insight-lens

Performance Reports

The Performance Reports page is the full-page version of the Top Performers and Units Needing Attention cards on the dashboard. Open it from the sidebar.

What’s on the page

The page is split into two main views:

A type switcher at the top of the page lets you focus on one list at a time. The URL also supports ?type=star-performers for linking straight to a specific view, which is what the dashboard “View All” links use.

Time window

Both lists default to the last 12 months of offerings. If you need a longer window, the assistant on the Ask InsightLens page is better suited — it can run arbitrary queries.

Exporting

Each list has two export buttons:

Both exports open a save dialog; the file stays on your machine. No data is transmitted anywhere during export.

How “needing attention” is calculated

A unit shows up here when one or more of the following is true for its recent offerings:

Because the rule is a combination, a unit can move in and out of the list as new surveys are imported. Re-run the report whenever you add data.