Who can use this feature?
👤 In-House Legal and Organization Administrator roles
🔑 Needs the 'Insights reporting' permission
In this article :
How to access Insights
To access Insights Designer, your organization's administrator must activate the Insights reporting permission in your user profile or for every user with your role if your organization uses default permissions.
Users with the In-house and Org admin roles can view organizational and Admin reporting with the following two permissions:
View Organization reports - permission for Matters, Contracts, and Engage reporting
View Admin reports - permission for Admin reports
Insights Designer is available at the bottom of the dashboard list when you go to the Reporting tab. This is a hyperlink and will open a new tab on your computer.
If your LawVu Administrator has disabled the 'View organizational reports' permission for your profile, then you can access Insights directly from the Reporting tab:
After you have logged in, you will see a page similar to the one below, with your standard reports and custom reports in one view.
Save or download a report
Select the 'Download' option to download a report and choose your length.
Activate or deactivate report access
From Organization Settings, your Organization Administrator can add/change user access to individual reports.
Click on the Settings icon, then Report Management.
Assign/change the user's relevant report(s) by checking/unchecking the box associated with the report.
You can give access to a new user by clicking the +Add user button or remove an existing user by clicking the 'x' symbol.
You can also grant access from within the permissions section of the user's profile by clicking the Set report access button.
