An introduction to what the Insight Builder can create and what can be achieved.
What is the Insight Builder ?
With this feature, you can easily visualise large volumes of data and classification allocations stored within the system.
It empowers you to turn complex datasets into clear and intuitive visual representations, making it a breeze to spot trends and patterns. By using the donut, line, and column and bar charts, you can dive into the data from different perspectives, leading to smarter decision-making. Plus, the design encourages reusability, allowing you to save and share your visualisations for future reference or teamwork.
This user-friendly approach not only boosts productivity but also enhances your overall experience when navigating through extensive information.
Why should I use the Insight Builder?
Help your team and your stakeholders get a clear picture of what's happening in a specific project, as well as across multiple projects over time.
By using the visual insights from the Insight Builder, you can easily share important metrics, milestones, and trends that are key to understanding project performance. This increased visibility makes conversations with stakeholders more straightforward and equips your team to tackle any challenges or seize opportunities that come up.
In turn, this boosts your collaborative efforts, keeping everyone on the same page and well-informed, which leads to smarter decision-making and a better ability to adapt to the changing needs of your stakeholders.
Basic workflow to using the Insight Builder
Only Insight modules created by the currently logged-in user will be displayed, as Team modules have yet to be implemented at this stage.
To access the Insight Builder, click 'Reports' in the top bar.
The option for 'Insight Builder' will be one of the choices from the drop-down, left click 'Insight Builder' to open.
From here the Insight Builder will open and a new Insight module can be created, or an existing module can be edited.
Click 'Create New Module' to begin creating a new Insight
From here the Insight Builder will step you through the process of creating a new Insight into your data.
For further instruction and in-depth steps please refer to Insights Builder - New Report.