What Makes Insights Better Than Reports

David Martinez
David Martinez
  • Updated

Insights has Connected Data Points

  • Data Visualizer: Does not connect all the data points. 
  • Insights: Connects all the data points to give you a holistic view of your projects. It has pre built templates which can be used directly by the Reports creators. It shows powerful reports and visualizations like underutilization of resources and assets. 

Example: Journal Entries, this is not available in Data Visualizer but it is available in Insights. Connected Data Points are required to look at everything that is happening on your Project at a glance.


Insights Provides Better Visualizations

  • Data Visualizer: Does not give you any other visualizations beyond a table. There is no Dashboard creation ability.
  • Insights: Helps generate visualizations such as bar charts and pie charts to help you analyze the data and identifies issues more easily.

Example: Customers use bar charts to see the odometer readings of their equipment. In Insights you can also add a reference line to clearly see how many assets have exceeded their odometer readings and customers know when to retrieve their assets in for regular maintenance.


Insights Enables Sharing Reports

  • Data Visualizer: Does not allow you to share the reports you have bookmarked with others within the organization, so every time a new user joins they need to create the same report again and again.
  • Insights:  Allows to create the report once and share it with anyone who has a Viewer license.

Example: Very few people need to create reports. Most users in organizations will use reports created by report creators in organizations. This save substantial amounts of time in generating the same reports repeatedly, which could cause discrepancies in reports by authored by different users.


Insights Provides Scheduled Reports

  • Data Visualizer: Does not allow you to schedule reports to be sent to other users in the organization or even outside the organizations.
  • Insights: Allows you to automate the mundane tasks like sending reports to users within your organization or even outside the organization.

Example: Customers use this feature to send out reports to their councils and their clients and other general contractors. They create the reports and dashboards in the format they need to submit their reports and send it out as scheduled reports to the external parties.


Insights has Advanced Filtering

  • Data Visualizer: Currently there are very few basic filters in Data Visualizer (see above), in this case — related to time.
  • Insights: Add multiple filters to ensure your data is giving you the answers to your questions.

Example: You'd like to see form results versions and deletions within a report. You can now easily apply as many filters on these attributes to get the data set catered to your specific needs. You can even layer in other options, such as "filter out all archived form results" to really tighten your view. 


Insights Provides Exports of CSV or PDF

  • Data Visualizer: Cannot export data
  • Insights: Allows you to export data out as a csv or a pdf.

Example: Integrations from unique systems require using csv files (coming out of Insights), these files can then be imported into third party systems for more custom processing.


Insights Provides Alerts and Notifications

  • Data Visualizer: No notifications and Alerts
  • Insights: Be proactive and using alerts and notifications so you can stay ahead of what's next

Example: If there are more than 5 incidents that have happened on a site, you can set up Alerts and Notifications to send an email to immediately take action.



Data Visualizer


Connected Data Points

Very Basic functionality

All data points are connected

Better Visualizations

No, only tabular reports available


Share Reports



Schedule Reports




Very Basic functionality

Customizable filters



Yes in CSV and PDF

Alerts and Notifications


Yes on all numeric values

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