Updated 05/06/2022
Access
Access to Insights is controlled by permission settings in the Account Settings > Manage Users page. See the Permissions section in this article for details.
If you have permission, access Insights by clicking the Insights tab in the top-left of GrowFlow.
Insights will open and the data will load for the report types you have permission to view.
Note: The data is current up to midnight of the prior day, defaulting to show the last 30 days. You can filter for prior date ranges.
Permissions
Wholesale Admin users are able to see the Insights tab and permission columns on the Account Settings > Manage Users > Insights page:
If your account permission setting in GrowFlow is Admin, as an Admin, you can grant or take away permission to any or all of the report categories for other users. Non-Admin users do not have access to the Insights permissions.
Note that in the image above, the user has Admin permissions on the Wholesale tab, and has Insight permission checked for the Executive Summary, Grow, Sales, and Inventory reports in Insights.
The following are the report types that can be viewed per permission setting:
Executive Summary → Sales Summary Dashboards
Grow → Cultivation Dashboards
Sales → Sales Dashboards
Inventory → Inventory Dashboards
Tools
Click the kebab icon in the top right corner of any Insights report tile to:
Force refresh, click to quickly refresh Insights
Enter fullscreen, click to open the Insights report in fullscreen
View as a table, click to open the Insights report as a table
Download, click to export the Insights report as .CSV, Excel, or Download as image
