Intended Audience: Mentors
Introduction
In this article, the process of customizing the Insights Report Builder menu by a mentor is explained. The article covers various topics including hiding the "Quick Start Courses" menu option, reordering the dashboards in the menu, adding a dashboard to favorites, and adding a card from a dashboard to favorites.
Details
How to Hide the "Quick Start Courses" Menu Option
- Start by hovering over the menu icon (three horizontal bars) located at the top left corner of the page.
- Then, select MANAGE DASHBOARDS to open the Manage Dashboards pop-up.
- Once there, hover over the Quick Start Courses option to display the show (eye) icon.
- Click on the show (eye) icon to hide the option, which will turn the eye icon gray.
- Finally, click on the DONE button to exit the pop-up.
How to Reorder the Dashboards in the Menu
- Begin by hovering over the menu icon (three horizontal bars) located at the top left corner of the page.
- Then, select MANAGE DASHBOARDS to open the Manage Dashboards pop-up.
- Once there, drag and drop the dashboards to the desired order.
- Lastly, click on the DONE button to apply the changes.
How to Add a Dashboard to Favorites
- Start by opening the desired dashboard.
- Then, click on the Card options icon (wrench symbol) located at the top right corner of the page, and select Add to Favorites. The dashboard will now be added to the Favorites section of the menu, which can be accessed by hovering over the menu.
How to Add a Card from a Dashboard to Favorites
- Begin by opening the desired dashboard.
- Then, click on the Card options icon (wrench symbol) located at the top right corner of the card, and select Add to Favorites.
To view the card that has been added to your Favorites, hover over the menu and select Favorites. This will open the Favorites page, where you can view the card.