Overview
CORE Insights is an analytics platform embedded within BQE CORE that provides interactive datasets, visualizations, key performance indicators (KPIs), and analytical tools for exploring company data. It enables you to analyze operational and financial information through dynamic dashboards and configurable data views without relying on external reporting tools.
CORE Insights brings data from multiple areas of CORE into a centralized analytical environment. You can filter, analyze, and visualize information to monitor performance, track trends, and gain deeper visibility into business operations. By presenting CORE data in structured datasets and visual dashboards, CORE Insights helps companies review information more efficiently and make informed business decisions. It is especially useful for administrators, principals, owners, and project managers, providing them with a clear and comprehensive view of their business.
Datasets form the foundation of CORE Insights. Each dataset organizes related CORE data into columns that can be used for reporting and analysis. These datasets allow you to evaluate performance across projects, finances, and operational workflows, as well as track metrics and identify patterns over time. They are used to create charts and charts are used to create dashboards and dashboard collections.
Check out the CORE Insights FAQs.
Purpose of CORE Insights
Many companies lack accessible tools for analyzing operational data in real time. Historically, CORE users have relied on custom reports or external solutions to access complex or customer-specific information, including custom fields. Standard reports provide limited flexibility, while external tools such as the CORE Power BI Connector or public APIs require additional setup and ongoing management outside of CORE.
CORE Insights provides an integrated analytics solution directly within CORE. You can create charts, tables, and dashboards using available datasets without requiring external business intelligence tools. This approach supports improved decision-making, KPI tracking, strategic planning, and operational efficiency across different industries and workflows. Check out the explainer video for details.
How CORE Insights Works
All CORE Insights functionality is available on the Data Explorer screen, which you open from the side menu > Insights. On this screen, you can:
- Open dashboards from your Dashboard Collections, including the Standard Collections included with CORE Insights and the collections you create.
- Review dataset records in table dashboards, and filter, sort, and export the data. Check help center for details on datasets.
- Create your own dashboards and charts with Dashboard Builder, and share them with other users in your company. Check help center for details on charts.
- Create custom calculations using formulas.
Together, these tools let you move from raw data to visual analysis in a single workspace. For the datasets available in CORE Insights and the fields in each one, see the Insights dataset reference guide.
Watch this short video if you are new to Charts and Dashboards.
Access and Permissions
What you can do in CORE Insights depends on your security profile. Administrators manage access in Settings > Access & Permissions > Security Profiles, under the Insights - Data Explorer module:
- Allow read gives users view access to Data Explorer, including dashboards and datasets.
- Allow Create, Edit, Delete Dashboards and Widgets gives users access to Dashboard Builder.
When CORE Insights is enabled for a company, only users with the Full Access security profile have access by default. See Security Profile Details for the permissions in each default profile.
Note: Dataset and dashboard permissions are managed separately and do not apply all existing CORE screen permissions.
Subscription
CORE Insights is available as a single subscription add-on for BQE CORE that includes Data Explorer and Dashboard Builder. To add CORE Insights to your account, contact your BQE account manager. After the subscription is added, BQE sets up CORE Insights for your company and loads your data. Insights appears in the side menu when the setup is complete.
Manage Dashboard Collections
You can create, rename, and delete Dashboard Collections to organize your dashboards. These actions are only available for Collections you create yourself; Standard CORE Collections cannot be renamed or deleted. Existing dashboards that are not assigned to a Collection you created are grouped under the Custom Collection, which only appears when such dashboards exist.
To create, rename, or delete a Dashboard Collection, follow these steps:
- Open the Data Explorer screen from the side menu > Insights.
- To create a Collection, click Create Dashboard.
- On Create Dashboard, select Create New Collection and enter a name. To assign a new dashboard to an existing Collection instead, select Existing Collection and choose one from the dropdown. This dropdown only lists Collections you have created and does not include Standard Collections.
- To rename or delete a Collection, select the collection in the side panel. Click the ... menu at the top right of the page and select Rename or Delete. You cannot rename or delete a Standard Collection.
Note: If a Collection still has dashboards in it, CORE displays a message instead of deleting it.
Assign Dashboards to Collections
You can assign user-built dashboards to a user-created Dashboard Collection when creating, cloning, or managing a dashboard. User-built dashboards can be assigned only to user-created Collections; Standard CORE Collections cannot be selected.
To assign or change a dashboard's Collection, follow these steps:
- Open the Data Explorer screen from the side menu > Insights.
- To assign a Collection while creating a dashboard, click Create Dashboard, then under Collection, select Existing Collection and choose one, or select Create New Collection to make one on the spot. If no user-created Collections exist, the dashboard saves to Custom automatically.
- To assign a Collection while cloning a dashboard, click the ... menu on the dashboard and select Clone. Choose a Collection on the Clone Dashboard dialog.
- To change an existing dashboard's Collection, click the ... menu on the dashboard and select Manage. Change the Collection, then click Save. You can also do this from the dashboard's Configure screen, using the same Manage option.
Note: If you clone a dashboard that already belongs to a Collection you created, the Collection field defaults to that same Collection.