Report Insights

The Report Insights feature automates adding comments to Row Notes.

During template data entry, you use Report Insights to add the trend narrative In a contribution insight, the comparison of results between periods. from an existing Contribution Insight into a Row Note.

 Tip:  The Report Insights feature is particularly useful in variance reporting (for example: actual versus budget, current year versus previous year) which often requires adding a lot of repetitive commentary.

Add to a Row Note

 Note:  If for any reason the contribution insight's trend narrative In a contribution insight, the comparison of results between periods. is not available for the row's member combination, a report insight cannot be added to the Row Note.

Prerequisites

  • The template already has a Row Note element (otherwise, add it).
  • The member combination for the row must contain at least one non-leaf member.
  • The report insight cannot be inserted to the Row Note if the report insight is longer than the template's Max characterssetting for Row Notes.

To add a report insight to a Row Note

  1. In a template (in data-entry mode) select one or more Row Notes.
  2. Select Actions Generate Row Note Insights:

    The trend narrative for each member combination appears in its Row Note.

  3. Do any of the following:
    • Edit the report insight in any Row Note.
    • Use Undo/Redo.
    • To save the report insights to the Row Notes, click .

Best practices