Insights Dashboards Permissions
The following permissions are available to provide users access to the Insights module. These permissions can be enabled/disabled via the Permissions module.
- Basic access to the Insights module
- Settings > Manage
- Use Insights settings, allowing individual report assigning
Once an organization subscribes to the Insights module business intelligence dashboards, a user with permission to view the Insights module Settings (Settings > Manage) will be able to enable/disable other users’ access to each dashboard via the Settings section. All the dashboards will be listed under the Insights Dashboards category within the Settings page. Click here to learn how to assign these permissions.
To learn more about permissions, click here.
Introducing CR Insights
The Insights module, formerly the Reporting module, provides organizations with reporting visibility into their business performance. All users with access to the Insights module will be able to view a complementary dashboard, My Appointments, as well as any custom or built in reports developed for the organization. To access the 13 standard dashboards, you will have to request upgraded access, which will be an additional cost. For pricing and to request more information, contact your CentralReach Customer Success Lead or email Insights.email@example.com. Users with access to the Insights module can also request more information directly from CentralReach. Click here to learn more.
Learn More About the Insights Dashboards
There are 13 standard dashboards located in the Insights module. Every user with access to the Insights module can view the My Appointments dashboard. The remaining dashboards are:
Click here to learn how to request access to the CR Insights dashboards.