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Table of Contents

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.

Table of Contents

Getting

Started

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

  • Save storyboard - specify where your storyboard will be saved and its name
  • Copy storyboard
  • Settings
    • Style settings and theme
    • Global filters - select filters from a report that can be applied across all reports
    • Refresh data for any report snapshots used in your storyboards
    • Access - make your storyboard private and give access to selected users, or make it Public to all who have access to the sub-category where it is stored


Slide settings

  • New - add a new slide after the current slide
  • Delete - delete the current slide
  • Settings

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.

  • Title - your storyboard title page
  • Section - section title page
  • Table of Contents - table of contents for your storyboard, listing slide titles
  • Quote - text only slide in quote format
  • Content - contains by Report or Image and Text content
  • Rich Content Only - Report only
  • Text Only - text box only
  • Image - image only

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.

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

  • Add or move slides
  • Access report filters
  • Add reports
  • Add images
Storyboards#Top




Tip
titlePresenting Storyboards

When presenting a storyboard, use your keyboards keyboard's left and right arrows to nagivate navigate between slides.


Info
titleSharing and Exporting

You can Distribute 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.