Notes and Session Collaboration Overview

If you have a server installation of wInsight Analytics, analytics users can annotate the charts and tables, and others can view those annotations. And one analytics user can share his or her wInsight Analytics session in real time with one or more other users.

These features are not available if you have a standalone installation of wInsight Analytics.

Notes Feature

If you enable the Notes feature, wInsight Analytics users can attach their own notes to charts, tables, or lists. They can also take a snapshot of the analytics and save it along with the note to provide context. Other users with access to the analytics can display those notes, use the snapshot to view the analytics as they appeared when the note was saved, and add their comments to the notes, including their own snapshot of the data.

The snapshot option for notes is similar in some ways to the bookmark feature. However, while the bookmark is intended to provide a way to save a view that you want to return to on a regular basis, the snapshot provides a quick way to capture a view temporarily to enhance a specific discussion of the data and then be discarded.

Session Collaboration Feature

If you enable the Session Collaboration feature, users connected to the wInsight Analytics server and using the Full Browser client can invite others to share their wInsight Analytics session for collaboration purposes. Any of those sharing the session can interact with the analytics, and all others in the session immediately see the results of that interaction on their laptop or mobile device. Those invited to share a session must have access to the wInsight Analytics server but need not be licensed to use wInsight Analytics.

You enable collaboration for each set of analytics individually. For example, you could enable it for wInsight Analytics - Multi-Project but not for wInsight Analytics – Single Project.

Note: The Session Collaboration feature is not available to those using the Internet Explorer plugin client.