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Created On: 11/09/2023
in InsightStore 2 Dashboards
If a dashboard is deleted, it is deleted for all users and cannot be recovered. Please ensure no one is using the dashboard before you delete it. To delete a dashboard, click on the Settings button to the right of the dashboard's name. On t...
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A few clients have access to more than one InsightStore organization's account. Switching between those accounts does not require logging out and back in. Go to the upper right corner of your InsightStore 2 screen. A downward-pointing expanding c...
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To create a new Deep Profile report, use the Reports link in the left navigation pane, then click on the blue Create button. Select Deep Profile from the dropdown menu. On the next page, give your report a descriptive name. Cho...
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A Deep Profile report is a comprehensive comparative tool that uses a common weighting scheme to gain deeper insights into the behavior of a segment or group or to see how a segment compares to a benchmark. Most Deep Profile reports are created b...
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If you misplace or forget your InsightStore password, there's no need to worry. You can reset it easily if you have access to the associated email account. 1 First, go to the InsightStore login page . Click on the Forgot password? Reset ...
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The Basic Information tab shows your account/organization's name in our system. If your organization's name changes, it can be updated here by any account member with admin permissions. However, if a change needs to be made, it is best to con...
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Each field on the Basic Information screen is required. To change your first name, last name, or email address, please enter the new information here and hit Save .
Be very careful if you change your email address. ...
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To edit a user group, go to Profile in the lower section of the left navigation bar. Click on Your Organization , then on User Groups . To add and remove members from a group, click on the blue expanding caret to the right of the group name. ...
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To create a user group, click Profile in the Advanced section of the left navigation bar. Then, click Your Organization. Next, click User Groups. Finally, click Create User Group . Provide a User Group Name , then select the m...
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To add a new user, go to the Users page. To get to it, click on Profile in the lower left navigation bar. On the Profile page, select Your Organization , then Users . You'll see this form. User Types There are two user types: Administ...