Insights

Report builder includes a list of out-of-the-box insights you can use to create your dashboards. In addition, Insight designer allows you to design your own metrics beyond what's available out of the box. With these custom insights, you can analyze facts in context of various characteristics — or attributes — to best meet your specialized needs, dig deeper into analysis, and drive action. You can also design different chart types such as tables, bar and column charts, or tree maps and narrow the focus of specific facts by applying filters.

Report builder includes a list of out-of-the-box insights you can use to create your dashboards.

For more information about out-of-the-box insights, see Constituent Insights and Gift Insights.

For more information about out-of-the-box insights, see Financial Insights.

For detailed recipes for creating custom gift insights, see Gift Insight Recipes.

For detailed recipes for creating custom financial insights, see Insights Recipes.