Overview
Insightboards are a centralized hub for accessing and managing your Insights. They are a repository for your Insights and a place where you can combine all your data in various ways.
To access Insightboards, in the navigation pane click on Insightboards. Once here, you'll find any Insightboards that have previously been created. These Insightboards contain your custom reports where you'll be able to review and filter data, as well as create dynamic Key Results.
Some of the benefits of using insightboards are the following:
Improve organization
The role of Insightboards is similar to that of a folder and is essential in keeping your data well organized.
For example, you can group insights by purpose - Sales, Bugs, and Marketing, by data source - Jira, Asana, and Salesforce, by team, or by project.
Control access
Insightboards can also have specific access permissions to secure your data by keeping it private, if needed, or available only to a limited group of users.
For more information, see Set permissions for insightboards.
Filter data within an Insight
You can use parameters to filter the data of your Insights and alter their calculation. This way, you can structure your data and extract the information you need from a report.
For more information, see Filter the output of insights.
Categorization and better navigation
You can use tags to facilitate navigation, filter Insights, and improve the overall experience of managing your data and Insights. For more information, see Tag insightboards and Keyboard shortcuts for insightboards.
Archive Insightboards
Insightboards can be archived so that you can focus on what is currently relevant to your organization and you can clear the clutter in your account. An Insightboard can be archived or unarchived from the ellipsis menu of the Insightboard card on the All Insightboards page or from the top navigation bar on the Insightboard page.
Only users that have Update permissions for a specific Insightboard can archive that Insightboard.
Quick filters bar
To more easily browse the Insightboards in your account, you can use the quick filters bar, which offers the following options:
Quick filters
All - all Insightboards in the account that have not been archived appear here
Shared with me - all Insightboards that have specifically been shared with you with a team of yours, or with your role
Created by me - all Insightboards that you have created
Archived - all Insightboards that are currently archived
Sorting
To more easily, find the Insightboards that are relevant to you, you can choose between a few different types of sorting:
Alphabetical A-Z
Alphabetical Z-A
Oldest - Insightboards created the longest time ago are displayed first
Newest - the most recently created Insightboards are displayed first
Last modified - Insightboards where Insights have been added or removed, or the default view has been updated are considered as modified
Tags quick filter
All tags created and available within the account appear in the Tags quick filter. When selected, the displayed Insightboards are automatically filtered by the relevant tags. If you select more than one tag, Insightboards that are tagged by one or more of the tags, will all show as valid results.
If you do not want to scroll down to find a specific tag, you can easily search for it by typing it in the search field in the Tags quick filter.
When you close the Tags quick filter, you will see a numbered chip next to Tags that indicates how many tags have been selected, and when you open the dropdown you will see the selected tags listed at the top for easier access.
Quick search
You can search by the Insightboard's title in the quick search bar. Any Insightboards that do not match your search term will automatically disappear from the page.
The sorting, Tags quick filter, and quick search are all applied together within the selected group of Insightboards from the quick filter (All, Shared with me, Created by me, and Archived).