FAQs in this section
How do I create an Insights page?
Creating an insight or a report involves the following:
Follow these steps to create an Insights page:
Follow these steps to create a widget:
- Step 1: Adding an insight
- Step 2: Adding a widget
Follow these steps to create an Insights page:
- Log in to your CRM account.
- Click the Main Menu.
- Click Platform.
- Click Insights Designer.
- In the List View, click +Add Insights. The Add Insight window pops up.
- Enter or select information for the following:
- Name: Enter a name for the insight.
- Assigned to: Select a user from the drop-down.
- Click Save & Add Widgets. The Editing Insights page opens.
Follow these steps to create a widget:
- In the editing view, click +Add New Widget.
- Enter or select information for the following:
- Widget Details:
- Widget Name: Enter a name for the widget.
- Widget Description: Enter a brief description of the widget.
- Input:
- Query Type: Select the input query type from the drop-down.
- Based on the query type selected, select the dependent field.
- Transform (Depends on the Input):
- You can write javascript code to transform the fetched result.
- Output (Depends on the Input):
- Output Type: Select the type of output widget from the drop-down.
- Output Configuration: It depends on the Output Type selected in the previous step.
- Widget Details:
- Click Save.