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Configuring Default MyInsights Views in Veeva CRM
Discover how to optimise Default MyInsights Views in Veeva CRM to deliver contextual, automated dashboards that save time and boost field productivity. Learn how these views enhance navigation efficiency, reduce clicks, and tailor CRM experiences based on role and context. These default setups streamline user workflows and ensure CRM content is delivered intelligently and consistently.
In Veeva CRM, delivering timely and relevant data is critical for field success. Default MyInsights Views in Veeva CRM enable dashboards to open automatically based on user actions, eliminating the need for manual navigation and ensuring critical insights are presented at the right moment.
This blog walks through four essential default functions that bring intelligence and automation to the user experience: that make MyInsights dashboards feel native, intelligent, and user-aware:
- Default Account Profile
- Default KOL Profile
- Default Landing Screens
- Sharing MyInsights Content
Set the Default MyInsights Account Profile
You can configure a MyInsights(X-Pages) dashboard to automatically open when users access an Account record on iPad.
Configuration Overview:
- Create a new HTML_Report_vod record.
- Set Record Type to Default_Account_Profile_vod
- Associate it with the Account object.
- Automatically opens on the Account Profile screen.
This default dashboard replaces the standard Account detail screen with a tailored MyInsights view that may combine data like calls, sent emails, and medical inquiries—offering more meaningful context to the field rep.
Additional Notes:
- Only one default account profile is allowed per account type.
- User profile visibility controls which users see which dashboards.
- If the Account Timeline View is configured as default, it takes precedence over the MyInsights dashboard—but the dashboard remains accessible via the Sunrise bar.
This setup ensures reps are equipped with immediate, relevant insights at the point of account access.
Set the Default MyInsights KOL Profile
Enhance visibility into Key Opinion Leaders by preloading a custom dashboard each time a KOL Profile is accessed.
Configuration Overview:
- New HTML_Report_vod record with Record Type: Default_KOL_Profile_vod.
- Linked to the Account object.
- Automatically opens the dashboard on iPad within the KOL Profile view.
This MyInsights dashboard replaces the standard KOL profile screen with a customised view showing relevant metrics like medical events, clinical trials, or sent emails.
Additional Notes:
- Only one default KOL profile can be set per account type.
- Admins can configure different dashboards per user profile to match role-specific needs.
- Users can still access the native KOL screen by tapping the Classic tab.
- To make this the default on mobile, set the DEFAULT_KOL_PROFILE_vod Veeva Setting to 1. This will override the DEFAULT_ACCOUNT_PROFILE_vod setting.
This setup ensures MSLs and field teams have the most contextually relevant stakeholder data at the moment they need it.
Set the Default MyInsights Landing Screen
Make your Veeva CRM home screen smarter by showing a custom dashboard immediately after login—tailored to the user’s territory and recent activity.
Configuration Overview:
- Create a new HTML_Report_vod record.
- Use Record Type Territory_Insights_Default_vod.
- Associate with the User object.
- Displays automatically when launching the CRM app on iPad or iPhone.
This MyInsights dashboard replaces the standard home screen, offering a customised view into key data such as product formulary updates, clinical trials, recent marketing activities, and product performance.
Additional Notes:
- Only one default landing screen is allowed per user profile assignment based on the Profile_vod field.
- If multiple dashboards are configured for the same profile, only one displays by default while the rest appear as tabs.
- Users can still access the native CRM home page via the Classic tab.
This setup helps teams quickly prioritise actions and insights right at the start of their CRM session.
Enable Sharing of MyInsights Content
MyInsights(X-Pages) content can be easily shared outside of Veeva CRM, making collaboration with cross-functional stakeholders seamless and efficient. Users on iPad and iPhone can export dashboards as PDFs using iOS native share actions.
Sharing via Press-and-Hold:
- Navigate to a MyInsights tab.
- Press and hold the tab for at least 1.5 seconds to trigger the PDF preview.
- Tap Share to access iOS share options like email, printing, or saving.
- On supported dashboards, a Shareable button in the bottom-right corner guides new users with an onboarding animation.
Sharing via Full Page Screenshot (iOS 13+):
- Take a screenshot.
- Open it in the editor and tap Full Page.
- Tap Share to send via available iOS actions.
Developer Considerations:
- Content is exported as static PDF—ensure layout is print-ready.
- Avoid fixed pixel widths and CSS transforms like rotate.
- Use media queries that include the print media type.
- No pre-validation is needed for full-page screenshots, but it’s recommended for exported PDFs.
This functionality empowers users to circulate insights beyond CRM—while ensuring brand consistency and visibility across roles.
How It Works:
- Users tap the share icon on the dashboard (enabled by configuration).
- Shared content is sent as a static PDF or image (not interactive).
- Requires Enable_Sharing_vod = TRUE on the HTML_Report_vod record.
Note: Only dashboards with sharing explicitly enabled can be distributed.
Conclusion
By automating the delivery of Default MyInsights Views in Veeva CRM, field teams gain faster access to tailored insights, minimise clicks, and maximise productivity. These configurations require minimal setup but deliver ongoing value by ensuring users always see the most relevant content at the right moment—be it accounts, KOLs, landing pages, or shareable dashboards.
