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Insights Report Builder - Manage Dashboards

Intended Audience: Mentors

Introduction

This article describes how a mentor will adjust the Insights Report Builder menu to customize their experience. 

Details

How to Hide the "Quick Start Courses" Menu Option

  1. First, hover over the menu (three bars horizontal lines icon, top left corner of page). 
  2. Next, select MANAGE DASHBOARDS to display the Manage Dashboards pop-up. 
  3. At this point, hover over the Quick Start Courses option to reveal the show (eye) icon. 
  4. Next, tap the show (eye) icon to hide the option from your menu. This will turn the eye gray. 
  5. Tap the DONE button to exit this pop-up.
    The Dashboards menu is shown with arrows pointing to the Manage Dashboard option. The Manage Dashboards pop-up window is also shown on top of the menu options with arrows pointing to the hide option next to the dashboard and to the Done button at the bottom of the pop-up.

How to Reorder the Dashboards in the Menu

  1. First, hover over the menu (three bars horizontal lines icon, top left corner of page).
  2. Next, select MANAGE DASHBOARDS to display the Manage Dashboards pop-up.
  3. Next, drag and drop the dashboards in the desired order and then tap DONE to apply your changes.
    The Manage Dashboards pop-up window is shown with the Learner Progress Report being dragged to the bottom of the list. An arrow points to the Done button.

How to Add a Dashboard to Favorites

  1. First, open the desired dashboard. 
  2. Next, tap the Card options icon (wrench at top right of page) and then select Add to Favorites.
  3. The dashboard will now be displayed when you hover over the menu under the Favorites section.
    The Card options menu is expanded and arrows point to the icon and to the Add to Favorites option. Another arrow points to the Dashboard now displayed under favorites in the menu.

How to Add a Card from a Dashboard to Favorites

  1. First, open the desired dashboard. 
  2. Next, tap Card options icon (wrench at top right of card) and then select Add to Favorites.
    The Card Options menu is expanded. Arrows point to the tool icon and to the add to favorites option.To view the card in your Favorites, go to the hover over the menu and select Favorites. This will open the Favorites page to view the card.
    The Dashboards menu is expanded with an arrow pointing to the Favorites option.

Return to Insights Report Builder

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