What’s new?
We’ve added a new Insights section to the account pages! This page is visible to users who have the 'view_insights' permission and provides easy access to valuable data for Programmes, Companies, and Territories (depending on your platform features).
How Insights Work
Generated Monthly
Insights are created once a month for all programmes, companies, and territories.
These can be staggered, so not all insights are created at the same time.
Tabs for Easy Navigation
The Insights page is organised into tabs:
Programmes
Companies
Territories (if your platform has this feature)
Viewing Insights
List View
Each tab lists all insights for that category, sorted by most recent.
Features include:
Search bar – find a specific programme, company, or territory
Insight summary – a brief overview of the insight
Date created – see when the insight was generated
View detail – click to see the full insight
Detail Page
The detail page displays:
The full insight
Previous insights for the same programme, company, or territory
A link to view the reporting data for that item
Actions available on an individual insight:
Download PDF – generates a PDF version of the insight with an external URL
Share – opens a modal to enter email addresses and send the insight details to others
Why use the Insights page?
Access up-to-date insights in one convenient location
Quickly find and review data for programmes, companies, or territories
Download or share insights to keep your team informed
Stay on top of trends and reporting without leaving your account
The Insights section makes it simple to explore, share, and act on your data, keeping everything organised and easy to access.