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Libraries: How to customize your Insights dashboard

This article pertains to library clients. If you’re a school client, check out this article.

Customizing your Insights Dashboard gets your library’s most-used metrics front and center for easy tracking. Each user’s Insights Dashboard preferences are completely individualized, so an administrator can set their own customization preferences, while a staff member can set up a different dashboard view.

Customizing insight data on the dashboard within the library admin view

  1. Log in to the admin view of your site.
  2. Navigate to Insights.
  3. Click the account gear icon near the top-right of the dashboard.
  4. Select or deselect the metrics, statistics, and demographics you’d like to include.
  5. Click “OK” to save.

Note: Your dashboard preferences are saved for future visits and available to be updated at any time.

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