Creating an RI Board

Rainmaker Insights (RI) Boards allow you to organize one or more Visuals into a single dashboard. 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.

Create a New Board

Select Reports → RI Boards.
Select New.

The Create a New Board page opens.

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 the Board type. Currently, Dashboard is available.
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.

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.

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

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

Image displays Add Visual field in Board Layout section.

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.

Image displays Add Rich Text field in Board Layout section

Select Add Text.
Enter the desired text.
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.

Select Add Image.
Upload an image.
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.