Features

Dashboard Folders: How to Navigate, manage, and share groups of dashboards

Folders are a collection of dashboards that are gathered together in groups that are easier to organize by function and share with different audiences. Navigation Folders appear in the main nav bar right...

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Reports: send an image or PDF of your dashboard via email

We offer a number of different ways for you to share your AppInsights dashboards. One simple way to show off your metrics is to send an image or PDF of your dashboard to relevant colleagues or clients. To get...

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Scheduled reports: send an image or PDF of your dashboard via an automated email

For those of you who have already mastered our basic reporting functionality -- tutorial here -- our scheduled reports feature will make sharing your dashboards even easier. For starters, navigate to our Repor...

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Advanced Styling: Using custom CSS to style your dashboards

Design and styling play an important role in promoting a metrics driven culture. At AppInsights, we’ve worked hard to provide a clean and sharp design structure so that your KPIs remain legible and visually ap...

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Alerts: Setting email notifications for your widgets

Key metrics are only as useful as the actions they motivate among your team. Even with a AppInsights dashboard on your sales floor or in your call center, it can be a challenge to notice when key inflection po...

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User Management: How to add additional users to your AppInsights account

Adding multiple users to your company’s AppInsights account will allow them to separately log on with their own credentials and enable the assignment of different roles and permissions. Here, we will go through...

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Billing: Accessing AppInsights payment history

Please note: these instructions are valid for AppInsights users who created their account after November 10th, 2014. If you are a legacy customer and signed up prior to our acquisition by AppDirect, please con...

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Basic Styling: Changing dashboard theme options

The quality and relevance of your KPIs should be your primary focus as you begin designing your AppInsights dashboards. However, it doesn’t hurt for your data to look good as well...especially if you plan to s...

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Accounts: Changing your AppInsights dashboard plan

Please note: these instructions are valid for users who created their account after November 10th, 2014. If you are a legacy customer and signed up prior to our acquisition by AppDirect, please contact support...

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Collaboration: posting and viewing comments

The Collaboration feature allows users to make comments on any widget on a dashboard that they have permission to edit. These comments can then be viewed at any time by users who have access to the dashboard. ...

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