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Review Reports and build Insights
Use Reports for record-level detail and Insights for calculated summaries.
Reports
Select a Dataset, apply filters and review detailed records in a table.
Calculations
Generate Count, Sum, Percentage or Average where supported.
Charts
Choose a chart type, save the result or pin up to four charts to Home.
Date filtering
When a Date Element is available for filtering, choose All Years, All Months or a specific period.
Element and Segment modes
- Element mode summarises one supported Element.
- Segment mode summarises supported Elements grouped under a Segment.
- Saved Insights remain available from the Saved & Pin dialog.