Creating a custom report in Insights

I am trying to create a report in Insights to capture first run of an automation. For example, a report to show that we launched XX automations in Jan. XX in Feb, XX in March, etc. Can anyone share which field should be used? I see start date, creation date, process creation date, etc. Not sure how to get what I need.

@kelly.sudovar

Welcome to the community

you need to group by the process name and then get the first runtime

add process name as pivot field and then select group and add the groups you need..basically each process would be a separate group

cheers

Definitely check out the “Explore” tab within Insights. It’s usually the best way to drag and drop different data points and see how they interact before you commit to the final report layout. It’s much easier than trying to build everything from scratch in a fresh dashboard.