Things to consider ✅
- Users will need the 'View Insights' permission enabled in the 'User Settings' area to access Insights.
- We recommend saving a report any time you make changes to the report, want to copy another public report, or want to save any filters to a template report.
- When saving a report, selecting 'Private' ensures only you can view it under your login. Choosing 'Public' makes the report accessible to anyone else within your organisation.
Prefer step-by-step instructions? Take a look at our help guide here.