In this article, we explain how MSP owners and account managers can create personalized insights to track different standards than those offered by ScalePad's predefined insights.

How to create Personalized insights

Insights enable you to address non-compliant assets and forecasting of assets that are non-compliant to an insights rule within 90-days. This function enables you to plan and budget for those assets before they reach compliance with an insights rule. Personalized insights are created independently from the pre-defined Insights.

Here are the steps to do that:

  1. Navigate to the Strategy dashboard or your client's dashboard

  2. Click the Create an Insight button

  3. From the Create an Insight dialog, fill in the relevant details of the Insight.

  4. Once the Insight information and policies are complete, click Finish.

The Insight spends a few moments gathering the information laid out in the policy before being ready to view.


Where are Personalized Insights displayed?

Personalized insights, when created, apply to both Strategy and Client dashboards in a category labeled Your insights. The only difference between them is the number of affected assets depending on the level account level or client level of the Insight.

No client-specific Insights
Any user-created insights apply to all clients throughout the ScalePad platform. No matter where you create the insight, be it at a Client-specific dashboard or at the Strategy dashboard level, all Personalized Insights display information for all clients.


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