🧩Custom insights in the Widget catalogue

🧩Custom insights in the Widget catalogue

🧭 Overview

The Custom Insights section in the Widget Catalogue allows you to add both pre-defined and user-created insights directly to your dashboards. This enables you to quickly access the data that matters most—presented how and where you need it.

You’ll find two types of insights:

  • Template Insights: Pre-built widgets offering commonly requested visualisations, ready to use without extra setup.

  • Custom Insights: Any insights or reports your company has built using the Advanced Analytics tool is automatically added here, to be reused across dashboards.


⚙️ Pre-requisites

Before you begin:

✅ You must have access to the Widget Catalogue
✅ You need a dashboard to add widgets to (or permission to create one)
✅ 🔐 You must have access to the Advanced Analytics tool


🚀 Quick-Start Guide

1️⃣ Open the Widget Catalogue

  • Navigate to the dashboard where you want to add insights.

  • Click “Add Widget” to open the Widget Catalogue.

2️⃣ Locate the “Custom Insights” section

  • Scroll through the catalogue until you reach the Custom Insights section.

  • This area will show both:

    • Pre-built template insights

    • Your saved custom insights

💡 Tip: The fastest way to find a specific insight is to search by its title using the search bar at the top of the Widget Catalogue page.

3️⃣ Add the desired widget

  • Click on the desired widget to add it to your dashboard.

  • You can also rename the widget at this stage for the specific dashboard (note: this won’t change the original widget name in the widget catalogue).

4️⃣ Customise your dashboard

  • After adding, you can:

    • 🧱 Reorder widgets

    • 📐 Resize them to match your layout preferences


❓ FAQs & Troubleshooting

Q: Can I edit a template insight?
A: Template insights shouldn’t be edited as the changes would be overrun by our daily refresh mechanism. To customise those insights, search by title in the Advanced Analytics tool → Open, make the changes you wish and rename the insight, then Save as new.

Q: Why don’t I see my custom insight?
A: Ensure you are searching for the insight with the correct name. Go to Reporting-> Advanced Analytics → Open-> Created by me and type to find the insight you are looking for.
If it still doesn’t appear, contact Learn Amp Support.


💡 Pro Tips for Dashboard Design

  • 🏷 Name clearly: Use descriptive titles for your custom insights to make them easy to find and reuse.

  • 🔄 Review regularly: Keep dashboards relevant by deleting outdated insights and adding fresh ones as needed.


Last Updated: Nov 11, 2025