Picture of Infigo Insights Overview | June 2025 | Time-Saving Toolbox

Infigo Insights Overview | June 2025 | Time-Saving Toolbox

Infigo Insights is the platform’s advanced reporting suite, letting you merge order, product, customer and login data into reusable, always-up-to-date dashboards and templates. Built on MetaBase, it offers wizard-driven query building for non-SQL users, enables charts, tables and single-value metrics, and can surface those visualisations directly inside your storefront—so you can analyse performance and share insights without leaving the Infigo environment.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

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0:00 Very briefly, we want to talk about Infigo Insights, which has our reporting capabilities. So Insights is our advanced reporting tool.
0:13 As anyone in the web-to-print world is aware, there's probably a thousands of different data points, at some point or another you might need to consider.
0:24 So you need to look at your orders, your customers, your products, and everything in between. Now in Enfigure we have a lot of different reporting capabilities to various degrees, so shared print operations can give you a good reporting overview, sales orders might give you certain information as well
0:45 , but the main powerful reporting structure comes from Infigo Insights. What these allow you to do is to create reusable reporting templates.
0:55 So you can create one template, which has all the information, all the analysis you need in one format. And then it is that, it's a format.
1:04 So whenever you refresh it, it will draw in the latest information. So it's always a live update of the information that you need, rather than you having to manually drag out different bits of information from different places to formulate the reports, whatever it is that you need to do.
1:22 So you have insights, you create the format and then you can just reuse that over and over again. Now the example I've got as an image here is just it's not complete in any way shape or form.
1:34 It's just trying to give you a good little overview as to what kind of thing it might be capable of, but you can drag an information from all your orders, your products, your login information, your customer information, various different data tables, merge that information together if you need to and
1:53 format it exactly how you need it into different tables, into charts, into graphs, a single values as tables, whatever you need.
2:06 And it is also possible as well to have those available within your infigo platform. So you don't have to go to the separate meta-based system.
2:17 So I use these on my academy storefront, for example, I just go to my dashboards here. We should be able to see metrics which have been drawn in from MetaBase without me actually having to go into MetaBase, so you can have them within the infigo platform itself.
2:41 Now creating those actual tables and systems is pretty easy. So MetaBase gives you the really useful wizards to be able to create these if you've not familiar with SQL code, so a step-by-step process of creating the data you need.

Incomplete
Guide

Understanding Infigo Insights Reporting Tool

 

1. Introduction to Infigo Insights 0:00

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  • Infigo Insights is an advanced reporting tool.

  • It provides comprehensive reporting capabilities for web-to-print operations.

 

2. Importance of Data Points 0:13

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  • The web-to-print world involves numerous data points to consider:

    • Orders

    • Customers

    • Products

    • Additional relevant data.

 

3. Overview of Reporting Capabilities 0:24

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  • Infigo offers various reporting capabilities:

    • Shared print operations provide a general overview.

    • Sales orders offer specific information.

    • Infigo Insights is the most powerful reporting structure.

 

4. Creating Reusable Reporting Templates 0:45

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  • Users can create reusable reporting templates in Infigo Insights:

    • One template can contain all necessary information and analysis.

    • Templates are live-updated with the latest information.

 

5. Benefits of Reusable Templates 1:04

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  • Eliminates the need for manual data extraction from various sources.

  • Allows for consistent reporting formats.

 

6. Example of Reporting Capabilities 1:22

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  • Users can pull data from:

    • Orders

    • Products

    • Customer information

    • Various data tables.

  • Data can be formatted into:

    • Tables

    • Charts

    • Graphs

    • Single values.

 

7. Integration with Infigo Platform 2:06

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  • Reports can be accessed directly within the Infigo platform:

    • No need to switch to a separate MetaBase system.

    • Example: Metrics displayed on the academy storefront dashboard.

 

8. Creating Tables and Systems Easily 2:41

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  • MetaBase provides user-friendly wizards for report creation:

    • Step-by-step process for users unfamiliar with SQL code.

Link to Loom

https://loom.com/share/5b606e7744cf4e75a4fea6f441bd8b96

Alternate Search Terms

create custom reports in Infigo, generate sales dashboard, pull order analytics, Infigo data insights tool, set up reporting templates, live metrics dashboard, customer order statistics, Metabase on Infigo platform, drag and drop report builder, combine product and customer data