This knowledge base article covers the essential components and functionalities of a dashboard in Insights. Whether you're new to dashboards or looking to make the most of their filtering capabilities, this guide will help you interpret and tailor the information displayed to suit your business requirements. Let's explore the anatomy of a dashboard and learn how to apply filters to gain more precise insights.
Anatomy of a Dashboard
Every dashboard is comprised of several key elements which work together to present your data effectively:
- Dashboard filters: A toolset for narrowing down the data presented based on specific criteria.
- Dashboard last updated indicator: Shows when the data on your dashboard was last refreshed from the Re-Leased database.
- Reload data icon: Allows you to manually refresh the dashboard data.
- Filters icon: Provides access to various filtering options to concentrate on the data that matters.
- Contextual Menu [...]: Offers additional dashboard actions such as resetting filters or adjusting time zones.
Filtering Your Dashboards
Insights' dashboards come equipped with robust filtering options that empower you to home in on the data that provides the most value to your organization.
To access your filters:
- Locate the
Filter icon at the upper-right corner of your dashboard.
- Clicking the icon will present you with the range of available filters, indicated by the number adjacent to it.
- Expand the filter menu by clicking the Filters icon, revealing an array of filter choices.
To employ the filters:
- Select your desired categories within the filter menu.
- Activate the filters by selecting the
Reload icon or using the keyboard shortcut Ctrl + Enter.
- The dashboard will instantly update to display the data pertaining to your selected filters.
If you wish to revert to the unfiltered view:
- Click the Contextual Menu [...] and choose Reset filters.
- Alternatively, use the shortcut Ctrl + Alt + R to reset your dashboard to its original state.
For reporting purposes, you can export and share the filtered views from Insights—providing you with custom views that you can incorporate into other reports and presentations.
Dashboard Last Updated Indicator
The Dashboard last updated indicator, located at the bottom right of your dashboard, shows how recently the information has been obtained from your live Re-Leased database, ensuring you're always working with the latest data.
Using the Contextual Menu [...]
The Contextual Menu [...] on each dashboard tile includes multiple useful options:
- Download data from the tile for further analysis or record keeping.
- Schedule delivery of the dashboard information (available on the Pro and Enterprise packages).
- Reset filters across the dashboard.
- Adjust the tile's time zone settings to align with your local time or another preferred time zone.
By understanding the anatomy of your dashboard and harnessing these elements, you can become adept at tailoring Insights to provide the data visualizations and analysis your business requires.