Storyboards
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How do I categorize storyboards?
A Storyboard can be categorized by adding a business area, which will be displayed as a tag. Clicking on a specific tag will filter the Storyboard by that business area. To add a business area to a Storyboard, click on the settings icon on the right side of the Storyboard and select "Edit." There, you can add a business area to categorize your Storyboard. Documentation Link: Storyboard — Conve...
- What is a ProcessFlow? How do I create one?
- How do I arrange reports and metrics in a Storyboard?
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How do I clone Storyboards? Why should I clone Storyboards?
When a user needs to add or remove a column, make a slight change to a Storyboard, and still retain the original version, they use the clone option. This allows them to modify the data in the cloned Storyboard without affecting the original one. Documentation Link: Storyboard — ConverSight Documentation
- How do I schedule Storyboards and/or reports to be emailed?
- How do I share Storyboards and/or reports?
- How can I customize the existing Storyboards or reports?
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How do I add data to a Storyboard?
To add data to a Storyboard, Navigate to the insights section Select the desired insight Click on the "Add to Storyboard" icon which will be a Pin shared Select an existing Storyboard -OR- create a new one by entering a name and clicking "Create and Add" Documentation Link: Storyboard — ConverSight Documentation Academy Link: Course: Storyboard (conversight.com) Video Link: How to pin a St...
- How do I add a column to the Recommended PO report?