Install reports

Install reports

Overview

Find out how to install new reports in Insights.

Insights comes with many pre-installed reports. But over 100 other reports on finance, production, inventory, and more are available too. You can install these reports and control who has access.

To install a new report:

  1. Log in to Cin7 Omni as an administrator.

  2. From the navigation, open Insights.

  3. From the navigation, open the reports library.

  4. Beside the report to install, click Install.

  5. Depending on who you want to access this report, click either All Users or Managers Only.

Find your new report in your POS Reports, Standard Reports, or Retail Reports libraries via the navigation.

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