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Insights

GARP's reporting and dashboard tool is at https://<workspace>.garp.aiconec.com/insights. Inside the product it is called Data Studio — that is the name on the apps screen tile and in the browser tab, so look for Data Studio, not Insights. The desk's built-in reports answer standard questions (trial balance, stock balance, sales register). Data Studio is for the questions specific to your business: revenue by branch by month next to headcount, top ten customers by margin, or ticket volume against sales. You build a query with a visual builder, turn it into a chart, and place charts on a dashboard. It reads your workspace's live database, so there is nothing to export. Opening the app lands you on Dashboards; the sidebar also holds Workbooks, Data Sources and Settings.

Key concepts​

  • Data Source — a database it can query. Your GARP ERP database is connected out of the box as Site DB, and every doctype is a table in it. New Data Source adds others: MariaDB, PostgreSQL, ClickHouse, DuckDB, or a CSV or Excel file you upload.
  • Workbook — a container that groups related queries, charts and dashboards, for example one per department. Everything you build lives in a workbook, and a workbook saves itself as you work; there is no Save button to press.
  • Query — a saved question. Each new query first asks you to pick Query Builder, SQL Editor or Script Editor. The builder works in steps you stack up: Select Source, Filter Rows, Join Table, Add New Column, Group & Summarize, Pivot. Another query in the same workbook can be the source of a query.
  • Chart — a visualisation of one query. The types are Number, Bar, Line, Row, Donut, Funnel, Table, Map, Bubble and Sankey. There is no pie chart; use Donut. Number charts take a prefix, suffix, decimal places and optional shortened values.
  • Dashboard — a grid of charts, built inside a workbook and then listed on the Dashboards page. Filters are not automatic: you add a filter of type String, Number or Date, then switch on each chart it should control and choose the column it filters there.
  • Sharing — a workbook is shared person by person as Can View or Can Edit, with an optional organisation-wide view or edit. A dashboard or a chart instead has General Access: anyone with the link can view, anyone in the organisation can view, or specific people can view. The same dialog copies a link or an embed snippet.
  • Refresh — a dashboard re-runs its charts each time you open it, but results are cached for ten minutes, so figures can be up to ten minutes behind. Refresh forces a fresh run. Nothing refreshes on a schedule. For something that arrives on its own, put an alert on a query: hourly, daily, weekly, monthly or a cron schedule, sent by email or Telegram when a condition you set is met.

How it fits together​

ERP database (Site DB — every doctype is a table)
        │
     Workbook
        ├─ Query      (source, joins, filters, group & summarize)
        ├─ Chart      (points at one query)
        └─ Dashboard  (charts plus filters)  ─▶  share or embed

Common tasks​

Build a query​

  1. Open /insights, go to Workbooks and press New Workbook, or open an existing one.
  2. Press + at the end of the tab bar and choose New Query, then Query Builder.
  3. In Pick Starting Data, choose the table. Tables carry their database names, so Sales Invoice is tabSales Invoice and its lines are tabSales Invoice Item.
  4. Add Filter Rows for docstatus = 1 and a date range, then Group & Summarize to group by a field (customer, month) and aggregate another (sum of grand total).
  5. Press Execute to see the result, and set Query Title in the Details panel on the right. There is nothing to save; the workbook keeps up as you go.

Turn it into a chart​

  1. Press + and choose New Chart, then pick the query under Query.
  2. Choose the chart type. The configuration panel changes with the type: bar, line and row charts give you X Axis and Y Axis, a donut or funnel takes a label and a value, and a number chart takes prefix, suffix and decimals.
  3. Set colours and number formatting in the same panel.

Assemble a dashboard​

  1. Press +, choose New Dashboard and name it.
  2. Press Edit, then + Chart to place charts. Drag them to move, drag a corner to resize, and use + Text for a heading or a note.
  3. Press + Filter. On the filter's Setup tab give it a Label and a Type (String, Number or Date), then under Linked Charts switch on each chart it should control and pick the column it filters. A filter does nothing until it is linked.
  4. Press Done, then Share to give colleagues access or to copy a view-only link.

Join two tables​

  1. Add a Join Table step and choose the second table, for example tabSales Invoice Item for line-level data. Only tables in the same data source are offered.
  2. Choose Inner, Left, Right or Full. The linking columns are filled in for you from the ERP's own link fields; check them before continuing.
  3. Pick the columns you want from the joined table.

Setup checklist​

  1. Give report builders the Insights User role, and Insights Admin to whoever should manage teams and settings. People you invite from Settings → Users get Insights User automatically. Without one of these two roles the app will not open.
  2. In Settings → General, set Fiscal Year Start to 1 January and Week Starts On to Monday. If you leave Fiscal Year Start empty, grouping a date by fiscal year falls back to 1 April, which will not match your books.
  3. Agree a naming convention for queries (for example Sales - Monthly by Branch) so the list stays usable.
  4. Build one dashboard per audience (management, sales, finance) rather than one dashboard for everyone.
warning

Settings → Permissions → Apply User Permissions is off out of the box. Until you switch it on, anyone who can open a query sees every row it returns, including companies, branches and salaries they cannot see in the desk. Turn it on before you share workbooks widely.

tip

Submitted documents have docstatus 1, drafts 0 and cancelled documents 2. Most financial queries should filter on docstatus = 1. Amounts are formatted with the separators of the Language set on each user's record, so a user set to Indonesian reads 1.250.000 where an English user reads 1,250,000.