If you’re not seeing Insights yet, don’t worry—it usually comes down to a few requirements that need to be in place before they can kick in. Here’s what to check:
1. Historical data requirements
The system needs enough past data to spot trends or anomalies.
Daily Insights: about 90 days of history
Weekly Insights: about 28 weeks of history
Without this baseline, there’s nothing for the system to compare against, so Insights won’t generate.
2. Timing of evaluations
Once enough history is in place, evaluations begin:
The system checks once per day going forward.
Insights don’t backfill. If older data is uploaded, it won’t retroactively create Insights for past dates—only future days are evaluated.
3. Condition-specific triggers
Even if all the requirements above are met, Insights only appear when the right conditions exist. For example, a “void anomaly” Insight won’t trigger unless the data actually shows an unusual void pattern. If the data looks normal, nothing gets flagged.
4. User opt-in settings
Finally, the right people need to be opted in:
Store Managers and District Supervisors: opted in to all Insights by default.
Regional Managers and Company-level users: not opted in by default. They’ll need to go to the Insights page, click Manager, and select which Insights they’d like to receive.
Quick recap
For Insights to generate:
90 days (daily) or 28 weeks (weekly) of data are available
Evaluations run daily moving forward (not retroactive)
Conditions exist to trigger the Insight
User is opted in to receive it