Prerequisites for this article: Basic knowledge about filters, found here.

In Insights there is a function for placing filters on dashboards/looks, that checks the name of the person using the dashboard/look, and passes that name into the filtering function.

Why?

If you have many users you might want the users to automatically see their own data when logging in to Insights instead of having to search and select their own name before refreshing the dashboard. This saves time.

How?

When creating the filter on a dash/look (This works on every dimension that contains names, for example, "sales rep", "user", "user that registered" etc). Select "matches a user attribute" and "Full Name (xxxxxx)". (See picture below)

How does it work?

When a user is created in Insights, their name from Upsales is passed into Insights and saved as a variable. Every time they use Insights from their Upsales account after that moment, the system knows the name of the logged in person. This information is then run through the filter every time a look/dash is loaded.