Insights summary provides an overview of every Insight created, either by anyone or a particular team member, in a chosen Workspace across the reporting period.
Insights are the best way to quickly share information will fellow team members without them having to recreate your steps to get there. However, you may not want to be subscribed to all insights in a workspace and only want to be alerted when new insights are created. Therefore, Insights summary is the perfect component to add to a report to keep you up to date as much as desired.
Setup
To add the component to a report from the setup wizard:
Select the Workspace
Select a singular Author or All
Add Notes if applicable
Click Submit to add the Component to the report
Outputs
The component is presented in the report as a list with the following columns:
Title - click this to take you to the insight
Description
Added by - which user created the insight
Discovered - date and time of the insight’s creation
Next Action Steps
Once you’ve clicked on the title, it’ll take you to the insight. As shown below, this example is an insight discovered on Position Explorer Chart:
Learn more about Insights, including how to create and share them, here.