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  1. Select Manage Custom Insights from the Insights menu.

    Manage Custom Insights.png

  2. Click Add dashboard.

    Add Dashboard.png

  3. Click the Pencil icon to edit the dashboard name and click the Save icon to save the changes.

    Rename Dashboard.gif

  4. The Data Sources panel displays on the right side of the page.

    Dashboard with Data Sources Panel Open.png

  5. Click Add data source to create the data source. Refer to Custom Insights: Data Sources for information about each section available when creating a data source.

  6. Once you create the data source, assign the data source to a components data to create a visualization for the dashboard. Refer to Custom Insights: Components Data for more information about the available visualizations.

  7. Additional text and images can be added to the dashboard to customize the dashboard further. Refer to Custom Insights: Assets for more information.

Editing a Chart

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