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Create Insights categories

You can create insights categories to organise your dashboards reports.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 11 months ago

Create Insights categories

To create Insights categories follow the steps:
Insights categories function as folders for organising various dashboards and reports.

  1. Open the Admin Tool.

  2. Click Insights, then click Categories.

  3. Click New to add a category description.

    • You can edit your description using the pencil icon.

    • You can hide your folders using the visibility icon, the folder won't show on your reports.

    • Click Hidden on the top right side to view all hidden categories.


Add a dashboard to a category folder

To add a dashboard to a category folder follow the steps:

  1. Click on the category you've created.

  2. Click Add.

    • The list of available dashboards will be shown to select.

  3. Select dashboard, then click Add to confirm.

πŸ€“Tip: You can also view different dashboards for different data to better understand which dashboard gives you what information.

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