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Set up an Insight report

Report on the current state of your data with Insight reports.

Table of Contents

This article explains how to set up an Insight report, which shows the current state of your data so you can quickly see totals, averages, and breakdowns.

For an overview of all report types and when to use each one, see Create reports.

Create an Insight report

Insight reports

See Attio Academy for a video walkthrough of Insight reports.

Note: Insight reports are available on all Attio plans.

Follow these steps to set up an Insight report:

  1. Click Reports in the sidebar, then create or open a dashboard.

  2. Click + Add report and choose Insight.

  3. Data source: Select an object or list.

  4. Metric: Choose what to measure. Count records, or select a number, currency, or rating attribute.

    • For bar and line charts, this appears on the y-axis.

    • If you choose an attribute, pick how to aggregate the data: Count, Max, Average, Min, or Sum.

  5. Grouped by: Optionally select an attribute to break down the data (for example, custom date, owner, or category).

    • For bar and line charts, this appears on the x-axis.

    • Without a grouping, a single metric will be shown.

  6. Segmented by: For bar and line charts, option to add a third attribute for color-coded bars or lines. A key will appear above the chart.

  7. Filters: Optionally add filters to narrow the data.

  8. Visualization: Choose how to display the data: Bar, Pie, Line, Map.

    • Map is available when grouping by Country.

Bar and line charts

You can customize bar and line charts with these additional options:

  • Show axis labels: Toggle attribute names on or off.

  • Target: Add a goal line across the chart.

  • Stack bars: Display bars stacked vertically or side by side on bar charts.

  • Sorted by: Change the sort order of the x-axis. By default, values are sorted numerically; choose Amount to sort by bar values instead.

Note: Segmenting is not available on the Free plan. Targets are available on Pro and Enterprise plans.

Map charts

Note: Map charts are not available on the Free plan. 

When grouping by Primary location > Country, you can display your data on a map with two Visualization options:

  • Globe: Interactive 3D globe

  • Map: Flat map

For both views:

  • Click and drag the map to navigate.

  • Hover over a country to see its value.

Next steps

Changes you make to a report are not visible to other team members until the report is saved. For details on saving, viewing, and filtering reports, see Create reports.