Insights Essentials

Jump into the basics of the Insights Platform with our videos and how-to's

    Editing a Report

    Step 1:  If you need to make edits to your report, select on the icon to open the menu for editing options

    Step 2:  Click on ‘Edit report name’ if you want to change the name of the report.  Enter the new report name and click on the blue checkmark to save the new name.

    Step 3: To make edits to the charts, click on ‘Enter edit mode’

    Step 4: Click on the icon on the chart to edit and select what you would like to edit

    • Edit chart title: Edit the text and click on the blue checkmark to save
    • Full width: Check this box to display the chart with the full width of the screen
    • Use horizontal bars:  Check this box to flip the axis and view the chart in this format:

     

    • Export PNG: Will export the chart to a PNG file
    • Export SVG: Will export the chart to a SVG file
    • Remove chart: Will remove that chart from the report

    Step 5: Once you are done editing the report, click on the blue checkmark in the top right next to EDIT MODE and your edits will be saved

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