Create and Manage Dashboards

Build a Dashboard

1. In Insights, click the + icon to start a new dashboard
2. Drag and drop tiles from the left panel:
   • Prebuilt Insights
   • Custom Insights
   • KPIs
   • Attribute Filters
3. Use Section Headings to organise tiles
4. Rename by clicking the title at the top
5. Click Save

Duplicate and Modify Existing

1. Open an existing dashboard
2. Click the three dots > Save as New
3. Rename and click Create Dashboard
4. Open the new dashboard > Edit to customise

Share Dashboards

1. Go to your dashboard > click Share
2. Share with specific users or all users
3. Shared dashboards move from Private to Public section