Card Configuration and Utilization
Within each Board, you can edit cards to match your reporting needs. Update chart fields, display settings, titles, and descriptions, then drill into chats for deeper investigation.
Update Title
Cards can be customized to clearly communicate the insights you want to share with stakeholders.
Update Card Contents
Chart fields, axis, and sort dimensions can be modified. Click the pencil icon to begin edits.
User will be provided a variety of options in order to modify the contents of the chart. Click the ✅ icon to ensure changes are saved.
Setting Alerts
User can create alerts to notify stakeholders of changes when certain criteria are met
Click Add Alert to create rules that notify selected users when key metrics change. For example, you can set an alert to notify you when On-Time Shipment drops below 75%.
Sharing Charts
Click Share to copy a link that gives users direct access to the chart.
Drilldown Analysis
To dive deeper, click Drilldown to open Lumi and explore the data further with follow-up questions.
This will open a new chat where you can continue investigating the data. Lumi will suggest follow-up prompts, and you can refine the analysis by asking additional questions, attaching files for more context, or enabling multi-threading to explore multiple lines of reasoning at once.
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