Access the Insights Module
Quickly navigate to the Insights module from the Home screen, either:
- click the Insights tile to go directly to Reporting.
- from the menu select Insights. This module lets you access:
- Reports: This option is used to access a wide variety of pre-installed reports, as well as custom reports, available in the Reports Module.
- Dashboards: This option is used to access report dashboards, which display several reports in a single, integrated view.
- Create Reports: This option is used to create custom reports, providing you with a powerful tool for visualizing your data in real time.
- Schedule Reports: This option is used to schedule reports and email them using a variety of output file types that automatically attach to an email.