Insights: Getting Started
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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,...
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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 (or ...
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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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