CORE Insights

Updated June 02, 2026 12:10

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.

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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

CORE Insights transforms CORE data into structured datasets that can be explored in multiple ways:

Data Explorer provides table-based dataset views for filtering, sorting, and exporting data. Check help center for details on datasets.
Dashboard Builder allows you to create visual dashboards and widgets using charts and interactive controls. Check help center for details on charts.
Dashboard Collections provide prebuilt dashboards designed for common reporting needs.

Together, these tools allow you to move from raw data to visual analysis within a single workspace. Check out the explainer video for details.

Access and Permissions

Access to CORE Insights datasets and dashboards is controlled through user permissions. Administrators assign access using Security Settings, allowing authorized users to view or interact with specific datasets and dashboards.

Dataset and dashboard permissions are managed independently and currently do not enforce all existing CORE screen-level permissions.

Subscription Plans

CORE Insights functionality is available through subscription add-ons.

CORE Insights Standard provides access to Data Explorer, enabling users to work with table-based dataset views for reporting and analysis. This subscription is commonly used by accountants, project managers, bookkeepers, and company managers who require flexible access to operational and financial data.

Key features include:

Table-based, customizable datasets and personalized views
Filter, sort data, configure columns
Export data to CSV/Excel/JPG/PDF or schedule exports
Access to broad datasets, including custom fields that can be used to pull and filter custom data
Access CORE objects (invoice, project, etc.)

Initial datasets include:

Project Metrics
Invoices
Payments
Retainers
Time Entries
Expense Entries
Vendor Bills

CORE Insights Pro includes all features available in CORE Insights Standard and adds access to Dashboard Builder, a platform for creating dashboards and widgets from scratch.

Dashboard Builder allows you to design visual dashboards using multiple chart types and share them with other users within the company. Published dashboards provide shared analytical views that help organizations monitor performance and keep stakeholders informed.

CORE Insights Pro also includes configurable dashboard collections containing prebuilt dashboards and widgets organized by category.