Filtering Insights

The Insights Gallery has a Filter panel. The main screen also has a toggle icon on the right side of the screen for the filter panel.

Each tab of the Insights Gallery is physically divided into:

  • Your Reports - reports that you have created and saved

  • Standard Reports - reports that come built-in from LexisNexis

    NOTE All Standard Reports except the Person Contact Overview have been built with Power BI.

The Category list of the filter panel allows you to filter quickly on the type of object you are seeking--ones dealing with Opportunities, Pursuits, or Tasks. The default value is All.

Search provides a full-text search across the title/name and the description. Results are shown as highlighted text.

The values specified in the Filter panel persist and apply across all tabs of the Insights Gallery (All, My Favorites, Dashboards, Reports, Data Tables).

Every report has a heart icon () on the bottom of the card which will copy it to the My Favorites tab.

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