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Click on any of the links below to access specific Insights articles:

  • Data Sources, Data Dictionary

Reports

  • The Report-Building Interface and Side Configuration Panel

  • Building a New Report (2 Methods)

  • Adding, Deleting, and Hiding Fields in a Report

  • Applying Filters and Filter Groups to a Report

  • Creating and Using Custom Labels

  • Derived Fields: The Basics

  • Creating a Derived Field (Example 1 of 2)

  • Creating a New Derived Field Using the sec_to_time Function (Example 2 of 2)

  • Reordering a Report’s Fields; Sorting by a Field

  • Summary Functions

  • Groupings

Charts

  • Chart Types Overview

  • Live Charts

  • Building a New Chart (Example)

  • Building a Big Number Stat with Conditional Formatting

  • Adding a Reference Line to a Chart

  • Linking a Report to a Chart

Dashboards

  • Building a Custom Dashboard

  • Viewing and Sharing a Custom Dashboard

Agent Vue

  • Agent Vue: The Basics

  • Building a New Agent Vue (Example)

  • Building an Agent Vue with Conditional Formatting

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