Insights Tool

Introduction to the Insights tool

Kevin Yang avatar
Written by Kevin Yang
Updated over a week ago

Use the Insights Tool to edit a Report and view the Report Summary. A Report in Ipiphany is a place to organize the patterns that Ipiphany returns into meaningful insights. 

Mode Switch

The mode switch is used to switch the insight tool between View and Edit modes. When opening an analysis the default mode is 'View', when creating a new report the default mode is 'Edit'.

View Mode

View mode summarizes the findings of a report into an easy to consume summary format. Simply click on each individual insight to display its details in the preview panel.

Edit Mode

Use the Edit mode to create the Report by adding and editing insights.

  • Give the report a name and description by clicking in the title and description area

  • Create insights by dragging patterns from the right hand side into the main area or use the  'New Insight' row to type them in directly

  • Set an insights type to clearly indicate its purpose. The following insight types are currently available: Category, Painpoint, Highlight, General Insight, Topic

  • Expand an insight by clicking on it, you can then add an insight description, edit its filter definition, or add and edit its aspects

  • 'Aspects' can be added to Insights when their type is not 'Category'. These are features of the insight, such as 'Cause', 'Suggestions', and specific problems that combine to form a painpoint, highlight, general insight, or topic. Every good painpoint should contain at least a few aspect as they help to tell the story and make it much easier to fix.

Refer to the Getting Started guide for instructions to create your first report.

Tip - Make sure you add a pattern to each aspect as it will only display if it has at least 1 frequency in the current filter settings

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