How can I create a Canvas in IntelliFront BI?

This article will guide IntelliFront BI Users and Administrators to create a Canvas. A Canvas is a great way to view multiple Dashboards and KPIs at the same time.

Canvases - Reporting

KPIs and Dashboard: Creating a Canvas in IntelliFront BI.
  • Go to Worskshop and select Reporting. In Reporting, select Canvases.
KPIs and Dashboard: Creating a Canvas in IntelliFront BI.
  • Or select Canvases from the card on the home screen.
KPIs and Dashboard: Creating a Canvas in IntelliFront BI.
  • Click New Canvas.
KPIs and Dashboard: Creating a Canvas in IntelliFront BI.

KPIs and Dashboard: Creating a Canvas in IntelliFront BI.
  • Add Name: Give the Canvas a unique name.
  • Click the check mark next to the name to save the name and to begin creating the Canvas.
  • Description: Descriptions are optional but they can be used to explain what the dashboard shows.
  • Groups: Use groups to determine which groups of people have access to which dashboard.
Groups must have been set up within Users and Groups - Groups Manager
KPIs and Dashboard: Creating a Canvas in IntelliFront BI.

Add KPIS

  • A list of available KPIs will be displayed.
  • To select a KPI for a Canvas simply drag and drop the desired KPI to the right hand side of the screen or click (+) next to the KPI.
(Maximum 4 KPI's)

Add Dashboards

  • A list of available Dashboards will also be shown.
  • To select a Dashboard for a Canvas simply drag and drop the desired Dashboard to the right hand side of the screen or click (+) next to the Dashboard
(Maximum 6 Dashboards)
  • To remove a chosen KPI or Dashboard click on the bin icon on each item you want to remove.
  • Once the KPIs and the Dashboards have been chosen you may assign Groups to each Canvas.
  • Click Save.
KPIs and Dashboard: Creating a Canvas in IntelliFront BI.
  • The Canvas will be displayed on the the home screen.
  • If you have more than one Canvas but would like to have a particular one shown as a default use the 'Star' to make it a favorite.