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Create Insights

Create Preset Reports

You can create Preset Reports manually or use a template.

  1. To create a Preset Report, from the Auto Insights Home page, select Create New and then select Preset Report.

  2. Select 1 of the template options: Key Metrics Overview, KPI Deep Dive Report, Correlation Analysis Report, or Create Blank Canvas.

    1. KPI Deep Dive: Confirm or select your dataset, and Select a measure. Then, select Create Preset Report. Auto Insights names your new Preset Report with the date and time stamp. You can change it on the Preset Report Summary page.

    2. Key Metrics Overview: Confirm or select your dataset, then select Create Preset Report. Auto Insights names your new Preset Report with the date and time stamp. You can change it on the Preset Report Summary page.

    3. Correlation Analysis: Confirm or select your datasets, and select your 2 measures. Then, select Create Preset Report. Auto Insights names your new Preset Report with the date and time stamp. You can change it on the Preset Report Summary page.

      Note

      Correlation Analysis does not work if you use a dataset without time series data.

    4. Select Create Blank Canvas to build from scratch—configure 1 or more measure by selecting the appropriate calculation type (Sum, Average, or Count) from available columns to build your Preset Report, or use the "Avg By" dropdown to select a Complex Average. Then select Create Preset Report.

  3. After you select Create Preset Report, you'll see the Preset Report Summary page, where you'll see all of your insights! Learn more about editing your Preset Report on the Edit Preset Reports page. Note that change analysis is unavailable if you use a dataset without time series data.

Query Bar

Each page has a query bar that provides the focus of analysis for that specific page. Use this query bar to get Auto Insights to search for insights on a specific area. Note: Time period selection is unavailable if you use a dataset without time series data.

query bar

Some questions to ask while interacting with the query bar:

  • Do I want Auto Insights to tell me where to focus?

    • I'm not sure which segment I should break down by. Things always change each month.

If this is what you need each month, let Auto Insights do the work and identify the largest contributing factors that cause the change.

You should leave the filters and breakdowns blank in this scenario. This way, Auto Insights will calculate the largest contributing factors and display them in descending order.

filters and breakdowns

OR

  • I know that I need to focus on a specific area...

    • I need to only look at my team's performance. I'm not interested in other teams.

    • I need to focus only on my product. I'm not interested in other products.

In this scenario, you should add filters to your query—for example, Team 6.

OR

  • I know that I want to compare across a segment (dimension)

    • I need to understand movement across all teams.

    • I need to know how my product is performing against other products.

In this scenario, you should add breakdowns to your query, for example, Teams.

Breakdowns
In this section: