I'mBoardDocs
Resources

Dashboards

Dashboard configurations nested under reports.

A dashboard represents a data visualization configuration within a board. Dashboards are nested under reports — every dashboard belongs to a report via its reportId field.

Relationship to Reports

  • A report is the top-level container (e.g. "Q2 2025 Board Report")
  • A dashboard is a specific visualization within that report (e.g. "Cash", "HR Summary")
  • Every dashboard has a reportId linking it to its parent report
  • A report can contain multiple dashboards, each identified by its title (name) and its list of fields

Endpoints

MethodPathDescription
GET/api/v1/boards/:boardId/reports/:reportId/dashboardsList dashboards
GET/api/v1/boards/:boardId/reports/:reportId/dashboards/:dashboardIdGet a dashboard

Dashboard Object

{
  "object": "dashboard",
  "id": "60d5ec49f1a2c8b1f8e4e1f1",
  "boardId": "60d5ec49f1a2c8b1f8e4e1a1",
  "reportId": "60d5ec49f1a2c8b1f8e4e1e1",
  "dashboardType": "uniform",
  "title": "Cash",
  "latestVersionId": "60d5ec49f1a2c8b1f8e4e1f2",
  "createdByUserId": "507f1f77bcf86cd799439011",
  "createdAt": "2025-06-20T10:00:00.000Z",
  "updatedAt": "2025-07-01T09:00:00.000Z",
  "uniform": {
    "sourceSectionName": "Cash",
    "isAdHoc": false,
    "reviewStatus": "working",
    "narrative": null,
    "dataAnchorDate": null,
    "fields": [
      {
        "fieldId": "…",
        "rogueId": "finance.runway_months",
        "isStub": false,
        "label": "Runway (months)",
        "displayOrder": 0,
        "value": 14
      }
    ]
  }
}

Report dashboards are uniform (composable): a dashboard is identified by its title (name) and its fields, not by a per-vertical type. dashboardType is a sentinel — "uniform" for an ordinary report dashboard, or "historicalFundraising" for a papertrail fundraising-history dashboard. The rich composable payload lives in the additive uniform member.

Fields

FieldTypeDescription
object"dashboard"Always "dashboard"
idstringOpaque dashboard ID
boardIdstring | nullThe board this dashboard belongs to
reportIdstringThe parent report's ID
dashboardTypestringSentinel: "uniform" (ordinary dashboard) or "historicalFundraising" (papertrail fundraising history)
titlestring | nullDashboard name
latestVersionIdstring | nullID of the most recent dashboard version
uniformobject | nullComposable payload: sourceSectionName, isAdHoc, reviewStatus, narrative, dataAnchorDate, and the resolved fields[] (each with rogueId, label, value, widget, …). Present on every uniform dashboard
createdByUserIdstringID of the user who created the dashboard
createdAtstringISO-8601 timestamp
updatedAtstringISO-8601 timestamp

List Dashboards

GET /api/v1/boards/:boardId/reports/:reportId/dashboards

Supports filtering by dashboardType (uniform or historicalFundraising). See Pagination, Filtering & Sorting.

Example

curl -s "https://app.imboard.ai/api/v1/boards/BOARD_ID/reports/REPORT_ID/dashboards?dashboardType=historicalFundraising" \
  -H "Authorization: Bearer imb_pat_YOUR_TOKEN" | jq

Get a Dashboard

GET /api/v1/boards/:boardId/reports/:reportId/dashboards/:dashboardId

On this page