Insights

Description: This category is the main hub for Insights, covering how reporting and dashboards work, what data you can analyze, and where to find standard reports and the reporting center. It includes exporting customer data, building custom reports, using the Insights portal powered by Metabase, setting permissions for reports and dashboards, and understanding the differences between Insights editions and feature levels.

The Basics

Status: Incomplete

Reports

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Dashboards

Status: Incomplete

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Metabase

Our Insights Plans

Status: Incomplete

Status: Incomplete

Status: Incomplete

Status: Incomplete
Tags: Insights reporting, standard reports, reporting center, customer list export, custom report builder, analytics dashboards, platform overview dashboard, business to business dashboard, business to consumer dashboard, report and dashboard permissions, Metabase portal, Insights portal access, reporting governance, Insights editions, business analytics