Guide contents:
Where to find the Insights feature?
The Insights tab allows you to explore and learn about the data before creating any of your own charts (you can charts under the Charts tab). It consists of pre-generated charts divided into four sections: Open items, Completed, Timings, and Forecasts. You can access it from the top navigation:
You can adjust the charts by selecting the data sources, filters, and other settings. When you master those, you'll likely get most of your questions answered when it comes to the most common metrics and charts, without having to create a custom chart for it.
Adjust the charts with quick menus
Some of the charts display grouped data. You can change the grouping by selecting a property from the Group by menu:
If a chart displays time-based data, you can adjust the date range:
Notice that the length of the available history depends on the plan. For trial accounts, it is six months.