Insights
In this section, you can choose to Edit or Add New based on your preference, and easily filter insights by categories.

If you have already enabled automatic report publishing, it would make sense to also turn on the Auto-Insights feature, available for configuration in the Global Settings.
Add New Insight
You can either select a category for your insight from our existing list or create an entirely new category.
In the Link text field, you can add a link to an article that supports your opinion or to a supplement page you wish to recommend to your client.
There's an option to set multiple AND conditions that must be fulfilled for this insight to be applicable.
