Create Insights
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Go to Settings > System Settings > Insight Maintenance.
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Select Create New.
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Enter an Insight Title. This will be displayed in the Insights menu for users to select.
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Enter a Description. This will be displayed within Insight Maintenance and is used to help differentiate insights with similar names.
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If needed select Restrict Access To Selected Groups, and select the relevant groups.
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Select Save.
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Select Add Component.
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Select Add for the required component.
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Select the required options, then select Add Component.
The options displayed will depend on which component is selected.
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Repeat the steps for each component you need to add.
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Drag the components to reorder as needed. You can also Preview how the Insight will be displayed to users.
The information displayed on Preview is example data, not actual data from your system.
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Select Back to Insights Library to save your selections.