Note: This article only applies to Content Publishers, Community Admins, Brand Super Admins, or applicable custom roles. For more details on Creator Studio access, please refer to the Defining Roles and Permissions article.

Use the Insights page to track the performance of your community. Insights empowers you to be at once an online marketer, content curator and publisher, and strategic communications leader. These data insights and metrics will position you to make bold, smart decisions to enhance your community.

Use Insights to understand your audience. Learn what type of content is in demand and what your users are really sharing, reading, or ignoring. Use these insights to decrease unnecessary noise and increase the effectiveness of content your users want to consume.

Insights reports are organized within collections. A report may contain several graphs, tables, or number highlights.

Refer to the Glossary of Terms for a definition of any field in any report.

How to Access Insights

Access the Insights page by selecting Insights from the left menu in the new Creator Studio.

Note: Content Publishers have access to select Insights reports based on their topic and audience restrictions.

Sort through the available reports using one or more method:

• Search reports by title or description.
• Click on the highlighted collections at the top of the page to see groups of reports (Saved, Newest Reports, The Essentials).
• Scroll down to select a report.

Once you have located your favorite reports, or filtered a report to a view that you prefer, bookmark the report. Bookmarked reports remember the filters set when you created the bookmark. Your bookmarked reports are only visible to you (unless they are made public) and can be found under the Saved tab.  All roles (including custom roles) with access to Insights can create, view, and delete saved (bookmarked) reports. However, public reports are only visible to the creator, Brand Super Admins, and Community Admins. Note that these roles will still have access to bookmarked reports created by deactivated users.

Tip: some reports, especially tables, have more data than can be displayed on the screen at one time. Hover over individual reports to reveal the scroll bar.

How to Filter Reports

Once you have a report open, review your data and adjust the filters. The report will load with some filters in place - simply click on the button to change the selection.

Form questions based on anomalies, discrepancies, or surprises. See if the filters or view by selectors can help you drill into the data further.

If your community is passing any custom attributes for audiences, you can talk to your Customer Success Manager about adding those custom attributes to your Insights filters. In the example below, you can see Department, Hire Date, and Work Location are custom attributes available in this community for both the View By filter (controlling how data is displayed in one graph) and as a User Attributes filter (so that you can filter the data of the whole report based on these attributes).

Limitation Note: When filtering by User Attributes > Select All, each attribute value is pulled into the URL once the report is filtered. Due to URL limitations, filtering by attributes with a very large number of values may return a 414 error.

How to Share Insights Data

There are several options to share your Insights data. Choose the best option based on your audience.

Select the link button to copy a URL to your clipboard. You can now share a link to a filtered version of your report with other Creator Studio users. You can also create a browser-bookmark to this specific URL to see your report with all filters in place.

Download a screenshot to share the visuals with non-Creator Studio users. Click on the download a screenshot button to download a PNG file of the full report. Note that tables cannot be scrolled through in the PNG, so make sure the table displays the columns and rows that you want the PNG to include.

Save as a PDF to share the visuals with non-Creator Studio users. You can do this by printing the web page and choosing "save as PDF".

Download the full results of an individual tile by hovering over the top right of any tile. Use this option to create your own visuals and share with anyone.

Note: When you export a report as an XLSX or CSV file, you are downloading the raw data used by that report. This may include data that is not displayed in Insights, for example if it is used by a calculated field, or column headers are not labeled identically between the report and exported raw data.

Reporting for Assigned Topics

Topic-level permissions within Insights are currently not supported. This means that campaign reporting in Insights will not be available for campaigns published only to assigned topics. However, reporting will be available for campaigns published to assigned topic/s if the campaigns were also published to assigned audiences. Possible workarounds:

1. Create a custom role that includes the "All Reports" permission - The Content Publisher role cannot be updated to include this toggle. However, a custom role can be created that replicates the Content Publisher role's permissions while incorporating the "All Reports" toggle. You can achieve this by duplicating the Content Publisher role and then editing the role to include the "All Reports" toggle.
   
   
   
   
   
   
2. Create a custom report that includes topic-level reporting - Please note that this may be a paid feature requiring further discussion with your Customer Success Manager.

Time Delay

Depending on the exact time of an event, it can take up to 1-2 hours for the event to appear in Insights. For example, this can affect metrics for user activity and whether a campaign is available for selection in a filter.

Please allow at least 2 hours before contacting Support regarding any unexpected numbers or missing data.