The Insights Page
| Field | Description |
|---|---|
| Toggle View | Used to switch between the available dashboard views: Grid View List View |
| Search | Looks for dashboards that match your input. You can search according to name. |
| Add | Only visible in Grid view. Available for users with Designer permissions. Opens the Insights Portal, where you can create a new dashboard. |
| Name | Only visible in List view. The dashboard name. |
| Created By | Only visible in List view. The user that created the dashboard. |
| Last Modified | Only visible in List view. The amount of time passed since the dashboard was modified last. |
| No. of Widgets | Only visible in List view. The number of widgets configured for the dashboard. |
| More Actions | Appears on each dashboard tile or list item. Opens a menu with the following options: Download Image - Downloads a .png image of the dashboard to the specified location.Download PDF - Downloads a .pdf file of the dashboard.Edit - Only visible to Designer users. Opens the dashboard in the Insights Portal, where you can edit or delete the selected dashboard. |
The Dashboard View Page
| Field | Description |
|---|---|
| Dashboard Name | Drop-down list displaying the name of the current dashboard being viewed and, on click, a searchable list of all available dashboards. |
| Edit | Available for users with Designer permissions. Opens the current dashboard in the Insights Portal, for editing of filters, widgets, and other dashboard details. |
| Refresh | Reloads the current dashboard with the most recent changes. Note: This button only appears when the dashboard owner has edited the dashboard in the Insights Portal while you are viewing it in Orchestrator. |
| More Actions | This menu is displayed for each dashboard and has the following options available: Download Image - Downloads a .png image of the dashboard.Download PDF - Downloads a .pdf file of the dashboard. |
| Filters | Expands and collapses the Filters pane, where you can toggle and edit any available filters. |
| Open widget info | Appears on each dashboard widget. Opens a menu displaying the data source used for the widget, the last time the data was updated, and a editable description. |
| Edit Widget | Appears on each dashboard widget. Opens the widget editor. |
| Clear selection | Appears on a widget when filtering by visualization. Click to remove the selection. |
Updated 2 years ago









