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  1. Kantata Knowledge Base
  2. Reports
  3. Insights: Getting Started
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Insights: Getting Started

  • Insights Overview

      ACCESS & AVAILABILITY Insights reporting is available for Enterprise plans that meet the minimum user license requirement. To get started, plea...

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  • Insights User Settings

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

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  • Insights Attributes, Metrics, and Facts

      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...

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  • Insights: Advanced Editor

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

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  • Creating Custom Metrics for Insights

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

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  • Adding Number and Currency Custom Fields to Insights

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

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