Insights page updates

The Insights page has been updated to make it faster and easier to find the information you need. This release adds page customization, a global widget refresh, a first‑time guided tour, improved search matching, dark mode support, tighter access for the Performance widget, and deep links that open Organization Operations pre‑filtered for a scenario and team.

What’s new

• Customize the page — show or hide widgets and reorder them to surface the metrics that matter most to you.
• Refresh all widgets — a single control reloads data for every widget on the page while preserving each widget’s filters and state.
• Search by ID — the Organization Operations and Top Scenarios by Operations widgets now match Scenario and Team on ID as well as name, improving discoverability when names change or duplicates exist.
• Dark mode — the Insights page and its widgets follow your account or system dark mode setting for a consistent visual experience.
• Performance widget access — the Performance widget is shown only to users who have Organization Edit permission in the active organization or Organization View permission on the admin page.
• Open Organization Operations from a scenario — deep links let you open Insights with the Organization Operations widget already filtered to a specific scenario and team for faster triage.
• Right click on the scenario ID — shows the scenario name and gives an option to open it

How it works (quick)

1. Open the Insights page for your organization from the navigation.
2. Use the Customize control (top‑right) to hide widgets you don’t need or drag to reorder cards on the page.
3. Click Refresh all to reload every widget while keeping their filters intact.
4. On first visit, follow the welcome dialog to take the guided tour; dismiss or replay the tour any time from the help menu.
5. Search Scenario or Team by name or by ID inside Organization Operations and Top Scenarios by Operations — both name and ID are matched.
6. If you have Organization Edit or Organization View (admin) permissions, the Performance widget will appear; otherwise it is hidden to reduce noise and protect access to sensitive metrics.
7. Use scenario‑level links (for example from a scenario detail page) to open Insights with Organization Operations pre‑filtered to that scenario and team for instant context.

Getting started

1. Open Insights from the organization menu. If it’s your first time, accept the welcome dialog and follow the guided tour.
2. Click the Customize control to hide or show widgets and drag to reorder them. Changes are saved to your user preference.
3. Use the Refresh all button when you want a synchronized data refresh across widgets without changing filters.
4. When searching in Organization Operations or Top Scenarios by Operations, try Scenario or Team IDs if names aren’t returning expected results.
5. If you expect to see the Performance widget but don’t, confirm you have Organization Edit permission in the active org or Organization View permission on the admin page.
6. From a scenario list or detail view, use the provided link to open Insights with Organization Operations filtered to that scenario/team for quick triage.

Troubleshooting (quick)

• Search by ID returns no results: Verify you’re using the exact Scenario or Team ID. IDs are exact matches; names still support partial and fuzzy matching.
• Performance widget missing: Confirm your permissions — Organization Edit in the active org or Organization View on the Admin page are required.
• Dark mode not applied: Ensure your account or system dark mode setting is enabled; sign out and back in if the theme doesn’t update immediately.

Documentation & support

For step‑by‑step instructions and screenshots, see the Experience League article: View the Insights dashboard for an organization.

Feedback and support

Tell us how you’re using the updated Insights page or suggest improvements (examples: saved page layouts, widget permission granularity, scheduled auto‑refresh) by:

• Posting in the Experience League Community Insights thread.
• Opening a support ticket via the Admin Console Support portal for organization‑specific issues.

Try the updated Insights page to customize your view, quickly refresh data, and navigate from scenarios to organization operations with fewer steps—then let us know what additional controls or widgets you’d like next.