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Help & Documentation
Getting Started
Jump Start Guide for Regular Users
5.6 release
Articles tagged:
5.6 release
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Topics
1. Login to Metric Insights
2
1.1 First Login Options
1.2 Reset Account Password
2. Homepage
5
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 When do Icons Appear and Get Removed from Tiles on the Homepage?
2.5 Controlling Homepage Display through the URL
3. User Preferences
2
3.1 My Settings (aka "Preferences")
3.2 My Notifications Overview
4. Element Viewers
7
4.1 Access, Create, and Modify Dataset Views
4.2 Basics of the Element Viewers
4.3 Setting Personal Bookmarks (External Reports)
4.4 Creating Custom Date Ranges (Metrics)
4.5 Find Related Elements from Metric Viewers
4.6 Overview of Metric Overlays
4.7 Adding Annotations to Elements
5. Working with Favorites and Digests
12
5.1 Favorites Overview
5.2 Add (or Delete) Elements to a Favorites Folder
5.3 Using Favorites Editor to Maintain Favorites
5.4 Duplicate an entire Favorite Folder automatically
5.5 Adding elements without data to Favorite folders
5.6 How to view a hidden tile in your Favorites
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 an Attachment
5.11 Why Some of Favorites Folder Elements are Not Included in the 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 the Favorites Editor
6.4 Bursting from the Report or Metric Viewers
6.5 Creating a new schedule via Burst Editor
7. Basics of Alerting
0
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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
Portal Pages
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
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes