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Adding insights to your application

Updated on October 29, 2021

Help users find relevant insights more quickly by adding appropriate pages to the navigation menu of your application. By using insights, your users gain quick access to application data in the form of interactive charts or comprehensive lists.

For example, you can include a page with a chart-based insight that illustrates unresolved bugs in your department, to help your team members prioritize work and focus on crucial assignments.
Note: You can add an insight as a page only when the visibility of the insight is set to Public.

Only application administrators can designate insights as Public. For more information, see Managing the visibility of insights.

  1. Open the portal in which you want to use insights:
    1. In the navigation pane of App Studio, click Channels.
    2. In the Current channel interfaces section, click the icon that represents the portal to which you want to add a custom page with insights.
  2. On the portal page, on the Content tab, click the Landing pages category.
  3. In the Landing pages pane on the left side of the screen, click Add.
  4. In the Add a page modal dialog box, provide details for the page, and then click Submit.
    For example:

    In the Name field, enter Sales insights as the title for a page with insights about the finances of your company.

    In the Template list, select Two column to include two chart-based insights next to each other.

  5. Customize the newly created page.
    For more information about managing pages with list view templates, see Configuring a list-based landing page.

    For more information about managing pages with column templates, Configuring a column-based landing page.

  6. Add the page to the navigation menu of your application.

Tags

Pega Platform 8.7 Reporting

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