Skip to main content

Introduction to Insights

  • Last updated:
  • Administrators
  • Power Users

Introduction

Insights allows you to collect data and useful information on the activities on your platform. You can instantly get an overview of how learners are using your platform and understand the effectiveness of your training programs.

Frequently asked questions about Insights. 

Service notice

At the moment, there is no limitation to the number of dashboard views, either at the user level or at the account level in the Docebo platform.

However, as Docebo tracks usage and customer engagement increases, which consumes credits on the back end via Snowflake (data storage, processing, and analytics solution utilized by Docebo to power Insights), limitations may be applied in the future in the following scenarios:

  • If the overall Snowflake costs related to dashboard views increase significantly as Insights scope and scale increase.
  • If, for a specific customer, Docebo observes a very high Snowflake credit consumption related to dashboard views, which results from a higher than standard usage of Insights.

Examples of abnormal usage of Insights:

  • Increased dashboard views triggered by automation.
  • Same dashboard viewed 20 times in a short  period by the same user with the same parameters.
  • A high proportion of active users (either Power Users or Superadmins) are accessing Insights dashboards. Conventionally, Superadmins and Power Users are a smaller subset of the total active user count of the platform.

Requirements and limitations

Insights is currently available in English only.

Accessing the Insights menu

To access the Insights dashboards, go to the Navigation menu > Data and analytics (chart icon) > Insights.

The Insights main page contains dashboards displayed as cards. Filter dashboards by role: editor or viewer permission.

Use the search bar to look for a specific dashboard. 

Notes: 

  • Change the page layout from the top-right corner of the page to show dashboards in a table instead of cards. The list layout does not organize dashboards into sections.
  • The dashboards’ data is refreshed once a day. For this reason, 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.
  • In the dashboards displaying user data (including enrollments) organized by groups or branches, if a user belongs to multiple groups or branches, they are counted as many times as the groups or branches they belong to.

Featured dashboards 

The Featured dashboards section contains:

My dashboards

The My dashboards section contains the custom dashboards that you have created yourself and that you have not assigned to other users. It is not displayed by default and appears only once you have created your first dashboard. 

Managing dashboards

Click a card to access a dashboard and use the following options:

Edit (custom dashboards only)

When you click a card, you will enter the View mode. Click Edit in the top right corner of the page to modify it. 

From the Properties tab, edit the name and the description of the dashboard. Enter your modifications and click Save properties.

From the Builder tab, add or remove visuals to your dashboard. Click Save dashboard version in the Builder tab in order to see your changes in View mode. Learn more about creating and managing custom dashboards. 

Notes:

  • Once you go back to the View mode, you should click Save changes in order to apply the changes you have made in the Edit mode. 
  • Scroll down to the end of the page, to activate the Advanced Insights. Learn more about Advanced Insights. 
  • From the Filters tab, select and edit the filters you want displayed in the View mode of the dashboard. Make your selection and click Save filters to apply them. You will find the same filter selection next time you access the dashboard even if you close your browser.

This only applies to a single dashboard and for your user only. 

Assign

You can assign dashboards to other users on the platform, giving them visibility into the displayed data.

Duplicate

Quickly duplicate a custom dashboard saving time and effort when you need to generate similar statistics or analyze different datasets based on existing templates. When a dashboard is duplicated, the New label is displayed for 12 hours, unless the dashboard is accessed before.

Delete (custom dashboards only)

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

Additional options:

On any dashboard: 

  • Use the filters on the left side of the page to refine your search.
  • Click the arrow icon to: 
    • Print the dashboard
    • Download the dashboard as PDF
    • View exports: lists the widgets you have exported as CSV