Interact With Insight Builder

Learn key concepts specific to the Insight Builder experience and more about how to use it.

Insight Builder interface overview

As an Analyst, we recommend that you familiarize yourself with the Insight Builder interface before building a report using different metrics, filters, etc., based on the dataset you select. We may report to the report builder UX as "Builder."

Overview of agent metrics with filters and data visualization for performance analysis.

  • [A] – List of datasets to build the report on.

  • [B] – Indicates the selected dataset for the report.

  • [C] – Search available dimensions and measures available for the dataset.

  • [D] – Displays all available fields for a particular dataset.

  • [E] – Displays all metrics currently used.

  • [F] – List of dimensions available for the selected dataset used to guide data output.

  • [G] – List of measures available for the selected dataset used to measure data output.

  • [H] – Filters available for the dataset to limit data on specific criteria.

  • [I] – Visualization.

  • [J] – Displays the report data/results.

  • [K] – Selection of timezones to view the report in.

  • [L] – Run report based on current criteria.

  • [M] – Report action options (save to a dashboard, create a new dashboard, download report, remove filters).

  • [N] – View existing dashboards (Personal, Group/Shared).

Dashboard Experience

Create a dashboard to house a report or collection of reports. Each Tile represents a single report presented using the visualization used for the report.