Create Databoards

Use the Databoards submodule to create databoards.

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

To create a databoard:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create databoard.
3. In the left pane of the Settings screen, click Advanced Tools > Databoards.
4. On the grid toolbar, click and select Create Databoard.
5. Click the Settings tab and enter or select the applicable options for the Data View Name, Source Type, and Default File Name fields.