Create Databoard Views

Use Databoards in the Advanced Tools submodule in the Settings module to create databoard views.

To use Databoards in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a databoard view:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a databoard view.
3. In the left pane of the Settings page, click Advanced Tools > Databoards.
4. On the grid toolbar, use the drop-down list to select the databoard for which you want to create a view.
5. Click the View tab.
6. On the tab toolbar, click and select Create Databoard View.
7. In the Create Databoard View dialog box, enter a view name and use the drop-down list to select the databoard view type that you want to create.
8. Click OK.