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How do I edit my Actionable Insights?
How do I edit my Actionable Insights?

Learn how to customize insights in the Settings tab

Nicholas Guttormson avatar
Written by Nicholas Guttormson
Updated over 2 weeks ago

What are Actionable Insights?

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.


How do I customize my Actionable Insights?

To update the insights that display in your Dashboard tab, follow the steps listed below: 

Click on the gear icon to the right of the Insights tiles, or click into the Settings tab.

  1. Click Insights & Search

  2. To activate an Insight, toggle the switch to blue. 

    1. Optional - Rearrange Insights by dragging and dropping into place.


Exclude Trading Partners

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.


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