The Insights platform provides a variety of reports to help you analyze and understand your data. To fully leverage the capabilities of these reports, it is important to familiarize yourself with the top-right menu options available.
Proceed as follows to learn about the different functionalities accessible in the top right corner of each Insights report, empowering you to maximize the value of the data available to you.
Step 1: Access the Insights tab
Log in to the CyberGrants platform and navigate to the Insights tab.
Step 2: Open a Report
From the left-hand menu, choose a report from any of the main folders: Personal, Group, or Standard.
Step 3: Locate the Top Right Menu
In the top right corner of the report, you will find a menu with various options.
Step 4: Understand the Time Stamp
The time stamp in the top right corner indicates when the data driving the report was last updated. Please note that data on a report should be updated every 1-2 hours.
Step 5: Use the Run Button
The "Run" button can be clicked to yield updated results based on any filter parameters you have applied.
Step 6: Explore the Gear Icon Menu
The gear icon in the top right corner provides additional options for the report, including:
- Explore from Here: This allows you to drill down into the data driving the report visualization.
- Save As: Enables you to save a personal copy of the report to customize as needed.
- Download: Provides the ability to download the report using various formatting options.
- Merge Results: Allows you to merge multiple Explores together for analysis.
- NOTE: This is an advanced configuration setting that we encourage you not to use unless approved by your Client Success team.
- Clear Cache & Refresh: Refreshes the report data from the database and resets its cached data.
