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  1. Select Manage Custom Insights from the Insights menu.

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  2. Click Add dashboard.

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

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

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  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.

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  1. Click the three dots on the top-right side of the chart.

  2. Click Edit from the menu that displays.

  3. Edit the chart.

  4. Click Save to save the changes.

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Removing a Chart

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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.

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  4. Edit the dashboard name.

  5. Click Done.

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