The following insights are available in Data Studio: 

Core Analysis Report: 

The Core Analysis Report provides a detailed overview of your portfolio, aggregating key data points such as credit scores, payment histories, revenue trends, and profit margins. This report serves as a valuable tool for maintaining a clear understanding of your portfolio’s overall performance, offering insights that support informed decision-making and portfolio management.

Credit Limit and Summary: 

The 'Credit and Limit Summary' Insight provides an extended set of financial and event-driven data for each company in a given portfolio. Current, and up to five prior data points are displayed for company data such as Credit Ratings and Credit limits, as well as company financials. To use this insight, you must have the appropriate service line, as well as a portfolio of companies. This will initially be available for UK companies, with other countries rolling out in due course. The insight will run against the portfolio and provide a excel output.

Export to Monitoring: 

This insight simplifies the process of tracking companies in your portfolio by integrating smoothly with the Global Monitoring product. It automatically creates a 'Data Studio Portfolio' in Global Monitoring and copies all companies from this portfolio into it. Each time you run this insight, the portfolio will be updated with the latest data from the currently selected portfolio, overwriting the previous contents. You can only have one Data Studio Portfolio in Global Monitoring per user. This is a nightly process, so you will not see the changes to the Global Monitoring portfolio until the next day.

If you would like to learn how to run an Insight in a Portfolio in Data Studio, please view this article.

You can also learn how to schedule an Insight to run automatically by viewing this article.