What is Executive Insights?
Executive Insights is a self-service, configurable data analysis and dashboard product powered by Tyler Technologies. It displays key metrics as metric cards organized into dashboard tabs called collections. You can filter and drill into metric cards for more detail, then organize them into collections for different audiences across your organization.
The Name of Your Application
The name of your Executive Insights application depends on the Tyler data system it is connected to. For example, your application may be named "Performance Dashboard" if you use one of Tyler Technologies’ Public Safety products, or "Community Development Executive Insights" if you use Enterprise Permitting & Licensing.
Getting Started
Begin your Executive Insights journey with the onboarding sections below! The content and videos provide a high-level overview of an Executive Insights application. For detailed instructions, step-by-step guidance, and additional information, explore the related articles and resources within each section.
• Self-Service Access – Up-to-date, actionable metrics
at your fingertips
• Configurable Dashboard – Make organization-wide or audience-specific
changes, or personalize your own dashboard
• Instant Drill-Down – Access details about where, when,
and under what conditions events are occurring
• Proactive Alerts – Identify issues before they arise
• Flexible Sharing – Share collections and metrics with
the right audience
and control access with role-based permissions
Metrics and Collections
Executive Insights organizes related metrics into collections, which appear as tabs on the dashboard. Each collection contains interactive metric cards that display charts, maps, and other visualizations. Site Administrators can customize out-of-the-box collections and metric cards, restructure the dashboard, and manage collection access. Non-admin users can access only the collections and metric cards they have permission to view or edit.
Dashboard Filters
Use the Global data filter to update the date range for all metric cards on the dashboard. You can also enable a Comparison period to compare the selected date range with a previous period, the same period in another year, or a custom date range.
Explore Data in Metric Card Analysis Mode
Click on a metric card to open its Analysis Mode, where you can:
• Apply filters and pivot the data.
• View the data using different visualizations and apply visualization-specific
options.
• Watch a metric, share a view, export data, or save a filtered view to
My
Views.
Related Article
Curate the Dashboard for Your Organization
Administrators can use Edit Mode to customize the out-of-the-box dashboard for their organization. Changes made in Edit Mode become the default view for the collection's assigned audience.
In Edit Mode, you can:
• Apply collection filters to all metric cards in a collection.
• Add, remove, and rearrange metric cards.
• Save changes as the default view for your organization.
• Assign collection-based access to different audience groups.
Create a Collection
Create a new collection to organize related metric cards for a specific audience or workflow. New collections are Restricted by default and can be shared after they are created.
Manage Collection Access
Collections have two types of viewing rights:
• Restricted – Only assigned users or roles
can access the collection.
• Open – All users on the dashboard user list
can access the collection.
When sharing a collection, assign one of the following permission levels:
• Viewer – Can view the collection and create
personal views.
• Collaborator – Can view, edit, and share
the collection, but cannot delete it.
• Owner – Has full control, including editing,
sharing, transferring ownership, and deleting the collection.
Related Article
•
Executive Insights: How to Build and Edit Collections
•
Executive Insights: How to Set Up Collection Access
•
Executive Insights: Admin Guide
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