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Save content in Insights Desktop

Insights content can be saved in Insights Desktop to make it accessible from the home page or the Add To Page window.

The following content can be saved in Insights Desktop:

  • Pages
  • Themes
  • Models
  • Workbooks

Save pages, themes, and models

Pages, themes, and models can all be saved and accessed from the home page in Insights Desktop. Themes and models can also be accessed from the Add To Page window.

Use the following steps to save a page, theme, or model:

  1. Click the Page options button Page options.
  2. Click Save As. The Save As window appears.
  3. Change Type based on the content you want to save.
  4. Add a title, description, and additional tags if desired.
  5. Click Save.

Save a workbook

An open workbook can be saved using the Save button on the workbook toolbar. A saved workbook is available to open from the Workbooks tab on the home page. Recently created or edited workbooks are also available from the Home tab.