Financial Insights

To help ease common analysis of tasks, Financial Edge NXT provides several insights out-of-the-box in Analysis.

  • To view an insight in Insights, select Open, and search by its name or select it under all.

  • To add an insight to a dashboard in Dashboards, search by its name under Insights and move it to the dashboard.

Tip: When you search for an insight, those provided out-of-the-box appear with a lock. To save any additional filters, attributes, or other changes to a default insight, select Save as new to create a custom insight.