Insights Dashboards Quick Start
Let us guide you through how to use the dashboard so you will be familiar with the tools such as filters, share, schedule, and download.
Watch the Video
0:57 Filter a Dashboard
1:20 Drill-down into a Dashboard
1:41 Add a Dashboard to your Favorites
1:58 Share or Deep-link a Dashboard
2:57 Schedule a Dashboard
4:00 Set up a Conditional Alert for a Dashboard
5:12 Download the entire Dashboard or Chart/Table
6:07 Download a Chart or Table
Audio: Sound Length: 7 mins Direct link: https://serraview.wistia.com/medias/8nc1lze5ke
Learning Paths
Additionally, we have articles covering access, navigation, and other tools.