Help Center

Find answers to common questions and learn how to use InsightBoard.

Getting Started

Learn the basics of navigating your dashboard, reading metrics, and managing your workspace.

Reports & Export

Generate PDF and CSV reports, schedule automated exports, and share with stakeholders.

Team Management

Invite members, assign roles, and configure department-level permissions.

Billing & Invoices

Understand your plan, view invoices, and update payment methods.

Frequently Asked Questions

How do I switch between light and dark mode?

Click the sun or moon icons in the top navigation bar. By default, InsightBoard follows your operating system's color scheme preference.

Can I export my data?

Yes. Use the Export Data button on the dashboard or visit the Reports page to download CSV and PDF exports.

How do I invite team members?

Navigate to the Team page and click Invite Member, or use the Invite Team button on the dashboard overview.