Intro to INSIGHTS

Quick links and videos for some of the standard functionality for INSIGHTS.

Chapters:

• Getting Setup with INSIGHTS
• Navigating INSIGHTS
• Navigating INSIGHTS Dashboards
• INSIGHTS Best Practices
  • How to Interact with Dashboards & Widgets
  • How to Download & Print
  • How to Bookmark
  • How to Filter
  • How to Use Dynamic Date Filtering
• INSIGHTS Advanced Functionality
  
  

Getting Setup with INSIGHTS

First steps to take once your INSIGHTS admin user has enabled your access.

Navigating INSIGHTS

How to navigate the main INSIGHTS hub.

Navigating INSIGHTS Dashboards

How to navigate within INSIGHTS dashboards.

INSIGHTS Best Practices

A quick overview of how to quickly do basic INSIGHTS functionality for best practices, such as effectively using bookmarks and sharing dashboards with your team.

• How to Interact with Dashboards & Widgets

  • Interacting with Dashboard and Widgets article

• How to Download & Print

  • Downloading and Printing article

• How to Bookmark

  • Bookmark/Save Filters on Dashboards article

• How to Filter

  • Filtering with Dashboard & Widgets article

• How to Use Dynamic Date Filtering

  • Dynamic Date Range Filtering article

INSIGHTS Advanced Functionality

• Advanced Functionality (INSIGHTS)