how to move reports from desktop client to the cloud?

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I received Board training for the desktop client however I didn't get to use it much as the Board consultant provided our dashboards and reports via a website link. Now I wish to continue building reports so that they show on the website login but I don't know how to do so. To be clear, I have no idea how to move the reports from the desktop software to the Cloud (or if the reports should be built in the cloud itself).

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  • Daniel Zillmann
    Daniel Zillmann Active Partner
    First Anniversary Level 200: Leveraging Board for Business Insights Level 100: Foundations of Building in Board Photogenic
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    Hi Toby, 

     

    You have to connect your Windows client to the cloud server, then you will see the capsules from your Web environment also in your windows client. When you save a new screen inside the existing capsules it will be available online as well. Or you can create a new capsule and save screens inside that one. That new capsule will then also be available online.

     

    I hope that made sense for you, let me know if you need more details about connecting the windows client to the cloud server.

     

    Cheers, 

    Daniel

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