Insights Report Builder First Time Setup Instructions

Intended Audience: Collaborative Instructors
This article pertains to courses taught by local teachers as part of a collaborative partnership.  

Introduction

This article describes the setup instructions that will need to be followed when accessing the Insights Report Builder for the first time.

Details

1. First, login to the Student Learning Portal (SLP). 
2. Next, tap Go to Courses within the left menu and choose Brightspace. 
3. Then tap Data and Insights and select Insights Portal.
    
4. Next, tap Insights Report Builder to show the dashboards in a new browser tab.
   
5. At this point, a pop-up window will appear to either setup your profile and/or to complete the welcome tour.
   1. Setup Profile. The Profile setup pop-up window will appear requiring the following actions:
      1. Profile Picture: Tap Choose Image to select a photo to upload or tap Take Photo to use your camera to snap a picture of yourself. 
      2. Name: Insert your name in the first field, if your name does not appear automatically. 
      3. Title: Insert your job title in the next field. 
      4. Dashboard: This field should auto populate, if not insert the name of the dashboard you are attempting to access. 
      5. Phone Number: Insert your company phone number in this last field. 
      6. Finally, tap the DONE button to apply your changes and complete the profile setup.
   2. Complete Welcome Tour. 
      1. Tap the CONTINUE button while reviewing each of the 5 slides. 

         Note: If you do not wish to review the information, tap the Skip Tour link in the bottom left corner of the second slide.

      2. When finished, tap the DONE button.

6.  The dashboard menu must be adjusted to hide the "Quick Start Courses" menu option.

   1. First, hover over the menu (three bars/hamburger 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.
      

Return to Data and Insights.