My Insights
Pin your preferred views for quick, at-a-glance access.
My Insights transforms the platform’s homepage into a dynamic, personalized workspace. It empowers users to select, customize, and display widgets that highlight their most relevant data and metrics. By tailoring the homepage with these widgets, users gain immediate access to critical insights, reduce time spent navigating through the platform, and streamline their daily workflows.
This functionality not only provides a clear, at-a-glance view of key business information but also adapts to evolving needs—ensuring that the homepage always reflects what matters most. By turning raw data into actionable insights, My Insights enhances both user engagement and efficiency, making the homepage a central hub for smarter, faster decision-making.
Inserting a Widget to Create Customised Insights
Navigate to My Insights from the homepage.
Click the Add
icon.You will be redirected to the Widgets by Dataset screen.
You will have the option to select the required datasets using the Filter by Dataset feature.
Select the datasets using the given checkboxes. Use Select All to select all the datasets.
All the published widgets of the selected datasets will be listed.
Select a Widget from the displayed list and click the Pin icon to insert it into the My Insights section.
Pin multiple widgets to create a customized view.
Your customized My Insights layout will be saved for quick, at-a-glance access.
You can resize the My Insights pane by selecting the Expand icon. This action expands the section, providing an improved visual experience.
Check out the illustration to see My Insights come to life by pinning multiple widgets.