Create New Databoards

To use the Databoards submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new databoard:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Advanced Tools > Databoards.
  3. On the grid toolbar, click and select Create Databoard.
  4. On the Settings tab, you can identify or select applicable options for the Data View Name, Source Type, and Default File Name fields.