Insights allow you to sort and display your data in many ways. You can visualize and compare data across multiple records of the same type or records in the same workflow. To see insights in action, check out this video.
To access Insights, click on the Browse Menu then Insights. You can search for or open an existing insight or create a new one.
Type of Insights
There are two types of insights in Winmore, (1) Record Insights and (2) Workflow Insights.
Record Insights are table views of your data, allowing you to view and pull reports easily from the system. To navigate to an existing Insight, click Browse then Insights in the inner left panel. A list of insights will appear. Note that table insights do not reference a workflow.
You can review the data on the screen, and narrow down the information by typing in a search word. For example, I can type in “Bob” to see all contacts with that name. You can narrow the information using any field contained in the Insight view (name, email, etc).
In addition to reviewing the data, you have several other tools at your disposal. Click on the options button (gear icon in upper right) and you can:
- Share the report with any security group
- Edit the report (if you are the owner)
- Delete the report (if you are the owner)
- Clone the report to make a copy that you own
- Export the report to an excel file
See this article for details on creating Record Insights.
Workflow Insights provide an overview of multiple records moving through a workflow. To navigate to an existing Workflow Insight, click the Insights menu in the left navigation bar and then click a card to open a workflow. The insight will display the workflow name, indicating that it is indeed a workflow insight.
In the below example, we can see several Opportunity Records (represented by cards) in various stages of a “Managing the New Business Opportunity” workflow.
The “View Details” selector at the top of the page will provide more information on each card. The scope of this information is configurable in custom views, but can include any record field, workflow contributors, due dates, and a color-coded status bar for the stage completion level. You’ll see in the example here, this Insight’s detailed view includes the “Commodity” value.
See this article for details on creating Workflow Insights.
Searching and Filtering Insights
You’ll be able to search for Insights by name, owner or record type. You can also filter to only view insights you’ve created or workflow insights.
If you have a view or workflow that you access often, click the star next to the insight name. This will keep the insight under your “STARRED” menu in the left hand navigation bar for easy access in the future.
If you have the permission to do so, Insights can be shared with all subscribers in your organization. Click the “Sharing Settings” button when editing an Insight.
In the slide-out panel to the right, select the security groups that you’d like to share this Insight with. Only members of these groups will see the Insight listed in Browse. You can only share with security groups you’re a member of. Administrators can help you set up or join security groups.
Warning: The selected groups can potentially view information in Insights which they don’t otherwise have permission to view directly in the record. Be careful to only include groups which should have permission to view the information contained in your Insight.
Insights Sharing settings can also be configured from the Options menu when viewing an individual Insight.