Create a Report in Under 4 Minutes

Build your first report in just 4 minutes

May 12, 2022


As part of our series on Analytics, we've created a short video to teach you how to create a widget to review your communications from the last week in just 4 minutes. We hope that you're excited to learn how to get the most out of this powerful tool!

In this video we'll show you how easy it is to:

  • Create a Widget
  • Create a Report with that Widget
  • Adjust the Report
  • Schedule the Report

... and it will only take 4 minutes of your day! After that, you'll be able to say, "I created my first report in Borealis!"



A note about the Borealis user interface

You may have noticed that when you log in to Borealis, you are automatically directed to the new Borealis interface. For now, you still have the option to switch back to the old version as needed, but please be aware that the old interface will be discontinued on June 30th. As we move forward, new features and improvements in Borealis will only be made in the new interface, so we'd like to invite you to familiarize yourself with the new version now!

Here are some materials to help you transition to the new version, if you haven’t already done so:

You can also contact your Superuser for support if you have any questions about the transition.


New Webinar: Introduction to Borealis Analytics

If you'd like to learn to create more widgets and reports to track activities or build better relationships with your stakeholders, be sure to check out our new webinar, Introduction to Borealis Analytics. The webinar is intended for beginners who would like to learn the basics, and for regular users who would like to learn how to use Analytics more efficiently. It’s a great opportunity to refresh your memory or to dive in for the first time. Contact us for information about upcoming sessions! 


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