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.
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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