# Insights

This Module allows the creation of custom Dashboards, each with any number of highly configurable Panels for displaying data.

# Browsing Dashboards

Clicking into the Insights module immediately presents a listing of all dashboards you have access to. These are shown in the navigation bar and a listing on the main page.

# Creating a Dashboard

  1. Click the "Create Dashboard" action button (+) in the header.
  2. Fill in the dashboard name, icon and note
  3. Click "Save"

# Editing a Dashboard

  1. Click on the Insights module to go to the Dashboard listing
  2. Click the right-hand context menu (...) for the dashboard you want to edit
  3. Make any edits, and then click "Save"

Editing the Dashboard Panels

To edit the Panels within the dashboard, please see: Editing a Panel

# Deleting a Dashboard

  1. Click on the Insights module to go to the Dashboard listing
  2. Click the right-hand context menu (...) for the dashboard you want to edit
  3. Choose "Delete Dashboard" and click to confirm

# Creating a Panel

  1. Click on the Insights module to go to the Dashboard listing
  2. Click the desired dashboard to view it
  3. Click the "Edit Panels" action button ("pencil" icon) in the header
  4. Click the "Create Panel" action button ("plus" icon) in the header
  5. Choose a panel type and enter its options in the panel drawer
  6. Click the "Done" button in the drawer header
  7. Drag the new panel to position it on the grid
  8. Grab the sides or corners to resize the panel as needed
  9. Click the "Save" action button in the page header

# Editing a Panel

  1. Click on the Insights module to go to the Dashboard listing
  2. Click the desired dashboard to view it
  3. Click the "Edit Panels" action button ("pencil" icon) in the header
  4. Hover over the desired panel, and click the "Edit" button ("pencil" icon)
  5. Make the desired changes in the panel drawer
  6. Click the "Done" button in the drawer header
  7. Click the "Save" action button in the page header

Panel Size & Position

Drag the panel to a new position and/or grab the corners/sides to resize it as needed.

# Duplicating a Panel

  1. Click on the Insights module to go to the Dashboard listing
  2. Click the desired dashboard to view it
  3. Click the "Edit Panels" action button ("pencil" icon) in the header
  4. Hover over the desired panel, click the Context Menu button ("..." icon), and click "Duplicate"
  5. Reposition and resize as needed
  6. Click the "Save" action button in the page header

# Deleting a Panel

  1. Click on the Insights module to go to the Dashboard listing
  2. Click the desired dashboard to view it
  3. Click the "Edit Panels" action button ("pencil" icon) in the header
  4. Hover over the desired panel, click the Context Menu button ("..." icon), and click "Delete Panel"
  5. Click the "Save" action button in the page header