To run an Insight in Data Studio, please follow this interactive demonstration. For more information on what insights are available, please view this article.


You can also follow the below steps to learn how to run an Insight: 


  1. On the Creditsafe platform homepage, click on Data Studio on the left column 
  2. Navigate to the Portfolio that you want to run the Insight in
  3. Click on the Insights tab 
  4. Click the green Create New Insight button 
  5. Select the Insight you would like to run 
  6. Configure you Insight settings - these will differ between the different insights
  7. Select whether you want to add scheduling 
    1. If you would like to add scheduling, please configure the following details: 
    2. Scheduling start and end dates
    3. Scheduling frequency, this can be daily, weekly or monthly 
    4. Time of day 
    5. Email recipients - These are optional. Add the recipient details and click the Add button 
  8. Click the green Save and Create button
  9. Click to download the Insight 
  10. You can open your Insights from your downloads 
  11. If you have enabled Scheduling, click on the Schedules tab 
  12. You can view or delete you scheduling here