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IntelliBoard Lite Monitors Overview

IntelliBoard Lite Monitors Overview

Owned by Aprile Keith, created
Last updated: Feb 19, 2025 by Arina Mishchenko
11 min read

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IntelliBoard chart sets, known as Monitors, allow you to view a sitewide graphic displaying of the LMS data.

IntelliBoard Lite comes equipped with monitor sets to quickly visualize data. Select the monitor set to learn more about your data.

Monitor Set Features:

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1. Dashboard

The side menu on the left is your IntelliBoard launch pad. By clicking "Monitors", you'll bring up the monitor names in the order of their creation.

2. Choose your LMS Instance 

If you have multiple LMS Connections associated with your account, please select which LMS site(s) to review within the report.

3. Monitor Set Name

NOTE: This feature is available only for IntelliBoard Legacy subscription level.

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

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

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

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4. Monitor Page

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

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5. Monitor Options

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

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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. 

3. Export Your Monitor

Click on "Download as ..." to download the data as an Excel, or CSV document. This file will go to the Export History, where you can download it directly to your device.
NOTE: PDF exporting is available only for IntelliBoard Legacy subscription level.

4. Email

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  • Step 1 Add the recipient's email

  • Step 2 Edit Subject line, if necessary

  • Step 3 Select Attachment type: XLS, or CSV
    NOTE: PDF is available only for the IntelliBoard Legacy subscription level.

  • 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.

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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 Notifications list)

  • 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, or CSV
    NOTE: PDF is available only for the IntelliBoard Legacy subscription level.

  • 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)

  1. Share

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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.

6. Personalizing your Monitor Set

NOTE: This feature is available only for IntelliBoard Legacy subscription level.

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.

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  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

  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.

  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.

7. Refreshing your Monitor Set

Refresh your monitor set to get the latest data.

8. Exporting, and Sharing your Monitor Set

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, send to SFTP, and Share your report.

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Email:

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Step 1 Add the recipient's email

Step 2 Edit Subject line, if necessary

Step 3 Select Attachment type: XLS, or CSV
NOTE: PDF exporting is available only for IntelliBoard Legacy subscription level.

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)

SFTP:

NOTE: If you don’t have an SFTP configuration, click to create a new one from the top rigth corner.

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Step 1 Select an SFTP connection where you would like a file to be sent

Step 2 Fill the name for the exported file

Step 3 Select Attachment type: XLS, or CSV
NOTE: PDF exporting is available only for IntelliBoard Legacy subscription level.

Schedule:

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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 Notifications list)

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, or CSV
NOTE: PDF exporting is available only for IntelliBoard Legacy subscription level.

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:

image-20240509-171524.png

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.

 

“Learners” monitor set:

Learners monitor set is an overview of learner engagement, course activity, and user behavior across the LMS. It is designed to help administrators and educators track key metrics related to enrollment, user visits, and course performance.

New Registrants monitor is a line chart that displays the number of new users that were created in the LMS system. If you hover over points, additional information about the date and the exact number of users will be shown.

Axes    Horizontal: Date

            Vertical: Number Of Users

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Total User Visits (Clicks) monitor is a line chart that displays the number of user mouse clicks all over the LMS system. If you hover over points, additional information about the exact number of user clicks will be shown.

Axes    Horizontal: Date

             Vertical: Number Of Mouse Clicks

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Course Enrollment Types monitor is a pie chart that displays the methods by which users were enrolled in a course filtered by specific date range.

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“Courses” monitor set:

Courses monitor set is a detailed overview of course-related metrics, enabling admins and educators to analyze course activity, learner performance, and overall engagement across the LMS.

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Course Information monitor displays aggregate course information.

Total Courses

# Of Visible Courses: The number of courses visible in the LMS

# Of Hidden Courses: The number of courses hidden in the LMS

# Of Modules: The number of components/parts within a course in the LMS system

Course Activity

# Of Learners: The number of learners enrolled in courses

# Of Instructors: The number of instructors in courses

# Of Completed Learners: The number of learners who completed the course (this must be enabled in the LMS system)

Course Results

# Of Certificates Issued: The number of certificates received by learners

# Of Modules Completed: The number of modules completed by learners (this function must be enabled in your LMS system)

# Of Modules Reviewed: The number of modules viewed (but not completed) by learners

 

Most Visited Courses monitor is a bar chart that displays user visits per course. If you hover over bars, the exact number of page visits will be shown.

Axes   Horizontal: Number Of Users

           Vertical: Course Name

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Active Courses monitor is a line chart that displays the number of unique visits in all courses per day. If you hover over points, additional information about the date and the exact number of visits will be shown.

Axes       Horizontal: Date

               Vertical: Number Of Users

“Performance” monitor set:

Performance monitor set is a detailed view of user access patterns, device preferences, and geographic data, helping admins analyze LMS usage trends and optimize performance for different user demographics.

Operating Systems monitor is a pie chart that displays the OSs (and percent of use) by users in the LMS system.

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Aggregate Site Visits by Day and Hour monitor displays the number of mouse clicks of the day and hour. The bottom bar represents the possible color options of the chart parts depending on the attendance as a percentage of the total. If you hover over a part of the chart, you will see additional information about the day of the week, time, and number of page visits.

Axes    Horizontal: Day Of Week

            Vertical: Hours

Users Map (Based on User Country in Profile) monitor displays the users' locations as noted in the users' profile country fields. The bottom bar represents the possible color options of the map parts depending on the users number. Map may be zoomed in or out. If you hover over a countries, you will see additional information about the name of the country, and the number of LMS users from this country.

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Browser Statistics monitor is a pie chart that displays the browsers (and percent of use) by users in the LMS system.

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Frequently Asked Questions:

Building personal monitor sets is available only for IntelliBoard Legacy subscription plan. To read how to build personal set, find this article: Create a Monitor Set for Moodle LMS

Yes, it could be done from the Monitor Set under the Share button. Scroll up to Monitor Set Features to read details.

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