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Insights Dynamic Dashboards

  • Insights Dynamic Dashboards Overview

    Insights dynamic dashboards is the new reporting experience for Kantata OX’s Insights Business Intelligence Solution. Built on the same underlying ...

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  • Adding an Insights Dynamic Dashboard to the Project Workspace

        Project Permission: Project Administrator Overview Adding dynamic dashboards to the project workspace can be beneficial in many ways—from hel...

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  • Using the Dynamic Dashboard Editor

    Learn how to use the dynamic dashboards editor to customize standard dashboards or build custom dashboards.     Overview 1. New Item The New Item...

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  • Managing Dynamic Dashboards

        Overview In Insights > Manage Dashboards, you can create, share, rename, clone, and delete dynamic dashboards. You must have access to Manage ...

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  • Managing Reports for Insights Dynamic Dashboards

        How to Create a New Report Open the dashboard and click the Edit button to the upper-right. The dashboard editor opens. From the New Item se...

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  • Using the Report Editor for Insights Dynamic Dashboards

    Learn how to use the report editor to customize standard reports or build your own reports.     Overview 1. Data Catalog The data catalog that ap...

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  • Schedule Dynamic Dashboard Emails, Report Exports, and KPI Alerts

    Learn how to set up automatic dashboard emails, report exports, and KPI alerts for dynamic dashboards.     Overview Setting up automatic dashboar...

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