Create a board

A board is a custom dashboard that your team returns to for the same reporting question. Create one when a query is worth keeping and sharing, rather than for a one-off analysis. Boards live under Monitor → Boards.

Open Boards

Go to Monitor → Boards.

Start a new board

Click Create Board, or Get started if the list is empty.

Name it clearly

Use a name that operators will recognize, for example Campaign Overview or Hindi connect health.

Create

Click Create. The new, empty board opens, ready for widgets.

From the boards list, you can also Rename or Delete a board.

Deleting a board permanently removes all of its widgets.

Anatomy of a board

Piece	What it does
Tabs	Pages inside the board. Add them via Create → Tab. Double-click to rename, and drag to reorder
Widgets	Each one is a SQL query plus a chart or table. Drag by the title to move, and resize from the edges
Filters	Board-level parameters referenced in SQL as `{{filter_name}}`

Header actions

Action	Purpose
Filters	Open Configure Filters
Create → Widget	Add a new widget on the active tab
Create → Tab	Add another page of widgets
Alerts bell	View configured alerts when any exist

Each widget also has its own menu: Refresh, Configure alerts, Download results, Duplicate, and Delete.

Create a widget

Put a query on the board and choose how to visualize it.

Filters

Make the board reusable across agents and dates.