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INSIGHTS
LIVE operational and KPI reporting
INSIGHTS can be accessed from the quick link in Events Dashboard.
It provides a set ot comprehensive operational and KPI reports that can be used to manage your accounts performance.
What can i do in INSIGHTS?
INSIGHTS provides the ability to run and view excel reporting. Each report provides information from different parts of the Event process.
It also includes:
1. View reports using the report parameters
2. Hide reports that you don't need to keep your Dashboard specific to you
3. Run automated report sends to users
What can i do in INSIGHTS
An account will be given a default currency based on their Account country
This can be viewed or changed in the Account VITALS configuration
INSIGHTS
INSIGHTS view
INSIGHTS
Report parameters
INSIGHTS
INSIGHTS view
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How to Hide a report
INSIGHTS
INSIGHTS view
INSIGHTS
Hide a report from the DASHBOARD
INSIGHTS
Unhide a report
INSIGHTS
INSIGHTS view
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How to automate a report
INSIGHTS
INSIGHTS view Automation status shows as red or green. Red is deactivated.
INSIGHTS
Automate report generation and send
INSIGHTS
You can edit automation at anytime
INSIGHTS
INSIGHTS view Automation status shows as red or green. Red is deactivated.
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How do I add new reports?
New reports are added as requested by users, that includes you...
Any new reports added will be immediately available to you
The Event Team
designed by humans : built with machines
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