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InSight Pro

When you want to design reports and dashboards inhouse.

  • InSight Pro Introduction

    InSight Pro is the portion of the RMS (Report Management System) that allows identified users to create reports using design tools embedded into XenDirect. The user record must be tagged as InSight Pr...

  • Data Sources

    When designing a new report, understanding the data sources (tables and fields) is a key element in obtaining the outcome desired in your final product. Below is a list of the InSight data sources.The...

  • Fields, Record IDs, Relationships, and Joins

    Fields and Field Types There are over 3,000 fields in over 175 data sources within the InSight Reporting Management System (RMS). Not every field that exists in XenDirect is available within InSight. ...

  • Tips and Suggestions

    One to Many Relationships and Duplicate Data Adding data sources that have a one-to-many relationship often confuse the inexperienced user when they see data duplicated displayed in more than one row ...

  • Adding Images to InSight Reports

    Adding an image, such as a logo, to an InSight report helps improve your brand, make reports easily identifiable, increase interest, and add credibility. Images can be added to reports built by Pro us...

  • Calculated Field Expressions

    Following are the expressions that are available to be used in Calculated Fields within InSight Pro. These are similar to SQL expressions.   Function Name Syntax expression expression * expression * e...