Insights: Getting Started

Set your number format, date format, and left navigation preferences for Insights.   Overview In your Insights Settings, you can set the number f...

  This article contains all of the facts, attributes, and metrics used in Kantata Insights. If you would like to view the metric, attribute, or f...

  Overview The Insights Advanced Editor gives you direct access to more reporting tools, including: Behind-the-scenes access to the Insights dat...

Learn how to create custom metrics for your Insights reports and dashboards.  Permissions Needed: Access Groups: Insights - OR - Reports Viewer (o...

Learn how to turn facts into metrics so that you can use Number and Currency custom fields in Insights reports.  Permissions Needed: Access Groups...