Insights Overview

    Insights Overview


    Article summary

    Insights Overview

    Insights is the home for Native Reports in Steelhead. Insights will continue to be built out regularly - check back often for new reports being added!

    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.

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    Insights is organized by tabs across the top of the page to organize reports and analyses related to each feature or module.

    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
    • Configurations can be created, overwritten, and deleted
    • Each component can be reset back to saved configurations after changes

    Settings:

    Domain settings for Insights can be found directly in the Insights page. They can be accessed by selecting the gear icon on the top right.

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    Perspective:

    Reporting 2 (DuckDB) also has a neat tool called "Perspective." Perspective will let you collapse data, order/filter/group/rearrange columns and create graphs

    • If you like the old table view better, just click "table" instead of "Perspective" above the reporting output
    • The dashboard for Insights reports also use Perspective

    Insights Description:

    At the bottom of most insights reports, you can find a description that explains what it does. Many of the more detailed points in these areas are also found in the other Insights documentation articles as well.

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