🎯 Purpose
The Insights AI Dashboards feature transforms the Otus Insights page from a chat experience into a full analytics workspace, where administrators and educators can ask a question, refine it, save it, organize it, and drill into it. Through an interactive chat experience, users can build custom charts and tables (widgets) and organize them into named, reusable dashboards that turn one-time data explorations into durable, long-lasting artifacts, all without needing technical or data expertise.
💡 Why Use This Feature?
✅ Visualize district, school, and classroom data all in one place
✅ Ask follow-up questions and receive AI-powered analysis
✅ Save time by generating charts and insights through a simple conversation
✅ Customize visuals to match your specific reporting needs
✅ Drill into summary data with a single click
✅ Turn one-time data explorations into saved, reusable dashboards
✅ Make faster, data-informed decisions with AI-generated recommendations
Before creating your first dashboard, confirm the following:
Your district has purchased and enabled AI Insights
You have the appropriate permissions for the data you want to visualize
Third-party integrations (NWEA, i-Ready, etc.) are connected to Otus.
💡 Who Is This For? The Insights Dashboard is enabled for participating districts. If enabled, this feature is available to administrators and educators whose districts have purchased and enabled AI Insights.
ℹ️ Available Data Sources
Data access is determined by your individual permissions. You will only see the datasets your district has authorized for your role.
Category | Available Datasets |
🏫 District & School | Districts and Sites |
👥 People | Students, Teachers, Student Groups, Teacher Groups |
📚 Academic Structure | Courses, Academic Terms and Sessions |
📊 Performance Data | Assessments, Standards, Gradebook |
🔗 Data Integrations | NWEA MAP, i-Ready, aimswebPlus, Renaissance Star |
📊 Create a Dashboard
Step 1: Insights Dashboard Landing Page
From the left-hand navigation menu, select the Insights icon (⭐).
You will land on the Insights landing page, which displays example prompts, tool capabilities, and a list of available datasets to help you get started.
From within Insights, select Dashboards from the navigation.
You will see all of your existing dashboards displayed as tiles, sorted by Last Updated by default.
Use the Search bar or Sort dropdown to locate a specific dashboard.
Step 2: Create a New Dashboard
Click the + Create Dashboard button in the upper-right corner of the Dashboards landing page.
A new interactive chat workspace will open.
In the chat input field, type a plain language description of the dashboard or widget you want to build.
Example: "Create a bar chart showing ELA mastery by grade level for the current school year."
Example: "Build a dashboard showing Grade 7 average grades by subject and by school."
Press Enter or click the Send button to submit your prompt.
The AI will generate a chart or dashboard based on your request and display it alongside the chat.
Step 3: Add and Customize Your Results
Once your widget or dashboard appears, you can request adjustments directly in the chat.
Example: "Change this to a pie chart."
Example: "Make the bars blue and sort by highest mastery."
You can also make direct edits to your dashboard, including:
Colors, chart type, and size of individual widgets (see below)
Position: drag and drop widgets to rearrange your layout
Date range: set a dashboard-level date scope that all widgets will honor
💡 Continue to ask questions in the chat to add more results to the Dashboard.
Step 4: Save and Manage Your Dashboards
Your dashboard is automatically saved and will appear on the Dashboards landing page once created.
From the landing page, you can manage your dashboards:
Rename a dashboard by clicking the edit (pencil) icon next to its title
Clone a dashboard to create a copy you can adapt for a different audience or time period
Delete a dashboard you no longer need
Sort dashboards using the Last Updated dropdown
Search for a specific dashboard using the search bar
Each dashboard tile displays the number of widgets it contains and the date it was last updated.
⚙️ Manage Widgets
Widget Actions
Each widget on your dashboard has its own set of actions. Hover over or select a widget to access the following:
Download: export the widget's data directly into a spreadsheet
Table View: toggle the widget to display data as a table instead of a chart
Edit: Open the widget editor to customize how the data is displayed (see below)
Delete: Remove the widget from your dashboard
Menu Bar: View, print, or download the image on the widget
Additional options:
Drill Down: Click into any portion of the visual to explore the underlying data
Resize: Slide the widget to be larger or smaller
Change Location: Drag the widget to a new location on the board
Edit Widget
Click Edit on any widget to open the widget editor.
Action | What You Can Do |
Switch View | Toggle between Table View and Chart View  |
Chart Type | Choose from: Column, Bar, Line, Area, Lollipop, Pie, or Donut  |
Setting | What You Can Do |
X & Y Axis | Select your dataset and add a custom label  |
Colors | Change Color Set, Reorder colors, or change the individual Category color  Click on a swatch to access custom colors  |
Name & Size | Change Widget Name and choose widget Size  |
Important: Be sure to click Save when you are done making changes.
🔍 Ask Questions
Analyze Using In-Chat Questions
While editing your dashboard, type a follow-up question into the chat panel to receive AI-generated analysis. Insights will respond with an analysis summary and recommended next steps.
💡 Pro-Tip: Use the Insights Chat feature to ask questions about your Dashboard, referencing it by name!
