Building and Managing Insights in Insights Studio

Creating a New Insight

To build a custom Insight:

1. Open Insights Studio from the Workspaces menu.

2. Click Create Insight.

3. Give your insight a name and optional description.

4. Enter Edit Mode.

You will see an empty canvas with layout zones.

Adding and Arranging Widgets

Widgets are modular UI blocks that display data. Studio supports multiple types:

• Time series graphs

• Tables

• Key performance indicators (KPIs)

• Bar and pie charts

• Custom expressions (coming later)

To add a widget:

1. Click + Add Widget

2. Choose a widget type.

3. Configure its data source and filters.

4. Drag to reposition on the canvas.

You can resize, duplicate, or remove widgets at any time.

Saving, Reopening, and Sharing

Once a dashboard is configured:

• Click Save Insight to persist it.

Saved dashboards appear in your Workspaces under My Insights.

Currently, sharing is limited. Read-only links may be supported later and there is no role-based sharing currently.

Edits can be made later, but must be followed by re-running the dashboard to reflect live data.