Viewing a dashboard card

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

You can get an in-depth view of a dashboard card by going to a card's View Card page. Here, you will be able to view, filter, share, clone, edit, and delete the data on the card.

Viewing a card

Each card can be individually viewed and modified. To access the View Card page:

  1. Go to Dashboards > Cards.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  2. On the Dashboard Cards page, you'll have access to any card on any dashboard that you have permission to view. You can sort the cards by clicking the Standard List Views dropdown.
    screenshot-crm.na1.insightly.com-2018-04-25-09-12-49.png
  3. Click on the name of the card you want to view.
    screenshot-crm.na1.insightly.com-2018-04-23-12-32-41.png
  4. You are now on the View Card page.
    screenshot-crm.na1.insightly.com-2018-04-23-16-23-10.png

Editing

If a card needs to be modified, use the card editing feature.

  1. Click on the name of the card.
    screenshot-crm.na1.insightly.com-2018-04-25-08-56-55.png
  2. Click Actions. Select Edit This Card.
    screenshot-crm.na1.insightly.com-2018-04-25-08-48-04.png
  3. Edit the card as needed. Click Save.
    screenshot-crm.na1.insightly.com-2018-04-25-08-49-02.png

Table view

You can display the data from the card in the form of a basic table instead of the chart view.

  1. Click on the name of the card.
    screenshot-crm.na1.insightly.com-2018-04-23-12-32-41.png
  2. Click on the Table button.
    screenshot-crm.na1.insightly.com-2018-04-23-12-29-14.png
  3. To switch back, click the Chart button.
    screenshot-crm.na1.insightly.com-2018-04-23-12-27-47.png

 

Have more questions? Submit a request
Top