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Table of Contents
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Overview

The Custom Insights allow feature allows you to create tailor-made dashboards that report on the information relevant to your unique use cases. This allows you to get all your content insights within the DryvIQ Platform, eliminating the need to use additional third-party reporting applications.

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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 component 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.

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  1. Select Manage Custom Insights from the Insights menu.

  2. Click the three dots on the bottom-right side of the dashboard tile.

  3. Click the Rename.

    More Options on Manage Custom Insights Tiles.pngImage Removed

    More Options on Manage Custom Insights Tiles.pngImage Added

  4. Edit the dashboard name.

  5. Click Done.

Info

You can also rename the dashboard when viewing the dashboardit. Just click the Pencil icon next to the dashboard name and edit the name as needed. Click the Save icon next to the name field to save the changes.

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Info

Pie Charts on custom insights show the top five values and all other values grouped into “Other.” If the first five values are large enough, they will fill the entire chart, and the “Other” segment will not be clickable so you can view the results. To make this segment clickable, remove another label from the legend to filter it out of the chart. This will allow make the “Other” segment available for selecting selection so you can view the results.