Cognota gives you two ways to review and communicate the story of your intake requests and project work: Flexible 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 do 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.
In this article
Choose where to review insights
Flexible Dashboards give you a customizable, shareable view of your data. You can combine request and project insights with task, capacity, and user data all in one place, tailored to exactly what you need to report on.
The Insights tab provides a pre-built view of your request and project data, available directly from the left navigation. While this view isn't customizable, it covers a comprehensive set of 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.
Build a dashboard
In the left navigation, select Dashboards.
Click Create Dashboard.
Give your dashboard a name.
Click Add Insights to open the insight card catalog.
Select cards from the Requests or Projects category (or mix in cards from other categories).
Click Add Selected. The cards appear on your dashboard.
Drag and drop cards to arrange your layout.
Click Save Changes.
Available insight cards
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 |
Project insight cards
The following insight cards are available from the Projects category in the catalog:
Insight Card | Description |
Project Status | Active projects by current status |
Projects Completed | Total number of completed projects |
Projects Created | Total number of projects created |
Projects Started | Total number of projects started |
Projects Targeted for Completion | Projects targeted for completion |
Projects by Business Unit | Active projects by business unit |
Projects by Category | Distribution of projects by category |
Projects by Program | Active projects by program |
Note: There are additional insight cards related to Tasks, Users, and Capacity Management. Learn more about Flexible Dashboards.
Filter a 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 update to reflect your selection.
Drill 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.
Export a 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.
Share a dashboard
Dashboards can be shared with other members of your organization, so stakeholders can access request and project insights without needing full Admin access.
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 receive an email notification with a direct link.
For recipients: Shared dashboards appear in the Dashboards section of the left navigation with a Viewer permission label. Viewers can interact with filters, drill-throughs, and PDF exports.
Use the Insights tab
Request insights
Go to the Insights tab in the left navigation, then select Intake.
You can filter the view by:
Date
Owner
Business Unit
Request Type
Form
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
Project insights
Go to the Insights tab in the left navigation, then select Projects.
You can filter the view by:
Date
Priority
Business Unit
Process
The Projects Insights view includes the following metrics:
Total number of projects
Total number of projects that are: New, Cancelled, and Completed
Projects by priority
Projects by status
Projects by health
Projects by Process Board and stage applied
Total number of tasks
Tasks by status
