Adding Items to Key Findings

Overview

Use Key Findings to share crosstabs, charts, data views, dashboards, and even related documents you upload to MarketSight. This online portal is a quick and easy way to give clients and colleagues access to your insights.

For more information on setting permissions for Key Findings folders and items within Key Findings, please see: Changing Key Findings Permissions.

Add a Folder to Key Findings

  1. Open an item you want to add to Key Findings
  2. Click on the Share button
  3. Choose Add to Key Findings
  4. In the dialog that appears, click New Folder
  5. Type in a name and click OK
  6. Click OK to share the item in the folder

Add a Single Item to Key Findings

  1. Open the item you want to add to Key Findings
  2. Click on the Share button
  3. Select Add to Key Findings
  4. Choose a folder to add your item to
  5. Click OK

Add a Related File to Key Findings

  1. Open the Datasets page
  2. If necessary, upload the file
  3. Right click on the file and select Share, or
  4. Select the checkbox next to the desired file, then click Share in the menu
  5. Click Add to Key Findings
  6. Choose a folder to add your item to
  7. Click OK
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