Using Insights

Quick Date Select

This allows you to quickly select common date ranges to pull data from.

Options are Today, Yesterday, Last 7 Days, and Last 30 Days.
On the right side of this row, there are fields that can be used to manually select the date and time to examine data for as an alternative to the quick select options.

Load Data

Pressing the Load Data button will retrieve data for the selected date and time periods.

Any filters pre-selected will automatically be applied when Load Data is clicked.

Filters

The Filters button will expand a sidebar on the right of screen to allow for selection of Departments or Locations of interest.

By default, all Departments and Locations are included.

The Load Template option will allow for selection of any pre-configured Templates that will automatically select associated Department or Locations assigned to that Template.

New Templates can also be created by clicking the "New Template" options.

Name the template, and optionally turn On/Off the Shared Template option.

When a template is shared, other users in your organisation will be able to select the same Template. If not shared, it will only be accessible under your user account.

Check any Locations and Departments that should be added to the Template and Select Save.

Once Saved, the Template will be available in the "Load Templates" drop down box for ease of selection in future.

Within the selection dropdown, there are options for Edit, Delete and Copy.

Edit will allow for options within the filter template to be changed.

Delete will delete the configured Template.

Copy will create a copy of the template including any selected options.