Analytics

• Creating and managing custom reports
• Available custom reports types
• Configuring view options for custom reports
• Configuring filters for custom reports
• Troubleshooting common issues with custom reports

• Managing standard reports
• Generating a legacy custom report
• Scheduling and sending custom reports

• Reports for managers
• Generating the course summary report
• Navigating the Courses dashboard
• Generating a User personal summary report
• Navigating the Branches dashboard
• Navigating the Observation checklists dashboard

See all 7 articles

• Introduction to Insights
• Insights’ ready-to-use dashboards
• Creating and managing custom dashboards
• Assigning dashboards
• Insights: Questions and answers

• Using Advanced Insights
• Advanced Insights: Questions and answers
• Understanding the relationships between filters, visuals and datasets in Insights dashboards