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To delete a Deep Profile report, open it and go to the Settings > Definition tab. Scroll to the buttons at the bottom. Use the red Delete button. You'll see this modal. If you use the red Delete button here, the report will be dele...
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If you want others in your account to have access to a Deep Profile report, you will need to share it. Open the report and go to the Settings > Sharing tab. To give access to all account members, select Everyone . Read Only access allows u...
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To clone a Deep Profile report, open the report and go to Settings > Definition. Scroll to the bottom and select the Clone button. On the next screen, you can rename the report and make any other desired changes. After you've made an...
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To edit a Deep Profile report, open it and go to Settings > Definition . Change the fields as needed, then click the blue Update button at the bottom of the screen. After you hit Update , you'll see this notification. You will need to ...
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Created On: 11/09/2023
in InsightStore 2 Dashboards
If a dashboard is deleted, it is deleted for all users and cannot be recovered. Please ensure no one is using the dashboard before you delete it. To delete a dashboard, click on the Settings button to the right of the dashboard's name. On t...
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A few clients have access to more than one InsightStore organization's account. Switching between those accounts does not require logging out and back in. Go to the upper right corner of your InsightStore 2 screen. A downward-pointing expanding c...
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To create a new Deep Profile report, use the Reports link in the left navigation pane, then click on the blue Create button. Select Deep Profile from the dropdown menu. On the next page, give your report a descriptive name. Cho...
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A Deep Profile report is a comprehensive comparative tool that uses a common weighting scheme to gain deeper insights into the behavior of a segment or group or to see how a segment compares to a benchmark. Most Deep Profile reports are created b...
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If you misplace or forget your InsightStore password, there's no need to worry. You can reset it easily if you have access to the associated email account. 1 First, go to the InsightStore login page . Click on the Forgot password? Reset ...
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The Basic Information tab shows your account/organization's name in our system. If your organization's name changes, it can be updated here by any account member with admin permissions. However, if a change needs to be made, it is best to con...