Career services users can create custom reports in Insights by selecting the data and filters needed for their reporting goals. You can also visualize the results and create a dashboard from your saved report.
Create a custom report
1. Click Insights from the left navigation bar.
2. Click New in the upper-right corner, then select Workbook.
3. Under How would you like to start?, select a topic from the Topics list.
4. Build your report using either option:
- Select fields manually: In the field picker on the left, expand a category and select the dimensions and measures to include. Add filters as needed.
- Use the AI Assistant: Click the sparkle icon on the far-left toolbar and describe the report you want to create. For guidance, refer to How to Use AI in Insights.
5. Click the play button (right-pointing triangle) in the upper-right corner.
Visualize and save your report
1. Click Chart above the report results, then select Options beside Both to open the Chart Options panel on the right.
2. Under Chart selector, choose a chart type and use the available settings to customize its display.
3. When your report is ready, click File in the upper-left corner, then select Save....
4. In the Save pop-up, review the suggested Name and Description and edit them as needed. Choose where to save your report, then click Save.
Create and share a dashboard
1. To create a dashboard from your saved report, click + Dashboard in the upper-right corner.
2. After creating your dashboard, click Share in the upper-right corner to manage access. For sharing instructions, refer to Insights: Sharing Reports.