Insights overview

Updated by Arianne G.

XactAnalysis Insights is our exciting new self-service reporting tool. You can find it in the Reports drop-down menu. Insights allows you to analyze your data like never before! Simply type what data you want to see into the search bar, and Insights will create a report for you.  From there, you can create interactive graphs and customized liveboards. You can also save and share your search answers with other users.

This video was created with XactAnalysis. Some of the worksheets and columns displayed may not be available in XactAnalysis SP.

If you want to add Insights rights to your account, please contact your account manager.

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