Actionable Insights are the colored tiles that display across the top of your screen on the Dashboard tab. They contain summary level information that allows you to gain a holistic view of your account each time you log in as well as quickly take action if necessary.

To update the insights that display in your Dashboard tab click the gear icon to the right of the Insights tiles. Alternatively, you can navigate to the Settings tab and click the Insights & Search. On the left are all the standard insights.
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Rearrange your insight tiles by dragging and dropping the Insights with highest priority to Show on Top. Click the Actions icon, and click Pin.

The thumbtack will appear next to your pinned insights. Pinned insights will display on the Dashboard, even when there are no documents:
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By default, all available Insights will be enabled on your account. Toggle the switch from blue to gray to deactivate an Insight.
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Within Insight Customization, you also have the ability to exclude Trading Partners from your Insights. To do this, click the Actions icon, and click Edit. From the menu, select the Trading Partners you do not want to see in that Insight. Click Save.

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