BizCortex documentation

The insight feed and its filters

Browse, filter and page through your insights.

Advisor, Insights shows the daily brief and the feed of insights you may see. The header has the buttons "Check now" (administrators only), "Company graph" and "Settings".

The insight feed and its filters
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales
  • Purchase
  • HR Manager
  • Viewer

Steps

  1. 1. Choose the side

    The feed shows the insights of the side you are on in the Company | Product switch. Switch sides in the header to see the other ones. The daily brief is shown on the Company side only.

  2. 2. Filter by area

    Click All or an area. On the Company side the areas are Finance, People, Sales and Operations; on the Product side they are Sales and Compliance. Each area chip shows how many open insights it has. Click the active chip again to remove the filter.

  3. 3. Filter by status

    Click New, Open, Done or Hidden. Open is the default and shows everything that still needs attention.

  4. 4. Filter by severity

    Click Critical, Warning or Info.

  5. 5. Reset

    When no insight matches you see "No insights for this selection". Click "Reset filters".

  6. 6. Load more

    The feed shows 20 insights at a time. Click "Show N more" to load the next ones.

Fields and options

New

Insights you have not seen yet. A card counts as seen once at least half of it has been on your screen.

Open

New and seen insights that you have not closed or snoozed.

Done

Insights you marked as Done.

Hidden

Insights you hid.

All clear

Shown when nothing needs your attention right now.

Tips

  • The filters are part of the page address, so you can bookmark a filtered view.
  • Status is personal. Marking an insight as Done or Hidden changes it only for you, not for your colleagues.

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