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Insights Page

An overview of the Insights page in the web app of Creative Force.

Written by Viviana

Powered by Looker and built directly into the Gamma web app, Insights transforms the rich production data flowing through your studio into clear, real-time reports, so you always know exactly what's happening on the floor, where bottlenecks are forming, and how your team and vendors are performing. From flow reports and progress tracking to sample and vendor reports, Insights gives studio managers and stakeholders the visibility they need to act with confidence.


Insights Overview

Creative Force utilizes Looker to feature built-in reports. These reports give you real-time insights into your Productions, Samples, user productivity, and much more. To get started, head to Insights along the top menu bar of Gamma.

Permissions

While the Insights page will be visible to any users with access to the web app, whether or not they are able to view any of the related reports depends entirely on their User Role Permissions.

Under the Insights subsection of the User Role permissions, each report can be controlled independently by selecting a permission level.

Permission Level

Function

None

The user will not be able to see, load, or run the associated report. To the user, the report will not exist.

View

The user will be able to select and interact with the report, meaning they can see and export any generated data.

Menu Navigation

On the left side column of the page is the report navigation menu. This menu allows you to search for specific reports or explore reports by category.

Report Category

Description

Studio Reports

These reports tend to be broad in scope, dashboard-style reports that cover a whole topic from many angles. Think of these as your Swiss-Army knife reports.

Data Reports

The reports tend to be more specific and focused on a singular topic from beginning to end. Think of these as your surgical scalpel reports.

Extension Reports

This is where any reports related to add-on features can be found, such as Editorial, Copywriting, & Planning.

Custom Reports

This is where any custom reports that have been created specifcially for your studio will be available.

✚ Custom Reporting: The ability to create Custom Reports is not included with all studio plans. To find out more, please reach out to your CSM.

Report Navigation

After having selected a report from the side menu, you will be brought to the specific report. The content varies between them, but certain options are always present.

Report Option

Function

Expand

Collapse

Expand or collapse the report horizontally across the screen, hiding or showing the report menu, respectively.

Reload

Regenerate the report with the currently selected filters applied.

Filters

Show or hide the available filters at the top of the report.

Actions

Show available actions and their respective keyboard shortcuts.

Report Filters

Each report includes a flexible filter bar that lets you narrow results by a combination of fields. In each field, you will choose an operator (is, is not, contains) and pair it with a value. The available filters vary between reports to be specific to their use-case.

Once you have selected the desired operators and values, hit the Reload icon to run the report with the currently set filters and generate your data.

Tile Actions

Depending on the report, your data will be generated and displayed in various formats. For most reports, the data will be broken down into separate tiles. Common tile types include table views, single-value (KPI) tiles, single-record views, and chart types like column, bar, scatter, line, pie, timeline, or word cloud.

Tiles often have independent actions that can be triggered when hovering over the tiles, including drill-downs, tile actions, and alerts.

Drill-Down

When hovering over certain tiles containing breakdowns, such as total numbers or visualized bars, selecting the visualization will bring up a drill-down menu that alternatively presents the data represented as a table breakdown.

From the drill-down pop-up menu, you can download the results as a CSV or view the specific filters in full to better understand how the results are being generated:

Alerts

Selecting the bell icon when hovering over a tile allows you to set up an alert. Alerts let users subscribe to threshold-based notifications on individual tiles rather than needing to keep re-checking the same report.

Download

To directly download the results of a tile in table format to your machine, you can select the download action via the tile's 3-dot menu and define the specifications.

Dashboard Actions

Besides actions that can be taken at the tile-level, the top right corner of the report has its own 3-dot menu and corresponding actions. These act at the report level.

Dash Action

Function

Cache & Refresh

The cache for the report by default only refreshes once every hour. Select this option to draw new data instantly and refresh the report.

Download

You will have the option to download the report with the currently generated data and define output specifications.

Reset Filters

Remove all currently selected filters and refresh the report with only default selections applied.

Time Zone

View the current time zone or select an alternative time zone under which the data should be displayed.

Scheduled Delivery

Set a specific combination of filters to run in the given report and deliver the data to a specific destination.

Scheduled Deliveries

Scheduled Deliveries convert a report from a manual checking process into a targeted delivery to a specific destination. They can be configured to run automatically on a timer and include only the specific information you want.

For example, if you want to schedule a report that shows all the Product Requests that were shot each week, select the report Capture Productivity → Click Schedule Delivery → Filter and choose ‘Photography Finished Date' is 'In the last 7 days.'

Email Domain: When setting deliveries via email, the report will come from the domain noreply@lookermail.com.

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