Creating an Insights Dashboard Overview
Insights Dashboards are a collection of saved Reports, providing multiple variations of data, intended for a specific target audience, in one centralized location. As a part of the standard product offering, we will provide a suite of standard dashboards to support various market needs.
“Analyst” users also have the ability to create their own custom dashboards, which can be saved and shared with the proper audiences.
- To create a new dashboard, Analysts must first build one or more data explorations within the Analyze section of Insights. Once the analysis is complete, the report can be saved directly to a new or existing dashboard.
- After adding the initial report tile, Analysts can continue building out the dashboard by adding more tiles, filters, and other customizations. Filters can be added to allow users to narrow the dashboard's results, and tiles can be resized and rearranged to create the desired layout.
- Editing an existing dashboard is a straightforward process. Analysts can modify the title, data source, and other settings for individual tiles, as well as add notes or duplicate tiles as needed. The dashboard can be saved at any time to preserve the changes.
Feature Availability
All Insights users can view Dashboards; however, only Insights Analysts can create and customize dashboards. Administrators can manage Insights permissions for their program's internal users through the Users section in the Insights platform. Click Here to learn more about the Insights Self-Service User Management Portal.
Review the following articles to learn about creating and customizing dashboards in Insights.
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Additional Resources
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