Insights Overview

Insights is the home for Native Reports in Steelhead. Insights features continue to be expanded and refined.

Reports in Insights can be filtered by date and other criteria as desired. Charts may be downloaded as .PNG (image) files, and tables may be downloaded as .CSV files.

Insights Reports are accessible in the Reporting Dashboard from the Administration Section of the Homepage. In the lefthand drop-down menus you can find many report templates for different aspects of your business.

Insight Configurations:

Users may save custom configurations on Insights Reports:

• Users don't have to re-configure the report views every time they return to them, they can just select them from the list of options created for each component.
• Use the Perspective viewer to configure the data as desired, then save the configuration. There are a wide variety of options for report format and appearance.
• Configurations can be created, overwritten, and deleted.
• Each component can be reset back to saved configurations after changes.

Settings:

Domain Settings for Insights are found in the Reporting Dashboard. They can be accessed by clicking the three-line icon next to "View Reports":

Insights Description:

By clicking the Information icon in the upper right of any open report, you can find a description of the data. Many of the more detailed points in these areas can be found in the other Insights documentation articles.

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