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Learn how to open Smart Insights in SmartMoving, navigate your insights, and create, save, and favorite custom reports and tables built from your real-time data.

Getting Started with Smart Insights

Learn how to build and customize tables in Smart Insights: hide and reorder columns, add calculated columns with formulas, group and summarize data, filter, and export.

Working with Tables in Smart Insights

Learn how to create charts and KPI cards in Smart Insights: choose chart types, set axes and groupings, customize colors and labels, filter by date, and move visuals to their…

Creating Visualizations in Smart Insights

Learn how to schedule automatic report exports in Smart Insights and set up conditional alerts that notify your team when your data crosses a threshold you define.

Scheduling and Alerting in Smart Insights

Learn how to build dashboards in Smart Insights: merge data sources, lay out KPI cards, charts, and pivot tables, add universal filters and tabs, and use advanced interactive features.

Building Dashboards in Smart Insights

Michelle Carone

Smart Insights is SmartMoving's paid reporting add-on for building and customizing your own reports, tables, dashboards, and visualizations from your real-time data. Unlike the standard reports included with your subscription, it lets you add and remove your own columns and formulas. These guides cover getting started, working with tables and visualizations, building dashboards, and scheduling reports and alerts.

Smart Insights - Custom Reporting (Upgrade)

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