The Manage Insights feature in Expressway puts you in control of which insights you receive, how you're notified, and which locations they apply to. Whether you're a store manager, district leader, or company-level user, you can tailor insights to fit your role and priorities.
What Are Insights?
Insights are system-generated notifications that alert you to key trends or unusual activity, like a spike in refunds or a drop in refunds. These insights are tied to specific locations and may vary depending on your point-of-sale system. That means the types of insights you see, and the locations they apply to, might differ depending on the system your stores use.
How to Open the Manage Insights Panel
Go to the Insights page.
Click the Manage button at the top right.
This opens the Manage Insights panel where you’ll see a table of insights you can customize.
What You’ll See in the Table
Each row in the table includes:
Insight Name and Description: A quick explanation of what the insight tracks.
Active Checkbox: Turn the insight on or off. If it's unchecked, the system will no longer generate that insight for you.
Email Notification Toggle: Choose whether you want to receive emails when this insight is triggered.
Location Menu: Decide which locations the insight should apply to. By default, all locations are selected, but you can narrow it down.
If you uncheck the Active box, the Email Notification toggle will automatically switch off.
Which Insights You’ll See (Based on Role)
Insight access is based on your user role:
Store GMs and AMs
Only daily store-level insights are available. Weekly insights like "High Refunds" will not be shown.District Supervisors
Can see daily insights for all the locations they manage.Regional and Company-Level Users
Will see the full list of available insights, both daily and weekly.Regional Users will have only the "Weekly High Voids/Refunds" insight active by default.
Company-Level Users will see all available insights, but none will be active by default.
Choosing Locations for Each Insight
Every insight is tied to locations you have access to. Use the Location dropdown to adjust where each insight should apply.
Keep the default setting of All Locations if you want broad coverage.
Or select specific stores, districts, or regions depending on your access level.
Keep in mind that insights are specific to your POS system, so the location list will reflect only the locations tied to the same system.
Helpful Tips
If you're not receiving insight emails, double-check that the insight is still active and that email notifications are turned on.
Review your settings regularly to stay focused on the insights that matter most and avoid clutter from ones you don't need.
The Manage Insights feature helps you stay informed on your terms. Adjust your preferences anytime to keep insights relevant, focused, and aligned with your role.