Navigate the Insights interface

This section provides an overview of the Insights interface structure, navigation, and global filtering options.

Access Insights

Prerequisites

Your user account must have the insights:view permission to access Insights.

For more information, see Assigning roles and permissions.

Navigate to Insights

To access Insights:

1. Log in to your Itential Cloud Hub.
2. Select Summary from the Analytics collection in the left navigation menu to access the Insights Summary Dashboard. Select Insights to access the Workflow Overview and Workflow Details.
3. The page will open in your active browser tab.

Understanding access messages

"You do not have permission to access Insights"

This message indicates that your user account does not have the insights:view permission. Contact your Cloud Hub administrator to request permission.

"No data available"

If you can access Insights but see no data, verify:

• You have selected an environment with workflow executions
• Workflows have run during your selected time range
• You have permission to view the selected projects (when role-based access control is enabled)

Insights UI navigation

Insights provides workflow analytics through multiple pages:

• Summary Dashboard: Provides high-level platform health and ROI metrics on root jobs (end-to-end business operations) for executives and stakeholders.
• Workflows Overview: Provides comprehensive performance analysis across all workflows, helping builders identify issues and optimization opportunities.
• Workflow Details: Provides deep-dive analytics for individual workflows, enabling detailed troubleshooting and optimization.

Global filters

Global filters appear at the top of every Insights page and enable you to focus your analysis on specific contexts. Filter selections persist as you navigate within Insights and are stored in the page URL for bookmarking and sharing.

Environment selector

Select which Itential Platform environment to analyze (such as Development, Staging, or Production).

Options: All environments

Default: Production (if available), otherwise the first available environment

Use cases:

• Compare performance between development and production environments
• Analyze staging environment before promoting workflows to production
• Troubleshoot environment-specific performance issues
• Verify that workflows perform consistently across environments

Time range selector

Select the time period for analytics data. Jobs are counted based on their completion time, not start time. A job that started within your selected time range but completed after it will not appear in results.

Options:

• Last 7 days (7d)
• Last 30 days (30d) - Default
• Last 3 months (3mo)
• Last 6 months (6mo)

Use cases:

• Last 7 days: View recent trends and immediate performance
• Last 30 days: Analyze monthly performance patterns
• Last 3-6 months: Identify long-term trends and seasonal patterns

Percentage change context: When you select a time range, percentage change indicators (▲ ▼) compare to the equivalent previous period. For example, "Last 30 days" compares to the 30 days immediately before.

Timezone: Times display in your local timezone.

Project filter

Filter analytics data to specific Studio projects.

Options: All projects containing workflows with execution data, plus "All Projects"

Default: All Projects

Use cases:

• Focus analysis on a specific team's workflows
• Compare performance across different project groups
• Isolate performance issues to a particular business unit or department
• Track adoption and usage by organizational division

Global workflows: Workflows not assigned to a specific Studio project are displayed as global workflows. Global workflows are visible to all Insights users and have no role-based access restrictions.

Page navigation

To related products

You can navigate directly from Insights to other Itential products:

• To Job Viewer: Click any job ID to view detailed execution information for that specific job in Job Viewer
• To Studio: Click Set Time links to open the workflow in Studio and configure pre-automation time for the selected workflow

Between Insights pages

Navigate between the Summary Dashboard, Workflows Overview, and Workflow Details while maintaining your filter selections. Click any workflow name to open its Workflow Details page.