Insights & Vision
Reporting modules for CalUsource in 2020
- Insights & Vision Introduction Webinar
- Insights & Vision Full Demonstration Webinar
- Accessing the Insights Module
- Creating a Report with Insights
- Filtering Reports with Insights
- Types of Filters in Insights
- Data Source Objects in Insights & Vision
- Modifying a Report with Insights
- Finding Reports Quickly on the Insights Landing Page
- Formatting Numerical Values in Insights
- Custom Calculations with Insights - Derived Measures
- Charts and Visualizations - Flip Grid to Chart
- Sharing Reports with Insights
- Subscribing to Reports in Insights
- Exporting Report Data - Aggregated Information
- Exporting Report Data - Row-Level Transactional Detailed Information
- Export Log - Accessing Previous Data Exports
- Creating Dashboards in Insights & Vision
- Reference: CalUsource Categories