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How to Use InSight

InSight is the powerful reporting tool of XenDirect.

  • Print a Report

    To print an InSight report: Go to InSight Menu > Reports. Go to the Reports tab. Locate the report desired. Two methods to preview a report: Click the Report Title. Click the [+] button to the far rig...

  • Export a Report

    To export an InSight report: Go to InSight Menu > Reports. Go to the Reports tab. Locate the report desired. Two methods to preview a report: Click the Report Title. Click the [+] button to the far ri...

  • Email, Schedule, and Subscribe to Reports

    InSight has three methods to deliver reports via email.  Each of these functions requires the user to have a XenDirect InSight Pro license. Instant Delivery This method sends the currently run report ...

  • Designing Your Own InSight Reports

    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 su...

  • Embedded Reports using Custom InSight Reports

    The following embedded reports can be set to use a custom designed report instead of the default report designed by Xenegrade. Client > Print Balance Due Client > Print Invoice Client > Print Receipt ...

  • Adding a Default Invoice/Receipt Reports Logo

    Adding a dynamic logo can now be added to the following default global reports. If the same report is used as the embedded reports in the Client profile area, the embedded report will also display the...

  • InSight Online Tutorials

    Free Online Tutorials InSight - Essentials Covers the basics about opening, printing, and exporting InSight reports. InSight - Quick Edit Provides details on how to use the InSight Quick Edit feature ...