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Help & DocumentationSystem AdministrationManaging the Metric Insights Environment

Managing the Metric Insights Environment

1. Controlling Display Formats
- 1.1 Create Display Masks
- 1.2 How to Customize Display Grids & Tables
2. Creating Announcements and Documents
3. Customizing Your System
4. Customizing Emails
- 4.1 Creating a new Email Digest Template
5. Embedding Elements in Other Applications
6. Making Bulk Changes
7. Managing Measurement & Charting Intervals
- 7.1 Update Measurement Interval Settings
8. Managing Notification Schedules
- 8.1 Pre-defined Notification Schedules
- 8.2 Create or Modify a Notification Schedule (via Notification Schedule Editor)
9. Managing Custom Scripts
- 9.1 Configure Custom Scripts
- 9.2 Basic Practices for Custom Scripts Developers
10. Managing Owners
- 10.1 Configure Owners
11. Monitoring Your System
12. Using Content Center
- 12.1 Overview of Content Center
- 12.2 Track Engagement via Content Center

Topics

1. Controlling Display Formats 2
- 1.1 Create Display Masks
- 1.2 How to Customize Display Grids & Tables
2. Creating Announcements and Documents 4
3. Customizing Your System 8
4. Customizing Emails 1
- 4.1 Creating a new Email Digest Template
5. Embedding Elements in Other Applications 6
6. Making Bulk Changes 3
7. Managing Measurement & Charting Intervals 1
- 7.1 Update Measurement Interval Settings
8. Managing Notification Schedules 2
- 8.1 Pre-defined Notification Schedules
- 8.2 Create or Modify a Notification Schedule (via Notification Schedule Editor)
9. Managing Custom Scripts 2
- 9.1 Configure Custom Scripts
- 9.2 Basic Practices for Custom Scripts Developers
10. Managing Owners 1
- 10.1 Configure Owners
11. Monitoring Your System 6
12. Using Content Center 2
- 12.1 Overview of Content Center
- 12.2 Track Engagement via Content Center

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