# Set up an Insight report

URL: https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-an-insight-report
Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Managing your data](https://attio.com/help/reference/managing-your-data) > [Dashboards and reports](https://attio.com/help/reference/managing-your-data/dashboard-and-reports)

Report on the current state of your data.

> Available on all plans.
>
> Available for **all** workspace members.

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](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports).

## Create an Insight report

> See Attio Academy for a video walkthrough of **Insight reports**.

Follow these steps to set up an Insight report:

1. Click **Reports** in the sidebar, then [create or open a dashboard](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards).
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](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports#filter-the-data-in-your-reports)****:** 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 chart showing active deals by team member across stages: Prospecting, Qualification, Meeting, Proposal, Negotiation, Paused. Color-coded by owner.](https://a.storyblok.com/f/234930/2408x1246/73dba11128/insight-groupby-visualization.png)

### **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](https://attio.com/pricing). Targets are available on [Pro and Enterprise plans](https://attio.com/pricing).

![Line graph comparing monthly workspace creation from June 2022 to June 2024, showing fluctuating trends with a dropdown menu for time intervals.](https://a.storyblok.com/f/234930/1632x1232/d9146ea0de/comparison-insight-report.png)

### Map charts

> **Note:** Map charts are not available on the [Free plan](https://attio.com/pricing).

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.

![Map showing company distribution, highlighting the United States in blue with a count of 175 companies. Other countries are greyed out.](https://a.storyblok.com/f/234930/2432x1358/07cee2058a/map-insight-report.png)

## 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](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports).