Insights
Contents
Overview
The Infoveave Insights module act as the repository of all your Infoboards, Reports, and Lists. The assets are categorized as “My Organization” and “My Workspace“. Here’s a step-by-step guide on how to navigate and utilize the Infoveave Insights module effectively
Insights Layout
- Accessing Infoveave Insights:
- Look for the “Insights” option in the Infoveave menu.
- Click on the “Insights” option to access the Insights module.
- The Insights menu expands as a dropdown.
- Navigating the Insights Module:
- Upon entering the Infoveave Insights module, you will see a categorization of your contents into “My Organization” and “My Workspace.”
- “My Organization” typically includes all the Infoboards, Reports and Lists that are accessible to users within your organization.
- “My Workspace” refers to your specific workspace to hold all the Infoboards, Reports and Lists created by you.
- Upon entering the Infoveave Insights module, you will see a categorization of your contents into “My Organization” and “My Workspace.”
- Viewing contents in folders:
- Infoboards, reports, and lists that are arranged within folders will be displayed within their respective folders in the Infoveave Insights module.
- Clicking on a folder will display its assets in the main viewing area of the Insights module.
- Infoboards, reports, or lists that are not placed within any specific folder will be visible under:
- “Shared with Me” section in the “My Organization” tab.
- “Created by Me” section in the “My Workspace” tab.
- You may also use the search bar to view any specific Infoboard, Report, or List with ease.
- The Infoveave version 8.0 now supports the mouse-hover tooltips and descriptions within the Insights section. This feature provides additional information and context when you hover over specific elements under Infoboards, Reports and Lists.
- The "My Organization" tab may not be present if no assets are shared with you by the organization.
- The "My Workspace" option may not appear if you haven't created any Infoboards, reports, or lists.
- Sections for Infoboards, reports, or lists may not be visible if there are no assets under those categories in your folders.
Infoboard Tab View
The Tab View Option will align all the Infoboards in a particular folder as separate tabs.
To access the Tab View follow the below steps.
- Click on “Insights” under the Infoveave menu.
- Look for the specific Infoboard folder to convert to Tab view.
- Click on the Open As Tabs icon, to switch to the tabbed layout. It is typically positioned close to the folder name.
- You cannot close individual Infoboard tabs from the tab view option.
- To get back to the old view click back on the folder under Insights.
- Always arrange your assets properly under the respective folders for easy access.
The Infoboard Designer
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Create Infoboard
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Edit Infoboard
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Infoboard Filter
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Date Range Filter
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Infoboard Layout
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Infoboard Reports
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Insights Lists
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