Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I create an Insights page?
    FAQs in this section
    What is VTAP? What tools VTAP provides? What is Module Designer? What is API Designer? Where can I find documentation for VTAP? Which editions and version supports VTAP? What is the pricing of VTAP? What happens to customization done using Customizer in V7 version? How to get in touch with Platform team? What is the intent of Developer edition? What is Vtiger’s Add-on Publisher? Is Add-ons Publisher available in all the CRM editions? How do I publish Email Template add-ons? How do I publish any other module as an add-on? How do I update a published add-on? How do I test an add-on? What are the limitations of the Add-ons Publisher? Which different add-on features can I publish? What can a developer publish using Add-on Publisher? What are the conditions for updating a published add-on? What are the prerequisites for publishing an add-on? What is an Insights Designer? What is the use of Insigts Designer in Vtiger CRM? What are the queries in Insights Designer? What are the components of the Insight Designer? What are the components of a Widget in Insights Designer? What is the Input tab in Insights Designer? What is the Transfer tab in Insights Designer? What is the Output tab in Insights Designer? What are the benefits of using the Insights Designer? How do I access the Insights Designer in Vtiger CRM? How do I enable filters for a report? How do I pin an Insight to the Dashboard? Is Raw Query support available by default? In which editions of Vtiger CRM is the VTAP - App Creator available? Can I set access to my custom apps? What are Line Item Fields in Insights Designer? What are Server Scripts and Jobs in Vtiger CRM? What is a Server Script? What are Server jobs? How do I create a Server job? What are the different helper methods to write server scripts? What is the Debugging method to write Server scripts? What are HTTP methods to write server scripts? What is Vtiger REST API method to write server scripts? How to write code for Server Scripts and Jobs? How to write a script for a server job to update stocks weekly in the warehouse system? How to write a script for a server job for importing daily leads from a file? How to write a server script to set case SLA by created day? How to write a server script to calculate the outstanding invoice amount? How to write a server script for contact email validation and data enrichment? how to write a server script to update the credit score of a contact? How can I delete a UI component in the Module Designer?

    How do I create an Insights page?

    Table of Contents
    Creating an insight or a report involves the following:
    • Step 1: Adding an insight 
    • Step 2: Adding a widget
    Step 1: Adding an Insight
    Follow these steps to create an Insights page:
    1. Log in to your CRM account.
    2. Click the Main Menu.
    3. Click Platform.
    4. Click Insights Designer. 
    5. In the List View, click +Add Insights. The Add Insight window pops up.
    6. Enter or select information for the following:
      1. Name: Enter a name for the insight.
      2. Assigned to: Select a user from the drop-down.
    7. Click Save & Add Widgets. The Editing Insights page opens.
    Step 2: Adding a Widget
    Follow these steps to create a widget:
    1. In the editing view, click +Add New Widget.
    2. Enter or select information for the following:
      1. Widget Details:
        1. Widget Name: Enter a name for the widget.
        2. Widget Description: Enter a brief description of the widget.
      2. Input:
        1. Query Type: Select the input query type from the drop-down.
        2. Based on the query type selected, select the dependent field.
      3. Transform (Depends on the Input):
        1. You can write javascript code to transform the fetched result. 
      4. Output (Depends on the Input):
        1. Output Type: Select the type of output widget from the drop-down.
        2. Output Configuration: It depends on the Output Type selected in the previous step. 
    3. Click Save.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger