| User roles | External contributor | ✗ Pulse user |
This article explains how to use Insights button in reconciliation templates. With this feature, you can quickly compare reconciliation data across all the client files you follow - directly from the input fields in your template.
What is the Insights Button?
- The Insights button is available in specific input fields within reconciliation templates. It helps you instantly analyse and compare properties across all your followed client files, without leaving your workflow.
- The button only appears in applicable fields. It becomes visible when you hover over the field, keeping your template clean and easy to use.
How It Works
- Click the Insights icon next to an applicable input field to open a new query.
- A new tab opens, taking you directly to the Insights module.
- The Insights page displays all your followed client files, with the selected reconciliation data filter applied.
Good to know
- Calculations and totals are not yet included in this feature.
- You can still query them manually by using the “Reconciliation data” filter in the Insights module.