Overview
Smart Insights is SmartMoving's reporting workspace, where you can view your company data in real time, build custom tables and reports, and save the views that matter most to your business. Smart Insights is a paid add-on that lets you build and customize reports with your own columns and formulas. The standard reports included with your subscription can be filtered and exported, but their columns and formulas cannot be changed. This article covers how to open Smart Insights, find your way around, and create your first custom insight.
š” Dive deeper in the Academy
Get started with Smart Insights through short videos, interactive lessons, and real-world best practices, and earn a shareable certification by completing the Smart Insights Foundations: Getting Started with Reporting & Insights course.
After signing in to the SmartMoving website, select Academy from the User Account Settings to access the course.
Before You Start
Smart Insights is a paid add-on for your SmartMoving subscription. To enable it for your account, contact your Account Manager.
You need reporting permissions enabled for your role. Reporting access is granted by area, such as accounting, marketing, operations, and sales, in your role's settings, so an administrator may need to turn it on for you.
To open Smart Insights, click the Smart Insights icon in the left navigation sidebar.
How to Navigate Smart Insights
When you open Smart Insights, you land on the Favorites tab. Five tabs organize your insights:
Favorites: Insights you have starred for quick access.
My Insights: Custom insights you have created with Create Insight.
Shared With Me: Insights other team members have shared with you.
Recent: Insights and reports you have opened recently.
All Reports: Every SmartMoving report, along with your custom insights.
How to Create a Custom Insight
Click Create Insight in the top right.
Choose an insight type using the tabs at the top:
Tables: A real-time view of your SmartMoving data, such as job payments or opportunities.
Reports: A detailed, pre-analyzed view with summaries and KPIs, such as crew performance or job overtime.
Dashboards: A combined view that brings multiple insights together on one screen, such as a Sales Dashboard.
Pick a template that fits what you need, for example a Job Payments table or a Sales Dashboard. To browse every template in one place, use the All Insight Templates tab.
Open the template, click Edit, then click Save As, enter a name, and click Save. Your insight appears under My Insights.
Note: Leaving the page before you publish does not discard your changes. You can step away and return to the insight to keep working.
Explore vs. Edit
Smart Insights gives you two ways to work with data, depending on whether you want to keep your changes:
Explore a data set opens the full editor so you can experiment with controls, filters, and formatting without saving. Use it to preview what a data set holds before you build on it.
Edit opens the editor on an insight you want to keep. When you click Edit, the Save As button appears so you can save your work as a custom insight under My Insights.
How to Favorite an Insight
Open any report or insight.
Click the star icon next to the title.
Find it anytime under the Favorites tab.
Best Practices
Start with Tables. They are the quickest way to build and customize a view of your data.
Explore a data set before editing so you can see what data powers it.
Use clear, consistent names when you save insights so your team can find them.
Favorite the insights you open most often to keep them at the top of your list.
FAQs
What is the difference between a Table and a Report?
A Table is a real-time list of your raw data. A Report is a pre-analyzed table that adds summaries and KPIs.
Why can't I add columns or formulas to a report?
Building reports with your own columns and formulas requires the Smart Insights add-on. The standard reports included with your subscription have a fixed layout. To add Smart Insights, contact your Account Manager.
Where do my saved insights go?
They appear under the My Insights tab.
Can I change an insight after I save it?
Yes. Open the insight and click Edit to adjust fields, filters, or layout.