# Configuration

## Overview

This page allows you to customize and optimize Connected Insights to suit your specific workflow and preferences. Here, you can configure various settings related to case management, data visualization, variant analysis, and report generation. By tailoring these options, you ensure that the tool aligns perfectly with your needs, enhancing efficiency and accuracy in your genetic analysis and reporting processes.

## Getting Around

To navigate to the configuration page, click the ⚙ icon in the top right corner.

<figure><img src="https://1917818526-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrkSuX7Vmcc4W5JjlZQyx%2Fuploads%2Fgit-blob-0df210c9028b31218ee979d614dc96fc1264792b%2Fimage%20(1)%20(1).png?alt=media" alt=""><figcaption><p>Connected Insights header</p></figcaption></figure>

## Typical Steps

The following steps are performed by a lab director user:

<table><thead><tr><th width="70">#</th><th width="372">Step</th><th width="138">Required</th><th>Default Provided</th></tr></thead><tbody><tr><td>1</td><td>Set up <a href="configuration/c-custom-case-data-definition">Custom Case Data</a>.</td><td></td><td></td></tr><tr><td>2</td><td>Set up <a href="configuration/c-pipeline-and-qc-configuration">Pipeline and QC Configuration</a>.</td><td></td><td>✔</td></tr><tr><td>3</td><td>Set up <a href="configuration/c-preferred-transcripts">Preferred Transcripts</a>.</td><td></td><td></td></tr><tr><td>4</td><td>Set up <a href="configuration/c-custom-annotations">Custom Annotations</a>.</td><td></td><td></td></tr><tr><td>5</td><td>Set up <a href="configuration/c-disease-configuration">Disease Configuration</a>.</td><td></td><td>✔</td></tr><tr><td>6</td><td>Set up <a href="configuration/c-variant-filters">Variant Filters</a>.</td><td></td><td>✔</td></tr><tr><td>7</td><td>Set up <a href="configuration/c-variant-flag-groups">Variant Flag Groups</a>.</td><td></td><td>✔</td></tr><tr><td>8</td><td>Set up <a href="configuration/c-custom-actionability-classification">Actionability Classifications</a>.</td><td></td><td>✔</td></tr><tr><td>9</td><td>Set up <a href="configuration/reports-report-templates">Report Templates</a>.</td><td></td><td>✔</td></tr><tr><td>10</td><td>Set up <a href="configuration/c-automation">Report Automation</a>.</td><td></td><td>✔</td></tr><tr><td>11</td><td>Set up <a href="configuration/c-test-definition-setup">Test Definitions</a>.</td><td></td><td>✔</td></tr><tr><td>12</td><td>Set up <a href="configuration/du-introduction">Data Upload</a>.</td><td>✔</td><td></td></tr></tbody></table>