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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.

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      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.

      Step 9 image

      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