Creating Insights Dashboards

You can create custom dashboards to configure visualizations to highlight key metrics that are most important to your organization. Custom dashboards can either be created from scratch or by copying an existing dashboard to use as your starting point.

To enable Insights Dashboards

Insights Dashboards can be enabled manually using the procedure below. Alternatively, Insights Dashboards can be enabled by default through Global Settings. For more information, see Insights Settings.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Enable the Insights Dashboard setting.
    The Dashboards screen reloads with available Insights Dashboards.

To create a custom dashboard

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the Create New button.

    The Create Dashboard modal appears.

  3. Complete the fields. For more information, see Create Dashboard Modal Reference.
  4. Click the Create button.

Create Dashboard Modal Reference



Field
Description
Dashboard Name

Enter the name of the dashboard.

Data Source

Select the source of the data you want to include in the dashboard.

Data Level
Note:

This field only appears if Consent or Cookie Consent is selected in the Data Source field.

Select the level of data you want to include in the dashboard. Data is refreshed near real-time. The following options are available:

  • Hourly Data (Last 7 Days)

  • Daily Data (Last 13 Months)

  • Monthly Data (Last 2 Years)

Visible Module

Select the application modules where the dashboard will appear. To remove a selected module, click the X button corresponding to that module.

Access

Select the level of access for the dashboard. The following options are available:

  • Public: Select this option to make the dashboard visible to all other users in the application.

  • Private: Select this option to make the dashboard visible to yourself and specific users and/or user groups within the application.

To create a copy of a dashboard

You can create dashboards by using a copy of an existing dashboard as your starting point. Copying an existing seeded dashboard allows you to reuse existing dashboard tiles that you may want to include in your custom dashboard without having to set up the configuration from scratch.

  1. On the Reports menu, select Dashboards.  screen appears.

    The Dashboards screen appears.

  2. Click the Context menu icon for the dashboard you want to copy.
  3. On the Context menu, select Copy.
    The Copy Dashboard modal appears.

  4. Modify the fields, as needed.
  5. Click the Create button.