---
title: "Customer Issues Insight Quick Guide"
slug: "customer-issues-insight-quick-guide"
tags: ["Language - English", "Industry - Landscaping", "Type - Reference", "Role - Executive", "Skill Level - 1 (Beginner)"]
updated: 2025-07-28T20:53:57Z
published: 2025-07-28T20:53:57Z
canonical: "guide.youraspire.com/customer-issues-insight-quick-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Issues Insight Quick Guide

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Aspire%20header(8).png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)

Customer Issues Insight Quick Guide

---

The new customer issues insight widget allows you to review open customer issues from the *Dashboard*. Review this quick start guide to view the permissions you need to set up, create, and manage your customer issues widget.

## Configuration

Enable the *View Customer Issues Insight* role permission for any roles with this insight on your dashboard.

1. Navigate to the *Administration* menu.
2. Select *User Management*.
3. Click on *User Roles*.
4. Enable *View Customer Issues Insight under the KPI and Insight* section.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1684527684732.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)

**Good to Know**

- Please remember that each KPI and Insight widget has a corresponding individual role permission.

## KPI and Insights on the Dashboard

After enabling the correct permission, you must customize your dashboard to display *KPIs and Insights* on the *Dashboard* by going to your *User Settings* and taking the following steps to create the insight card:

1. Click *Settings* from the *Navigation Bar*.
2. Select *Settings* again to access *User Settings*.
3. Go to the *Dashboard Customization* section of the page.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1684527989833.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)

## Creating the Customer Issues Insight

Once the *KPI and Insight* column is enabled, you can go to the Aspire *Dashboard* and create a new *KPI* or *Insight* card by clicking the context menu of an existing *KPI Insight* card and selecting *New*.![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1684528827994.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)

Then, select *Customer Issues* as the *KPI* and *Insight* type in the modal. The options in this field are based on the permissions enabled for your assigned role. Create a name to enable the save button. The date range default is *all time*, but you can select any date range from the drop-down.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1684528645603.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)

The new *Customer Issues Insight* card is number-based and will display the name you selected, with the date range you selected in parenthesis. Open issues include all-time open issues, while created and completed values are based on the selected date range.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1684528913477.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)

## Editing the Customer Issues Insight

To edit an existing customer issues insight, select *edit* from the insight card context menu to display the configuration modal.![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1684528964599.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A07%3A11Z&se=2026-11-15T02%3A07%3A11Z&sr=c&sp=r&sig=%2FSFB58sAyRMv5uGH7OeWywz2ESzKxiP5R6l%2FNA%2B4ylA%3D)