Intelligence Layer Reference
This section describes the available settings and their accepted values.
Create New Rule
Describes the settings available in the Create New Rule modal.
Path: Reporting Intelligence > Intelligence Layer > Configure > Rules > Create Rule
Rule Definition
Defines the monitoring criteria and identity of the Rule.
| Setting | Description | Type |
|---|---|---|
| Business View | The published Business View that the Rule monitors. Only BVs from named ranges are available. | Dropdown |
| Label | The monitoring criteria for the Rule. You can select a suggested Rule or enter your own. When typing, the software displays auto-complete suggestions. | Free text with suggestions |
| Rule Name | The display name of the Rule. | Free text |
Subscription
Defines who receives notifications when the Rule Agent generates a result.
| Setting | Description | Type |
|---|---|---|
| Add Subscribers | Email addresses of users who receive Rule result notifications. Enter manually or select from suggestions. The Rule creator is added as a subscriber automatically. | Email input with suggestions |
Named Range Requirements
A named range must meet the following requirements before it can be published as a Business View.
| Requirement | Description |
|---|---|
| Header row | A single row with valid, unique column names. No blank headers, duplicates, or merged cells. |
| Selection range | Must cover the header row, all data rows, and one extra blank row. |
Insights
Describes the settings available for configuring and filtering Insights.
Path: Reporting Intelligence > Intelligence Layer > Configure > Insights
Insights List Filters
Filters available on the Insights report list.
| Setting | Description | Options |
|---|---|---|
| View options | Filters the list by report ownership. | Created by me / Shared by me |
| Date Range | Filters the list by date or date range. | Date picker |
| Insights | Enables or disables the Insights Agent for the selected report. | Toggle |
Edit Insights
Describes the settings available in the Edit Insights modal.
| Setting | Description | Type |
|---|---|---|
| Insights frequency | How often the Insights Agent analyzes the report data. | Dropdown |
| Day | The day on which the Insights Agent runs. | Dropdown |
| Time | The time at which the Insights Agent runs. | Dropdown |
| Share insights with | Email addresses of users who receive generated Insights. | Email input |
| Run Insights on this report | Enables or disables the Insights Agent for this report. | Toggle |
Insight Details
Read-only fields displayed when viewing a generated Insight.
| Field | Description |
|---|---|
| Summary | A brief overview of the generated Insight. |
| Impact and Recommendations | The business impact of the Insight and suggested actions. |
| Report Info | Report metadata including owner, severity, and report source. |
| Shared with | Users with whom the report has been shared. |
Delivery Preferences
This section describes the available settings and their accepted values.
Path: Reporting Intelligence > Intelligence Layer > Delivery Preferences
Default Notification Channels
Defines where notifications are delivered, configured separately for Rules and Insights.
| Setting | Description | Options |
|---|---|---|
| Homepage | Displays notifications on the Homepage. | Enabled / Disabled |
| Sends notifications via email. | Enabled / Disabled |
Alert Cool-Down Period
Sets a break period between repeated notifications for the same Rule or report.
| Setting | Description | Type |
|---|---|---|
| Cool down in | Minimum time before the next notification for the same Rule or report. | Duration |
Email Digest
Consolidates multiple notifications into a single scheduled email.
| Setting | Description | Example |
|---|---|---|
| Digest Frequency | How often the digest email is sent. | Daily |
| Time | Time of day the digest is sent. | 09 AM |
| Digest Recipients | Users who receive the digest. Enter emails manually or select from suggestions. | — |