To create a table Insight report watch the video or follow the steps below in portal.
From the dashboard menu, select Insight Dashboard.
Click Home then click Actions.
Click Create Report.
For report type, select the Table.
In the name field, enter the name of the report.
Click OK.
From the Select a setting drop-down menu, select Columns.
From the Add drop-down menu select Column.
From the Filter Columns By View drop-down menu, select the one of the views to report on.
📌Note: When creating a report, Insight views cannot be mixed. For example, in the advance detail (Expense) view, only the accessible data may be accessed through the search data box. You will be unable to include more views in the same report, such as Advance temp (Expense).
In the Search field, search for the column you'd like to view on the report.
After you've finished adding the columns, click OK
Click Actionsthen to preview the report, click View Moden.
📌Note: If no data is returning in the insight report, you will need to grant the user pay group access.
To display the report, click Refresh Data or enable the Auto refresh on all changes toggle.
To further customize your report, from the Select a setting drop-down menu select any of the following:
Columns
Filters
Formatting
Chart
Settings
Heading
Tabs