Find and open an existing dashboard or report

When you first access the ESO Insights module, the Insights tab is selected and a list of all the dashboards already created appears. Depending on the size of your department, this list can be extensive.

Click graphics to open them.

Fortunately, you can filter the list to find the ESO Insights dashboards or ESO Analytics reports you want to work with.

1. (If you have not done so already) Access the ESO Insights module in the ESO Suite.

   1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        

      • (If you have not yet logged in) Log in to the ESO Suite.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

           The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

           If MFA multi-factor authentication is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

           Click graphics to open them.

           Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

           Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

           With an authenticator application.

           1. Click MFA verification via authenticator app.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

              

           2. Open your authenticator application and note the authentication code currently displayed.

           3. Enter the authentication code displayed in the authenticator application.

           4. Click Log In.

           With a text message (SMS short message service).

           1. Click MFA verification via SMS.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

              

           2. Enter the authentication code sent to your MFA-registered phone number.

           3. Click Log In.

           With an email message.

           1. Click MFA verification via email.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

              

           2. Enter the authentication code sent to your agency or department email address.

           3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics to open them.

      Note: If MFA multi-factor authentication is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

   2. On the top side of the home screen, click Insights.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

   3. A list of all the dashboards in the ESO Insights module appears.

      

      The capabilities you have in the ESO Insights module depends on what roles and permissions your ESO Suite administrator assigned to your user account. It also depends on what roles your ESO Insights manager assigned to your user account within the ESO Insights module.

      Information on user accounts, roles, and permissions is available in Manage a user account. Information on roles assigned with the ESO Insights module is available in Assign user roles in the ESO Insights module.

2. (Optional) Find the dashboard or report you want to work with in any of these ways.

   Filter the list by category.

   You can quickly reduce the list of dashboards and reports by focusing on those in broad categories, such as ESO-provided dashboards, dashboards shared with you by other ESO Insights module users, or reports from the ESO Analytics module.

   1. In the upper left corner of the page, in Dashboards & Reports, select the check boxes for the categories of dashboards or reports you want to view in the list.

      Note: Dashboards in the list are identified with the ESO Insights icon (), and reports are identified with the ESO Analytics icon ().

      Your category selections are additive for what appears in the list.

      Example: If you select Analytics, only your agency or department's reports from the ESO Analytics module appear in the list. If you also select Recently Viewed, the ESO Insights dashboards you have opened recently also appear in the list.

   Search for a dashboard or report by name.

   • Above the list of dashboards, in Search Insights Dashboards and Analytics Reports, begin typing characters in the name of the dashboard you want to find.

     As you type, the list of dashboards reduces to only those dashboards or reports whose names still match the characters you are entering.

     

   Sort the entire list into ascending or descending order, based on the values in a column.

   1. At the top of any column, click the column sort () icon.

      The ascending values () icon appears and the column sorts from A–Z, or from 1 to the highest numerical value.

      

   2. Click the ascending values icon to sort the list into descending order.

      The descending values () icon appears and the column sorts from Z–A, or from the highest numerical value to 1.

      

   Note: The filtering methods all work in conjunction, letting you build a logical expression.

   Example: You can initially filter the list by the dashboards shared with you by other personnel, then reduce the list further by searching those results for a dashboard name.

3. Click the name of the dashboard you want to work with.

   The dashboard opens and displays any widgets it contains, and the data those widgets link to.