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Navigating an InsightSquared Report

All InsightSquared reports have certain key components, which are numbered on the image below.

Click the link below or scroll down to the section with the corresponding number to learn about each element:

  1. Tabs
  2. Headline
  3. Date Range, Interval, and Filters
  4. Chart
  5. Key
  6. Table
  7. Sidebar 
  8. Navigation
  9. Additional Elements (not pictured)

full_report_numbered.png

1. Tabs

Clicking into any of the tabs along the top of a report screen will to allow you to see different views of the data. You may also hear these referred to as pivots, because they pivot the report data by different segments. 

The blue bar above one of the tab names indicates the one you are currently viewing. 

2. Headline

At the top of each report is a question followed by its answer, which is pulled from your data in the report. This is the summary metric that the report was designed to answer, although there may be additional important data that can be gleaned from the chart and table (below). 

The headline often includes a reference to the selected date range. It may also use words like 'closed' or 'created' to help you understand what date field the report is referencing. 

3. Date Range, Interval & Filters

Below the headline is a sentence which conveys up to three important additional pieces of information about the report: the date range, interval, and filters. 

Not all three of these items will appear on every report, but when they do appear, they are usually configurable and allow you to adjust how you're viewing your data. 

Date Range

Clicking into the blue date range will open up a Date Range dialog box where you can select the period for which you would like to see data.

If none of the existing choices match your needs, you can type the dates directly into the date boxes below.

The options listed vary by report. If you have a fiscal year configured that is different from the calendar year, you will also see columns with fiscal date range options on most reports. 

Interval

Not all reports have an interval picker, but when it exists, it usually appears in the sentence at the top of the screen as a single word ("Year", "Quarter", "Month", etc.).

The interval determines how the selected date range is divided up. In other words, this controls what period of time is displayed in each row of the table

Filters 

 

Clicking into the last part of the sentence which either says "no filters applied" or lists out the names and details of the current filter set will bring up the Filters dialog box. For more information on applying filters, see this article

4. Chart 

The chart is the graphical representation of your data. There are a number of different chart formats you will see throughout the product including bar, line, waterfall, funnel, and heatmap. 

5. Key 

Many charts will have a key that explains what the different lines or bars on the chart mean. In most cases, clicking an element in the key will toggle that element on/off in the chart.  

6. Table 

The table shows the same information as the chart but in a table format. It may also include some additional columns of information, and you can add custom columns to the table. 

7. Right Side Bar  

The right side bar on each report can be expanded or retracted by clicking the carrot icon at the top, but the buttons on it are visible in either view.  

The function of each button is described below: 

Email Report Email_Icon.png

This allows you to email the report to an individual or group, once or on a schedule.

All recipients will be able to see the report in the email, but only those who have an InsightSquared login will be able to click through the email to view the report in InsightSquared. 

More details on setting up Scheduled Reports can be found here.

Add to Dashboard add_to_dashboard.png

Clicking this will allow you to add the report to your dashboard. For more information on working with dashboards, take a look at this article.

Export export.png

The Export option will allow you to download a .CSV file of the data contained in the table, or a .PNG file showing the chart.  By default the .PNG image size is optimized to be added to a slideshow like Powerpoint or Google Slides, however you can adjust these dimensions by changing the height and width values.  When exporting the resulting file (.CSV or .PNG) will take any filters or date ranges into account. 

About This Report about.png

This section provides helpful information about the report and answers to frequently asked questions. If this About This Report section doesn't fully answer your question, try searching for the report name in the Support Library.  

Report Details report_details.png

This section is helpful for support when troubleshooting is necessary. It provides the full path name for the report/tab/drill you are viewing and lets you know what data sources the report is utilizing.

8. Navigation

The left-hand Navigation Bar or "the Nav" allows you to move easily between different reports within InsightSquared.

Clicking on any report name will take you to the default Tab for that report.

You can click on the name of a section to expand that section and see the individual reports within it.

If you don't see the navigation menu, clicking on the the nav icon nav_icon.png in the top left corner of any report will open it.

Clicking the lock icon navlockunlocked.png in the top left corner of the navigation menu so that it displays in the locked position navlocked.png will lock the nav in its visible position.

9. Additional Elements: 

Drills

You can click into any blue number in the table of a report to go to a view, known as a drill, which will provide more in depth information about what data is being included in that number. 

In most cases, drilling into the name of an employee on a By Employee tab will take you to a subset of report tabs that can be used to view that individual employee's data in different ways. 

Tooltips

Hovering your mouse over a column header will provide additional information about the data in that column.

Customize

Only admins can access Customize.

If you're an admin, you can access customize by mousing over the gear icon  in the top right corner of any report and then clicking Customize.

You can find more details on the configuration options available in Customize in this article.

Guided Tour 

Navigating to Help> Guided Tour pops up a dialog in the bottom right corner of the screen where you can click on different role-based questions and learn how to answer those questions with InsightSquared. 

Footer

The footer tells you how long ago your most recent data update happened. This is based off the start time of the most recently completed data update.

A more detailed explanation of how InsightSquared determines data freshness can be found here

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