Finding Information in Customer Insights 2.0
Depending on your needs, your implementation of Customer Insights could grow extremely large: you could conceivably end up with dozens of Dashboards and scores of Looks. Having that much information at your fingertips seems like a dream come true. And it is, or at least until you sit down at the keyboard and suddenly think, “How am I supposed to find any one thing in this vast ocean of data and information?”
Fortunately, you aren’t the only one concerned about that problem. Because of that, Customer Insights includes a number of different features that can help you find what exactly you’re Looking for, including;
- The Customer Insights home page
- The Browse menu
- The Spaces dropdown
- Global search
Each of these features is described in the following sections of this documentation.
The Customer Insights Home Page
As you might expect, the home page is the first page you see when you log on to Customer Insights 2.0:
The home page can also be accessed by clicking Home, or by clicking the janrain logo in the upper-left corner of the screen:
So what exactly is the Customer Insights home page? To be honest, it’s just another way to get the Shared Space, something we’ll discuss in a moment.
Note. Can you change your home page? As a matter of fact, you can: you can assign your personal space as your home page. See Your Personal Space for more information.
The Browse Menu
Perhaps the easiest way to move through Customer Insights is to use the Browse menu, which provides links to perspectives and key spaces such as the Shared Space and your personal space:
From the Browse menu you can access the following locations:
- Recently Viewed
- My Personal Space
Favorites are Dashboards or Looks that you have specifically identified as, well, a favorite. When you view Dashboard or a Look (or when you view a list of Dashboards or Looks in the Popular, Recently Viewed, or Shared spaces), you will see a little heart icon:
If the heart is colored purple, that means that you have marked the Dashboard or Look as a favorite:
In turn, that also means that the Dashboard or Look shows up in your Favorites perspective:
That, of course, is the whole idea of favorites: if there are Dashboards or Looks that you find especially useful, you can mark them as favorite. In turn, that means that you can quickly locate these items by going to the Favorites perspective. Among other things, that saves you from having to remember what the Dashboard was named, whether that item you were looking at even was a Dashboard (maybe it was a Look), what Space the item is stored in, etc., etc.
If you change your mind, you can “unfavorite” a Dashboard or Look by clicking the heart icon again. In that case, the icon will turn white, and the Dashboard or Look will be removed from the Favorites perspective:
Note that there’s no limit on the number of favorites you can have. (Although, admittedly, marking every single Dashboard and Look would seem to defeat the point of having favorites in the first place.)
Maintains lists of the Dashboards and Looks that you have most recently visited. The recently Viewed Perspective is based solely on your browsing activity: to view Dashboards and Looks that have been collectively visited, go to the Popular perspective instead.
In addition to providing links to your most-recently visited Dashboards and Links, the recently Viewed Perspective keeps track of how long it’s been since you visited each location. If you were viewing a Look yesterday and now you can’t remember which Look you were viewing, you might be able to find the answer in the Recently Viewed perspective:
The Popular perspective ranks the most-popular Dashboards and Looks based on the number of times those locations have been visited; the views number represents the total number of times that a Dashboard or Look has been viewed by anyone in your organization. For example, suppose Bob has visited a Dashboard 5 times, Mary has visited a Dashboard 3 times, and Manuel has visited a Dashboard 2 times. That Dashboard would have a total of 10 views: 5 + 3 + 2.
The Popular perspective uses “tick marks” to indicate relative popularity of a Dashboard or Look: the more tick marks listed in the Popularity field the more often a location has been viewed:
As noted, however, these tick marks are used to measure relative popularity as opposed to the actual number of view. For example, if Dashboard A has 14 tick marks and Dashboard B has 7 tick marks, you can say that Dashboard A has received twice as many views as Dashboard B. However, you can’t say that Dashboard A has, say, 1,400 views and Dashboard B has 700 views.
If your organization has enabled the use of groups, you can view Dashboard and Look popularity based on groups rather than on the organization as a whole. To do that, click Filter by group and then click the appropriate group name:
The Popular perspective will then display the most popular Dashboards and Looks based on views for people in the selected group only.
As you might expect, the Popular perspective only lists the Dashboards and Looks that you have access to.
The Shared Space is the default location for Dashboards and Looks intended to be shared with an organization (or with one or more departments in an organization). For the most part, there are three levels of Dashboard and Look sharing:
- Not shared at all. If a Dashboard or Look is intended for your use only, you can store this item in your personal space and not give anyone else access to the space.
- Shared with a few people. If you want to share a Dashboard or Look with a selected group of people, you can store that item in your personal space and then give access to specific users and/or specific groups.
- Shared with everyone. If a Dashboard or Look is intended for use by your entire organization (or by an entire department), you can store that item in the Shared Space. Items in the Shared Space inherit the access settings configured for the Shared Space: if everyone in the organization has access to the Shared Space then everyone in the organization will have access to the Dashboards and Looks found in that space. (Keep in mind, however, that only administrators have the right to store items in the Shared Space.)
Of course, you don’t have to give everyone access to a Space; that’s up to you. Alternatively, you can also create sub-spaces and use different access permissions for each of those spaces. For example, you might create a sub-space named IT and give access only to users who belong to the IT group. Or suppose you access a Space and see something similar to this:
This simply means that this Space contains a pair of sub-spaces: Custom Reports and Customer Journey Analytics. If you choose, you can set different access permissions on these two spaces. Let’s assume that Custom Reports is for all users, and Customer Journey Analytics is only for users who belong to a specific group. In that case, a user who doesn’t belong to that group will see this when he or she access the Shared Space:
A couple quick notes about viewing items in Shared Space:
From time-to-time you might see a Look that features a little gauge icon:
The gauge icon indicates that the Look is used on at least one Dashboard. If you want to see which Dashboards the Look can be found on, hover your mouse over the gauge icon:
Both Looks and Dashboards might also show a calendar icon; this indicates that you have applied one or more schedules to the item:
Click the item to view the schedules. Note that you can only view your schedules. You cannot see anyone else’s schedules; for that matter, you can’t even know if anyone else has scheduled the Dashboard or Look.
Your Personal Space is your own individual space within Customer Insights: this is the Space where, as a general rule, Dashboards or Looks that you create will be stored. (Users will typically create Dashboards or Looks in their personal space. Only Administrations can create Dashboards or Looks in the Shared space.)
We should probably note that this Space isn’t actually called “Personal Space.” Instead, the name is based on your user account first name and last name. For example, a user named Ken Myer will have a Personal Space named, well, Ken Myer:
Perhaps best of all, your personal space can truly be personal: you have the ability to determine whether or not other users can access the space, and what type of access they have. (Although this does not apply to administrators: administrators always have full access to all spaces.) By default, only you (and Customer Insights administrators) have access to your personal space. However, you can give other users access to the space by completing the following procedure:
- From your personal space, click the Settings icon and then click Manage Access.
In the Manage Access dialog box, click Add group or user, and then click the name of the group or the individual user that you want to give access to:
If you want to give the user or group View permissions (i.e., read-only permissions), simply click Add to add the user or group to the permissions list.
If you want to give the user or group the Manage Access, Edit permissions (i.e., read/write permissions), click View, click Manage Access, Edit, and then click Add:
Repeat the process as needed. When you have added all the users and groups that you want to give access to, click Save.
When you give a user access to your space, that space appears when he or she clicks on the Users space:
If you later decide to revoke access, then complete this procedure:
From your personal space, click the Settings icon and then click Manage Access. In the Manage Access dialog box, click the Remove button (the X) next to the name of the user or group whose access is being revoked:
Repeat the process as needed. When you have finished removing users and groups, click Save.
After access has been revoked, those users or groups will no longer see your personal space in the Users space:
As long as we’re on the subject, when clicking the Settings icon you might have noticed another option (Set as Your Default Space):
This option makes it easier for you to locate your personal space, something that can be useful in an organization with many spaces.
By default, the Shared space is the default space. That simply means that the Shared space is indicated by a pin icon:
If you choose the Set as Your Default Space option then this icon will be attached to your personal space instead:
If you’d prefer to go back to the default setting, simply click the Settings icon and then click Unset as Your Default Space.
The Users space does not show you information about all the users in your organization; instead, it only shows you your personal space plus the personal spaces of any users who have given you access to their spaces. If no one has given you access to their space, then the only thing you’ll see in the Users folder is your personal space:
The Spaces Menu
A quick way to navigate within a space is to use the Spaces menu for that particular space. Whenever you view a Dashboard or Look, the title of that item will appear in the upper left corner of the screen; just above the title you’ll see the name of the current space followed by a downward-point arrow:
If you click that downward arrow, a menu will appear listing all the Dashboards and Looks found in that space:
To jump to any one of those Dashboards or Looks, click the appropriate link. (Or click the very last link in the list to return to the space itself.)
Using the Global Search Feature
Another way to find content in Customer Insights is to use the Global Search feature. You can access global search by clicking the Search link located in the upper right corner of the screen:
When you click Search, a dialog box appears pre-loaded with any Dashboards or Looks that you have marked as Favorites:
If you want to view one of those favorites, just click the appropriate link. Otherwise, start typing your search query. In response, Customer Insights begins displaying content that matches your search term (more on that in a minute). Customer Insights looks for title matches (but not description matches) in the following places:
- Additional locations within Customer Insights (e.g., Favorites and Recently Viewed)
- Account, History, and Sessions settings (grouped together in the search dialog under the label Looker)
“Hits” are then displayed in the dialog box:
That’s a good question: seeing a show there’s no Close or Cancel button anywhere in the search dialog, what do you do if you decide not to search for stuff after all? Fortunately, that’s an easy question to answer: if you want to dismiss the search dialog, either press the Esc key on your keyboard, or simply click your mouse anywhere outside the dialog box.
Here’s another question: what do you need to type in order to find a match in Customer Insights? As a general rule, Customer Insights looks for a match between the characters you type and the characters in a Look, Dashboard, or Explore title. For example, suppose you’re looking for Dashboards or Looks that report information by gender. To do that, open the search dialog, and type the letter g:
As you can see, you initially get back a large number of hits, even though only a handful of those items begin with the letter g. And that’s an important point: Search looks for the target characters anywhere in the title, not just at the beginning of the title. As you can see, each of these items has the letter g somewhere in its title;
- Report - Demographics
- Report - Last Login and Deactivation
Type the next letter (an e), and you’ll see that the number of hits goes down:
Type an n, and the list narrows even more:
That’s the way search typically works. That said, however, you might occasionally get back some seemingly-random results. For example, here’s what you see if you type the letters tiv:
Admittedly, that looks like a mistake: none of the returned items starts with the string value tiv in them. And that’s true. Remember, however, that Customer Insights doesn’t just look at the start of title when searching for items; instead, it looks for that string value anywhere in the title:
- Report - Last Login, Creation, and Deactivation
- Active Profiles (Last 365 Days Last Login Count)
- Deactivated Profiles (Last 365 Days Deactivated Count)
Just something to keep in mind.
- Customer Insights Home Page
- Viewing Information
- Sending and Scheduling Data
- Creating Looks and Explores
- Creating Dashboards
- Filter Operators Reference
- Janrain Explore Referencek
- Visualizations Reference
- Janrain Dashboards and Looks Reference
- Quick Start: Creating a Look
- Quick Start: Creating a Dashboard