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Pages

Pages are interactive layouts that display data from your modules to end users.


A page can have one of two layouts: a worksheet or a board.

Worksheets are used to present large grids that you can use to edit and analyze data.

Boards are used to create more visual, interactive pages to display high-level information, such as charts and key performance indicators.

To customize the appearance and functions of a page, you must enter designer mode. Click the pencil icon in the top-right of the page.

Use a worksheet or a board?

Worksheets and boards are both used to present data from modules to end users, but there are some key differences between them. If you're a page builder, ensure you use the correct page layout to help end users get the most out of the data that you present to them.

Worksheets are best suited to display full-page grid experiences, where the main use is to enter and filter data. A worksheet allows users to perform detailed planning and analysis.

You can also display cards in the Additional insights panel on a worksheet.

A worksheet page. The primary grid displays on the left, occupying most of the page, and a series of links and cards in the Additional insights panel on the right.

Boards are made up of cards, and present higher level information, such as charts and key performance indicators.

Boards can also be used as a navigational tool, to direct users to more detailed data. For example, you can publish a chart to a board, and link the card to a worksheet with more detailed data. This link guides the end user to the supporting data they need for analysis.

A board page. KPI cards, chart cards, and a grid card provide information about a company's Gross Margin.