Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version. Compare with Current ·  View Page History

Before creating a display board, a Stats point object needs to be added in the system to specify which data should be collected and displayed in your wallboards. See the Stats points section for information on creating or editing Stats points.

To add a new display board, select theLive statstab and click on theAddbutton at the top-right corner of the Display boards list, as shown below:


The following pop-up window will appear, allowing you to choose one of three options:

  • Create blank: This option allows you to design your own Display board from scratch
  • Create from a template: This option allows you to choose a pre-defined Display board template
  • Create from an existing Display board: This option allows you to base your new Display board on an existing template


Create blank

Blank Display boards start off as completely blank screens, allowing you to determine what panels you would like to add.

To design your own Display board, select the Create blank option from the list provided, enter a relevant name and then click Finish, as shown in the screenshot below:


A new window will pop-up allowing you to design your panels. For information on how to design your own display board, check the Designing a Display board page.

Create from a template

Creating a display board from a template is the quickest and easiest ways to set up a wallboard. Select the Create from templateoption from the list provided, then clickNext, as shown below:


Next step is to choose from a list of predefined templates. To select your preferred one, click on the numbers that correspond to each template, then press theNextbutton.


You are now given the option to add a stats collection point or skip this stage. Remember your Display board will be blank until you choose a stats point with which to populate it.


Don't select a stats collection point

If you don't want to select a stats collection point at this time, clickFinishand your display board will be added to the list. You will be allowed to add a stats collection point at a later stage, by following the same wizard. Please visit the Adding a Stats point page for information on how to create a stats collection point for your display board.

Select an existing stats collection point

If you decide to use an existing stats collection point, you will be provided with a list of all stats collection points that exist already in the system, as shown in the example below:


Select from the relevant stats point from list provided, then clickFinish. Your display board will now be added to your display boards list and you can view it by clicking on the Displaybutton.

Create from an existing display board

You can also create a display board from an existing one, if for example you want a consistent look through all your company's display boards. To do so, give your display board a relevant name and select Create from an existing Display board option from the list provided, then click Next.


Next step will enable to choose from the existing list of display boards. Select the one that you want to copy, then click Next.


You are now given the option to add a stats collection point or skip this stage. Remember your Display board will be blank until you choose a stats point with which to populate it.


Don't select a stats collection point

If you don't want to select a stats collection point at this time, clickFinishand your display board will be added to the list. You will be allowed to add a stats collection point at a later stage, by following the same wizard. Please visit the Adding a Stats point page for information on how to create a stats collection point for your display board.

Select an existing stats collection point

If you decide to use an existing stats collection point, you will be provided with a list of all stats collection points that exist already in the system, as shown in the example below:


Select from the relevant stats point from list provided, then clickFinish. Your display board will now be added to your display boards list and you can view it by clicking on the Displaybutton.

The Advancedtab

When adding a display board, you have the ability to choose which users will be able to access it. If you click on the Advanced button from the bottom-left corner, you can select the site and user group you want to restrict the access to.


 

 

 

 

Once you have your Stats points set up, you are ready to start creating Display boards. See the Stats points section for information on creating or editing Stats points.

Select the Live stats tab and the following screen will appear. If you are adding a Display board for the first time, the content of this screen will be blank.

Add Display board

To add a new Display board, just click on the Add button, at the top right of the Display boards list, as shown below.

Add Display board

The following pop-up will appear allowing you to choose one of three options:

  • Create blank: This option allows you to design your own Display board from scratch
  • Create from a template: This option allows you to choose a pre-defined Display board template
  • Create from an existing Display board: This option allows you to base your new Display board on an existing template
Add Display board

Create blank

Blank Display boards start off as completely blank screens, allowing you to determine what panels you would like to appear on the screen. To do this, simply select Create blank from the list below. Then click on the Finish button.

In that case, your Display board will have no Stats points.

Add Display board

The Display board will appear in the list, as follows:

Add Display board

To design your Display board according to your needs, please have a look at the Designing a Display board page.

If you want to specifically see how to design Display board panels, please visit the Display board panels section.

N.B. It will not be possible to create a Display board without first adding some Stats points.

Create from a template

Creating Display boards from a template is one of the quickest and easiest ways to design a board. To select this option, select the Create from a template option from the list below. Then click Next.

Add Display board

Then scroll through the templates to select the one you would like to base your board on by clicking on the numbers that correspond to each template. Once you have chosen the right template for you, press the Next button, as shown here:

Add Display board

You then get the option of adding a stats collection point or skipping it. Remember your Display board will be blank until you choose a stats point with which to populate it.

Add Display board

Don't select a stats collection point

In the case that you don't want to select a stats collection point, just click Finish as shown below. Your Display board has been added to the list.

You can add references to stats collection points, later on from inside the designer.

Add Display board

The Display board will appear in the list, as follows:

Add Display board

To customise your Display board according to your needs, please have a look at the Designing a Display board page.

If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the Display board panels section.

In case that you want to add some new Stats points, please visit the Adding a Stats point page.

Once your Stats points are set, you can see how to view your Display board, by following the Displaying a Display board page.

Select an existing stats collection point

If you decide to use an existing stats collection point, you will be provided with a list of all stats collection points available to you so you can just select and use.

Select from the list the stats point you want and then click Finish to finish your Display board, as shown below:

Add Display board

The Display board will appear in the list, as follows:

Add Display board

To customise your Display board according to your needs, please have a look at the Designing a Display board page.

If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the Display board panels section.

You can now see how to view your Display board, by following the Displaying a Display board page.

Create from templates

Create from templates video

Create from an existing display board

You even have the option to create a Display board from an existing one, if for example you want a consistent look through all your company's Display boards. In that case, just give your Display board a name and select Create from an existing Display board from the list below. Then click Next.

Add Display board

Scroll through the current Display boards. Just select from the list the Display board you want to copy and click Next.

Add Display board

You then get the option of adding a stats collection point or skipping it. Remember your Display board will be blank until you choose a stats point with which to populate it.

Add Display board

Don't select a stats collection point

In the case that you don't want to select a stats collection point, just click Finish as shown below. Your Display board has been added to the list.

You can add references to stats collection points, later on from inside the designer.

Add Display board

The Display board will appear in the list, as follows:

Add Display board

To customise your Display board according to your needs, please have a look at the Designing a Display board page.

If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the Display board panels section.

In case that you want to add some new Stats points, please visit the Adding a Stats point page.

Once your Stats points are set, you can see how to view your Display board, by following the Displaying a Display board page.

Select an existing stats collection point

If you decide to use an existing stats collection point, you will be provided with a list of all stats collection points available to you so you can just select and use. Once you've selected your stats point, click Finish and your board will be ready.

Add Display board

The Display board will appear in the list, as follows:

Add Display board

To customise your Display board according to your needs, please have a look at the Designing a Display board page.

If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the Display board panels section.

You can now see how to view your Display board, by following the Displaying a Display board page.

Copy an existing board

Copy an existing board video

Labels: