Navigate and Interact with a Board in Journey Analytics

Overview

A board consolidates multiple Journey Analytics reports onto a single page. It allows you to track related metrics, funnels, and flows as a group instead of opening each report individually. 

For example, a board built for a content marketing initiative can combine a blog traffic trend, a free trial funnel, and a demo request funnel, giving your team a consolidated view of how content contributes to signups. 

Each report on a board remains connected to its source report, so the data updates automatically as new activity is recorded. This eliminates the need to open, filter, and cross-reference multiple reports separately. It saves time during reviews and gives stakeholders a single, shareable source of truth for a campaign or workstream.

This article covers how to find a board, navigate within it, interact with its content, and manage it.

Locate and Open a Board

You can locate a board in three ways: from the Journey Analytics home page (Overview page), from the Starred/Recents section, or through Browse.

Locate a Board from the Journey Analytics Home (Overview) Page

In your Wingify account, go to Journey Analytics > Overview from the left navigation panel. The Journey Analytics home page opens with a Recently viewed carousel at the top and a table below it.

To locate a board here:

1. Use the Recently viewed carousel to reopen a board you accessed recently.
2. Alternatively, switch between the Starred and Created by me tabs above the table to narrow the list.
3. Click the Boards tab in the table header to show only boards in the table.
4. Click a board's name in the table to open it.

The board opens displaying its contents.

Locate a Board from Starred/Recents

Use this option for quick access to boards you have marked as favorites or opened recently.

To locate a board from here:

1. In the left navigation panel, expand Journey Analytics.
2. Click Starred/Recents. 
   A flyout opens with a search bar and two tabs: Recents and Starred.
3. To search directly, enter a keyword in the Search all boards and reports field.
4. To browse instead, click the Recents tab to see items you opened recently, or the Starred tab to see items you have favorited. Each row shows the item's name, type icon, and creator's initials.
5. Select a board from the list to open it.

The board opens displaying its contents.

Locate a Board Using Browse

Use Browse when you need to search across every board in the account rather than only your own or your starred items.

To locate a board from here:

1. Click the Browse icon in the left navigation panel.
2. Enter a keyword in the search bar, or click Add filter to filter by creator, type, starred, or created and last edited.
3. Toggle between the list view and grid view icons, and use the sort dropdown (for example, Recently edited or Name Z to A) to reorder the results.
4. Click a board from the list to open it.

The board opens displaying its contents.

Understand the Board Structure and Components

A board is made up of the following components:

• Description area: A free-text field at the top of the board for context, instructions, or links. For more information, see Add or Edit the Board Description.
   
• Widgets: Report and text block tiles arranged in a grid on the board. Each widget is a live Metric, Funnel, or Flows report or a text block. Updating the source reports updates every board they appear on. For more information, see Manage Report Widgets on a Board.
   
• Board-level date filter: By default, each widget displays data for the date range last set on its source report. Using the board-level date filter, you can apply a single date range across every widget on the page at once, so you do not need to filter each report separately. For more information, see Apply a Date Range to the Entire Board.
   
• Grid layout: The arrangement of widgets on the page, which you can rearrange by dragging and dropping. For more information, see Interact and Work with Report Widgets.

Interact with a Board

Once a board is open, the breadcrumb at the top confirms where you are and gives you a one-click path back to the previous page.

You can apply a board-wide date filter, add or edit its description, and work directly with the widgets on it. For more information, see the following sections.

Add or Edit the Board Description

Use the description area to give viewers context on what the board tracks, without leaving the page.

1. Click + Add description directly below the board title.
2. Enter your text. 
3. Click outside the description box to save it.

Apply a Date Range to the Entire Board

By default, a board displays each widget using the date range last set on its source report. Use the board-level date filter to override this and update every widget on the board at once, instead of editing each report individually.

To apply a board-wide filter:

1. In the Filter by section, click one of the preset date ranges: Today, Yesterday, 7D, 15D, or 30D.
2. To set a specific range, click Custom and select your start and end dates.

Every widget on the board refreshes to reflect data from the selected range. This also marks the board as having unsaved changes, so the Save button becomes active. Click Save to apply and save the changes.

Interact and Work with Report Widgets

Each widget on a board supports the same set of interactions, regardless of its chart type, so you can inspect the underlying data or customize your layout without opening individual reports.

You can interact with each widget in the following ways:

1. To see the exact value, date, and segment behind a data point, hover over the chart within any widget. A tooltip displays the details.
2. To mark the widget as a favorite or access its options, hover over the widget. Its star icon and More options menu ⋮ appear in the top-right corner of the tile. From this menu, you can change the chart type, refresh the data, rename, duplicate, or remove the widget. For more information, see Manage Report Widgets on a Board.
3. To reposition a widget, hover over its left edge until the drag handle ⋮⋮ appears, then drag it to a new position on the board.
4. To insert new content next to a widget, hover over the widget. A + icon appears on either side of it. Click + to open a menu with the following options:
   • Add existing reports: Add a report you have already created to this spot on the board.
   • Text: Add a free-text block for notes or context.

   • Create & add: Build and insert a New Metric report, New Funnel report, or New Flows report directly from the board.

     Note: You can add a maximum of 4 items per row.

Manage Report Widgets on a Board

Add Existing Reports to a Board

You can add a report you have already created to any board. For more information, see Add Existing Reports to a Board.

Newly added report widgets appear on the board immediately. Click Save to persist the change, or your additions are lost if you navigate away without saving.

Change a Widget's Chart Type

Switch how a widget's data is visualized without editing the underlying report. This is useful when a different chart type makes a trend or comparison easier to read.

To change the chart type of the report in the widget:

1. Hover over the widget and click its More options ⋮ menu.
2. Hover over Chart Type to open the submenu.
3. Select a chart type: Line, Stacked Area, Metric, Column, Stacked Column, Pie, Bar, or Stacked Bar.

The widget re-renders in the selected format immediately.

Refresh, Rename, Duplicate, or Remove a Widget

1. Hover over the widget and click its More options ⋮ menu.
2. Select the action you need to perform: