Insights Classic 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...

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

You can set up a recurring email of classic Insights dashboards or individual reports to your desired recipients.   How to Schedule a New Email Y...

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 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...

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

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

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...

  Overview The Insights Scheduled Data Exporter is a tool designed to automate the flow of data from Kantata OX to your external business intellig...

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

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...

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

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

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