New Features in 21.1 Major Release

To Set Up and Define a Custom Region:

You must be an Administrator-level user to perform these steps (i.e., you have been assigned with the Administrator role in Insights).

1. After logging into Insights, click the drop-down arrow next to your name in the top-right corner of the screen.
2. Select Configure Regions.

3. On the Configure Regions screen, click Add Regions.

• There are no regions preconfigured for you. As you add new regions, they will be displayed on this screen, where you can then manage them (edit, delete) as needed.

4. Next, provide a name for the region, and then select the states to include in this region.

• Special characters are not permitted in the Region Name field.

• All 50 states are listed, plus the territories of Puerto Rico and the District of Columbia (Washington, DC).

• Filter the list by typing the name of a state in the Search field. The states/territories in the list will displayed or be hidden based on the characters you type.

• The selected states are moved to the top of the list.

• Click the selected check box again to remove the state from the region.

5. When finished, click Save.

• The new region is added to the Configure Regions screen.

• Click the Edit (pencil) icon to make changes to the region.

• Click the Delete (trashcan) icon to delete the region.

To Apply a Region to a Map View:

Now that you have a region defined, you can apply the region to the map view you are analyzing.

1. Click in the Where field in the left panel to display the list of available regions.

• You can also type a region name in the field to filter this list accordingly.

2. Select the region to apply to the view.

The map view is then zoomed into the selected region and the data and statistics displayed are specific to the region.

In addition, you can use the Add / Switch options to choose another location (state, MSA, county, ZIP code) to view so you can review that location's performance.

1. To add a state to the view, click a state that is not included in the region.
2. Click the arrow next to the state name, and then click Add.

• After you click Add, the selected state is added to the view.
• Notice that the Where field location is updated to list the selected states individually, rather than the region that was selected originally.
• Repeat these steps to add additional states, counties, MSAs or ZIP codes to the view.

To switch the current view to different state, county, MSA, or ZIP code, you can use the Switch option.

1. Click a state that is not included in the region or otherwise selected on this view.
2. Click the arrow next to the state name, and then click Switch.

• After you click Switch, the view is updated to display only the selected state. The region and any other states or locations that were previously selected are no longer selected or displayed in the view.

Working with Peer Groups

The new region feature is also available when configuring peer groups to enable enhanced benchmarking.

To Export a Report:

1. In the menu bar on the top-right of the screen, click the Download icon.

• Note that this icon is available only to users assigned as Administrators or Executives in Insights.

2. Select the type of report you want to export: 

• Formatted Report - Data is organized in formatted rows and columns, along with separate pages for benchmark, map count, and map trend data.

• Data Only - Non-formatted report where data is presented on one page, but still separated into distinct categories.

Sample Formatted Report

Sample Formatted Report