Bianca Wetter avatar
Written by Bianca Wetter
Updated over a week ago

Insights is a comprehensive and customizable tool which empowers you to generate detailed reports and visualize data, offering valuable insights to enhance the learning experience. This guide will walk you through the various features and functionality of our analytical dashboard, enabling you to make data-driven decisions with ease.

What is Insights?

Insights is a place where you can custom build your own analytical dashboard, share it with others and generate insights using natural language input:

  1. Customizable reporting: Generate customizable dashboards that allow you to tailor your analytical view, selecting relevant parameters, date ranges, and data filters to generate personalized reports and gain insights aligned with your specific goals and requirements.

  2. Shareable dashboards: Share your dashboards with others and determine their user access so you facilitates data-driven discussions among relevant stakeholders.

  3. AI Integration: Generate insights with natural language by leveraging AI so you can efficiently gather the information you need in a timely manner

Why should I use it?

  1. Data-Driven Decision Making: Get a comprehensive overview of the learning environment by analyzing key metrics, allowing you to make informed decisions based on real-time data. From performance, learner engagement, and completion rates, you can identify areas for improvement and implement targeted interventions.

  2. Visualized Insights: With visually appealing charts, graphs, and customizable dashboards, you can effortlessly interpret complex data. The visual representations make it easier to identify trends, patterns, and outliers, enabling administrators to gain actionable insights quickly.

  3. Performance Monitoring: Closely monitor the performance of learners, courses, and instructors. By tracking learner progress, administrators can identify struggling students, assess course effectiveness, and provide timely support or interventions where needed.

Use case examples for Insights

  1. Performance Evaluation: Assess employee or team performance by analyzing metrics such as sales targets, customer satisfaction ratings, and project completion rates. Make data-driven decisions on promotions, training, and resource allocation for optimal performance.

  2. Learning and Development: Track progress and effectiveness of training initiatives by monitoring metrics like course completion rates, knowledge assessment scores, and learner engagement. Refine training programs, identify high-potential employees, and align learning objectives with organizational goals.

Before you get started

Below is a checklist you should take into consideration before starting to build a dashboard using Insights:

  • Identify Business Objectives: Understand what you want to achieve with the dashboard. This could be tracking learner performance, monitoring engagement, or assessing productivity. Your objectives will guide the design and functionality of your dashboard.

  • Understand Your Data: Familiarize yourself with the data that Insights has to offer, you can do this when creating a new dashboard (more on this later!). This will help you decide which data to include in your dashboard.

  • Plan Your Dashboard Layout: Decide how each data point will be displayed and in what format (e.g., bar chart, line graph, pie chart). Consider how the layout can best present the data to make it easy to understand.

  • Determine User Access: Decide who will have access to the dashboard and what level of access they will have. You might want to give different access levels to different team members depending on their role and the sensitivity of the data.

Breakdown of the Insights overview

Step 1: Getting started

  1. Go to Manage > Insights

  2. You are presented with a new dashboard or an existing one (if you have created or have access to one)

    1. If you see an empty dashboard (see GIF below) you can start by renaming it via the 3-dot menu on the right

    2. If you have an existing dashboard and want to create a new one, click the dashboard dropdown menu at the top, select + Create new dashboard and rename it with the 3-dot menu on the right

  3. Share the dashboard with others you are collaborating with (see FAQs for more info about sharing privileges)

  4. Now you're all set to start adding widgets!

Step 2: Add Widgets

Once your dashboard is set up add some widgets:

  1. Click Add widget

  2. A divided window fills your view:

    1. On the right under Options is where you select your metrics and comparison variables, filter results and choose your chart type

    2. On the left is where that information will display in real-time

Step 3: Customize your Widget

  1. Firstly choose options under What do you want to measure

    1. Select a metric eg. % Progress

    2. Select a dimension to compare eg. Users

  2. (Recommended) Add filter and define which selection of users or content you would like to use eg. User status = Active (see screenshot example)

  3. Choose your Chart type

4. Once you're happy with the data selections and the visualized data on the left then click Save to dashboard on the bottom right. Once saved, add more widgets by clicking 'Add Widgets'. See the next step to see how you can use AI to do the hard work for you!

πŸ’‘ Change the name of a widget by clicking on the title.

Step 4: Sana's Insights Assistant makes data analysis a breeze

Sana AI is built directly into insights in a way that makes analyzing your data time saving, effortless and fun! Use natural language to retrieve the data you want with a simple prompt.

Use phrases like...

  • What is the progress / start rate / completion rate?

  • What is the course / path / program start rate?

  • What's the course completion rate across groups?

  • What program has the most assigned users?

πŸ’‘ Add your favorites to your dashboard so you can review the report again later

Step 5: Lets play!

Now you've added a few widgets you may want to think about the overall look of your dashboard and checking out some of the other useful tools available. Thanks to our intuitive user interface you can...


and watch how other other widgets magically adjust there position


and place your widgets in the most optimal place for viewing


to get broader view of the data or make changes to the widget

πŸ’‘ Have a play around and see what other features you can discover! Try duplicating a widget by clicking on the 3-dot menu


You did it! You've created your own dashboard, now you can think about creating more dashboards and consider reviewing and refining your existing one:

After you've been using the dashboard for a while, review it to see if it's meeting your needs. You might need to add new KPIs, adjust the layout, or change the data filters. Regular reviews will help ensure your dashboard remains a useful tool for your business.

Happy learning!


What are the different dashboard sharing options?

  • Viewer - Can view but cannot edit

  • Editor - Can view and edit

  • Owner - Can view, edit and share with users

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