Bookboost AB

How to build a custom dashboard in Insights from scratch, step by step.

Building a custom dashboard

How to build a tile inside a workbook, choose a visualisation, and save it to a dashboard.

Creating custom tiles

How dashboard-level filters work, how to control which tiles they apply to, and filter best practice.

Filters in custom dashboards

Every way to get data out of Insights — scheduled delivery, alerts, and on-demand export.

Getting your data out: Email, SFTP, Webhooks, and Alerts

Build dashboards and tiles tailored to your group, and every way to get data out of Insights — Email, SFTP, Webhooks, manual export, and Alerts. Custom dashboards and tiles are Creator Seats only.

04 - Custom Reporting & Exports

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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