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Tutorial: How Do I Use Dashboards AI Summary Feature?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

9 STEPS

1. This tutorial will teach you how to leverage the AI Summary feature.

Before clicking insights, ensure your filters are set or have been reviewed within your dashboard.

Step 1 image

2. Click Insights.

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3. This will activate a panel on the right-hand side of your dashboard containing a summary of insights.

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4. Click Go to widget to be taken to the most relevant widget per key point.

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5. Once you have analyzed all of the insights, click Close.

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6. To share these insights with colleagues, ensure your Insights panel is open.

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7. Click Insights.

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8. Click the three-dot menu button to share these insights.

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9. Click Print to PDF. This will allow you to attach the PDF to any emails you are sending across the business.

You have now completed the tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2398535/Dashboards---AI-Summary-Insights