After creating an RI Board, you can update its layout, appearance, access permissions, and content at any time.
Changes are saved directly to the Board. If multiple users have access to the Board, changes become available immediately after saving.
Open an RI Board
Go to Reports → RI Boards.
Select the Board you want to edit.
Make the desired changes.
Click Save.
Update Board Settings
The Board Details section controls the Board's general configuration.
Field | Description |
|---|---|
Label | Updates the Board name. |
Description | Updates the Board description. |
View Role | Controls which users can view the Board. |
Show Report Footer | Displays or hides report footers. |
Board Background | Changes the Board background color. |
Page Size | Sets the PDF page size. |
Orientation | Sets the PDF orientation. |
PDF Margin | Sets the PDF margins. |
Default Font | Sets the default font for Rich Text components. |
Modify the Board Layout
You can update the Board by:
Moving and resizing Visuals.
Adding or removing Visuals.
Adding or editing Rich Text.
Adding, replacing, or removing images.
Save Your Changes
After updating the Board:
Review the layout.
Verify all Visuals display correctly.
Click Save.
Best Practices
Organize related Visuals together.
Use Rich Text to provide context for the dashboard.
Keep the layout clean and easy to read.
Clone important Boards before making significant changes.