Insights Designer

Tenika Hook

I have this insight that I saved but it doesn't include everything that I want in it. I want to add more metrics to it but I don't know how. I want to add Opportunity Status of Closed and percentage of closed opportunities as well as new prospect movement through the cycles. Can anyone help me with that? I'm completely lost this is like greek to me 🤬.

Crystal Bruce

Hi @Tenika Hook - I am checking with my team on this. Thanks!

Crystal Bruce

Hi @Tenika Hook I was able to track down an Insights Designer course from BlackbaudU! The course teaches you how to build custom reports including measures, attributes, and filters. I hope this helps!