Cognota gives you two ways to review and communicate the story of your intake requests: Dashboards and the Insights tab. This article walks you through both so you can choose the approach that best fits your reporting needs.
Who can use this?
Flexible Dashboards: Admins can create and manage dashboards. Admins can also share dashboards with non-admin users, who can view and interact with them in read-only mode.
Insights tab: Available to Admin users only.
Flexible Dashboards
Flexible Dashboards give you a customizable, shareable view of your request data. You can combine request insights with project, task, capacity, and user data all in one place — tailored to exactly what you need to report on.
How to Access Dashboards
In the left-hand navigation, select Dashboards
Click Create Dashboard
Give your dashboard a name
Click Add Insights to open the insight card catalog
Select from the Requests category (or mix in cards from other categories)
Click Add Selected — cards will appear on your dashboard
Drag and drop cards to arrange your layout
Click Save Changes
Available Request Insight Cards
The following insight cards are available from the Requests category in the catalog:
Insight Card | Description |
Request Decision Rate | Percentage of requests with a decision date |
Request Status | Active requests and their current status |
Request Time in Review | Requests currently in review and time spent |
Requests Declined | Declined requests and decline reasons |
Requests Submitted | Total number of submitted requests |
Requests by Business Unit | Active requests by business unit and status |
Requests by Priority | Active requests by priority level |
Requests by Type | Active requests by request type |
Filtering Your Dashboard
Apply filters across the entire dashboard to focus on a specific time period or team:
Click Filter at the top of the dashboard
Choose a timeframe and/or team(s)
Click Apply — all cards will update to reflect your selection
Drilling Into the Data
Every insight card is interactive. Click into any card to view the underlying record-level data behind the summary metric. From the drill-through view, you can also export the full data set as a CSV for further analysis.
Exporting Your Dashboard
Export your dashboard or individual cards to share insights with leadership or business partners:
Export full dashboard as PDF: Use the three-dot menu (⋯) in the top-right corner of the dashboard → Export PDF
Export a single card as PDF: Use the three-dot menu on the card → Export PDF
Export card data as CSV: Use the three-dot menu on the card → Export Data
Note: PDF exports only capture what's currently visible on screen. If a card contains scrollable content, use the CSV export option to capture the complete data set.
Sharing a Dashboard
Dashboards can be shared with other members of your organization, so stakeholders can access request insights without needing full Admin access.
To share a dashboard:
Open the dashboard you want to share
Click the Share button
Search for and invite users from your organization
Confirm permissions (view-only by default)
Click Save — invited users will receive an email notification with a direct link
For recipients: Shared dashboards appear in the Dashboards section of the left-hand navigation with a Viewer permission label. Viewers can interact with filters, drill-throughs, and PDF exports.
Insights Tab
The Insights tab provides a pre-built view of your request data, available directly from the left-hand navigation. While this view isn't customizable, it covers a comprehensive set of request metrics out of the box and requires no setup.
Note: The Insights tab and Flexible Dashboards currently coexist in Cognota. Over time, Flexible Dashboards will become the primary home for all reporting. We recommend building your reporting workflows in Dashboards to take advantage of customization, sharing, and richer data options.
How to Access
Navigate to the Insights tab in the left-hand navigation → select Intake.
Filtering Options
The Insights view can be filtered by:
Date
Owner
Business Unit
Request Type
Form
What You Can See
The Intake Insights view includes both current period metrics and historical trend charts.
Current Period Metrics
Total requests received
Most active business unit and request type
Count of requests currently in review (including breakdown by age)
Count of requests awaiting cancellation
Approval ratio and count of requests approved per business unit
Decline ratio and count of requests declined per reason
Historical Trend Charts
Total requests received per period
Requests by business unit per period
Requests by type per period
Requests by status at end of period
Requests approved, declined, in review, and canceled — each charted over time
