InSight
Insight is an integrated Reporting Management System (RMS) with features that allow organizations to easily transform raw data into meaningful and useful information. InSight is a tool that supports intelligent business processes to help identify and develop new opportunities resulting in an effective strategy towards a competitive market advantage. InSight brings instant information to decision-makers at all levels and delivers it in a format that supports intelligent decisions. Imagine being able to create custom reports and graphs and save them to run again in the future. Or how about performing data mining and analysis to determine where your program is most and least effective.
With InSight, numerous data table and graph features expand the reporting function into a user-definedexperience. Users can change report filters, create reports, and even dashboards. Some report templates even contain the option to set key performance Indicators that will flag report data for instant attention.
Have a presentation to prepare for your next meeting? Create a custom dashboard that displays your presentation in graphical format and run the presentation live from within XenDirect. Drill down into the data with just a few mouse clicks for a presentation that is spot on and impressive.
InSight includes the same built-in XenDirect reports that existed prior to InSight, plus more. The existing Snapshots and Dashboards are also upgraded to more graphical formats, some with drill-down capabilities. And if you need to have a report ready as youarrive at the office on Monday morning to start your planning, you can schedule a report to be ready when you arrive.
Depending on the InSight user level, users can modify existing built-in reports, add and remove columns, and then save as a new report. The same functions that you use to modify reports can also be used on existing built-in dashboards. There are no tools to download or Flash to install. InSight is 100% embedded into XenDirect. The most advanced level adds the ability to create custom queries, reports, and dashboards from scratch. InSight Pro even supports the creation of legacy reports or match existing reports down to the finest detail including forms and certificates.
That’s business intelligence right at your fingertips. That’s InSight!!
Important Things to Consider
There are two user levels for InSight with the following features. Contact Xenegrade sales about the cost of upgrading users from Essentials to Pro level.
- The InSight level is set in the User record.
- Essentials level is the default value.
- When an InSight user level is changed, the user will see the change the next time they log in. If logged in when the change is made, the user should either log out and back in again or refresh the InSight page.
- To move Pro level from one user to another, set the current Pro user to Essentials, and then set the other user to Pro.
Essentials Level
- Access to all InSight reports and dashboards based on permissions assigned by the organization's system administrator.
- Ability to temporarily alter, add, and remove report filters when running reports. Filter modifications cannot be saved, however.
- Ability to export reports using the integrated export functions.
Pro Level
- All the features of Essentials... plus:
- Copy built-in InSight reports, forms, and dashboards and edit the copy as desired.
- Determine access to new reports based on InSight level.
- Access to all report, form, and dashboard features.
- Ability to create reports, forms, and dashboards from scratch without using an existing InSight built-in report design.
Tips and Suggestions
For reports created or modified by licensed InSight users, support is limited strictly to the design features available within the InSight platform. This includes assistance with:
- Basic guidance on InSight's built-in design tools
- Clarification on InSight's reporting features
- Support for general usability within the InSight design interface
Note: Support does not cover the following:
- Debugging report designs
- Analyzing or reviewing reports for accuracy or data validation
- Evaluating outcomes or results generated by report configurations
Requests involving debugging, analysis, or detailed design assistance fall outside the standard support scope and will require custom programming services. These requests are handled on a case-by-case basis and are billable at the current custom programming rate.
Browser Compatibility and Issue Reporting
InSight is designed to be compatible with all major browsers, with the exception of Internet Explorer. Our team routinely tests InSight with Firefox and Chrome to ensure optimal performance and reliability. However, due to the frequent nature of browser updates, some browser-related issues may arise.
If a browser-related issue is encountered:
- Submit a support ticket with details about the problem and the browser version
- Include any error messages or steps to reproduce the issue