Searching and Filtering the Insights Dashboard Display

You can search and filter the Insights dashboard to focus your analysis.

To search for an insight, enter a search term in the Search box above the dashboard.

You can filter the Insights dashboard to show only the insights you want to evaluate.

  1. Click a filter type. The default value for the filter is displayed but is not yet applied to the results on the page.
  2. Enter parameters for the filter. The dashboard is updated with insights that meet the filter criteria.
    • Created: Enter start and end dates for insight creation.
    • Type: Select one or more insight types.
    • Status: Select from Open or Closed.
    • Priority: Select from High, Medium, or Low, based on thresholds defined by your administrator.
    • Percentage of Impact: Enter a range of percentage impact values.
    • Absolute Impact: Enter a range of abolute impact values.
  3. Remove a filter by closing it (click the X) on the filter bar.