New Articles

  1. Deleting a Dashboard

    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...
  2. Switching accounts

    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...
  3. Creating a Deep Profile report

    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...
  4. Introduction to Deep Profile reports

    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...
  5. Forgotten password reset requests

    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 ...
  6. Basic account/organization information

    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...
  7. Updating your user information

    Each field on the Basic Information screen is required. To change your first name, last name, or email address, please enter the new information here and hit Save . Be very careful if you change your email address. ...
  8. Editing user groups

    To edit a user group, go to Profile in the lower section of the left navigation bar. Click on Your Organization , then on User Groups . To add and remove members from a group, click on the blue expanding caret to the right of the group name. ...
  9. Create a user group

    To create a user group, click Profile in the Advanced  section of the left navigation bar. Then, click Your Organization.  Next, click User Groups. Finally, click Create User Group . Provide a User Group Name , then select the m...
  10. Adding new users

    To add a new user, go to the Users page. To get to it, click on Profile  in the lower left navigation bar. On the Profile page, select Your Organization , then Users .  You'll see this form.  User Types There are two user types: Administ...