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Access the Insights Module

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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.

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