Manage Insights

Edit Insights

1. Go to Settings > System Settings > Insight Maintenance.

2. Select Edit next to the relevant Insight.

3. Add or Remove components as needed.

4. 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.

5. Select Back to Insights Library to save your settings.

Delete Insights

1. Go to Settings > System Settings > Insight Maintenance.

2. Select Delete next to the relevant Insight, then Yes.