Disclaimer: Please note that Insights is currently available only under a public beta program.  When you first access this area in the platform, you will need to agree to a consent form before being able to move forward. 

Introduction

Docebo has created Insights to allow you to collect data and useful information on the activities on your platform. With the Insights dashboards, you can instantly get an overview of how learners are using your platform and understand the effectiveness of your training programs.

This article outlines how to access, create and use Insights’ dashboards. Insights is available for Superadmins only. 

Accessing dashboards

Insights offers ready-to-use dashboards designed by Docebo to allow you to view data related to different aspects of your platform activity. The following ready-to-use dashboards are available: 

• Course enrollments and completions
• Instructor-Led Training courses 
• Certifications
• Learning plans
• Time spent on learning

On top of these, you also have the possibility to create and edit custom dashboards. More information on custom dashboards in the corresponding chapter. 

To access dashboards, go to the Admin menu from the gear icon in the top right corner of the platform. Find the E-learning section and click on Insights. You will first see a pop-up window including the legal terms related to the Insights beta program. If you wish to continue, read the terms, select the checkbox I accept the legal terms and click on I agree at the bottom of the page.

The Insights main page features dashboards in a cards or table layout. You can change the display mode from the top right corner. The main page lists: 

• Ready-to-use dashboards under the Training areas section  
• Custom dashboards created by you under the My dashboards section, if you have created any. If you have not created any custom dashboards yet, the My dashboards section will not be displayed. 

You can filter dashboards by Role using the Filters on the left side of the page to select the dashboards for which you have Edit permissions and those for which you have View permissions. The dashboards that you can edit are the custom dashboards while the ready-to-use dashboards can only be viewed. 

You can also look for a specific dashboard using the Search box. 

To access a dashboard, click on the corresponding card or on the dashboard name if you are in the Table display mode. 

Please note! The data found in the dashboards are refreshed once a day. So, dashboards might not fully cover the data of the previous 24 hours. Similarly, when selecting a filter for your dashboard, the filter will not show any data until the following data refresh.

Using the Training areas ready-to-use dashboards

Once you access a Training areas dashboard, you will see all the included visuals on the page. Training areas dashboards cannot be edited, this means that you cannot add, delete or edit any of the visuals. Similarly, you cannot delete any of the dashboards in the Training areas section or add a new dashboard in this section. 

However, a number of filtering options are available. The filters depend on the type of dashboard.

Creating a custom dashboard

To create a custom dashboard, access the Insights page as explained in the above chapter and follow these steps: 

1. Click on Create dashboard in the top right corner of the page. 
2. In the right panel, enter the name (required) and the description of your dashboard and click on Create and edit. 
3. You will land on the Builder tab where you can start building your dashboard.
4. Click on the Import from library button in the top bar to access the visuals library and select the visuals you want to add to your dashboard. Move to the corresponding tabs to select visuals regarding Enrollments & completions, Certifications, Learning plans, and ILT courses. To add a visual, click on the ellipsis icon in the top right corner of the visual card and select Add visual. Once you have selected all the needed visuals click on Save changes.

Your dashboard is now created and you can access it in View mode by clicking on the dashboard’s card from the main Insights page. 

Please note! Your changes are automatically saved in the Builder tab. This means that, if you leave the Builder tab without saving your changes, they will not be lost and you can resume from where you left off when you return. However, if you do not click on Save changes after performing your modifications in the Builder tab, they will not appear in the View mode of the dashboard.

On the contrary, changes are not automatically saved in the Properties and the Filters tab. So, if you leave the page without clicking on Save changes, your modifications will be lost.

Managing custom dashboards

The custom dashboards you have created will appear on the main Insights page under the My dashboards section.

To view a dashboard, click on the corresponding card (or on the name if you are in Table display mode). This will take you to the View mode of the dashboard. From there, you can go back to the Edit mode by clicking on the corresponding button in the top right corner of the page. 

You can also manage a dashboard from the main Insights page. Click on the ellipsis icon on the corresponding dashboard card or in the corresponding row if you are in Table display mode. The following options are available. 

Edit dashboard 

• From the Properties tab, you can edit the name and the description of the dashboard. Enter your modifications and click on Save changes.
• From the Builder tab, you can add or remove visuals to your dashboard. Remember that your changes are automatically saved but you cannot see them in the View mode until you click on Save changes in the Builder tab. 
• From the Filters tab, you can select and edit the filters you want displayed in the View mode of the dashboard.  Make your selection and click on Save changes to apply them. Your filter selection is automatically saved. This means that you will find the same filter selection next time you access the dashboard even if you close your  navigator. This only applies for a single dashboard and for your user only. 

Delete dashboard

Once you delete a dashboard, it will be removed from the page and you will not be able to retrieve it.