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  3. Insights Custom Reports
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Insights Custom Reports

  • Insights Classic: Edit a Dashboard

    Edit classic Insights dashboards to make changes such as adding and removing reports, filters, tabs, and other elements. For dynamic dashboards, pl...

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  • Insights Classic: Getting Started with the Report Editor

    Learn how to use the classic Insights report editor to create and edit custom classic Insights reports. For dynamic dashboards, please visit the Us...

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  • [Video] Insights Classic: Custom Dashboard and Reports Building

    Learn how to build custom Insights dashboards, including how to add filters, move and resize elements, add and remove dashboard tabs, and more. ...

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  • Insights Classic: Create a New Dashboard

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

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  • Insights Classic: Cloning a Dashboard

         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...

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  • Insights Classic: Rename a Dashboard

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

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  • Insights Classic: Copy Tabs to a Dashboard

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

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  • Insights Classic: Add Reports to a Dashboard

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

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  • Insights Classic: Add a Drill-In to a Dashboard

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

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  • Insights Classic: Add Filters to a Dashboard

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

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  • Insights Classic: Delete a Dashboard

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

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  • Insights Classic: Create a New Report

    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...

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  • Insights Classic: Edit a Report

    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...

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  • Insights Classic: Clone a Report

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

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  • Insights Classic: Add Dates to a Report

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

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  • Insights Classic: Editing Tables

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

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  • Insights Classic: Add Sums, Rollups, and Averages to a Report

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

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  • Adding Number and Currency Custom Fields to Insights

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

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  • Insights Classic: Formatting Metrics

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

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  • Insights Classic: Commonly Used Filters

      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...

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  • Insights Classic: Delete a Report

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

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  • Using the Dynamic Dashboard Editor

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

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  • Managing Dynamic Dashboards

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

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  • Using the Report Editor for Insights Dynamic Dashboards

    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...

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  • Managing Reports for Insights Dynamic Dashboards

        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...

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  • [Video] Insights Classic: Report Area Too Small

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

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  • [Video] Insights Classic: Clone Dashboards

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

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  • [Video] Insights Classic: Foundations of Custom Reports Building

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

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  • [Video] Insights Classic: Task Hierarchy Structure

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

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