Insights Reports & Dashboards

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• ★ Insights Reports and Dashboards
• ★ Report and Dashboard Library
• Create a Report Part 1: Setting Up Your Data for Report Building
• Creating a Report Part 2: Building the Report
• Creating a Report Part 3: Parameters
• Creating a Report Part 4: Groupings
• Creating a Report Part 5: Calculated Fields and Format Strings
• Delete a Report or Dashboard
• Edit the Name, Description, and Viewers for a Report or Dashboard
• Export a Dashboard
• Insights Data Dictionary
• Manage Insights Notes
• Open the Editor for a Report or Dashboard
• Run a Report
• Grant Access to a Report or Dashboard
• Using Dashboards
• Aging Invoices Report