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Insights Designer
Insights Designer

A brief description on how to access and use the Insights reporting tool

Written by Cecile du Preez
Updated over a week ago

In this article :

How to access Insights

To access Insights Designer, your Org Admin must switch on this permission for your profile ( or, in the case, your organization is using default permissions, for the entire role) :

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

You will find Insights Designer available as an option 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 image below, with the report displayed as a file icon. This is known as a workbook. Select the report and start reviewing your work.

You can add a workbook to your Favorites by using the ⭐ symbol from 'Explore'

Get automated reports to your Inbox

On the top right of the screen, you will have the option to Subscribe. Once you click on it, you will see the following pop-up:

Enter your email, and you should receive the report at the scheduled time.

You can only subscribe to a view, not a filtered view.

Manage your subscriptions

There are two ways to review and manage your subscriptions.

A. When selecting subscriptions from within the report, select the 'Manage subscriptions' button at the bottom left of the modal.

B. On the top right corner, select ‘My content’ and then 'Subscriptions'.

If you wish to unsubscribe from a report, select the ellipses next to the subscription and choose ‘Unsubscribe’.

Save or download a report or a custom view

To download a report or a custom view, select 'Download' and choose the format you want to download to. Please note the greyed-out boxes are not available.

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