Manage Insights Notes

This article will walk you through managing notes on reports and dashboards.

1. Click your name in the upper-left and select Insights Admin.
2. Click on the report, dashboard, or template you want to add, edit, or remove notes for.
3. Click Notes.
4. Follow the directions for what you would like to do:

   Add a Note

   1. Click the + add icon.
   2. Type out the note.
   3. Click Save.
   4. Your note is now saved.

   Edit a Note

   1. Click the note you want to edit.
   2. Update the note as needed.
   3. Click Save.

   Remove a Note

   1. Click the note you want to remove.
   2. Click Remove.
   3. Confirm you want to remove the note.