Interact With Insight Builder
  • 16 Jun 2022
  • 3 Minutes To Read
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Interact With Insight Builder

  • PDF

Get to know key concepts specific to the Insight Builder experience, along with learning more about how to use the Builder experience.

Insight Builder interface overview

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

  • [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.

Organize Dashboard

In edit mode, drag tiles to organize reports.

In edit mode, resize tiles to increase/reduce tile view.

In edit mode, click Hide title to create more space for data.

In edit mode, click Add note to add a short note to display about the tile. If there's a note, click Edit note to change/remove the note.

Insight Builder Key Concepts

Insight Builder introduces new concepts that we use to describe how the Builder works. Get to know these concepts to help you better understand the Insight Builder documentation.


Dataset is a collection of data designed to be used together for analysis. Depending on the desired analysis and style of reporting, data points in Datasets are used for filtering, some as measures or counts, some are chosen to be displayed in the report, and some are used to create calculations. Datasets contain the data building blocks that an Analyst can use to create a wide range of reports.

'Builder' or 'Report Builder'

We use Builder or Report Builder interchangeably to describe the report builder UX.


Dashboard is used to host a report or a collection of reports that are alike or have a similar theme. They can be for personal use or to share with other users like Team Managers and Administrators.

Personal dashboards

Personal dashboards and reports it contains are only available to the Analyst who created them. Reports saved in a user's personal dashboard are not moveable to the Shared folder.

Shared dashboards

Shared dashboards and reports it contains are available to other users like Team Managers and Administrators. Shared dashboards appear below the Shared category on the Reports page.

Create a dashboard

Create a personal or shared dashboard to host a single (or a collection of) reports. 

When saving a report to a new dashboard:

  • Select [A] to create a new dashboard and save the report in the new personal dashboard. 
  • Select [B] to create a new dashboard and save the report in the new shared dashboard.

When saving a report to an existing dashboard:

  • Use the save To existing dashboard option to save a report to an existing dashboard.


Tiles (highlighted below) are individual reports found in a dashboard. 

Quick Start(s)

Quick Starts are pre-built and pre-configured reports that answer a specific question in a particular dataset. They're there to give you a jump start on building a report without starting from scratch. For example, the Conversation Metrics dataset has Conversations Created by Week and Conversations Closed by Week Quick Start reports. Clicking on Conversations Created by Week Quick Start opens a pre-configured report with metrics to answer how many Conversations were created by week in the last four weeks.

  • You can also manipulate these reports (e.g., add/remove filters, change date filter, update metrics, etc.) and change the output.
  • Each dataset has its own set of Quick Start reports.

To start with different Quick Start from the same dataset, click the lightning icon. You'll have the option to keep or replace the filters when switching Quick Start reports.

Keep an eye for new Quick Starts as well across all datasets.

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