Configuring Insights Summaries

  1. To set up Dashboard Summaries, perform these steps:
    1. Select a dashboard in which to configure Insight Summaries.
    2. To modify the dashboard, click Edit.
    3. Click Insight Summaries icon on the toolbar to open the Insight Summaries side panel.
    4. Enable the Dashlets for which summaries should be generated.
      • Click the Dashlet from the list.
      • Review the default prompts for:
        • Exception Definition: This will highlight a Dashlet when an exception is found.
        • Summary Definition: This will help generate a summary for a chart.
  2. To configure Insight Summaries, perform these steps:
    1. Enable the dashlets for which to generate summaries.
    2. For each enabled dashlet, perform these actions:
      1. Select a dashlet from the list.
      2. Review the default Exception Definition and Summary Definition prompts.
      3. Edit the prompts to include specific instructions and relevant domain knowledge.
      When you customize prompts, the generated summaries' relevance and quality are improved.
  3. To publish and test the summaries, perform these steps:
    1. To save the dashboard, click Publish.
    2. To view the generated summaries, open the Insight Summaries panel.
      Note: Initial summary generation may take a few minutes. If the report metadata and data remain unchanged, subsequent requests use cached results.