Jump Start Guide for Regular Users
-
1. Login to Metric Insights
-
2. Homepage
- 2.1 Homepage Basics
- 2.2 Setting a Portal Page as your Start Location
- 2.3 Setting Home Page to always open to Same Section
- 2.4 Homepage search: how it works
- 2.5 How do I filter Home Page content by Good news/Bad News?
- 2.6 When do flags appear and get removed from tiles on my home page?
- 2.7 Controlling Homepage Display through the URL
-
3. User Preferences
-
4. Element Viewers
-
5. Working with Folders & Bursts
-
6. Working with Favorites and Digests
- 6.1 Favorites - Overview
- 6.2 Add (or Delete) Elements to a Favorites folder
- 6.3 Using Favorites Editor to Maintain Favorites
- 6.4 Duplicate an entire Favorite Folder automatically
- 6.5 Adding elements without data to Favorite folders
- 6.6 How to view a hidden tile in your Favorites
- 6.7 How to share your Favorites folder
- 6.8 How to Unshare your Favorite folder
- 6.9 What are Favorites Digests?
- 6.10 Requesting a 'Daily' Favorites Digest
- 6.11 How do I change the order of elements in my favorites daily digest emails?
- 6.12 Include PDF, CSV, PPT or Excel file for element in Digest emails
- 6.13 Why are some of my Favorites folder elements not included in the Favorites Digest ?
-
7. Basics of Alerting