A document describing data joined between different databases.

A wizard that configures component interactions.

An Admin Console information panel. It is not related to the View.

A global database containing global metadata (global documents).

A document that defines the conditions for displaying warnings to users.

Synonym: Trigger

A global document that contains warning information.

Synonym: Alarm

A part of the View document. It helps to define the View layout, component resizing, and sticking.

Defines the appearance of the component. This information is part of the component metadata.

A document that defines rules for using templates.

A global document that stores a full dashboard snapshot. Stores references and all metadata. Changes to the dashboard design are stored with existing metadata.

Synonym: Snapshot

A document that defines which dashboard/view data to cache. You can schedule a cache report to run, and update the cache, at predefined intervals.

A global document that defines working time per week. Assign a calendar to components to filter data by working time.

A component that displays the data as a graph. For example, pie charts or bar charts.

Synonym: Graph

A visual unit of a View. Examples: charts (line, bar, pie etc.), grids, filter components, menu, etc.

For example, X axis, Y axis, columns, rows, trellis cells.

Synonym: Orientation

A document that defines a constant value used in derived fields.

A wizard that configures data (documents) for the component.

A project database that contains project data defined in the documents.

A process (not an Insight process) that extracts data from the record data sources and performs metric aggregations and calculations for display on the dashboard.

A document that contains database connection configuration, such as connection string, DBMS type, provider, or connection, and references to tables from the database.

A custom document field that can be composed from other fields, functions or constants.

Synonym: Formula

A wizard that configures the appearance for the component.

A global document that defines automatic reports and alerts generation.

Basic metadata entity. A document that stores the entity configuration and references to other entities (other documents). For example, roles, users, metrics, views (dashboard definitions). There are Global documents (stored in Admin DB and shared between projects) and Project documents (or just documents) in Insight.

Synonyms: Metadata item, Entity

A process of changing a dimension in the data components (chart, grid) by filtering it with a selected data point.

Synonym: Dimension

A document that defines a data load configuration (set of documents like records or metrics plus scheduling).

Synonyms: Data load plan, Job

A document that defines a data load configuration (a set of documents, such as records, metrics, and scheduling).

Synonyms: Data load step, Job

A product module or a group of documents related to using files as a data source.

Synonym: File parser

A value of a metric dimension, record field or translation table you can select in a filter component to filter other components.

A string (name) that is used to establish a connection between the filter components and components that are supposed to be filtered.

A component that allows the end user to filter other components' data.

A documents' container.

A document that defines external file source for FTP connection configuration.

A document that defines the FTP step in the execution plan.

Geographic data (territory shapes and coordinates).

Synonym: Map data

A component that displays the data as a table.

A part of the grid that allows the end user to filter grid data.

A special tab (page) in the Studio that describes the standard way of working with the product.

These are filter groups. When assigned to a component, define which groups the component takes the filters from.

A component that displays a rich text with calculated values.

Synonym: Text

A global document that defines formats for chart labels.

A localization element that defines regional settings (language, formats) for a user. It is the same as the language.

Synonym: Language

A database table with translated strings (text) of the project documents.

Raw data to model data structure correspondence.

Synonym: Record/Process data mapping

A global document or a flag on a data component (chart, grid). For a document, defines the data that should be marked with a flag on components.

A component that defines vertical/horizontal or tree appearance of the menu.

A project database that contains metadata (documents) of the project.

A document that contains calculation and aggregation definition for a particular KPI.

Synonym: Key Performance Indicator (KPI)

A category or time by which the metric can be broken. Current metric dimension changes during drilling down.

A document property that defines whether the data is calculated on the fly or precalculated and stored in the project database.

Filter groups. When assigned to a component, outgoing groups define to which groups the component will put the filters.

A document that represents a variable (not an Insight variable) you can use in derived fields, threshold definitions or other places. The parameter value is editable.

A part of the component to manipulate metric dimensions.

A part of manifest that defines the in-memory calculation for a particular document.

An action that executes an export to PDF/Excel.

A document that defines a business process (a sequence and rules of activities (steps) and transitions in between) based on record.

Synonym: Standard business process

The data that contains the unique process key, also referred as a Case. For example, one Patient in the Emergency Department process.

Synonym: Case

A unit of an Insight Process. It defines an activity of the process and is usually shown as a rectangle on the process diagram.

Synonyms: Task, Activity

A part of the Insight Process. It defines a transition of a subject between process steps.

A set of documents (metadata) and data.

Synonym: Archetype

An action that synchronizes documents with Insight database tables.

A document that defines a data set (DB table). It contains a mapping from raw data to model data structure.

Synonyms: Data mapping, ETL document

A selected data structure unit. It defines a record DB table field. See Record for more details.

A component that displays one row of data in details.

A document that defines the export of dashboard (views) to .pdf/.xls/.xml/.csv.

Synonym: Scheduled report generation

A global document that defines the access rights and other settings. It can be assigned to a user.

Synonym: Group

An extended filter component.

A part of the component data configuration. Examples: column (grid), one line (line chart), one bar (bar chart).

A set of visual styles such as font size, font color, and border width.

A document that defines file parser rules.

A global document that contains a set of styles. It can be assigned to a user role.

A wizard that configures component duration.

A special filter component.

A document that stores the data value and its corresponding display value to use. For example a translation table may contain Error ID like 404, 500 etc. with the corresponding text to display like "File not found, Internal Error." Then the translation table can be used to display the text instead of the numeric value.

A component that contains several one type components broken down by a dimension. Each inner chart is filtered by one value of the trellis breakdown dimension.

A component that looks like a graphical line.

A global document that defines an Insight user.

A global document or a value. If it is a document, it describes the rules to get user filter values. If it is a value, it contains a dimension or record field used to filter all Dashboard data.

A global document that describes rules to get user information based on incoming parameters (not Insight Parameters).

A document that defines a container of components, such as charts and grids.

Synonyms: Form, Dashboard, Report (not Insight report), Group of components

A component that is a container for Views. It is used to place one View into another.

An Insight web application that end users log in to. It displays one or more Views.

Synonym: Dashboard

A UI element that allows the user to configure the component, for example, set certain properties.