Insights Library

Use Productive's templates to create a report in just one click.

Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

With the Insights Library, you can create a powerful report and get the data you need with just one click. To start, select Insights from the main navigation. Here you can select:

  • Insights Library - a prebuilt report based on the data that matters the most

  • Custom Report - build your own report from scratch

To use a prebuilt report, select Insights Library:

Here you can click on the list of categories to see only the reports that fit into that category, or scroll through the whole list which will then show you to which category a report belongs:

When you've found a report you want to use, click on it and it will generate automatically:

Click on the filters and columns to customise your report:

If you want to save this report, click on Save Insight. Here you can give it a name, a description, select the level of privacy and select a category:

Note that you can create a new category with just typing in the name of the category you want to create.

Your saved report will then be listed in the main Insights menu:

Hover over the Information button to see when it was created, modified and who is the author:

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