How the Insights add-on helps you go granular with your Upsales data, reporting and analysis.

This article covers:

• How to create reports
• How to merge results

This article is a summary of how to build dashboards. For more details and step-by-step guidance, view the tutorial

How to create reports

1. Click Analytics → Upsales Insights → Reports:
   
   
   
   
2. Click Create:
   
   
   
   
3. Choose the report type you want to build:
   
   
   
   
4. Choose fields by either using the search bar or clicking the dropdown:
   
   
   
   
5. Next to each field you can click icons for pivot, filter, and more info about the field:
   
   
   
   
6. Click Run when you have added your chosen fields:
   
   
   
   
7. Click the cog icon to complete the following actions:
   - Save
   - Download
   - Save and schedule
   - Merge results
   - Remove fields and filters
   - Clear cache and refresh
   
   

How to merge results

Among the options is Merge results. This lets you combine data from different reports.

1. Click Merge results:
   
   
   
   
2. Search and click the results you want to merge
3. Click Explore from here to analyse the results:
   
   
   
   
4. Click the cog icon → Save for different save options:
   
   
   
   
5. These include save and schedule, as a new or existing dashboard, or as a Look (where it will be available when you click the Reports tab)

For more details on building dashboards, view the tutorial