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 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.

  1. Access
    • Basic access to the  Insights module
  2. 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) can 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.

Click here to learn more about permissions.

Insights 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 can 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, request upgraded access, which will be an additional cost. For pricing and to request more information, contact your CentralReach Customer Success Lead or email Users with access to the  Insights module can request more information directly from CentralReach. Click here to learn more.

Insights 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.