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erp-manual:cloud:report:report-insights

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erp-manual:cloud:report:report-insights [2026/02/10 01:49]
Kalpesh Popat
erp-manual:cloud:report:report-insights [2026/02/10 01:53] (current)
Kalpesh Popat
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  ==== How to switch between different Insights =====  ==== How to switch between different Insights =====
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 +SarasX supports multiple insights dashboard, each insights dashboard is a collection of several insights that are related to each other.
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 +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.
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 +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. First make sure you are in the **Insights screen** by click on the **Home** menu icon.
erp-manual/cloud/report/report-insights.1770688150.txt.gz · Last modified: 2026/02/10 01:49 by Kalpesh Popat