How do I build a report from scratch?
This is a question with many answers! There are many different types of reports that can be created in Insight. Below are some key questions to ask yourself (in logical order) both before you begin and while you are building an ad-hoc report.
- What business questions do you need to answer?
- What Subject Area contains the data you need to answer your question?
For more information about Subject Areas, review the Subject Area QRGs.
- What filters do you need to create?
For additional information about creating filters, review the filters section of the Data FAQs.
- What data calendar parameters do you want to use?
For additional information about calendar parameters, review the Subject Area QRGs.
How can I change the appearance of my report?
There are several ways to manipulate the appearance of reports. See the Insight Functionality QRGs for summarized information about formatting reports, creating managerial reports, creating dashboard prompts, and customizing graphs.