Editing an Existing Insight View

If you are the owner of an Insight and would like to edit it, you can do so by clicking into the view, then clicking the gear button and choosing “Edit.”  If you are not the owner, you can choose to Clone the insight and edit the new clone.

Once in the Insight View Creation screen, you will be able to change/update filters and conditions, add or remove columns, reorder data or change the shared status of the Insight View.

For more information on creating and insight, please refer to the article on Creating Record or Workflow Insights or our tutorial video.