Insights overview
Overview
Insights is the place where all reports based on real-time information are stored. These insights help to take action and make crucial decisions for your business. Insights organizes reports in three dashboards:
POS Reports
Standard Reports
Retail Reports
Access insights
Accessing Insights can help you make key decisions that would impact your business. There are two methods to access Insights:
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In Cin7 Omni, select Insights in the left navigation pane. This opens the Insights app in a new tab.
Alternatively, go to https://insights.cin7.com/ and log in with your Cin7 Omni username and password. This option is ideal for users that only need to run reports.
If you are accessing Insights for the very first time, the system will take you to the most recent report or dashboard you used. If none have been used, it will take you to the Retail Reports or POS Reports dashboard, depending on your user settings.
Pivot tables
The key to understanding how reports work is to understand the basics of pivot tables.
Pivot tables were developed as a way for businesses to easily understand data stored in spreadsheets without any programming knowledge. Pivot tables provide a graphic way to slice up data quickly, easily and present it in an understanding method. If you already understand how pivot tables work in Microsoft Excel, you will swiftly grasp how Cin7 Omni's reports work. There are a number of tutorials online that you can use for reference, for instance, Introduction to Pivot Tables, Charts, and Dashboards in Excel.
In general, Insights Pivot Tables look something like this:
On the left-hand side will be rows of data; i.e. this could be each product that you have sold.
On the top are the columns; i.e. this could be months of the year.
In the calculated fields box are the numbers to be crunched; i.e. this could be Sales values.
Then the actual results are found in the largest part of the screen. In this example above, it will show sales values for each product, month-by-month.
Any other fields that are in the report but are not in use will remain in the parked fields section until dragged into the report.
For more information about configuring a report, see Modifying Insights Reports.