INSIGHTS STUDIO

Introduction

Insight Studio is a powerful reporting feature on our platform designed to give clients full visibility into their operations through customizable data exports. With Insight Studio, you can easily generate comprehensive reports to track, manage, and analyze both employee and device data — all in just a few clicks.

You can choose from a variety of CSV report templates tailored to different data needs:

📊 Available CSV Report Templates:

1. Employee Report: Track key details such as:

First Name, Last Name, Email
Plan, Country, Phone Number
Employee ID, Status, Department, Position
Date Created, Verification Status

2. Orders Report: Gain insights into order history and logistics, including:

Order Date, Order Number
Recipient Name, Country, and Department
Order Status, Currency, and Value

3. Employee + Inventory Report: A combined view that links employees with their assigned devices

Note: This report only includes employees with assigned inventory, employees without inventory will not be listed in the report

Employee details (as above)
Serial Number, Device Name, Type, Model
Device Status, Country, Warranty Info
EOL and Lifecycle data

4. Inventory Report: Focus solely on hardware and assets with data such as:

Serial Number, Device Name, Type, and Model
Owner Name & Email
Warranty Start Date, EOL Status, Purchase Date
Lifecycle Period and Notes

Insights Studio Dashboard Overview

1. New Report

This option allows you to create a brand-new report from scratch. You can choose the data template (CSV type), set filters, schedule delivery, and assign recipients.

2. Report Name

The custom name you assign to your report. This helps you easily identify the report among others, especially when you have multiple reports with different purposes or formats.

3. Base Report CSV

This refers to the template type or structure the report is based on. Examples include:

Employee
Orders
Employee + Inventory
Inventory

4. Report Owner

The person (admin/user) who created the report. This user has the ability to edit, run, or delete the report and will be one of the recipients by default unless changed.

5. Creation Time

The exact date and time when the report was first created. Useful for tracking and auditing purposes.

6. Last Update Time

The most recent date and time when any changes were made to the report (e.g., schedule changes, recipient updates, filter modifications).