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Customizing a Cloned Insights Dashboard

Available in: Enterprise and Premier

 

Overview

When you clone a dashboard, you make a copy of its corresponding tabs and reports. Some common uses of a cloned dashboard include rearranging tabs, renaming tabs, and changing the content or reports to better fit your business needs.

There are three ways to edit a cloned dashboard:


Dashboard Edit Toolbar

The Dashboard Edit Toolbar lets you add additional elements to tabs. These elements include: reports, metrics, headlines and descriptions, line breaks, links to other content, and filters. insights-dashboard-edit-toolbar.png

  • Report—A searchable drop-down menu containing a list of all reports by category.
  • Widget—Lets you add metrics, style them, add filters, and arrange them how you want.
  • Text—Creates a text box where you can add a headline, sub-headline, description, or a variable status such as Manage Filter and Target Utilization
  • Line—Insert a horizontal or vertical line to help break up and separate reports
  • Web Content—Lets you insert links to secure web content and embed code such as iframes.
  • Filter—Add new Attribute, Date, and Group filters to your reports.
  • Actions—Give your dashboard views the ability to save their filter selections.
  • Cancel—Cancel all your dashboard changes.
  • Save—Saves all your changes to the dashboard.


Dashboard Tabs

Each tab can be renamed, duplicated, or deleted. This is useful if you want your tab names to better match your business processes, or if there are tabs you do not use. insights-cloning-standard-rename-duplicate-delete.png

You can also add new tabs. To do so, select the (+) icon at the end of the tab row, and give the tab a name. insights-clone-add-tab.png

Creating a new tab gives you a clean slate, which can make it easier to add only the information you want. insights-clone-dashboard-populate-new-tab.png


View This Report

To find View This Report, hover over the middle of any metric, graph or table, and select the More icon ( ). insights-clone-dashboard-view-this-report.png

View This Report takes you to the Reports Editor where you can change attributes (how), metrics (what), and filters. Each tells Insights specific pieces of information to fetch from Mavenlink.

  • Attribute—The qualitative, categorical data that is used to aggregate reports; attributes are the how of reporting and are commonly used for dates, project, user IDs, etc.
  • Metric—The numerical values and calculations that appear in reports; metrics are the what of reporting and are commonly used for fees, actual hours, etc
  • Filter—A way to refine the volume of data to only see data in a certain time period, associated with a certain attribute, or see attributes that have a calculated value within a certain range
  • Fact—The raw, numeric data elements, such as time entries, that are aggregated into metrics for a report.

When you clone a standard dashboard, you can change attributes, metrics, and filters through the Reports Editor. Use the facts, attributes, and metrics table to find the data you need to create reports you want.


Step-by-Step

How to Use the Dashboard Edit Toolbar

  1. From your cloned dashboard, select Edit from the Actions (" ")  icon. insights-cloning-standard-Default-View-Actions.png
  2. Make desired changes such as rearranging or removing tabs, renaming tabs, renaming reports, removing reports, and other options from the Dashboard Edit Toolbar.
  3. When finished, save the dashboard.


Step-by-Step

How to Make Changes using the Report Editor

  1. Hover over a report, and select View This Report from the More icon (" "). insights-clone-dashboard-view-this-report.png
  2. Select Options > Save as… to create an unlocked version so you can make edits. insights-cloning-standard-Options-Save-As.png
  3. Give the report a new name. We recommend starting with a special character so you know it is your report. Save if you want the new report to only be visible to you, and anyone with whom you share a link to the report. insights-cloning-standard-Report-Settings-Modal.png
  4. To allow everyone to find this report and use all the metrics it contains, check the Visible to all users box and save. Although the new report can be made viewable to all, the associated tabs and dashboard need to be made available to others through Insights Access Groups.
  5. Make changes you want to What, How, and Filters. Remember that What = metrics and How = attributes. Use the facts, attributes, and metrics table to find the data you need to create the reports you want. insights-metrics-attributes-what-how.png
  6. Save the report.
  7. To add the report to the tab you want, select Report from the Dashboard Edit Toolbar, and search for your new report. insights-clone-dashboard-find-new-report.png
  8. Select and move it where you want on the tab, and save.

If you want others in your organization to view all the tabs and reports in your customized dashboard, you need to give them access. Go to Settings > Insights, select Access Groups, and add the new dashboard to the appropriate Insights Access Group. For more information on Insights Access Groups, see this article.

If you have specific business needs, contact your Client Success Manager to learn more about building custom dashboards and reports with Insights.


Related Articles:

Standard Dashboards

Step-by-Step:

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