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For Managers

The Data Insight options appear if you have the appropriate permissions.

 

With that capability, a manager or supervisor can generate reports, set up report schedules, and get status-at-glance information using dashboards. It lets managers and supervisors see records in their group and it's subgroups, in addition to any records they are directly participating in.

 

In addition, from a time to time a manager or supervisor might need to take advantage of the administrative capacity to set up delegations for others--for example, for an employee who was suddenly called away on personal business. (That administrative option is subject to different permissions.)

 

Data Insights page
Dashboards
Reports, Charts, and Graphs
Report Schedules
Exporting Data from a Report