Find Insights
Use Auto Insights to explore your data and generate insights through guided and flexible analysis options. This page focuses on the main ways to create and explore insights.
Auto Insights provides 3 primary ways to generate insights:
AI Suggested Use Cases help you decide where to start.
Preset Reports provide ready-to-use analysis.
Custom Reports let you build tailored insights.
AI Suggested Use Cases
Use AI Suggested Use Cases to quickly identify relevant analysis for your data:
Describe your role, goal, or business question.
Auto Insights recommends analytical approaches.
Start analysis without building from scratch.
Use this option when you:
Aren't sure where to begin.
Want guided recommendations.
Need quick direction based on your goals.
Preset Reports
Preset Reports provide structured analysis based on common business questions:
Generate automatically from your dataset or AI Suggested Use Cases.
Include multi-page insights with visuals and narrative explanations.
Update when your data refreshes.
Use Preset Reports when you:
Want fast insights with minimal setup.
Need consistent, repeatable analysis.
Want a starting point to refine further.
Custom Reports
Custom Reports give you full control over your analysis:
Build from scratch or AI Suggested Use Cases.
Add charts, KPIs, tables, and narrative text.
Use AI features to generate summaries or refine content.
Use Custom Reports when you:
Need tailored analysis.
Create stakeholder-ready deliverables.
Combine multiple insights in 1 place.
Common Cause Analysis
Use Common Cause Analysis to dig deeper into relationships between measures:
Compare 2 measures to understand how they relate.
Identify whether they move together and how strong the relationship is.
Understand which drivers impact both measures.
Use Common Cause Analysis when you:
Want to understand how metrics influence each other.
Investigate relationships behind trends in your reports.
Identify shared or opposing drivers across measures.
Typical Workflow
Start with AI Suggested Use Cases to identify relevant analysis.
Generate a Preset Report for a quick starting point.
Build or refine insights with Custom Reports.
Use Common Cause Analysis to understand relationships between key measures.
Share insights and monitor results.