Insights are conditioned data sets derived from Data Points captured on the input of the forms. Access to the insight’s builder is located as the 3rd menu item on the left sidebar. By clicking the insight menu icon, the user is navigated to the Insight Library. On the left-hand side of the Insight library, insights are categorized based upon corporate or business desired organization (I.e. Accounting, Human Resources, etc.). As the user selects the Insights category, the insights for the selected category are shown in a grid list in the center of the screen. The Search Insights bar allows the user to quickly search for desired insights.
To Create a new insight the user can click the colored button on the top left of the screen called “New Insight”. By clicking the button, the user is brought through a series of modals…
- Select the Entity or Source of data for insight
- Select desired form for sourced data
- Add a Name, Description, and Category for the desired insight,
- Click Create
Once Insight is created the user is brought to the insight builder utility. The Builder utility has two basic parts for building your insight.
- The Configuration Utility
This utility offers a display of each available question down the left of the modal screen. The user may select the desired question for the report column. Each checkbox will showcase the column heading which can be adjusted and organized in order based upon sequence checked or by dragging and dropping the (…) located on the left of the question. Each question allows for conditional filtering by clicking the filter icon on the right of the question, and a drill down to grid and group summary options for total, average, min, and a max of data in the column.
- The Grid
The grid view shows the result of changes applied by clicking the “apply changes” to the grid in two ways. The first way is in Condensed View.
- Condensed View
The column description headings may be dragged up to the top of the grid where the text “drag a column header to group by that column”. This allows you to group by one or several column headings as desired.
- Full View
It allows the user to create a row for every entry for exporting in a 1 to 1 format to be used for granular analysis and exporting into CSV format.
- Summary viewing of tab contained/Duplicated category data. Any data stored in one of these categories are accessible by clicking the arrow icon on the left of the row.
- Actions for each row include icons too.
- Open Form
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