Launching and Managing Insights

To display a list of available Insights go to Insights > Actions: Launch/Manage.

The Insights are listed in a table with a selectable numbers of rows displayed (default 10). Predefined Insights have no Owner. Duplicate or new Insights are owned by selected roles.

The Insights toolbar appears at the top of the table. The tools available are:

◼ Add—Provides a link to Navigator where Insights can be built in the workspace and saved. Insights created in Navigator can also be loaded and edited later in Navigator.

◼ Delete—Removes selected Insights from the table. If a predefined Insight is selected the Delete icon is not active.

◼ Duplicate—A window opens with the name Duplicate <Insight name> for the selected Insight.

– Access can be chosen for a predefined Insight duplicate.

– Access and Read-Only or Read/Write privileges can be assigned by role for all other Insights.

◼ Add Tags—Specify a comma separated list of tags to add to an Insight. Tags cannot be added to predefined Insights.

◼ Export—Custom Insights can be exported to a .json file so they can be imported to other AppResponse 11 systems; multiple Insights can be written to a single .json file. Built-in Insights cannot be exported.

◼ Import —Click this to select a .json file and read in one or more custom Insights. Refer to Importing Custom Insights for details.

◼ Filter Bar—Multiple filters can be applied to the list of Insights. A green background indicates an applied filter in the filter bar. Click the funnel icon to select the type of filter and choose its values:

– By owner displays a list of owners for selection.

– By tag displays a list of all current tags for selection.

– By name matches the text specified with Insight names.

– Tags is a shortcut to selection by tag used when applying multiple filters.

– All Shared is a shortcut to by owner used when applying multiple filters.

– Click Apply to use the revised filter.

– A filter type appears with a green background when that filter type is an applied filter. To edit the applied filter, click the desired filter type with a green background. The applied filter is displayed and can be edited.

– To change the filter click in the text box (Name) or change selections in a list (Tags or Owner/Shared).

– Click apply to use the revised filter.

– To remove a single filter, click the x in the upper-right corner of the green box.

– To remove all filters, click the x in the black box at the end of the filter bar.