Insights Custom Reports

Create custom classic dashboards in Insights that meet your company's needs and empower you to make data-driven decisions. For dynamic dashboards, ...

     Overview One way to get more out of Insights is to clone a standard dashboard. It makes a copy of its tabs and corresponding reports, allowing...

Renaming an Insights dashboard is quick and easy.  User Permissions Needed: Account AdministratorInsights Permissions: Can Edit Note: Only custom ...

Copy tabs between Insights dashboards to easily clone all the reports, filters, and other elements in a tab.  User Permissions Needed: Account Adm...

Add existing reports to a classic Insights dashboard. For dynamic dashboards, please visit the Managing article.  User Permissions Needed: Account...

Add drill-ins to an Insights dashboard to break down data into more granular ways.  User Permissions Needed: Account Administrator, Reports Viewer...

Add filters to a classic Insights dashboard to let users narrow down report data. For dynamic dashboards, please visit the Using the Dynamic Dashbo...

Permanently delete an Insights dashboard.  User Permissions Needed: Account AdministratorInsights Permissions: Can Edit NOTE Only custom dashboar...

Create a new classic Insights report to display the data you need in the way you want. For dynamic dashboards, please visit the Managing Reports fo...

Edit a classic Insights report to make changes such as adding and removing data, changing the chart type, renaming the report, and more. For dynami...

Clone an Insights report to make a copy.  User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports ViewerInsights Permiss...

Add dates to an Insights report to break down data by date range.  User Permissions Needed: Account Administrator, Reports Viewer With Cost, Repor...

Learn how to rename, rearrange, resize, and delete table columns in Insights reports.  User Permissions Needed: Account Administrator, Reports Vie...

Add aggregations such as sums, rollups, and averages to an Insights report.  User Permissions Needed: Account Administrator, Reports Viewer With C...

 User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports ViewerInsights Permissions: Can Edit Learn how to turn facts in...

 User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports ViewerInsights Permissions: Can Edit Overview You can use the N...

  Attributes that have a many-to-many relationship with the attribute of a dashboard filter require a report-level filter to ensure that the dashb...

Permanently delete an Insights report.  User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports ViewerInsights Permissio...

Learn how to use the dynamic dashboards editor to customize standard dashboards or build custom dashboards.     Overview 1. New Item The New Item...

    Overview In Insights > Manage Dashboards, you can create, share, rename, clone, and delete dynamic dashboards. You must have access to Manage ...

Learn how to use the report editor to customize standard reports or build your own reports.     Overview 1. Data Catalog The data catalog that ap...

    How to Create a New Report Open the dashboard and click the Edit button to the upper-right. The dashboard editor opens. From the New Item sec...

In this video, you'll learn how to fix a common "available area too small" error when building an Insights report. Related Articles Insigh...

In this video, you'll learn how to clone Mavenlink's standard Insights reports dashboard and customize it for your business. Related Article...

Learn how to build custom Insights reports, including how to add data to reports, rearrange data, change the report type, and more. Related Art...

  In this video, you'll learn how to seamlessly translate your task order and hierarchy from Mavenlink's project Task Tracker into Insights...