Introduction

Insights allows 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.

Insights includes a set of ready-to-use dashboards that can be filtered to meet your needs but cannot be customized. In addition, you can create custom dashboards by configuring them as you need:

• Editing the dashboard description
• Adding visuals
• Applying filters to the selected visuals
• Adding texts
• Editing and customizing the title of visuals
• Resizing and moving visuals

This article outlines how to access, create and use Insights’ dashboards. Insights is available for Superadmins and Power Users with permissions for Insights. 

Accessing custom dashboards

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.

The custom dashboards you have created but not assigned to other users are listed in the My dashboards section. The custom dashboards you have created and assigned to other users are listed in the Featured dashboards section.

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

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. Enable the full-screen mode to maximize the workspace area, making it more comfortable to use all the available tools.
4. Click on the Import 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 Course enrollments & completions, Certifications, Instructor-Led Training (ILT), Learning plans, Time spent on learning and Users. To add a visual, tick the checkbox in the top right corner of the visual card. Once you have selected all the needed visuals click on Import.

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! Changes made in the Builder tab are not automatically saved. This means that if you leave the Builder tab without clicking on Import after performing your modifications, they will not appear in the View mode of the dashboard.

This also applies to changes made in the Properties and the Filters tabs. So, if you leave said pages without clicking on Save properties or Save filters, your modifications will be lost.

Managing custom dashboards

Learn more about managing dashboards in the Managing Insights dashboard article of the knowledge base.