The Insights dashboards are dynamic and interactive, allowing you to drill down into specific details. This guide covers common actions available across all dashboards, including filtering, viewing details, and exporting data.

 

NOTE: For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].

In this article, datasets refer to charts, maps, tables, and tiles. All screenshots are for illustrative purposes only. 

 

This article is divided into the following sections:

  1. Filtering Data
  2. Viewing Details
  3. Exporting Data


I. FILTERING DATA


You can filter dashboard data on-the-fly to focus on specific details.

 

NOTE: Depending on the amount of data, applying some filters may take a few moments to process.

 
There are two ways to filter:



A. Using embedded filters: Use the dropdowns, calendars, and other controls embedded in the dashboard to refine the displayed data.

 

NOTE: Available embedded filters vary by dashboard.

 
B. Clicking on a data representation: Click a country on the map or a bar in a chart to add that subset to the filters already applied across all applicable datasets.


For example, clicking the Canada Post bar in the Packages by Carrier chart will update all datasets in the dashboard to display data related to Canada Post.


To remove a filter, click its strikethrough filter icon.



To see which filters are applied to a dataset, hover over its filter icon.



II. VIEWING DETAILS


When more information is available for a dataset, an expand icon appears when you hover over it. Click it to open a pop-up with additional details.


 

NOTE: Applied filters remain active in the details view.

 

Additionally, in some charts, a red diamond marker shows the average value, which is useful for comparisons.



You can switch between graphical and table views by clicking the table icon.



III. EXPORTING DATA


When available, you can export a dataset by clicking the export icon that appears when you hover over it.



The pop-up menu lets you choose from the available formats, including a print option.


 

NOTE: Exported data respects all applied filters.