IntelliBoard Lite Monitors Overview

You may edit the name of your monitor set creating a unique name.

1. After selecting a report, click on Personalize Report. 

   Open

   

2. From the Personalize Monitor Set page, type a new name in the Name box and click save.

You may review the monitor in the new page by clicking a monitor name and personalize it as you want. 

1. Personalize your monitor by changing the size. 50: monitor will be displayed at half the width of the window, 100: the monitor will be displayed to the full width of the window

2. choosing the time interval after which the monitor will be updated

Your data is too valuable to get the best out of it and not share it.

1. Refresh

Refresh your monitor to get the latest data.

2. Open in New Tab 

You may review the monitor in the new tab and personalize it as you want. Click HERE for more.

3. Export Your Monitor

Click on "Download as ..." to download the data as an Excel, PDF, or CSV document. This file will go to the Export History, where you can download it directly to your device.

4. Email

• Step 1 Add the recipient's email

• Step 2 Edit Subject line, if necessary

• Step 3 Select Attachment type: XLS, CSV, or PDF

• Step 4 Create and format the Message which will appear as the email body

• SEND Send Email (or Cancel or go back to the repot from the top right hand corner)

5. Schedule a Notification
Note: When an email is scheduled, it will be sent from IB and will come from support@intelliboard.net.

Boxed Items

Based off the monitor filters, the initial steps of building a scheduled monitor will change. Each step will need to be successfully completed and then the next step will automatically populate.  

NOTE: To send the scheduled monitor to multiple people, please use a space or a comma.  Use "Enter" to move on to the next step.

• 1 - Report Date Filter
  Use the box to toggle on/off the Date Filter.  The Report Date Filter here correlates to the Date Filter inside the Monitor.  To choose "All Time" simply leave the Date Filter disabled.  To choose a specific time period, select the number value and the time value from the drop downs.

• 2 - Name
  Edit Name line, if necessary (it will be shown in CEND center)

• 3 - Subject
  Edit Subject line, if necessary (it will be shown in the email topic)

• 4 - Status
  Status relates to whether or not the Schedule Monitor is active (sending the monitor) or inactive (not sending the monitor).

• 5 - Notification Expiration Date 
  Set the expriation date; leaving blank will run the monitor continuously.  For example, you may want set the expiration date to correlate with a holiday break, the end of Fall Semester, or the end of Q4. 

• 6 - Attachment
  Select Attachment type: XLS, CSV, or PDF

• 7 - Frequency
  Select how often you'd like the email to be sent

• 8 - Message
  Create and format the Message which will appear as the email body

• 9 - SAVE
  Save Scheduled Monitor (or Cancel)

6. Share

Clicking "Share" will allow you to create an API key that will allow you to either share an external link or Embed the monitor.  First select the connection you wish to share and set the expiration date.  The width/height refers to the embed code. 

Share the External Link or use the Embed Code to share your data.  

NOTE: Sharing the External Link or the Embed Code allows a person external to App.IntelliBoard.net access to view the full report and utilize all filters.  Please share and embed accordingly.

7. Delete 

Delete the monitor from the monitor set, if it is no longer needed.

Personalize your report by renaming it, adding or deleting monitors, setting it as a home page, and/or choosing to make the report visible in Moodle.

1. Name
   Rename your monitor set if you wish to make the name more specific for your audience.

2. Set as Default Home
   Make your monitor set as a Home page for main subscriber by clicking a button. Click HERE for more.

3. Visible in LMS
   Make your monitor set visible in a specific Moodle LMS. You will be able to select which Dashboard (Admin or Instructor) the monitor set should appear.
   NOTE: A viable connection must be established before reports can be added to Moodle. Additionally the main subscription email must be in the LMS system under Site Administration > Plugins > Local Plugins > IntelliBoard > Settings

4. Dashboard Preview
   Place monitors in suitable places and change their size as you want.

5. Configurations (white supplement)
   Change monitor places and configure them by clicking 3 dots in the right side of the monitor to specify your data.
   NOTE: You may choose which report will be visible in Report Monitor under it's configuration. Click HERE for more.

6. Available Monitors
   Drag and drop needed monitors to the dashboard to make your monitor set more convenient for you to use.

7. Save
   Save your changes.

8. Delete
   Delete your monitor set if it is no longer need.

Your data is too valuable not to share. Clicking the "Share Arrow" icon allows you to Export as an Excel, PDF, or CSV document (this file will go to the Export History, where you can download it directly to your device), Email, Schedule, Bookmark and Share your report.

Email:

Step 1 Add the recipient's email

Step 2 Edit Subject line, if necessary

Step 3 Select Attachment type: XLS, CSV, or PDF

Step 4 Create and format the Message which will appear as the email body

SEND Send Email (or Cancel or go back to the report from the top right hand corner)

Schedule:

Boxed Items

Each step will need to be successfully completed and then the next step will automatically populate.  
NOTE: To send the scheduled monitor set to multiple people, please use a space or a comma.  Use "Enter" to move on to the next step.

2 - Name
Edit Name line, if necessary (it will be shown in CEND center)

3 - Subject
Edit Subject line, if necessary (it will be shown in the email topic)

4 - Status
Status relates to whether or not the Schedule Monitor Set is active (sending the monitor set) or inactive (not sending the monitor set).

5 - Notification Expiration Date 
Set the expiration date; leaving blank will run the monitor set continuously.  For example, you may want to set the expiration date to correlate with a holiday break, the end of Fall Semester, or the end of Q4. 

6 - Attachment
Select Attachment type: XLS, CSV, or PDF

7 - Frequency
Select how often you'd like the email to be sent

8 - Message
Create and format the Message which will appear as the email body

9 - SAVE
Save Scheduled Monitor Set (or Cancel)
Note: When an email is scheduled, it will be sent from IntelliBoard and will come from support@intelliboard.net 

Share:

Clicking "Share" will allow you to create an API key that will allow you to either share an external link or Embed the monitor set.  First select the connection you wish to share and set the expiration date.  The width/height refers to the embed code. 

Share the External Link or use the Embed Code to share your data.  

NOTE: Sharing the External Link or the Embed Code allows a person external to App.IntelliBoard.net access to view the full report and utilize all filters.  Please share and embed accordingly.