A Liveboard is a live dashboard: a collection of related Answers (reports, charts, and tables) displayed together. Build Liveboards from scratch, or start from one of the standard Liveboards Act-On ships and customise it. You can filter, schedule, present, and download any Liveboard.
Quick Reference (Advanced Users) - Click to Expand
- Access: Reports > Analytics.
- Jump to: Create a Liveboard | Edit layout | Filter data | Tabs, notes, iFrames | Schedule | Viewing options | Standard Liveboards.
- Pin any Answer to a new or existing Liveboard via the Pin button at the top right of the Answer.
- Filters added to a Liveboard can apply to all tiles or specific ones via Applicable to.
- Scheduled Liveboards can go to non-Act-On users; emails are sent from
reports@alerts.act-on.com(add to address book).
Open Analytics at Reports > Analytics.
Create your own Liveboard
Build a Liveboard by choosing Answers and pinning them.
- On the Analytics Home page, from the Library at the bottom, open an Answer you want in your new Liveboard.
- At the upper right, click Pin.
Or click the name of an existing Liveboard or tab.
- In the dialog that appears, click + Create Liveboard, type a name, click the check mark on the right (it highlights blue), and click Pin.
- Your new Liveboard is now available from the Home page with your chosen Answer tile.
- To add more tiles, open the next Answer and click Pin at the top right. Your new Liveboard is pre-selected as the last one used.
Edit the Liveboard layout
Click the ellipsis > Edit to move and resize tiles. For example, rearrange to fit a newly added larger tile.
Click Save (top right) when you're done.
Filter the Liveboard's data
Add filters to affect the Answers across your Liveboard together, for example, to show data from the last 90 days.
- Open the Liveboard. At the upper right, click the ellipsis > Edit.
- At the top, click Add filter and choose what to filter on from the list on the left (search is available).
- In the dialog, set the values and options.
- In Applicable to, choose which tiles and tabs the filter applies to.
- Click Apply.
- Repeat to add more filters. To remove a filter, hover over it and click the X on the right.
Click Save when you're done.
More Liveboard edit options
More options are available when editing a Liveboard (open, then click Edit at the upper left):
Tabs
Too many tiles in your Liveboard? Create tabs, for example, for supporting data you don't need visible all the time. At the top, click + Add tab and type a name.
The new tab is available to select when pinning Answers to the Liveboard as described above.
Notes
Add context about the tiles on your Liveboard, for example, to explain the data or link to further reading. Text, link, picture, and table options are available.
You can also embed content using an iFrame:
- On the right of the toolbar, click Insert > Embed iFrame.
- Paste the embed code for your content. This can be a video, a PDF, or a Figma file.
- To resize the embedded content, select the edges and drag.
Name and description
Click the Liveboard's name and description to edit them.
Schedule a Liveboard
Share Liveboards on a schedule by email, including with colleagues who don't have access to Act-On Analytics.
- Open the Liveboard. At the upper right, click the ellipsis > Schedule > Create Schedule.
- In the Create schedule dialog, enter or select:
- Name. Does not appear in the email sent.
- Add comment. Appears in the email sent.
- Frequency. Select when and how often to share.
- Type. Select PDF to share charts and tables. Select CSV to share data for offline analysis.
- Gating condition. Write a statement that returns a boolean (for example, whether there is enough data to report on). At the scheduled time, if the condition is true, the Liveboard is shared.
- Select attachment type. Choose how the data is shared in the email. PDF gives you formatting options and lets you include or omit specific parts of the Liveboard.
- Recipients. Enter email addresses. Non-Act-On users are supported. You may see an "email not found" warning, but the email can still be added.
- Click Create.
reports@alerts.act-on.com. Add this address to your address book (and ask recipients to do the same) to avoid spam filtering. Scheduled Liveboards use the default filters. To ship with custom filters, either use the PDF options to override, or make a copy of the Liveboard, apply the filters as defaults on the copy, and schedule that one.Manage Liveboard schedules
To edit an existing schedule, open the Liveboard. At the upper right, click the ellipsis and select Manage schedules. Open the schedule and edit as above.
Liveboard viewing options
Adjust Liveboard filters
When viewing a Liveboard, filters can be adjusted on the fly, for example, to show data from the last month.
Download a PDF
To download a PDF of the Liveboard (for a report or an email attachment), view the Liveboard, at the top right click the ellipsis > Download PDF, pick the options you want, and click Download.
Present the Liveboard
To present a Liveboard like a slideshow, view the Liveboard, at the top right click the ellipsis, and select Present. The Liveboard displays full screen. Move through slides with arrow keys or the buttons at the top right.
Standard Liveboards from Act-On
Act-On ships standard Liveboards to get you started, including:
- Email Performance. See Exploring the Email Performance Analytics Liveboard.
- Forms, Landing Pages, Media.
Use them as they are, or as a starting point for your own:
- On the Analytics Home tab, in the Library list, use the filters to show only Liveboards and choose author Act-On Software.
- Open the Liveboard you want to start from, at the top right click the ellipsis > Make a copy.
- Rename the copy and edit it as described above.