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--- erp-manual:cloud:report:report-insights [2026/02/09 10:01]
Kalpesh Popat created
+++ erp-manual:cloud:report:report-insights [2026/02/10 01:53] (current)
Kalpesh Popat
@@ Line 16: / Line 16: @@
  ==== How to switch between different Insights =====
+SarasX supports multiple insights dashboard, each insights dashboard is a collection of several insights that are related to each other.
+Each insight dashboard can also be locked with permissions. eg: Production insights are visible only to the delivery team and hidden from the sales team.
+If you have permission to view more than 1 insights dashboard, you can follow the instructions below to switch between them.
 First make sure you are in the **Insights screen** by click on the **Home** menu icon.
@@ Line 26: / Line 32: @@
 **Note:** System will automatically remember your choice and will **load the last selected Insight** each time you go to the Home menu
- === Step 2: Provide Grouping Info ====
+ ==== How to Change the date range for all insights =====
-If you don't see this tab, it means they are not configured for your requirement
-  * Provide the details for the various custom columns that are visible under Grouping Info
-  * These columns vary from customer to customer and it's main purpose is to dissect the data in many ways for analysis of inventory and sales
-**Note**: Some information in these columns will be Mandatory and some will be automatic, this varies and is decided as per the requirement of the department.
- === Step 3: Provide Attributes ====
-If you don't see this tab, it means they are not configured for your requirement
-  * Provide the details for the various custom columns that are visible under Attributes
-  * The columns under this vary from product to product depending on its type: example a Gem Stone will have the attribute Shape, Quality, Clarity, Color, etc. Whereas Metal will have Attributes for Quality.
-**Note**: Some information in these columns will be Mandatory and some will be automatic, this varies and is decided as per the requirement of the department.
+  * Click on the **Select date range** button on the top of the insight screen.
+  * Choose the date range required from the available pre-selected menu
+    * Today
+    * Yesterday
+    * Last 7 Days
+    * This Week
+    * Last Week
+    * This Month
+    * Last Month
+    * YTD - (Year to date)
+    * This Year
+    * Last Year
+  * Or choose **Custom Range** to specify your own range
- === Step 4: Save ====
-After all changes are provided, click on **Save** button, this will generate the design number and it will activate the functionality to Upload Image and Attachment.
+ ==== Interacting with the Insight =====
-**Note**: It is not possible to upload image or attachment for a design before saving the design.
+{{:erp-manual:cloud:report:screenshot_2026-02-10_at_08.42.12.png?600|}}
+On each insights you can perform following **actions**:
+  * Switch between **different comparison** mode: By Value / By Quantity wherever it is applicable
+  * **Change date** of an individual insight
+  * **Filter** the insight to refine the graph you are interacting with - eg: Show sales insights of a given location.
+  * **Reload** the data of the insight
+  * **Zoom** the view of insight to the fullscreen mode
- ==== Option 2: Quick Add Mode ====
+After **Zoom** button is clicked: When you are in Fullscreen mode, you can perform all the same interactions as before, in addition to that you can also click on the graph to see the detailed drilldown of the underlying data.
-  * A popup will open after **Quick Add** button is clicked
-  * In **General detail** Tab
-  * Provide: Design Name, Category, Product Type, Nick Name, etc, depending on what columns are configured for your requirement.
-  * Provide Tax Group to automatically select the desired tax in sales screen
-  * Provide Main Unit and Second Unit for this design
-  * Provide Minimum Quantity & Lead Time required to product or purchase this design
-  * In **Grouping Info** Tab
-  * If you don't see this tab, it means they are not configured for your requirement
-  * Provide the details for the various custom columns that are visible under Grouping Info
-  * These columns vary from customer to customer and it's main purpose is to dissect the data in many ways for analysis of inventory and sales
-  * In **Attribute** Tab
-  * If you don't see this tab, it means they are not configured for your requirement
-  * Provide the details for the various custom columns that are visible under Attributes
-  * The columns under this vary from product to product depending on its type: example a Gem Stone will have the attribute Shape, Quality, Clarity, Color, etc. Whereas Metal will have Attributes for Quality.
-  * Click **Confirm** after all the information is provided
+If the insight is a **bar graph**, you can do the following:
+  * Move the mouse pointer on a graph portion to see the value
+  * Switch between different **mode of analysis** by clicking on the following action button: No Stack, Stacked, and Percent
- ===== Important Points for Design Master =====
-  * Name should have correct spelling and well thought through, it should follow a consistent pattern
-  * Item Categories should be correct.
-  * Main Unit should be selected as per usage and not as per purchase. eg: Purchased in meters, but used in cms, then the unit should be cms
-  * Main Unit in the master cannot be changed after first item is received in the inventory.
-  * Main Unit in the master should match while adding price
-  * Track inventory is important for indicating the system that Inventory needs to be recorded, this is On by default for Design and Raw Material and Off for General Item
-  * If Track inventory is manually turned off while creating the item, then system will not create a new batch for that item when it is received

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