Insights

The Insights module (formerly, the Reporting module) is represented by the graph icon and includes all the reports within the system, along with advanced dashboards and graphs to measure and track key performance metrics.

Insights Assigning Permissions to the Insights Module Reports and Dashboards

Users with the (Settings > Designer Seat Management) permission can assign levels of access to dashboards and reports in the “Settings” section of the Insights module based on individual or group permissions. 

Advanced Business Intelligence (ABI) report ownership can only be transferred from the owner or organization account to an individual, not a group, that also has the (Settings > Designer Seat Management) permission enabled. Report access can be applied to individuals or permission groups by searching for the report and selecting “Give Access”.

ABI report ownership can only be transferred from the owner or organization account to an individual, not a group. Owner access can only be granted to users with Designer Seat permissions. Report access can be applied to individuals or permission groups by searching for the report and selecting “Give Access”. 

To assign users permissions to access the Insights module reports and dashboards:

  1. Navigate to the Insights module and select Settings
  2. Click the Users tab
  3. Search for the individual or permission group to give access to and click Manage Permissions
  4. Enter the name of the report in Add report and then click Give Access
  5. To change the level of access the user has to a report, click the drop-down next to the report and select one of the following options:
    • Owner: makes a new user the owner of the report.
    • Viewer: view-only level access to the report. All added users are given Viewer-level access by default.
    • Remove: removes user access to the report.

Insights KPI Settings Explained

The Staff Capacity dashboard allows organizations to maintain staff retention rates by allowing employees with certain permissions to input the amount of hours they want to work each month. Admins can then view if employees are reaching their targets in the Staff Capacity dashboard.

Employees must have these Human Resources permissions:

  • Settings > Manage Employees
    • The x grey box should turn to a green checkmark

After setting up permissions:

  1. Navigate to the Human Resources module and click Employees
  2. Click on the employee and then KPI settings
  3. You will see two options
    • Target Billable Hours: organizations can Enter adjustment and input the amount of hours they want the employee to work each month
    • Employee Requested Hours: employees can Enter adjustment and input the amount of hours they want to work each month
  4. Click Save

Click here to learn how to view the Staff Capacity dashboard.

Click here to learn how to store other employee information.

Insights Downloading a Dashboard

Administrators can download and save a copy of each dashboard as either an Excel or CSV file.

To save a copy:

  1. Navigate to the  Insights module and click Insights Home
  2. Select any dashboard
  3. Click the download icon on the right-hand side
  4. Choose either Export Excel or Export CSV and the file will be downloaded to your computer