Create, Edit, and Share Dashboards with Insights Pro

Amanda DeAngelis • Created • Last updated

Overview

Insights Pro users have access to an Edit Mode within the Insights module, enabling your team to fully customize dashboards and visualizations without technical skills. This article covers how to create, copy, edit, and share dashboards.

 

What You Can Do in Edit Mode

  • Create new dashboards — Build dashboards from scratch based on your team's needs

  • Copy core dashboards — Duplicate a core dashboard and customize it without technical knowledge

  • Design visualizations — Choose from a library of chart types using your custom fields

  • Control dashboard filters — Apply dashboard-level filters using custom fields or other ZenQMS data

  • Share dashboards — Share custom dashboards with other users in your organization

 

How To

Create a new dashboard

  1. Go to Insights > select Edit Mode in the top left

    1. When in Edit Mode, the button turns blue to indicate you’re an editor

  2. Click + to create a new dashboard

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Copy a Core Dashboard

  1. Go to Insights > open the core dashboard you want to copy

  2. Select Save as New > name your dashboard

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  1. Select Edit Mode > open Private Dashboards in the bottom left

  2. Select your dashboard > click the Edit pencil on the right

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Edit a Custom Dashboard and it’s Visualization

  1. Go to Insights > select Edit Mode in the top left. When in Edit Mode, the button turns blue to indicate you’re an editor

  2. Open the dashboard you want to edit > click the Edit pencil on the right

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  1. Select the visualization and click Edit from the menu — the visualization editor will open
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Note: Failure to save a dashboard or visualization prior to exiting Insights may result in the loss of edits.

 

Share a dashboard

  1. Go to Insights > select a dashboard you have share rights to > click Share

  2. Add a user or group and select their access level: The groups are generated based on roles in your account and what users have either Insights View/Export or Insights: Design Dashboards permissions.

  3. Select their access level

    • Can Edit and Share

      • Note: Users must have access to 'Insights: Design Dashboards' to be able to edit

    • Can View and Share

    • Can View

 

 

 

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