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82 lines
2.9 KiB
Markdown
82 lines
2.9 KiB
Markdown
# Insights
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> This [Module](/getting-started/glossary/#modules) allows the creation of custom
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> [Dashboards](/getting-started/glossary/#dashboards), each with any number of highly configurable
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> [Panels](/getting-started/glossary/#panels) for displaying data.
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[[toc]]
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## Browsing Dashboards
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Clicking into the Insights module immediately presents a listing of all dashboards you have access to. These are shown
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in the navigation bar and a listing on the main page.
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## Creating a Dashboard
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1. Click the "Create Dashboard" action button (`+`) in the header.
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2. Fill in the dashboard name, icon and note
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3. Click "Save"
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## Editing a Dashboard
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1. Click on the Insights module to go to the Dashboard listing
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2. Click the right-hand context menu (`...`) for the dashboard you want to edit
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3. Make any edits, and then click "Save"
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::: tip Editing the Dashboard Panels
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To edit the Panels within the dashboard, please see: [Editing a Panel](#editing-a-panel)
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:::
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## Deleting a Dashboard
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1. Click on the Insights module to go to the Dashboard listing
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2. Click the right-hand context menu (`...`) for the dashboard you want to edit
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3. Choose "Delete Dashboard" and click to confirm
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## Creating a Panel
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1. Click on the Insights module to go to the Dashboard listing
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2. Click the desired dashboard to view it
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3. Click the "Edit Panels" action button ("pencil" icon) in the header
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4. Click the "Create Panel" action button ("plus" icon) in the header
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5. Choose a panel type and enter its options in the panel drawer
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6. Click the "Done" button in the drawer header
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7. Drag the new panel to position it on the grid
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8. Grab the sides or corners to resize the panel as needed
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9. Click the "Save" action button in the page header
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## Editing a Panel
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1. Click on the Insights module to go to the Dashboard listing
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2. Click the desired dashboard to view it
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3. Click the "Edit Panels" action button ("pencil" icon) in the header
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4. Hover over the desired panel, and click the "Edit" button ("pencil" icon)
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5. Make the desired changes in the panel drawer
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6. Click the "Done" button in the drawer header
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7. Click the "Save" action button in the page header
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::: tip Panel Size & Position
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Drag the panel to a new position and/or grab the corners/sides to resize it as needed.
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:::
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## Duplicating a Panel
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1. Click on the Insights module to go to the Dashboard listing
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2. Click the desired dashboard to view it
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3. Click the "Edit Panels" action button ("pencil" icon) in the header
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4. Hover over the desired panel, click the Context Menu button ("..." icon), and click "Duplicate"
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5. Reposition and resize as needed
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6. Click the "Save" action button in the page header
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## Deleting a Panel
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1. Click on the Insights module to go to the Dashboard listing
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2. Click the desired dashboard to view it
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3. Click the "Edit Panels" action button ("pencil" icon) in the header
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4. Hover over the desired panel, click the Context Menu button ("..." icon), and click "Delete Panel"
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5. Click the "Save" action button in the page header
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