How do I use the Insights view on Reports in Vome?
How do I use the Insights view on Reports in Vome?
Some reports in Vome include an Insights view. Insights is a summarized version of the same report you are already looking at. Instead of showing one row per record, it groups your records by an attribute you choose (for example, by User or by Opportunity) and measures them by a metric you choose (for example, total hours). It is a quick way to see totals and shares without exporting or building a separate report.
Insights does not pull a separate set of data. It re-organizes the records the report has already loaded, so your active date range, filters, and search always apply.
Which reports have Insights?
Reservations and hours log
Shifts and hours by profile
The Reservations and hours log report also offers a separate Analytics view. This article covers the Insights view only.
How do I open the Insights view?
There are two ways to open it:
From the Reports page: Reports that support Insights show an Insights available chip on their card. Selecting the Insights part of the chip opens the report with the Insights view already active.
From inside the report: Open the report (it opens in Grid view by default), then use the Grid view / Insights toggle at the top to switch to Insights. You can switch back to Grid view at any time. Switching views does not reload your data.
What you see in the Insights view
At the top of the Insights view you will find three controls:
Group by: the attribute each summary row represents, in other words how your records are bucketed.
Metric: what is measured for each group, such as total hours or a count.
Export: downloads the summarized table (see Exporting below).
Below the controls, a summary strip shows totals for the records currently in view:
Unique profiles: the number of distinct profiles included.
Total rows aggregated: the number of underlying records included.
Total hours: the summed hours across those records.
The summary table then shows one row per group, with these columns:
Dimension: the group label, such as a User name, a site, or a status. Records that have no value for the chosen grouping are collected together under a dash label.
Metric value: the measured value for that group, formatted to match the metric (for example, hours appear as "12.50 h").
Total rows: how many underlying records fell into the group.
Percent: the group’s share of the overall total, shown as a small horizontal bar with the percentage beside it.
By default the table is sorted from the highest metric value to the lowest. You can click a column header to re-sort.
Group by and Metric options
The available options depend on the report.
Reservations and hours log
Group by: User, Booking status, Opportunity, Category, Shift sites, User sites, Day of week, Booking month, Tags, Groups.
Metric: Total hours, Unique profiles, Total reservations.
Shifts and hours by profile
Group by: User, Site, Tags, Groups.
Metric: Total hours, Hours planned, Total shifts, Completed shifts, Unique profiles.
How filters and date range affect Insights
Insights always summarizes the records left after your active date range, side panel filters, and search. If you narrow the data in Grid view, the Insights totals and percentages update to match, and the reverse is also true. Changing the metric also changes the basis of the Percent column. For example, when the metric is Total hours, each group’s percentage is its share of total hours.
A few things to know
Some groupings can total more than the number of records. Sites, User sites, Tags, and Groups can hold more than one value on a single record. When that happens, the record is counted under each of its values, so the group counts can add up to more than the total number of records. This is expected for these multi-value groupings and does not happen for single-value groupings such as Booking status, Opportunity, Category, or Day of week.
Records with no value for the chosen grouping are kept together under a dash label rather than being dropped.
Empty results: if no records match your filters and date range, Insights shows a no-data state.
Insights is read-only. It is only a way of viewing data you have already loaded. Switching to it never changes any record.
Exporting the Insights view
Select Export in the Insights view to download the summarized table as an Excel (.xlsx) file. The export contains the grouped rows shown in Insights, not the individual records. The file name depends on the report:
Reservations and hours log:
ReservationsHoursInsights.xlsxShifts and hours by profile:
ShiftsHoursByProfileInsights.xlsx
If you need the individual record-level rows instead, use the standard export from Grid view.
Who can use Insights?
Reports, including the Insights view, are administrator facing. There is no separate user facing version of Insights. If you select the Insights chip on a report you do not have access to, Vome shows an access-restricted message instead of opening the report.
Related Articles
What are the differences between Data Filters and View Filters in Reports?
Understanding the Difference Between "Data Filters" and "View Filters" in Reports In the Reports module of Vome Volunteer, there are two types of filters you can apply when generating and reviewing reports: Data Filters and View Filters. ...How do I customize the impact value metric on Vome?
As of now, the impact value metric is based on a standard $30/hr rate. We will eventually be adding more customizability on Vome for you to set a custom hourly rate for each of your opportunities, which will automatically calculate an accurate impact ...How do I use Sequences on Vome?
🧭 How do I use Sequences on VOME? ✨ Overview The Sequences module is used to manage a step-by-step process on VOME. Although it can be used for general process management or internal task tracking, it is most often used to manage volunteer ...How do I use Forms on Vome?
What are the different use cases for creating forms on Vome? Application / Registration / Inquiry / Interest: Add sections and fields on a form when a prospective applicant applies for the first time. If the person arriving to the form isn't already ...Why Use the "Map Form Fields to Database Fields" Feature in Vome?
Why Use the "Map Form Fields to Database Fields" Feature in Vome? Overview Vome’s "Map Form Fields to Database Fields" feature ensures that responses to custom form questions and attachments are automatically linked to a volunteer’s profile. Without ...