# How it works

Insights is designed to provide you an overview of your automations' functionality out of the box and provides two templates pre-configured with queries to give you insights into your workspace and projects:

Additionally, you can start with a blank template to build your dashboard from scratch. Refer to the usage inspiration section of our documentation for examples of the custom dashboards you can build.

# Create an Insights dashboard

Access Insights from the side navigation bar in Platform > Insights. You can customize the charts that appear on your dashboards in three main steps:

To create an Insights dashboard:

In Workato, use the side navigation bar to go to Platform > Insights.

Click + (plus) to create a new dashboard.

Create a new dashboard

Name your dashboard.

Choose a template to use as the basis of your dashboard. The following options are available:

Workspace overview
Project overview
Blank

Customize your dashboard by dragging and dropping components and edit chart data.

Add components to your dashboard

# Edit chart data

To edit charts and build custom queries:

Select a chart and click Edit chart data.

Edit chart data

Select your main data source: Connect data from Workflow apps, data tables, recipe job history, or workspace usage.

First, choose a Source type from the dropdown and then select the specific Data source you plan to use.

Select a data source Select your data source

Transform your data: Filter, sort, summarize the data sets, join them with other data sources, and perform other transformations using a no-code query builder.

Perform queries on your data

In this example, we Join job history data to ROI data stored in a data table, and then Summarize the sum of hours per run and group the results by department.

To add a new transformation between existing queries, hover between them. Click Add query to insert your transformation.

Add a query between existing queries

Visualize your data: Display your data as interactive charts and organize them in dashboards using a WYSIWYG (what-you-see-is-what-you-get) editor.

Visualize your data