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Customizing list-based insights

Updated on October 17, 2022
Applicable to Cosmos React and Theme Cosmos applications

Decide what data you want to present in your insights by using intuitive tools that provide options to filter, sort, and group the data. For example, you can filter an insight to include only resolved assignments, so that you can analyze the performance of a whole department. Then, you can group the results by teams to compare their work.

Before you begin: Add the Explore Data page to your application. For more information, see Organizing the main menu for a portal.
Note: You can add the Explore Data page only if your application uses a Cosmos React or Theme Cosmos in hybrid mode.
  1. In the navigation pane of your application, click Explore Data.
  2. In the Insights section, in the Name column, click the insight that you want to modify.
  3. Customize your insight by performing one of the following actions:
    Filter data
    1. In the upper-right corner of the insight, click Filter.
    2. In the Filter by dialog box, click the Select field list, and then select the specific data that you want to filter.
      For example: Select Date of order
    3. In the list of relational operators, select an operator for your filter, and then specify the details.
      For example: Select after, and then enter a specific date to collect information about orders placed after that date.
    4. Optional: To apply more filters, click the Add icon.
    5. Optional: To define more complex filters, click Advanced mode, and then enter the filter logic.
      For example: If you apply two filters, enter 1 OR 2 to filter data by either of the conditions.
    6. Click Submit.
    Sort data
    1. In the upper-right corner of the insight, click Sort.
    2. In the Sort by dialog box, in the Select field list, select a column that you want to sort.
    3. In the Select list, select the way you want to sort the data.
      For example: Click Descending to display values from highest to lowest.
    4. Optional: To sort more columns, click Add.
    5. Click Submit.
    Group data
    1. In the upper-right corner of the insight, click Group.
    2. In the Group by dialog box, in the Select field list, select how you want to group the insight data.
      For example: Select Status to group data with specific statuses in one tab.
    3. Optional: To add more grouping conditions, click Add.
    4. Click Submit.

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