Sharpen Your Toolbox

Save time, gain clarity, and make better decisions.

Whether you’re a new user or an experienced pro, this session is designed to boost your confidence with the platform and simplify your reporting processes.

Learn how to leverage Insights Reporting to streamline data analysis and improve decision-making for your projects.

What you’ll learn from this training:

• Dashboards vs. Reports. Understand the key differences and know when to use each effectively.
• Filters Made Simple. Find the exact data you need with easy-to-apply and edit filters.
• Dashboard Collaboration. Build and share personal or group dashboards to keep your team aligned.
• Create Actionable Reports. Learn the basics of building a report from scratch or editing existing ones to deliver clear, actionable insights.