Save Smart Insight Configurations

Space Admins can create Smart Insight configurations. These configurations are saved at the space level and can be used for KPIs in different dashboards. When a space is copied, the saved configurations are copied to the new space.

Saved configurations can be applied as a default to a specific KPI. When a default configuration is applied, users are automatically directed to the Smart Insights results page after clicking on the KPI's Smart Insights icon.

Create Smart Insight Configuration

  1. From the Configure Insights page, click the Saved Configurations icon.

  2. Modify the configuration settings by adding or removing columns and specifying Time Interval. For more information, see Configure Smart Insights.
  3. For more information, see Configure Smart Insights.
  4. Click the + Add Configuration icon.

  5. Enter the configuration's name and Save.
  6. The configuration is now available in the menu.

Edit Smart Insight Configuration

  1. From the Configure Insights page, click the Saved Configurations icon.
  2. Select your configuration. The name of the currently selected configuration is highlighted in blue.

  3. Modify the configuration settings by adding or removing columns and specifying Time Interval. For more information, see Configure Smart Insights.
  4. When you make changes to the configuration, the configuration name will no longer be selected. There are two choices for saving your configuration changes. You can either create a new configuration or apply the current settings to an existing configuration.
    • To create a new configuration with these settings:
      1. Click the + Add Configuration icon.
      2. Enter the configuration's name and click Save.
    • To overwrite an existing configuration with these settings:
      1. Click the More icon for the configuration you want to update.
      2. Select Overwrite with Current.
      3. Click Save & Overwrite on the confirmation message. This will replace the configuration's settings with the current settings.

Set Default Smart Insight Configuration

  1. From the Configure Insights page, click the Saved Configurations icon.
  2. Select your configuration. The name of the currently selected configuration is highlighted in blue. The selected configuration's settings will display on the screen.
  3. Click the More icon.

  4. Select Set as Default for this KPI.
  5. The bookmark icon will now display for this configuration to indicate it is the default configuration for the selected KPI. Note: When copying a space, the default configurations from the parent space's KPIs will not be assigned as the default to the child space's KPIs. Support for this is planned for a later release.

  6. When a default configuration is applied, users are automatically directed to the Smart Insights results page by clicking on the KPI's Smart Insights icon. To access the Configure Insights page from the Smart Insights page, click Configure.

Delete Smart Insight Configuration

  1. From the Configure Insights page, click the Saved Configurations icon.
  2. Select the configuration. The name of the currently selected configuration is highlighted in blue. The selected configuration's settings will display on the screen.
  3. Click the More icon.

  4. Select Delete.

  5. Click Delete on the confirmation message. Warning: Deleting a configuration is permanent; this action can't be undone.