Setting up Insights Dashboards for Payables

PeopleSoft Payables delivers Insights dashboards to analyze data using different visualizations.

To set up Insights dashboards for Payables:

1. Use the Deploy Search Definition page to deploy the search definition (PeopleTools, Search Framework, Administration, Deploy Search Objects).

   See Search Definitions and Privileges for a list of Payables search definitions for PeopleSoft Insights dashboards.

2. Use the Schedule Search Index page to run the Build Index process (PeopleTools, Search Framework, Administration, Schedule Search Index).

   The first time you run this process for a search index, you should always select Full Index as the Indexing type. You can run incremental indexes after that.

3. Use the Deploy Insights dashboards page to deploy the dashboard and the tile (PeopleTools, Search Framework, Administration, Deploy Insights Dashboards).

   When you deploy a dashboard, you are copying the dashboard from the PeopleSoft database to your instance of PeopleSoft Insights. The deployed dashboard is then available on the Saved Objects page in the Management section on the Insights home page. Use the Deploy Insights Dashboards page to deploy or update a dashboard. For more information on Deploying a Dashboard, see PeopleTools:Search Technology, Working with Insights Dashboards for PeopleSoft Application Data, Deploying a Dashboard.

4. Use the Personalize Homepage Page to add the tile to a homepage.

5. Use the User Roles page to add the privileges to users (PeopleTools, Security, User Profiles, User Profiles).

   The PeopleSoft Payables privileges are:

   • Insights AP Edit Privilege

   • Insights AP View Privilege

See also Search Definitions and Privileges for a list of all product privileges for PeopleSoft Insights dashboards.