Create an Insights Dashboard

Create an Insights dashboard in Appspace to organize and display data using widget templates, custom widgets, and configurable collections. After creating a dashboard, add widgets and configure collections for the required reporting needs.

This article outlines how to create an Insights dashboard, add widgets, configure collections, and save the dashboard configuration.

Prerequisites

• Access to Insights in the Appspace console.

Create an Insights Dashboard

1. Log in to the Appspace console.
2. Click the ☰ Appspace menu.
3. Click Insights under Admin.
4. Click + Add.
5. Enter a name for the dashboard in the Create new dashboard dialog.
6. Click Create.

The new dashboard opens in Insights.

Create a Widget

1. Click Create Widget to open the Choose Widget Templates page.
2. Locate a widget template using one of the following options:
   • Select a template category from the left panel.
   • Enter a template name in the Search templates field.
3. Select the required widget template.
4. Click Add Selected.

Add a Custom Widget

1. Click Add Custom Widget to display the Add Chart panel on the right.
2. Enter a name for the custom widget in the Title field.
3. Enter a description in the Description field.
4. Select one of the following Preferred Column Span options:
   • 1 Column
   • 2 Columns
   • 3 Columns
5. Click Add to open the Query Builder.
6. In Data Source, select one of the following options:
   • Analytics — Query historical event data and tracked metrics.
   • Assistant — Use an AI assistant to retrieve and summarize data from a natural-language prompt.
7. If Analytics is selected, configure the query:
   • Select the required date range, and then click Apply.
   • Click Add Event.
   • In the Events field, search for and select the required event.
   • To add another event, click the copy icon or click Add Event.
   • To remove an event, click the delete icon.
   • Click Add Filter to filter the event data.
   • In Filters, select the required property and enter the desired value. Click the delete icon to remove a filter.
   • Click Add Group By, and then select the required key and label. Click the delete icon to remove a group.
   • In Results, set the required limit.
   • In Sort, select Ascending or Descending.
   • In Show By, select one of the following options:
     • Unique Users — Displays the number of unique users who executed the selected events.
     • Total Events — Displays the total number of selected events executed.
   • Select one of the following visualization types:
     • Bar
     • Donut
     • Heatmap
     • Leaderboard
     • Line
     • Multi Line
     • Pie
     • Stacked Bar
8. If Assistant is selected, configure the assistant query:
   • In Select Assistant, select an AI assistant to process the query.
   • In the Prompt field, describe the required data in natural language.
9. Under Execution, select one of the following Run as options:
   • Viewer — Runs as the currently logged-in user.
   • Owner — Runs as the widget creator.
10. Configure Cache max age, if required.
11. Configure Auto refresh expiry, if required.
12. Click Apply.

Configure a Collection

1. In the dashboard editor, click Untitled Collection to display the Collection Properties panel on the right.
2. Enter a name for the collection in the Title field.
3. Select one of the following Collection Type options:
   • Chart Grid
   • Stats Grid
4. Click Apply.
5. Add content based on the selected collection type:
   • For a Chart Grid, click + Add Chart.
   • For a Stats Grid, click + Add Stat.
6. Click + Create Collection to add another collection to the dashboard, if required.
7. Click Save to save the dashboard configuration.

Related Articles

• Insights Overview

• Manage Insights Dashboards