Getting Started with Executive Insights

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 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, configurable 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 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 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

Executive Insights Overview

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