INSIGHT offers you the opportunity to customise your reports before generating them. Once you select a report, you'll be prompted to make selections to tell INSIGHT what kind of data you want to review. When you've got a set of selections often used, you can make use of the Save as Default button so that you don't need to repeat your selections each time you select the report. When you've made all your selections, choose Run Report to generate the report. 

 NOTE: Your access to reports is defined by your permissions configured by the Administrator.

The selections you see depend on the type of report and are generally broken down into the following:

	Parameters - defines the scope of what is captured in the report
	Date Selection - defines the date range of items included in the report
	Formats - defines the style of report as detail or summary
	Filters - allows you to drill down to items belonging to specific categories
	Grouping & Sorting - organises the items in the report
	Export Report As - determines the file type the report is generated as

To assist with locating the report you want, the reports are broken down with the following headers:

When you know the report's name to find it easier, you can use the search bar instead of going through the list.

QUICK TIP: Under Parameters, you'll often get the setting Select All Records with the options fo Yes or No. When you select No, this displays the Filters section of settings that allows you to further drill down to specific categories such as Branch, Sales Team, Insurer, etc.