Getting Familiar with Insights

Duhita Khadepau
Duhita Khadepau
  • Updated

The Insights Module

You’ve completed the process of getting your fieldworkers using the Assignar app, they filled out their forms, completed their timesheets and you ensured compliances are up-to-date. Now, how do you view and analyze this data?

 This is where the Insights module comes in!

The Insights module has 3 sections::

  1. All Insights
  2. Reporting
  3. Data Analytics

All Insights: Insights Landing Page

The All Insights Insights landing page is a single place where you can find, filter, and sort through all the dashboards and reports that live within your Insights module.

Within the Insights landing page, you will see All Dashboards & Reports. You can quickly filter through reports and dashboards using the drop-downs in the upper right corner. Similarly, use the search bar to easily find a specific dashboard or report. 

 

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You can also filter your reports and dashboards based on Item (Report or Dashboard), by the Type (Group/Personal Report/Dashboard) and/or category (e.g. Payroll Export).

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Reporting

In this section, you can build customized reports. If you need to report on anything that is in Assignar and there isn’t a pre-made dashboard or report, this is the place that you go to. 

The side menu opens up to an explore view that gives you access to data created in the last 30 days. This section should be used mainly for creating real time reports and dashboards. This area should also be used to set up "as it happens" alerts and notifications.

It is simple to drag and drop fields into this blank canvas to create your new reports and to build your own dashboards.

 

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Data Analytics

This side menu also opens up to an explore.  However, this section has all data created since your company started using Assignar. This section should be used for long range reporting and dashboards, for example to analyze trends in your operations. 

As with the Reporting section, simply drag and drop fields into the blank canvas to create new reports and to build dashboards.

 

The difference between a REPORT and a DASHBOARD

A report is a data table based on the items that you select in a view. It will not have any visualizations (such as graphs) and will only contain one selected dataset (such as costs, timesheets, dockets etc.). A report should be created to help answer specific questions. It is recommended to consider the question you want to answer to set up filters that make the report "lighter". 

A dashboard can contain multiple datasets and can also include visualizations such as graphs. Dashboards are a great way to communicate a lot of different information in one page.

Now that we know this, let’s explore ‘EXPLORE’ more.

When building out your reports, you will need to know a few key areas of Explore, which can be accessed - as described above, through the Reporting or Data Analytics Navigation Panel items or through the Explore button in the top right of the interface.

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You will find the following components in the user interface:

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Assignar Modules

This is where you pick the type of information you want in your report – for example if you want to understand data in forms select Forms Results, if you want timesheet data select Timesheets etc. 

Data Fields:

Dimensions or

Measures

This is where you select the information that you want to see in the report. There are two types of fields, Dimensions can be considered the ‘questions’ and Measures  are the ‘results’. Sometimes you may want to see ‘questions’ combined with other ‘questions’ which is when you need to ‘pivot’. By pivoting one question with another you can see the combined answer. 

Filters

To focus on an area in the report you add a filter. If you need to add filters to your report, you can click “Filter“ next to each dimension, which will then appear in the Filter section. Some examples of this are using a Date Filter to look at a specific timeframe, or Project Name as a filter to only see results relating to a particular project.

Run

When you are ready, hit the “Run“ button and Assignar will produce the report for you. You are able to hit Run as many times as you need while you are building the report to ensure that it is returning the data you need.

Chart Area (Visualization)

Once the report has run you will see a visualization/chart appear in the Chart area. When you press ‘Run’ Assignar chooses what it thinks is the best visualization for the data selected, but you can always change it to something else.

Settings Cog

From here you are able to save the report as a ‘Look’ - saving the report as a look means that it will appear in My Reports or Group Reports.

 

This video provides an overview of the above:

 

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