Exploring application data with Insights

Discover the reporting capabilities of Pega Platform™ through Insights. Explore how to create, configure, and apply chart-based and table-based Insights using built-in tools and Pega GenAI™. In this module, learn how to integrate Insights into dashboards, landing pages, and Full Case Views. Review best practices for using promoted filters and managing Insights.

Beginner

Insights

Reporting

English

After completing this module, you should be able to:

Identify the benefits of using Insights in data analysis.

Explain how you can customize chart and table-based Insights by using built-in features and Pega GenAI.

Describe the relationship between Insights and dashboards.

Evaluate the use of Insights in Full Case Views, Portal landing pages, and dashboards to determine the most effective placement for enhancing data visibility and user experience.

Compare how developers and users create, customize, view, and share Insights across Pega Platform components, based on their access to authoring tools and run-time features.

Explain the role of BIX in data analysis for a Pega application.

Available in the following mission:

Solution Builder Foundations v1

Topics

Application data for Insights

15 mins

Applying Insights across Pega Platform components

5 mins

Module Quiz

5 mins