Revise Insights within Insight reports to keep pace with changing analysis goals.

Before you begin:

Run the View in which you want to work if you do not already have it open.

  1. In the header of the application, click Dashboards, as shown in the following figure:
    The Dashboards icon in the header looks like a bar graph.
    Dashboards icon
  2. In the navigation pane, expand the Insights section and select the Insight report that contains the Insight that you want to edit.
    For example, to edit an Insight in the Chicago report, select this report from the navigation pane. The report is displayed, as shown in the following figure:
    Selecting an Insight report that includes the Insight you want to edit.
    Selecting an Insight report
  3. In the report, in the upper-right corner, turn on the Edit Mode switch:
    The Edit Mode switch is green and in the on position.
    Edit Mode switch
  4. Optional: To rearrange the order of Insights in the report, drag the Insight thumbnails to reflect the correct order, as shown in the following figure:
    On the left side of the report, thumbnails of Insights are draggable objects.
    Rearranging Insights in the report
  5. On the Insight that you want to edit, hover over the upper-right corner of the Insight page.

    Result:

    The upper-right corner displays the Edit and Delete icons, as shown in the following figure:
    The upper-right corner of an Insight page displays Edit and Delete icons.
    Edit and Delete icons for an Insight
  6. Optional: Edit the Insight:
    1. Click the Edit icon.
    2. In the Insight Creation dialog box, edit the Insight.
      For example, you can change the title, the description, and the associated Insight reports:
      The Insight Creation dialog box provides editable fields for the Insight, such as Title, Description, and the associated Insights reports.
      Edit the Insight in Insight Creation
    3. Click Save.

      Result:

      The system confirms the update and the Insight in the report reflects your changes.
  7. Optional: Delete the Insight:
    1. Click the Delete icon.
    2. Click Confirm.

    Result:

    The system deletes the Insight and removes it from the Insights report.