Social data in Insights

What moves

Accounts, analytics, campaigns and inbox records can be chosen as sources when building Insights dashboards, shown only to people who may read them in Social.

Before you start

• Both modules in your plan
• The viewer holds the matching Social read permission

Step by step

1. Insights builderInsights — Business Intelligence & Apps

   Opens the source list while building a dashboard.

   You see:Social sources appear alongside other modules.

2. Insights builderInsights — Business Intelligence & Apps

   Picks, for example, campaign or inbox data and a chart.

   You see:The dashboard shows live figures.

3. SystemInsights — Business Intelligence & Apps

   Checks the viewer's Social read permission for each row.

   You see:A person without access sees nothing from Social.

4. Social managerInsights — Business Intelligence & Apps

   Opens the dashboard.

   You see:The figures match the Social screens.

Related

• Insights — Business Intelligence & Apps
• Social Media Suite
• Standards findings feed the compliance wall
• Stock and purchasing feed the stock report
• The Copilot can query and build in Insights
• A report is shared by link with an outside auditor
• A warehouse is connected and its numbers sit beside ERP data
• Connections between modules