What is a board
A board is a bunch of graphs that you have selected to appear automatically updated in a client's file.
Several Boards can be created in order to compare different data of your clients.
Add a graph in a board
Choose an existing board, or you can create a new one (click here to find out more).
Click on "Edit" if you have selected an existing board. ***
Click on the “Add a graph” option.
A window will open displaying all available graph. Browse through the different categories in the list on the left and select the graph(s) you want to display in the board.
N.B.: A selected graph will be surrounded by a green square.
4. You can then click "Save" and the selected graphics will be added to the board.
***You can only edit boards that you created yourself.
Order and size of graphics
Once your graphs have been added to your board, you can "drag and drop" them into the desired order.
You can also change the size of the graphs by moving the indicator that appears at the bottom right of each graph.
Share a graph with your client
To share a graph with your clients, click here.
To create a custom graphs, click here.