Insights Page

New in Atfinity 17.

Definition

An insights page is a page that shows a dashboard instead of a list. It holds widgets, and each widget runs its own query over your cases or instances and presents the result.

A widget is one of:

1. Chart: a bar, stacked bar, line or pie chart of an aggregated value.
2. Metric: a single number, optionally compared against the previous period.
3. Table: a list of cases or instances with the columns you choose.

Every chart widget is described by four things: the data source it counts, the aggregation it applies, whether the result is grouped a second time over time or by another attribute, and the chart type that draws it. Filters on the widget restrict what it looks at.

Insights pages are read only. They do not change any data, they only show what the configuration and the case data already contain.

Example

A compliance team gets an insights page called "Onboarding". It holds a metric widget with the number of open cases, a pie chart of cases by workflow state, a line chart of new cases per week over the last three months, and a stacked bar chart of cases per month split by assignee. Each widget is filtered to the onboarding process, so the page only reflects that part of the business.

The same charts are available in documents, so a monthly report can show the same picture. See Charts and Building Insights Pages.