Video: adding an insights dashlet

This guide will teach you how to add, move, and edit an insights dashlet to a dashboard.

1. Go to insightstore.civicscience.com.

2. From the landing page, click Dashboard in the left navigation pane.

Click 'Dashboard'

3. Select your dashboard from the dropdown menu.

Choose your dashboard

4. Navigate to the bottom of the dashboard and click Add New Dashlet.

Click 'Add New Dashlet'

5. Choose Insights from the dropdown list.

Select 'Insights'

6. Click Next.

Click 'Next'

7. Give your dashlet a descriptive name.

Enter your dashlet's name

8. Select the number of insights to display.

Choose the number of insights to show

9. Enter a question ID or search criteria.

Enter search criteria

10. Choose your question from the search results list.

Select your question from the list

11. Enter any comment text. You may format it with basic markdown.

Enter any comment text.

12. Select a weighting scheme. If you do not apply one, the data will be unweighted.

Choose a weighting scheme

13. Click Add to Dashboard and see your new dashlet.

Click 'Add to Dashboard'

14. To move the dashlet, click on the move cursor symbol and drag the dashlet to its desired position.

Click here and drag the dashlet
to its new position

15. To edit the dashlet, click the kebab menu.

Click here and drag the dashlet
to its new position

16. Click Settings.

Click 'Settings'

17. Make your changes.

Make your changes

18. Click Submit to save your changes.

Click 'Submit'