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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.

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.

Last Updated / Reviewed: December 20, 2023