Insights Basics

  • Updated

Who this feature is for

  • Dashboard users who are responsible for reporting or analyzing data
  • Dashboard users who hold an Insights creator seat / license


Video Overview


Reporting vs. Data Analytics

Under the Insights module, you'll find two sections: Reporting and Data Analytics. Both allow you to build customized reports and dashboards, but with one major difference:

  • Reporting - access to data from the last 30 days.
    • Useful for reporting quickly with real-time data.
  • Data Analytics - access to all data since using Assignar.
    • Useful for reporting on a longer range of time.

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How to pull in data

  1. Go to InsightsReporting or Data Analytics
  2. Select the appropriate data source from the top menu bar (ex. Documents)
  3. Search for the data field under Find a Field using the search bar or scrolling through the list > select the desired field(s) (ex. Document Name)
  4. Click Run
    • Note: 500 rows of data will be displayed by default, but you can adjust the limit to 5,000 rows.

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How to add a filter

  1. Click Filters to open the filter settings
  2. Select the field you'd like to filter. This will add a filter in the Filters window
    • Option 1: Find the field in the All Fields window > click the filter icon ⌯add filter op 1.gif
    • Option 2: Find the field in the Data window > click the settings icon ⚙ > Filter
      add filter op 2.gif
  3. Specify the filter value(s)
  4. Click Run

How to remove a filter

  1. Go to the filter you'd like to remove
  2. Click on the X to the right of the filter
  3. Click Run

delete filter.gif

How to save a report

1. Click on the setting icon (⚙) located at the top-right > SaveTo an existing dashboard

2. Determine which folder to save the report:

  • My folder - report will save to a personal folder that's only accessible by the creator
  • Group - report will save to a shared folder that's accessible to other Insights users in your company

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3. Click New Dashboard > enter the new dashboard's name

  • If you're saving to an existing dashboard, click on the existing dashboard instead

4. Click Save to Dashboard

5. Click the link to the dashboard found in the green notification bar. This will take you to the dashboard where your report now lives.

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6. Adjust the report tile size and placement (if needed)

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7. Click Save

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