Most commonly used Data Fields and Time Frames in Insights

This guide will walk you through creating a report using the most commonly used data fields and time frames. The goal is to help you get started quickly and confidently with reporting in Qtrac Insights.

Creating a New Report

• Start by navigating to the Insights tab and clicking the New button in the top-right corner of the page:

  

• Enter a name for your report. 
• Under Report Type, select Brick and Mortar Experience. 
• For Output Type, select Raw Tables. 
• If your organization has multiple workflows, select the appropriate Workflow. 

• Click Create to open the Insights report designer.

  

Adding Locations

Locations: Select the location(s) you want to include in the report, or click All Locations to include every location.

Adding Services

Services: Select the specific service(s) you want to include in the report, or click All Services to include every service.

Selecting a Time Frame

Timeframe: Select the date range for the report by choosing a predefined timeframe or specifying a custom start and end date.

• Today – Shows data from the current day.
• This Week – Includes data from Monday through today of the current week.
• This Month – Includes all data from the current month.

For this example, we’ll select This Month:

Adding Available Fields

1. Click Field Library (X) to access all available report fields.

   

The most commonly used data fields include:

• General Questions - Name
• Location Name
• Service Name
• Queue Name
• Wait Time (Minutes)
• Service Time (Minutes)
• Serve Source (Associate)
• Visit Outcome

2. To find a data field, scroll through the list or use the search bar. For example, type "General Questions - Name" into the search bar.

Note: The "- Name" part may vary depending on your Workflow setup. Searching for "General Questions" will show all related fields.

3. Once found, click the dropdown next to the field and hover over the + icon next to Genral Questions: Name and select Add as a Column to include the name.

   

After clicking Add as a column, the field will appear in the Columns area

Repeat steps 2 and 3 to add the remaining fields. Once completed, your selected fields section should look like this:

Running the Report

Click the Run button to generate the report. The report will display the selected data fields as columns and populate them with matching data in each row.

Saving the Report

1. Click the Save button.

   

2. In the popup window, enter a name for your report and click Save again to confirm.

   

After saving, you'll be redirected to the main Insights page, where your new report will now appear

If you still have questions, feel free to reach out to the Qtrac Help Desk.