Introducing Insights

Introducing Insights

The Insights module is designed to help you organize, analyze, and visualize data effectively. It offers a dynamic layout to access and view Infoboards (interactive dashboards), Reports (detailed data analysis), and Lists (structured data sets) in an organised and user-friendly manner.

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.

Viewing content in folders

Infoboards, reports, and lists that are arranged within folders will be displayed within their respective folders in the main viewing area of the Insights module.

Note

• 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.
  

• 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.

Accessing Infoboards from Insights

To access Infoboards from Insights, follow these steps

1. Click on Insights in the main menu.
2. In the Insights layout, locate the Infoboards option.
3. Browse through the Infoboards to find the one you want or use the search bar for quick access.
4. Once you have located the desired Infoboard, click on it to open. You will be redirected to the Infoboard view mode.
5. To edit the Infoboard, click on the Edit icon .

Note

• All Infoboards created by you will be listed under Insights.
• To learn how to create an Infoboard from templates or from scratch, go to Create Infoboard.

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.

1. Click on Insights under the Infoveave menu.
2. Look for the specific Infoboard folder to convert to tab view.
3. Click on the Open as tabs icon, to switch to the tabbed layout. It is typically positioned close to the folder name.