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Storyboards allow you to present reports within a PowerPoint-like display, with full report functionality of returning the latest results, applying filters, and drill-down or drill-throughs.
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Getting started
To create a storyboard, you must have Corporate Report Writer access. Go to Create > Storyboard.
Give your storyboard a name and subtitle - these will appear on your storyboard title page.
If you would like a branded theme for your storyboards, speak to your Client Success Manager.
Storyboard settings
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Slide settings
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When adding a slide, you'll need to specify title text, subtitle text if applicable, and if a new section, the section colour.
Slide types
You can choose from the following slide types when adding a new slide. Note that some will only be available in certain contexts.
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Adding content and text
To add content, select the content type in the content box. The options are, left to right, Reports, Images, and Video (via a URL).
A list of available reports or images will appear in the left hand menu. | To add text, click in the box saying Enter some text. You will then have access to a text editor.
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To resize content and text boxes on your slide, click in the content/text box and drag the black re-size icons on the edges.
Associated content
You can add additional slides beneath a slide if required - this is useful for additional, related reports or information that you can refer to, or for reports that are too big to display properly on a main slide.
Left hand menu
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When presenting a storyboard, use your keyboard's left and right arrows to navigate between slides. |
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You can distribute your storyboard to other users by clicking the Share option, or export it to PDF by clicking the Export option when presenting your storyboard.
Note that your storyboard must be saved and active in order to present it. |
