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Getting Started
Jump Start Guide for Regular Users
5.2.1
Articles tagged:
5.2.1
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Topics
1. Login to Metric Insights
2
1.1 Logging Into Metric Insights for the First Time
1.2 Reset Account Password
2. Homepage
4
2.1 Homepage Basics
2.2 Set Portal Page as Your Start Location
2.3 Set Home Page to Always Open to Same Section
2.4 When Do Icons Appear and Get Removed from Tiles on Homepage?
3. User Preferences
2
3.1 My Settings (aka "Preferences")
3.2 My Notifications Overview
4. Element Viewers
8
4.1 Access, Create, and Modify Dataset Views
4.2 Element Viewer Basics
4.3 Setting Personal Bookmarks (External Reports)
4.4 Creating Custom Date Ranges
4.5 Relevant Elements on Metric Viewer (v 6.4.5)
4.6 Relevant Elements on Metric Viewer (v 7.1.0+)
4.7 Metric Overlays Overview
4.8 Adding Annotations to Elements
5. Working with Favorites & Digests
12
5.1 Favorites Overview
5.2 Add (or Delete) Elements to Favorites Folder
5.3 Favorites Editor Overview
5.4 Duplicating Entire Favorite Folder
5.5 Adding Elements Without Data to Favorite Folders
5.6 How to View Hidden Dimension Value Tile
5.7 What Are Favorites Digests?
5.8 Favorites Digest Customization
5.9 Sorting Elements in Favorites Digest Emails
5.10 Include Element to the Digest Email as Attachment
5.11 Why Some of Favorites Folder Elements Are Not Included in Favorites Digest ?
5.12 Report Digest Customization
6. Working with Folders & Bursts
5
6.1 Understanding Folders
6.2 Display Folders Contents on Element Viewers
6.3 Setup Bursting from Favorites Editor
6.4 Bursting from Report or Metric Viewers
6.5 Creating New Schedule Via Burst Editor
Generate Manual PDF
Other Resources
Getting Started
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows
Getting Data
Connecting to Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services
Creating Content
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Apps (Portal Pages)
User Maps
Alerting
Alerting
Collaboration and Sharing
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations
System Administration
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Customer Portal
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes