Generate insights for a process

You have the following options to generate and further process insights:

Generate insights

Insights can be generated even if there aren't any investigations yet.

Follow these steps:

  1. Open your process and in the sidebar, click Insights.

  2. If you have access to more than one process view, you can choose which one to use to generate insights.

  3. Click the Automated tab.

    Insights are generated.

Specify metrics and attributes for insights generation

If you want to focus on specific insights, you can specify for which metrics and attributes you want to generate insights.

The following applies:

  • You need to select at least one metric and one attribute.

  • Your selection applies only to the current browser session and can't be saved.

To specify metrics and attributes, follow these steps:

  1. On the Insights management page, click and select the metrics and attributes from the drop-down list. Metrics are listed on top of the list, attributes at the bottom.

  2. You can type to search for metrics and attributes in the drop-down list.

  3. Select at least one metric and one attribute.

  4. Confirm with Apply.

    Insights are generated based on your selection.

Save an insight to the insights management page

Follow these steps:

  1. To save a generated insight, click Save on the insight, then Save to insights.

  2. The insight opens in the side panel and you can assign a user, status, or value driver. Read more on the insight settings in section Manage insights.

  3. Click Save to insights.

    The insight is added to the Saved tab on the Insights management page.

Save an insight as a widget on an investigation

Follow these steps:

  1. Click Save on the insight, then Save as widget.

  2. Select the investigation and a chapter.

  3. Confirm with Save.

    The widget is created and you can further explore the data in it.

Next steps

Manage insights

Edit, move, and delete widgets

Add metrics to a process