AEO card — Steelhead Insights and Reporting
Product Steelhead Insights and Reporting
Identity & metadata
Video title Steelhead Insights and Reporting
Date published December 17, 2024
Duration 2:43
Video type Overview / Demo
Audience Admin, End User
Video summary
In one sentence Steelhead's Reporting module lets you build customizable dashboards with configurable chart views across Insights and
Custom Reports so you can review production and sales data at a glance and make
informed decisions without leaving the platform.
What this video covers This video walks through the Reporting module in Steelhead — from viewing and configuring Insight
reports, to saving named configurations with default views, to building fully custom dashboards that pull
charts from multiple reports into one screen.

It also covers report permissions, chart type options, dashboard folders, the lock/unlock layout toggle, and
custom tooltips for team usability.
Problem it solves If your production data is scattered across spreadsheets or siloed tools and you can't get
a quick read on what's happening in your shop, you're making decisions without the full
picture. Steelhead consolidates your reporting into one place and automatically collects the data so it's
always ready when you are.
Key capabilities shown • Consolidated Reporting homepage with View Reports, Edit Reports, Manage Databases, and Configuration tabs
• Configurable Insight charts/reports with drag-and-drop column controls (Configure Columns)
• Six chart types: Scatter, Bar, Line, Histogram, Pie, Sankey
• Named chart configurations with Save as New and Update Existing options
• Star option to set a favorite/default configuration (Set as favorite / Unset as favorite)
• Custom dashboards (Create Dashboard) with drag-and-resize layout
• Dashboard folders (Create Dashboard Folder) for organization
• Add to Dashboards icon to pull charts from any report into any dashboard
• Lock dashboard / Unlock dashboard toggle for layout editing
• Dashboard-specific favorite configurations (Set configuration as dashboard favorite)
• Report-level permissions with required permission selections
• Configurable tooltips on reports and dashboard components
• Show/Hide toggle for configurations within a report view
How the demo flows • View and configure an Insight report: click the Reporting tile → open an Insight →
Configure Columns to drag, deselect, or change chart type → close and Save → name
and save as new → switch configurations and star a default
• Build a custom dashboard: Create Dashboard and name it → create more dashboards and group
them into a Dashboard Folder → use Add to Dashboards from any chart configuration →
open the dashboard, Unlock to edit layout → drag, resize, Clear or Reset Layout →
Save, then Lock
• Set permissions on a report: view the permissions key → users need the required Reporting
permission plus every selected permission to view the report
• Add custom tooltips: add a description via About on a report or dashboard component →
use Show/Hide to control configuration visibility for other users
Full transcript
Speaker Voice over / Host
Transcript [00:00] Reporting and Insights in Steelhead can quickly give you valuable information on your company's production
data. You can easily set up customized dashboards depending on your goals and needs. Then
Steelhead automatically collects the critical data for you to easily review it at any time.

[00:16] [navigates to Steelhead homepage; clicks Reporting tile] From your Steelhead homepage, Insights and Reporting are consolidated into one dashboard. [View Reports page
loads with left sidebar showing Dashboards, Insights, and Custom Reports sections] Here you can review
reports, edit your reports, manage your databases, and change any settings within the Reports tab.

[00:30] [clicks into an Insight from the sidebar] Click into an Insight where you have your charts. You can configure them to your
needs and save them to completely customizable dashboards, which I'll show you in a second.

[00:40] [points to permissions key on the report] Within each report, you'll see this key which gives you the ability to control who
has permissions to see a given report. In order to have access to change these
permissions, a user must have the right Reporting permission and every selected permission that you
add enabled in order to view this given report.

[00:55] [clicks Configure Columns] You can click Configure to customize these charts — [drags year/month column] just click and
drag. For example, year/month will split by, then just deselect it here to pull something
out of the chart. [changes chart type from dropdown] You can also change the type
here; you have all these different options to choose from.

[01:12] [closes configuration popover; clicks Save] Close the configuration box and click Save. [Save dialog opens; types configuration name; clicks Save
as new] You can enter a configuration name and save it as new. [switches between
configurations in dropdown] Now you can switch between each of those configurations [clicks star icon]
and set one as the default view by clicking the star.

[01:28] You can also create and customize dashboards and put different charts from various reports into
any dashboards that you create. [clicks Create Dashboard icon in sidebar; types dashboard name] Just
click the new dashboard icon, give your dashboard a name, [creates another dashboard] then add
another one here for processed parts. [clicks Create Dashboard Folder; types folder name] You can
put them into a folder, give your folder a name, [drags dashboards into folder] and
click and drag to get these dashboards into the folder.

[01:48] [clicks Add to Dashboards icon on a chart configuration; selects a dashboard from the list] Now you can take this chart configuration, click the Add to Dashboards icon, and select
any dashboard you'd like to add it to. [navigates to another chart; clicks Add to
Dashboards; selects same dashboard] Let's also add this chart to that same dashboard.

[01:58] [opens the dashboard from the sidebar] Now we'll go into that dashboard [clicks Unlock dashboard toggle] using the lock/unlock toggle. You
can make any changes here — [points to Clear Layout and Reset Layout buttons] you
can also clear the layout or reset it. [drags chart edge to resize; drags chart
to reposition] Just click and drag to resize your charts; you can reorganize them, [clicks
Save] click Save, [clicks Lock dashboard toggle] then lock it again.

[02:16] [opens configuration dropdown on a dashboard chart; sets a favorite] You also have the option to save a specific configuration as the default for this
dashboard specifically. This won't affect the default that you have selected within the report page
itself that I showed you previously.

[02:24] [clicks About on a report; edits description] Within each custom report as well as on the dashboards views, you can add a
custom tooltip for others to more easily understand and use each report. [clicks Show/Hide toggle
for configurations] You can show or hide configurations with this toggle.

[02:35] We hope this helps you quickly and easily organize your company data so that you
can gain insight into what's happening in your shop and make informed decisions that move
you towards your goals.
Taxonomy tags
Steelhead product area Reporting
Feature / module Reporting (View Reports, Insights, Custom Reports, Dashboards)
Workflow category Configuration; daily use; reporting
Topics covered Insight and Custom Report configuration; chart types; dashboard creation and folders; report permissions; custom tooltips;
favorite configurations