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 of 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.
In this article, you will find the answers to the frequently asked questions about the use of Insights. If you have other questions or would like to share your feedback, click on the Feedback button found on the right side of the page. Enter your comment and click on Submit.
Questions and answers
Use of dashboards
How do I create a custom dashboard?
To create a custom dashboard, click on the corresponding button in the top right corner of the main Insights page. Enter the name and description and click on Create and edit. More information on the creation of custom dashboards.
What can I customize in the dashboards I create?
When creating a custom dashboard, the following options can be used according to your needs:
- Edit the description of the dashboard
- Add visuals
- Apply filters to the selected visuals
- Add text to your dashboard
- Edit and customize the title of each visual
- Resize and move each visual
More information on dashboards customization.
Can I customize the colors of a visual?
Yes for your customized dashboards only, by right clicking on a visual. It is possible for all visual types except the tabular reports and the treemaps (eg split by groups). Please be aware that we might discontinue this capability after the beta period is over as it depends on changes done by AWS QuickSight.
Will additional dashboards be added in the future?
Yes, Insights will regularly be enhanced with the addition of new dashboards. Eventually, all the topics included in your platform will also be covered by a dashboard.
What will be the next dashboards to be added?
The new dashboards that are currently being developed will cover time spent in learning and users.
Use of visuals
Can I include visuals from different topics in a single dashboard?
Yes, when adding visuals to a custom dashboard, you can select visuals from the different topics:
- Enrollments and completions
- ILT
- Certifications
- Learning plans
- Time spent on learning
However keep in mind that some filters may not apply to all visuals in such a dashboard.
What data can I export for each visual?
You can click on the ellipsis icon found in the top right corner of each visual to either view or export the data displayed in the visual but not the underlying raw data.
However, raw data can be obtained for the pre-built Training areas dashboards. Click on one of the Training areas dashboards to access the visuals. Scroll down to the end of the page. You will find a tabular report with all the underlying data of the dashboard. Click on the ellipsis icon in the top right corner of this report card to export the raw data to a CSV or Excel file.
Use of filters
Will Insights remember my filter selection?
Yes, your filter selection is 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. Remember to click on Save filters before leaving the page.
Can I filter a dashboard by clicking directly on a visual?
Yes, this is possible for some visuals but not all of them.
You can perform this for the following visuals:
Course enrollments & completions
- Enrollments status
- First access to completion breakdown
- Overdue by status
Learning plans
- Learning plans enrollments by status
- Courses enrollment by status
Certifications
- Certification by status
- Valid certifications to date by user
- Issued certifications by user
- Expiring certifications
Can I drill-down the results along the branch hierarchy?
Yes, filters allow you to select branches at all levels, but you can also directly perform this drill-down in the related visuals by clicking on a branch in the donut chart.
Can I modify the time period in a time visual?
Yes, by right clicking on the visual, you can drill down or up and change the time period.
Technology and data
What are the technologies used?
Insights uses Snowflake as a data warehouse and AWS QuickSight for the front-end analytics solution embedded in your Learn platform.
How often is data refreshed?
The data in your Insights 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.
Can I know the time of the data refresh?
No, the data refresh normally happens at the same approximate hour but it will differ for every customer. Thus, we cannot give the exact hour at which the data will be refreshed for you.
Can we manually trigger this data refresh?
No, data refresh cannot be manually triggered. It will automatically happen every 24 hours.
Why do I see different data in the different platform’s reports and the Insights dashboards?
The reports you can reach from the New reports section of the platform include data up to the last two previous hours. On the contrary, the Insights dashboards are refreshed every 24 hours. Thus, the data of the last 24 hours might not be fully included.
Another reason that can explain differences between the two is the use of filters. Make sure you have selected the same filters in both cases.