Insights

Insights is where you turn your saved Reports into visual dashboards — combining multiple reports as widgets on a single canvas, so you can see several analytics views at a glance rather than opening reports one at a time.

Getting There

From Administrator → Analytics, select Insights to open the Insights List View.

Insights List View

What You’ll See

• Insights Table – Insight Name, Description, Folder, Created By, Created On, and Last Modified
• Folder & Favourites Navigation – filter by Recent, Created By Me, Shared With Me, All Folders, or Favourites

Top Controls

• New Insight and New Folder buttons
• Action Dropdown – bulk operations: Export, Delete, and Add To Favourite
• Search Bar

Creating a Folder

The New Folder popup just needs a Folder Name and optional Folder Description — Save creates it, Cancel closes without saving.

Building an Insight

Step 1: Create the Insight

Clicking New Insight opens a popup where you set:

• Insight Name and Insight Description
• Select Folder – Created by Me, Private Folder, or All Folder

Create opens the Insights Layout Editor; Cancel closes the popup without creating anything.

Step 2: Add Widgets

Each widget on an insight is built from an existing report. Clicking into a tile opens the Widget Selection Popup, with two tabs:

• All Reports – every report available in the system
• Folders – browse reports by Created By Me, Shared With Me, or Private Folders

Step 3: Configure the Widget

Once you’ve picked a report, you define how its data displays:

• Display Chart As – the chart type
• X-Axis and Y-Axis – field mappings
• X-Axis Range – Automatic or Custom
• A live Preview shows the chart and summary as you configure it

Add commits the widget to the insight; Cancel discards it.

Adding More Widgets

Once a tile is populated, the remaining tiles stay available — you can keep adding widgets to build out a fuller dashboard, or finish up whenever you’re ready.

Saving

• Save & Close – saves the insight and exits the editor
• Cancel – discards any unsaved changes

Viewing an Insight

Opening a saved insight shows it in a read-only view — this is by design, to keep the structure of a finished insight intact.

• The Insights Header shows the Insight Name
• The Visualization Area displays every configured widget — pie charts, other analytical widgets, all loaded in static mode showing only the saved configuration
• There’s no option to add, delete, or rearrange widgets from this view — if changes are needed, they’re made back in the editor
• Close returns you to the previous screen

A Few Rules Worth Knowing

• An insight must be saved to a folder before it can hold any widgets
• Every widget must be linked to a valid report — there’s no such thing as a widget without a data source
• Chart visualization requires both an X-axis and Y-axis mapping to be valid before it can render
• Deleting an insight is restricted to authorized roles