| **PDF Margin** | Specifies the page margins used when exporting the Board as a PDF. |
| **Default Font** | Sets the default font used by Board elements. |

## Add Visuals

Use the Add Visual list to place reports onto the dashboard.

1. Select a Visual from Search Visuals.
2. The Visual is added to the Board Layout.
3. Repeat until all required Visuals have been added.

Each Visual can be positioned and resized to create the desired dashboard layout.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-21 104019.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A40Z&se=2026-10-31T15%3A33%3A40Z&sr=c&sp=r&sig=pu8P7fRoXYHDut9f9lMm4JoyrCWoHgo%2Bp%2FipimokflI%3D)

Image displays Add Visual field in Board Layout section.

> [!NOTE]
> Tip
> 
> The Add Visual selector automatically clears after a Visual is added, making it easy to search for the next report.

## Add Text

Text objects allow you to include dashboard titles, descriptions, instructions, or other supporting information.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-21 104232.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A40Z&se=2026-10-31T15%3A33%3A40Z&sr=c&sp=r&sig=pu8P7fRoXYHDut9f9lMm4JoyrCWoHgo%2Bp%2FipimokflI%3D)

Image displays Add Rich Text field in Board Layout section

1. Select **Add Rich Text**.
2. Enter the desired text.
3. Use the Text Settings panel to customize the appearance.

Available settings include:

| Setting | Description |
| --- | --- |
| **Title Override** | Displays a custom title for the text object. |
| **Fill** | Sets the background color. |
| **Text Color** | Sets the text color. |
| **Border Width** | Defines the border thickness. |
| **Border Color** | Sets the border color. |
| **Font Size** | Specifies the font size. |
| **Font** | Selects the font family. |
| **Weight** | Sets the font weight. |
| **Padding** | Adds spacing around the text. |
| **Align** | Aligns the text within the object. |
| **Page Break Before** | Starts a new page before the text object when exporting to PDF. |

## Add Images

Images can be used for company logos, branding, or other visual elements.

1. Select Add Image.
2. Upload an image.
3. Configure the display settings.

Available settings include:

| Setting | Description |
| --- | --- |
| **Title Override** | Displays a custom title for the image object. |
| **Image Upload** | Uploads the image file. |
| **Image Fit** | Determines how the image fits within the object. |
| **Fill** | Sets the background color. |
| **Border Width** | Defines the border thickness. |
| **Border Color** | Sets the border color. |
| **Padding** | Adds spacing around the image. |
| **Font** | Specifies the font used for captions, when applicable. |
| **Weight** | Sets the font weight. |
| **Align** | Aligns the image within the object. |
| **Page Break Before** | Starts a new page before the image object when exporting to PDF. |

## Save the Board

After configuring the dashboard:

1. Verify the layout and settings.
2. Select Save.

The Board is saved and becomes available from the RI Boards page.

## Manage Your Board

After creating a Board, you can:

- Edit the Board details.
- Update the layout.
- Add or remove RI Visuals.
- Modify Rich Text and images.
- Export or print the Board.
- Share the Board with other authorized users.

For more information, see Editing an RI Board.

## Best Practices

When creating RI Boards:

- Design each Board around a specific business objective.
- Use descriptive Labels and Descriptions.
- Keep layouts organized and easy to read.
- Group related RI Visuals together.
- Use Rich Text sparingly to provide context or instructions.
- Use images to reinforce branding without distracting from the report data.
- Preview the Board before sharing it with users.

## Related Articles

[About Rainmaker Insights](/v1/docs/about-rainmaker-insights-ri)

[Understanding RI Boards](/v1/docs/understanding-ri-boards)

[Understanding RI Visuals](/v1/docs/understanding-ri-visuals)

[Understanding RI Core Visuals](/v1/docs/understanding-ri-core-visuals)

[Creating an RI Visual](/v1/docs/creating-an-ri-visual)

[Editing an RI Board](/v1/docs/editing-an-ri-board)