Setting up an insight is super simple.

First of all, go to the "create / +" in the upper right-hand corner, choose "Insight".

Next up, choose which type of insight you would like to create; projects, people, business, or portfolio.

Afterwards, choose which components you want to be a part of this specific insights report. Remember, you can create as many as you like. Simply, click each component, give the insight a name, and click "Next".

Lastly, arrange the components to give the perfect overview for you. The system will remember this setup, and you can always adjust it at anytime. Click "Create", and your insight is live.

If you want to edit your insight after the creation, add new components, or adjust the setup - simply, click the hamburger icon in the upper right-hand corner of the insight report as shown below.

Edit your insight, and click "Save".

If you have any further questions, you're always welcome to hit that chat button, and we'll be just around the corner.

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