Introducing Insights

Insights is your repository for Infoboards, Reports, and Lists, allowing you to understand data in a more structured and organized manner.

Insights now offers a dynamic layout that showcases Infoboards, Reports, and Lists, allowing you to understand data in a more structured and organized manner.

Here’s a step-by-step guide on how to navigate and utilize the Infoveave Insights module effectively

Accessing Infoveave Insights

Look for the Insights option in the Infoveave menu.

• Click on the Insights to access the Insights module.
• The Insights menu expands as a dropdown.

Access Infoboards from Insights

To access Infoboards from Insights, follow these steps

1. Click on Insights in the main menu.
2. In the Insights layout, locate the Infoboards option.
3. Browse through the Infoboards to find the one you want or use alternatively use the search bar for quick access.
4. Once you have located the desired Infoboards, click on it to open the Infoboard. You will be redirected to the Infoboard view mode.
5. To edit the Infoboard, click on the Edit icon .

Note

• All Infoboards created by you will be listed under Insights.
• To learn how to create an Infoboard from templates or from scratch, go to Create Infoboard.

Tip

You can also create Infoboards from Infoboards under Studio or from the Quick Start option.

Navigating the Insights Module

Upon entering the Infoveave Insights module, you will see a categorization of your contents into My Organization and My Workspace.

• My Organization typically includes all the Infoboards, Reports and Lists that are accessible to users within your organization.
• My Workspace refers to your specific workspace to hold all the Infoboards, Reports and Lists created by you.

Viewing contents in folders

• Infoboards, reports, and lists that are arranged within folders will be displayed within their respective folders in the Infoveave Insights module.
• Clicking on a folder will display its assets in the main viewing area of the Insights module.

Note

Infoboards, reports, or lists that are not placed within any specific folder will be visible under

• Shared with Me section in the My Organization tab.
• Created by Me section in the My Workspace tab.
  

Caution

• The My Organization tab may not be present if no assets are shared with you by the organization.
• The My Workspace option may not appear if you haven’t created any Infoboards, reports, or lists.
• Sections for Infoboards, Reports, or Lists may not be visible if there are no assets under those categories in your folders.

Note

The Infoveave version 8.0 now supports the mouse-hover tooltips and descriptions within the Insights section. This feature provides additional information and context when you hover over specific elements under Infoboards, Reports and Lists.

Infoboard Tab View

The Tab View Option will align all the Infoboards in a particular folder as separate tabs.

To access the Tab View, follow the below steps.

1. Click on Insights under the Infoveave menu.
2. Look for the specific Infoboard folder to convert to Tab view.
3. Click on the Open As Tabs icon, to switch to the tabbed layout. It is typically positioned close to the folder name.

Note

• You cannot close individual Infoboard tabs from the tab view option.
• To get back to the old view click back on the folder under Insights.
• You may also use the search bar to view any specific Infoboard, Report, or List with ease.

Tip

Always arrange your assets properly under the respective folders for easy access.

Insights in Infoveave provides easy access to the lists of all Infoboards. It allows you to quickly find and preview the desired Infoboards.