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Create a New Insights Report

Create a new Insights report to display the data you need in the way you want.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

Create a New Insights Report from a Dashboard

When you create an Insights report from a dashboard, the report is added to the dashboard as soon as you save it. This method is handy if you’re creating a simple report and want to quickly add it to a dashboard.

  1. From the left-hand nav, select Insights then select the custom dashboard where you want to add the new report.
    Select_a_custom_dashboard.png
  2. In the upper right of the dashboard, select the Settings (“ ”) icon, then select Edit.
    Click_Edit.png
  3. Select the dashboard tab you want to add the report to. You can also click the Add a new tab button (“+”) to create a new tab.
  4. From the Dashboard Edit Toolbar, select Report > New Report. The report editor opens.
    Click_New_Report.png
  5. See the How to Use the Insights Report Editor section for next steps.

Create a New Insights Report via the Advanced Editor

When you create an Insights report via the Advanced Editor, the report won’t appear in any dashboards until you add it. This method is useful if you want to polish a report before adding it to a dashboard.

  1. Select Insights from the left-hand nav, then select any dashboard.
    Select_a_custom_dashboard.png
  2. Below the dashboard name, click Advanced Editor.
    Click_Advanced_Editor.png
  3. You'll receive a confirmation dialog alerting you that the Advanced Editor is for experienced Insights users. To continue, click OK.
  4. From the app bar, select Reports.
    Click_Reports__AE_.png
  5. Click Create Report. The report editor opens.
    Click_Create_Report__AE_.png
  6. See the How to Use the Insights Report Editor section for next steps.

How to Use the Insights Report Editor

  1. After you've opened the report editor from a dashboard or in the Advanced Editor, use the What button to add metrics (i.e. calculated or aggregated data) and the How button to add attributes (i.e. text values that break down the data in different ways). Use the facts, attributes, and metrics table to find the data you need to create reports you want.
    What_and_How_buttons.png
    For more details about the various options in the report editor, please see the Getting Started with the Insights Report Editor article.
  2. You can use the Filter option to manually add report-level filters. Report-level filters allow you to limit the data in a report when it first loads.
    Note: On a dashboard, report-level filters will combine with dashboard filters. However, if a dashboard filter references the same attribute or metric as a report-level filter, the dashboard filter will override the report-level filter.
  3. Click Done to generate the report.
    Click_Done.png
  4. Use the chart icons to change the chart type.
    Chart_icons.png
  5. When you’re done configuring the report, select Create.
    Click_Create.png
  6. In the modal that appears, enter a name and description for the report. You can also add tags and sort the report in a folder.
    Create_report_modal.png
  7. Scroll down within the modal and check or uncheck the Visible to all users option:
    • If checked, other users will be able to add the report to dashboards.
    • If unchecked, the report will be hidden and other users will not be able to add the report to dashboards. However, if you add the report to a dashboard, other users will be able to see it on the dashboard. We recommend leaving a report hidden while you’re still working on it.
      You can change a report’s visibility at any time through report Settings.
  8. Click Create.
  9. If you created the report from a dashboard, you’ll be returned to the dashboard editor. You can then drag the report to where you want it to appear, use the blue squares to resize the report, and save the dashboard.

TIP

To see a list of all the reports you’ve created, select Report from the Dashboard Edit Toolbar, then select Manage. The My Reports folder contains all your created reports, including cloned reports. You can also edit reports from this view.

Note: If you have specific business needs, please contact your Business Intelligence Consultant or Client Success Manager to learn more about building custom dashboards and reports with Insights.

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