Syllabus for Insights SCORM

Overview of what is Insights and Insights Pro

  • What are the differences are between them
  • Paid service
  • Self-serve
  • Build own dashboards, alerts, scheduled exports

Permissions

Custom Fields

  • How to turn them on
  • What type of custom fields you can use

Editor Mode

  • Different components of editor mode
  • Library
  • Question mark follow up: explanation of the repeated metrics and how to see
  • Visualization builder
  • Visualization Type
  • Filters
  • Metrics, rows, columns
  • Being clear about what it means to be in editor mode
  • New dashboard creation
  • Sample use cases
  • Call out the saving of your work
  • Private vs. Public vs. core dashboards
  • Visualization creation
  • Making a copy of core dashboard an existing as your own
  • Editing an existing dashboard

Sharing a Dashboard

  • Who you can share with
  • Groups = roles within zen

Alerts

  • Basic threshold alert
  • Period comparison alert

Scheduled Exports

  • Visualization export
  • Types available
  • Frequency
  • Dashboard export
  • Types available
  • Frequency

Professional Services/Customer Engineering - Build on Your Behalf For an Hourly Rate

FAQs

  • Knowledge base articles
  • Advanced guide
Enlarged view