Insights — Business Intelligence & Apps — business intelligence software with Arabic AI questions, dashboards and no-code apps
Insights finds the records your other modules hold and lets analysts turn them into charts, reports and small apps without exporting a spreadsheet first. Every number is worked out under the reader's own access, so a department manager and the HR director open the same report and each sees only what they may see. It can replace the separate dashboard tool, the weekly spreadsheet someone rebuilds by hand and the pile of one-off report requests to IT. ERP means your enterprise resource planning software, the modules you already run.
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Step-by-step guides for every role
181 features in 13 areas · works with 24 other modules · 6 team workflows
Full feature list
Know what you can report on
Insights reads what your workspace actually holds, names it in plain words and protects the sensitive parts before anyone builds anything.
- Discovery of every record type you hold — Insights scans the modules you have switched on and lists each kind of record and each detail it keeps, so nobody waits for IT to prepare a data set. Every workspace is scanned by itself each night, and an administrator can press Look again to scan straight away, so a module you add later is picked up by the next morning at the latest. A few record types are worked only in their own app and cannot be charted, and Insights says which.For: Insights administrator, Tenant admin
- Look again button — An administrator presses Look again on the Insights home page or on the catalogue page to pick up new record types and details. A re-scan retires what has vanished instead of deleting anything people built.For: Insights administrator
- What's in my workspace screen — A searchable list of every kind of record you can report on, with the app it belongs to, roughly how many there are, who sees which records and how many details each keeps. Open one to read every detail and what you can do with it.For: Insights analyst, Insights administrator, Insights viewer
- Till sales, purchasing and rentals in reports — Point of sale, Procurement and Rental records can be charted like any other: till sessions and sales by shop and day, RFQs, awards and spend by supplier, purchase requests, bookings and units. Each kind is readable with the permission its own app's list checks, and by nobody else. Sealed bids and the supplier portal's logins are never offered to reports.For: Insights analyst
- Each detail knows what it is — Details are recognised as numbers you can add up, things you can group by, dates, places, yes-or-no flags, names or references to another record. That is how the builder offers a field only where it makes sense.For: Insights analyst
- How a detail was classified, and who checked it — Open a detail to read, in technical notes, how Insights decided what it is. Each kind of record is labelled either Checked by a person or Found automatically, so a reviewer knows what has been confirmed.For: Insights analyst, Insights administrator
- Sensitive details protected automatically — Salary, wage and pay fields, national ID, passport, Emirates ID, IBAN, bank account number and date of birth are recognised by name and covered with dots on rows. Passwords and keys are never listed at all. Totals and averages over pay still work, so pay can be analysed without exposing a person. Recognition goes by field name, so check a field with an unusual name before you rely on it.For: Insights administrator, HR manager
- Arabic names where we have them — Most details and a majority of record types carry an Arabic name, so an Arabic speaker can browse the catalogue and build in Arabic. A name with no confident Arabic is shown in English rather than guessed.For: Insights analyst, Insights viewer
- Only what you may read is listed — A record type is invisible to anyone without the access its owning module requires, and asking for it by name answers not found rather than refused. A junior clerk cannot learn that a payroll table exists. Each record type asks for exactly the permission its own screen checks: a payroll user who may read the employee directory still cannot report on terminations, ID numbers, certifications or documents that HR keeps from them, and a learner cannot open a test's questions. An exam candidate sees only their own exam records, and survey answers are never reported row by row.For: Employee, Manager, Insights viewer
- Licence-aware catalogue — Record types from modules your plan does not include never appear, and modules you have hidden from the workspace are left out of the pickers while existing reports keep working. The home page counts only what the signed-in person can reach.For: Tenant admin, Insights viewer
- Record types that cannot be charted say why — A record type that cannot be reported on yet is greyed out with a plain reason and, where possible, a link to open it in the module that owns it. Nobody picks it and meets a broken tile later.For: Insights analyst
- A re-scan keeps what you built — When a field disappears, the scan retires it instead of deleting it, so saved charts and reports are not silently emptied or removed.For: Insights analyst
Answers that follow each person's access
One question engine answers every screen, scheduled file and AI tool, always under the reader's own permissions.
- Same question, different readers, different totals — A saved question is stored once and answers differently to each reader. In the demo workspace the HR manager counts every employee, the manager of one department counts only that department's people and an employee counts only themselves. No report becomes a back door around permissions.For: HR manager, Manager, Employee
- Department and own-records scope — Where a module lets managers see only their department, or a person only their own records, Insights applies the same rule to every chart and a filter cannot widen it. A manager with only department access sees their departments instead of an error.For: Manager, Employee
- A caption says whose numbers these are — Each answer carries a plain sentence such as your own department or everyone in the workspace, so two people comparing figures in a meeting know why they differ.For: Insights viewer, Manager
- Hidden values cannot be rebuilt by sorting or filtering — A masked field shows as dots, and it cannot be filtered, sorted, searched or grouped on either, because ranking by a hidden salary would still reveal the ladder. The value is covered in the database query, before it reaches the screen.For: HR manager, Insights analyst
- Averages over pay cannot name one person — When a summary reads a protected field such as pay, groups smaller than a floor, five people by default, are left out and the answer says so. Average salary by team therefore cannot be used to read one person's pay. The floor is a workspace setting.For: Insights administrator
- Names, never raw IDs — Departments, managers, customers and other references are grouped and displayed by name, so a chart reads like a report and not a database dump.For: Insights analyst, Insights viewer
- Count, distinct count, total, average, lowest and highest — Every number can be counted, counted uniquely, added up, averaged or reduced to its lowest or highest value. A count of the record type, such as Number of Employees, is always on offer, so headcount needs no field. The builder offers only ways of combining a field that would not mislead.For: Insights analyst
- Group by day, week, month, quarter or year — Any date can be grouped into calendar buckets. The week starts on the day your workspace setting says, Monday unless it is changed, so a chart and a scheduled report agree about which week a record belongs to.For: Insights analyst
- Rolling dates that stay rolling — Filters such as Today, Last 7 days, Last 30 days, This month, This quarter or Last year are stored as the rule and not as the dates of the day you built them. A tile built in October is still right in November. They look forward too: Next 7, 30 or 90 days, or "is in the next N days", answers what expires or falls due from the day it is opened.For: Insights analyst
- Fields one step away — A chart can use a detail of a linked record, such as the department of an employee's manager. The linked record's own access rules still apply.For: Insights analyst
- A slice never poses as a total — When an answer is capped, the screen and the name of a scheduled file say it holds the first rows of a larger number, and the spreadsheet says so inside. The cap is a workspace setting, 100,000 rows by default.For: Finance controller, Insights viewer
- Questions only read, within a time limit — A question only reads data. Every record type and field it names must exist in the catalogue and every value is bound separately, so typed text cannot change the question, and a question that runs too long is stopped after a time limit, 20 seconds by default.For: Tenant admin
- Plain-words refusals in English and Arabic — When a question cannot be answered, the message says what was wrong and what to do, and names any part that was left out and why. Nothing is silently widened, narrowed or answered with an empty table.For: Insights analyst, Insights viewer
- A history of what has been asked — A page lists the questions run, who asked, how long each took, how many rows came back and which part of the ask was refused. It stores the question and never the answer, so it explains why a number differs from what someone expected. Anyone who can open reports sees the history of everyone's questions.For: Insights analyst, Insights administrator
- Group by fiscal year, quarter, month or pay period — A question can group dates by the workspace's own calendar: fiscal year, fiscal quarter and fiscal month follow Accounting's fiscal years and periods exactly (an April–March year groups April 2026 into FY 2026/27), and pay period follows Payroll's pay periods. Each group is the start date of its period. A workspace without that calendar is told why instead of getting an invented one; Hijri month and year groups use the Umm al-Qura calendar table (1420–1450 AH); a day outside it has no group. These groups fill their empty periods with 0, open into finer ones (fiscal year to quarter to month), carry their names ("Q3 FY2026/27", "Ramadan 1447 AH"), and a filter can say this fiscal year, last pay period or this Hijri month and stay right every day.For: Analyst, Tenant admin
Build a chart without knowing the data
A four-step guide takes an analyst from a record type to a finished chart, with a live preview beside the fields.
- A front page with ways to start — The Insights home page offers five ways in: set up starter reports, ask for a report in your own words, browse the report library, start from scratch, and bring in another database. A way in that needs a permission or a feature you lack is shut with a plain reason, and the page lists the reports you can open.For: Insights analyst, Insights administrator, Insights viewer
- Four-step guided builder — Choose where the data comes from, which record type, how to show it, then fill the fields it needs while a live preview redraws. Add stays off until the form is complete, and the reason is written next to the button.For: Insights analyst, Tenant admin
- Search all record types by name — The record picker is searched on the server, so every record type is reachable even in a workspace with hundreds, and results are grouped by app.For: Insights analyst
- Thirty chart and figure types — Bar, column, stacked and 100 percent versions, waterfall, Pareto, line, area, stacked area, step, bars with a line, rank over time, pie, donut, funnel, scatter, bubble, radar, histogram, box plot, heatmap, calendar heatmap, treemap, sunburst, flow, single number, gauge and progress to target. Records can also be shown as a table or a pivot table.For: Insights analyst
- Unavailable chart types say why — A chart type the chosen record type cannot draw is greyed out with a sentence such as this record type has no date to put on the axis, so you never wonder where a chart went.For: Insights analyst
- Only fields that fit each slot — Each row of the form takes a particular kind of field, so a department can go on an axis but not in a value row. Related fields appear in their own group, such as From Department.For: Insights analyst
- Mistakes shown in the slot they concern — A wrong pick says what is wrong and how to fix it, in English or Arabic, right under the row, for example that a protected field can only be summed or averaged. A chart that cannot be drawn is refused rather than saved.For: Insights analyst
- Only include rules — Narrow any chart with rules that follow the field: text contains, a status is any of, number ranges, date presets, yes or no, and references picked by name. A rule with no value yet narrows nothing and says so.For: Insights analyst
- Several values and a split on one chart — Charts take more than one number where it makes sense, for example contracts started as bars and average salary as a line on its own right-hand scale, and a second field can split the bars into colours.For: Insights analyst
- Single number against the last period or a target — A number tile can show the latest period against the one before, or against a target you set, with the change beside it.For: Insights analyst, Insights viewer
- Save as a question or pin to a report — The finished chart can be saved as a question to reuse, or pinned straight to a report. Saving keeps you on the chart, now named as your saved question, and Saved questions lists it beside the ones colleagues shared with you. What is saved is the question and never the answer, so every viewer sees it counted for their own access. Employees, managers and the HR, payroll and accounting roles can save their own questions as well, kept private unless their role may share them.For: Insights analyst, Employee, Manager, HR manager
- Share a saved question with colleagues — Share, on Saved questions or above the builder, chooses who can open a question: only you, colleagues you pick by name, or the whole company. Before you save it says what each choice means and who will lose access; afterwards, who can open it. Colleagues get the question, not your numbers, each counted for their own access, and can open it but not change it. Employees and HR specialists keep theirs private and can only narrow one already shared.For: Insights analyst, Manager, HR manager, Employee
- A half-built chart survives a refresh — The builder keeps its choices in the page address, so a refresh restores the chart and a link can be pasted to a colleague.For: Insights analyst
- Brand colours and right-to-left charts — Charts take your workspace's colours everywhere, heatmaps, calendar heatmaps, gauges, progress-to-target bars and box plots included, and read correctly right to left in Arabic. Dark mode reads the right way round: a heatmap's smallest values sit closest to the dark page instead of standing out as a light tint. Bars and slices are drawn plain, without hatching. Up to eight series get eight different colours before any repeats.For: Insights viewer
- Periods read in time order — A chart over months, weeks or dates reads from the earliest period to the latest, even a bar or column chart that would otherwise rank its bars by size. An author who chooses another order, such as biggest first, still gets it. Records with no date are kept as their own group, No date, after the last period.For: Insights viewer, Insights analyst
Reports and dashboards
Reports are boards of tiles that anyone who may open them can filter and drill into, each tile re-counted for the viewer.
- Reports list with search and status — Every report you made or that was shared with you, searchable by name or author, with state tiles for drafts and published reports that double as filters.For: Insights viewer, Insights analyst
- Build a report tile by tile — Add a tile from the guided builder or from a palette of what your workspace can actually draw, and rearrange tiles on a twelve-column grid that mirrors in Arabic. Kinds you may not use are shown disabled with the reason.For: Insights analyst
- Edit mode with undo and discard — Changing a report is a separate mode with Undo the last change, Throw away my changes, Make a copy of it and Take it off the report. Nothing reaches anybody until you press Save, and a published report warns that a save is visible straight away. Only the report's owner or an Insights administrator can change it.For: Insights analyst
- Tile settings in three tabs — Each tile has General for what data and how it is counted, Display for how it looks and Actions for what a click does. A new kind of tile gets its Display settings automatically.For: Insights analyst
- Reports start as private drafts — A report you build starts as a draft visible only to you. Publishing is its own button and needs its own permission, held by the Insights administrator: publishing opens the report to the whole company, and making it a draft again closes it. Reports installed from a ready-made pack are open to the whole company from the start. Duplicate on a report's menu makes your own private draft copy ("Copy of …") with its tiles and filters, without the original's sharing. There is no screen yet for choosing named people or teams.For: Insights analyst, Insights administrator
- Page-wide filters in the address bar — A report can carry filters across the top such as Department, a date range or a search, picked from real values and kept in the page address so a refresh or a pasted link shows what the sender saw. The filters and the chips naming what a click has narrowed sit at the top of the report, above the tiles, and stay pinned under the header while you scroll on a tablet or a desktop. On a phone they scroll away with the page.For: Insights viewer, Manager
- See which tiles a filter reaches — Under the tiles, Which tiles do the filters reach? opens a list where every tile is listed as Filtered by Department or Not affected with the reason. A filter never silently moves four tiles of six, and when two fields could match it asks instead of guessing.For: Insights analyst, Insights viewer
- Click a bar to narrow the whole report — Clicking a value can show only that value everywhere on the report. A chip at the top names what is in force and clears it, and a tile can opt out so it keeps showing the whole picture.For: Insights viewer
- Drill to smaller periods and to the records — A click can break a month into weeks, show the records behind a number under your own access, or open them in the module that owns them, where that record type has a page of its own.For: Insights viewer, Finance controller
- Preview as one department or branch before publishing — When a report has a department or branch filter, an author can re-run every tile narrowed to one value to see what a narrower reader will see. It is clear about its limit: protected fields and refusals are still decided by the signed-in person, and previewing as a different role is not available.For: Insights analyst
- Describe a tile in your own words — On any tile, type what you want to see and the assistant builds it. You read the plan first and nothing changes until you press the button. The box, its examples and its answers are in Arabic on an Arabic page. It needs the assistant switched on and the permission to use it.For: Insights analyst
- Tiles fill their box — A chart uses the whole grid box it was given, and a number card is never cut off. The tile's … menu sits in the card's own header, and in edit mode the change, copy and remove buttons share the grip bar at the top of the tile instead of taking a row of their own.For: Insights viewer, Insights analyst
- A tile with nothing to show stays tidy — A small tile, such as a number card, that has nothing to show, could not load or is not open to the reader shows one row: an icon, the title, the reason in at most two lines with the whole sentence on hover, and at most one action. A larger tile keeps the full message, sized to the tile. Tile titles wrap to two lines, with the whole title on hover.For: Insights viewer
- A report never goes blank over a side detail — A calendar's holiday list that arrives in an unexpected shape is read as no holidays instead of taking the report or app page down. A report that cannot be opened says so and offers Back to Reports.For: Insights viewer
- Arabic on a phone — On an Arabic page on a phone, the closed menu sits off the screen at the right-hand edge it slides in from. It no longer covers the left third of the page or catches taps meant for the report.For: Insights viewer, Employee
- A tile never carries the answer — Tiles store the question and re-run as the person viewing, so a report cannot leak rows its viewer may not open.For: Tenant admin, Insights analyst
- Standard list behaviour on every screen — Reports, apps, packs, schedules and the catalogue share the product's one list: search, sort, filters, column chooser, saved views and page position kept in the address.For: Insights analyst, Insights viewer
Ready-made report packs
Eighteen packs built for the modules you run, installed after a preview and never overwriting your edits. Each states what it leaves out.
- Preview before you install — Pressing See what it does shows what a pack would add, update or leave alone and which tiles need records you do not have. Nothing is written until you confirm.For: Insights administrator
- Installed reports are open to the whole company — The reports in a pack are published for everyone in the workspace when you confirm. Each person still sees only what their own access allows.For: Insights administrator
- Re-installing never overwrites your edits — A report you changed is left alone and the result says so, for example 3 updated and 1 left alone because you edited it. A report somebody made with the same name is never replaced. A pack report you deleted comes back as a new copy when you install the pack again, and the deleted one can still be restored. A newer pack version is flagged so you can bring unedited reports up to date.For: Insights administrator
- Packs show what is missing and why — A pack that needs a module you do not hold, or a permission you do not personally have, is shown greyed with the exact reason instead of installing half-empty.For: Insights administrator
- Installing a pack mails nothing — A pack never switches on a schedule or an alert. You choose what leaves the workspace afterwards, if anything.For: Insights administrator
- Arabic and English pack names and tiles — Every pack, question and tile carries both an English and an Arabic name.For: Insights administrator
- Numbers that agree with their lists — A number tile and the list beside it count the same records: "Past its promise" counts the tickets its list shows, lapsed papers and late tasks are counted by their dates, money leaves out drafts, voids and cancelled orders, and charts over time read month by month in date order with named axes. Every number tile has an icon and says whether rising is good. When a newer pack version corrects a tile, dashboards installed earlier are brought up to date too, unless you changed that tile.For: Insights administrator, Insights viewer
- People pack — Headcount today, people by department and by nationality, joiners and leavers each month, how many people each manager carries, joiners and leavers this year, and the identity and permit papers on file: those that have lapsed by their expiry date and those expiring soonest, month by month. Pay is not on it. Managers who open it see only their own departments.For: HR manager, Manager
- Joining pack — People currently joining, joining plans by state and how far along each is, joiners taken on each month, the joining tasks past their due date, by state and by kind, and who the open tasks wait on, with filters for people on probation and abandoned plans.For: HR manager, HR specialist
- Service desk pack — Tickets still open, by state, by team and by priority (in priority order), tickets raised and closed each month, raised this month and last month, where tickets come from and the promises already broken, with filters for unassigned and urgent tickets. How long a ticket takes to resolve is not on it yet.For: Helpdesk manager
- Delivery pack — Projects by state and by health, tasks still to do, tasks past their date (the same count as the list), open tasks by person and by project, work finished each month and open work by priority, with filters for unassigned and urgent work.For: Project manager
- Stock pack — Items you keep and by category, quantity left on the shelf by item, stock movements each month and by kind, purchase orders by state, money committed to suppliers, stock committed to somebody and shelf space by warehouse. Stock value in money is not on it; it shows quantity.For: Inventory manager
- Fleet pack — Vehicles on the road, by state, category and depot, average odometer reading by depot, vehicles out with a driver, and documents expiring or lapsed by kind. Running costs are not on it because Fleet does not record them.For: Fleet manager
- Facilities pack — Open jobs by state and priority, jobs raised each month, assets by state and by location, what each department holds, things moved each month, and the renewals, expiries and warranties coming up month by month. What maintenance is worth is not on it.For: Facilities manager
- Document vault pack — How the vault is organised: workspaces by kind and by department, which are closed by default, folders by workspace, folders opened each month and folders under a legal hold. It counts the structure, not what is inside it.For: Documents manager
- Sales pipeline pack — Open pipeline by stage, won this month and last month, won and lost each month, who closed what, why deals are lost, and leads and quotes by state, with filters for deals nobody owns and deals with no close date. There is no single win-rate figure; won and lost sit side by side.For: Sales manager
- Customer 360 pack — Customers and suppliers by kind and by country, open deals by customer, invoices not fully paid (counted the way accounting ages them; the full invoice value, not the balance), biggest customers by invoiced value, orders and support tickets by state, and a list of customers with no tax number on file. Each tile counts one module's records; they are not joined into one row per customer.For: Account executive, Finance controller
- Time and billing pack — Hours logged each month, this month's hours by project and by person, billable against non-billable, time entries and timesheets by state and hours waiting on an approval. Utilisation as a percentage is not on it.For: Project manager
- Out on the road pack — Sales visits and calls each month (sales work only), by person, kind and state, what is booked next, visits already late, where leads come from and new leads each month. There is no map, because a visit does not record where it happened.For: Sales manager
- Goals pack — Objectives by state and by owner, objectives in trouble, how far along each department is, average progress, and objectives not updated in 30 days. There is no progress-over-time view.For: HR manager
- Meetings and events pack — Meetings held, meetings this month and each month, time spent in meetings, the largest meeting each month, who sits in meetings, recording consent and the follow-ups from meetings by state. It counts meetings that happened, not events people registered for.For: Manager
- Orders and fulfilment pack — Orders at each step now, orders waiting more than 3 days, money in orders not yet shipped, order value each month (cancelled orders left out), deliveries and returns by state, shipments out of the warehouse each month and invoiced each month, with filters for orders not yet shipped or invoiced.For: Sales manager, Inventory manager
- Executive overview pack — People on the payroll today and by department, invoiced each month (drafts and voids left out), this month so far, last month and this year, invoices not fully paid, what you still owe suppliers, what is in the pipeline, won each month, and projects by state and by health. Amounts are added up as they are stored and never converted, so a workspace that invoices in more than one currency sees them added together; the page says so.For: Finance controller, Tenant admin
- Month-end close pack — One page for the lists to chase at month end: sales invoices by state and those still drafts, vendor bills by state and those waiting on a decision, payslips by state and what payroll cost each month (finished payslips only), payroll runs not posted, journal entries still draft, bank lines not matched, and stock movements still in draft.For: Finance controller, Accountant
- Compliance wall pack — Open findings by standard and by severity, risks by state and how they are handled, assessments by standard, training certificates by state, visa and permit papers lapsed and still valid by their dates, findings past their target date, and folders under a legal hold. Narrowing the whole wall to one standard is not wired yet.For: Compliance officer
- Report library: the finance, payroll, HR and project reports — Insights, Report library lists twelve ready-made reports — trial balance, profit and loss, VAT return, payroll cost, payroll anomalies, headcount, leave, overtime, expense claims, attendance compliance, Saudization (Saudi companies only) and project portfolio status. Each one asks the module that owns the number, as you, so it shows exactly what that module's own screen would: you only see a report if you may read it there, and the VAT return uses your country's layout. Payroll anomalies lets you choose a payroll run; a reader without access to personal pay sees the flags without the person and the amounts.For: Accountant, Payroll manager, HR manager, Project manager
- Till sales pack — Sales of the last 30 days, sales each day and by shop, and the tills open now. Only paid sales, and paid sales partly refunded, count; open, parked and voided orders do not.For: Insights analyst
- Purchasing spend pack — Spend committed to suppliers — awarded lines that became a purchase order — in total and supplier by supplier, awards by state, and requests for quotation open to bidders. Not shown yet: spend per currency, because an awarded line carries no currency of its own.For: Insights analyst
- Rentals pack — What was booked in the last 30 days, bookings by unit so an idle unit shows, bookings by state and units by state. Quotes, cancellations and no-shows never count as money.For: Insights analyst
Ask in your own words, in Arabic or English
The assistant turns a sentence into a checked question, shows its working and never invents a number. It is for people who hold the assistant permission, the Insights analyst and administrator.
- Ask for a report in plain language — Type a request such as how many employees are in each department, in English or Arabic, and Insights compiles a question, a chart and a plain-words account of what it understood.For: Insights analyst, Insights administrator
- Read what will run before it runs — The first press only plans: it shows what will be counted and what could not be used, and numbers appear only after a second deliberate press. Nothing is saved until you click Save.For: Insights analyst
- It tells you what it ignored — Any words of your question that matched no field are listed, so a dropped condition such as on probation cannot silently change the question. Empty results say nothing matched, and capped results say they are only the first rows.For: Insights analyst
- Labelled as checked, computed or AI-made — Every answer says whether it came from a report somebody already verified, was computed by fixed rules, or was worked out by the assistant and needs checking.For: Insights analyst
- The assistant only knows what you may read — Before the assistant plans anything, the list of record types it may consider is cut to what the person can open, so even its refusals cannot reveal that a payroll table exists. Hidden fields never reach it.For: Insights analyst
- Every name the assistant uses is checked — The assistant never writes database code. Each record and field it names is checked against the catalogue and the reader's access, one repair attempt is made with the reason, and then it refuses by name.For: Insights analyst
- Your question and the catalogue go to the AI, not your records — The assistant is given your question and the names of record types and details, with the choices a status field allows, and never your rows. Numbers are worked out by the database, not the model.For: Tenant admin
- Arabic questions understood — Because the catalogue carries Arabic names, a question such as how many employees are in each department, written in Arabic, finds the right record. A tenant setting makes the assistant answer in Arabic.For: Insights analyst
- Your own AI provider and key — The assistant uses the AI provider and key your company set up in settings, and degrades to a clear message, never a crash, when none is configured. It can be switched off for a workspace, or by the platform for all workspaces.For: Tenant admin
- Explain why a number is what it is, through the Copilot — Ask the Copilot about a figure and it breaks the number down by each dimension, finds which members account for most of it and writes one sentence. A breakdown that explains nothing is reported as spread evenly.For: Finance controller, Insights analyst
- Automatic observations on your numbers, through the Copilot — Nine kinds of observation are computed by the database, not by the model: change against the last period, top movers, outliers, concentration, new and missing members, pace to a goal, trend changes and a forecast that always carries a range and its method. The Copilot only writes the sentence.For: Finance controller, Insights analyst
- The Copilot can choose how to draw a result — The assistant picks a chart from the validated chart types and repairs a near miss mechanically before refusing. It does not write chart code; that is a separate setting that stays off.For: Insights analyst
- Build an app with AI in four questions — Answer what the app is for, which records it is about, who uses it and what matters most, review the plan in plain words, untick anything you do not want and build the pages, forms and buttons in one all-or-nothing step. With no AI provider it builds from a built-in template plan instead.For: Insights analyst
- It says when it has not been tested on an app — An assistant answer says plainly when the assistant has not been measured on that app yet, so you check it before quoting it. Measured scores are recorded by a deliberate test run, and if one falls below the workspace's bar, asking in words is switched off for that app.For: Insights administrator
No-code apps on your own records
Screens a team works in, such as a list, a record, a form or a board, built from the records your workspace already holds.
- Apps with their own pages and navigation — An app is a named, bilingual set of pages with a home page and its own menu inside Insights. It starts as a draft only its builder can see.For: Insights analyst
- Three-column app builder — Pages on the left, the real page on the canvas in the middle and the selected component's settings on the right, so what you build is the same picture the team will use. On the canvas each component is a picture of itself under one select control, named Change and the component's title: pressing it selects the component and never runs one of its buttons.For: Insights analyst
- Typing a heading keeps every character — In the builder, a component's Heading field keeps what you type and saves once you pause or leave the field. If the save fails, the text stays in the field and the line under it says Not saved — try again.For: Insights analyst
- Tabs that show where you are — An app's tabs mark the open page in your brand colour, and the line under them is the ordinary border colour in light and dark mode.For: Insights viewer
- Charts, numbers and pivots on app pages — Every chart, single number and pivot can be added to an app page with the same guided builder used for reports.For: Insights analyst
- Table of records — A searchable, sortable table of one record type with filter chips, selection and a click that opens the record, always limited to what the reader may see.For: Insights viewer, Employee
- Take a table out as a spreadsheet file — A table in an app can be downloaded as a CSV file. The button says how much the file will hold, such as Export all 120 rows to CSV or Export the first 500 of 833 rows to CSV, so a file is never shorter than the list without saying so. A table on your own Insights data is exported by the server, up to the workspace's ceiling (100,000 rows by default); a sample or connected source exports up to 500 rows.For: Insights viewer
- Pages that lay themselves out — A page nobody has arranged puts its single numbers in the top row, four across, its charts under them two across, and its tables the full width at the bottom, in the order they were added. Dragging or resizing a tile in the builder saves the new arrangement, and readers see exactly that. Phones and tablets get the same tiles on narrower grids, numbers first.For: Insights analyst, Insights viewer
- Numbers that read like money — A single-number tile can be set to a number of decimals, money in a currency, a percentage, a unit such as km, or a shortened figure such as 223.2K with the full figure on hover. It is never drawn shorter than three rows, so the figure is never cut off. A number tile with no icon of its own shows a chart icon.For: Insights analyst
- Money converted into one currency — Any money figure — a number tile, a chart or a pivot table — can be shown in one currency: your workspace's own or another such as USD. Each record is converted at the rate in Accounting → Rates for that record's own date, rounded to the currency's cents, then added up. If one record has no rate for its day, the figure is left blank rather than shown as a partial total, and the tile names the missing rate. With conversion off, a total that would add different currencies together is blank and says so. The download, the scheduled send and the share link of a tile show the same converted figure.For: Insights analyst
- Names instead of codes — People, pipeline stages and payroll runs are shown by name (a payroll run with its period), never as an id.For: Insights viewer
- Record detail panel — A page or side panel showing one record in sections that follows whatever the reader picked in a list on the same page, with no wiring needed.For: Insights viewer
- Forms built from an action's own fields — A form is generated from what the owning module accepts: a field the module does not take cannot be added and one it requires cannot be removed. The form files the record through that module's own rules.For: Insights analyst, Employee
- Board with drag to change status — A board shows one column per status. Dragging a card runs the bound action, and a card that cannot be moved is not draggable and says why. Every card stays inside its column, so a board never pushes the page sideways, on a phone included.For: Insights viewer, Manager
- Calendar with Hijri month labels — A month, week or day calendar of any record with a date, with an option for Hijri month labels and a choice of week start: Saturday, Sunday or Monday.For: Insights viewer
- Timeline — Bars from a start date to an end date grouped in lanes, with zoom by day, week, month or quarter, a today marker and optional progress.For: Project manager
- Map of the Gulf — Records on a map as markers or as a shaded region map for the Gulf states, the UAE or Saudi Arabia, and clicking a region can narrow the rest of the page.For: Sales manager, Fleet manager
- Cards and gallery — Records as a grid of cards or an image gallery, with title, subtitle, badge, grouping and a per-card action menu.For: Insights viewer
- Text, buttons and panels — Add formatted text, a button or a group of buttons, and panels that open on top of a page as a dialog or a side sheet, stacking so Escape walks back.For: Insights analyst
- Page settings kept in the address — A page can carry values such as the selected record in its address, so a refresh keeps the view and the link can be pasted to a colleague.For: Insights analyst, Insights viewer
- Publish an app — Publishing is its own permission and its own button, held by the Insights administrator. The app is checked first, all its pages go live together, and a private app opens to the whole company. There is no screen yet for choosing named people or teams.For: Insights administrator
- Checks before an app is saved — Names, bindings and settings are checked in plain words in the browser and again on the server, so an app that no screen could draw is refused with a sentence instead of opening to an error.For: Insights analyst
- Publishing checks what readers will see — Before an app goes live, every tile is checked the way its page draws it. A tile that would read "Not set" or "cannot be drawn" stops the publish and is listed with what to fix; a tile that draws is never refused.For: Insights administrator, Insights analyst
- Preview every component with sample data — From the Reports hub, the Insights components page shows every way a report can be displayed, such as table, board, calendar, timeline, map and gallery, against a sample company, so you can see what is possible before you build. Three sections show the figures: Charts draws every chart kind twice, on tidy data and on awkward data (long names, a negative, a zero, a gap, fourteen categories), and its address can name one kind; Numbers shows a count, money, a percentage against a target, last month against the month before, a year ago, a figure where lower is better, a trend line, a long label, and the tiles that have no figure (nothing matched, not loaded, hidden, no permission); Pivot tables shows one measure and three, money, twelve months across, averages that are not totalled, and an empty one. The page needs the permission to save reports.For: Insights analyst
Buttons that do something in other modules
A button or form in an app acts through the owning module's own rules, so nothing bypasses approvals or permissions.
- Press a button, the owning module does the work — A button can file a request, approve one, assign a task or any other action the owning module offers to the Copilot. The module checks the person's own permission and applies its own approval chain, validation and history.For: Insights analyst, Employee
- Choose from the actions your modules offer — The action picker lists what the modules you hold can already do, ranked by the record type you are building for, and each action keeps the exact permission it needs. A reader who lacks it is refused by the owning module.For: Insights analyst
- Ordinary employees can press app buttons — Employees, managers and other business roles can press a button an app puts in front of them. It gives them nothing the owning module would not already allow.For: Employee, Manager
- Confirmation for risky actions — Destructive actions always ask first and the builder cannot switch that off. A builder can ask for confirmation on any other button.For: Insights analyst
- One press, one action — Each press carries a unique key, so a double click, a refresh or a resent request files one record, not two.For: Employee
- Values come from the page — An action can take values from the record the reader clicked, the signed-in user, the page's settings or a card's destination column. The record is re-read under the reader's own access, so a forged value reaches nothing.For: Insights analyst
- Navigate, set a filter, open a panel or refresh — Besides changing records, a button can go to another page or module, set a page filter, open or close a panel or refresh the page, and can be followed by a success or failure message.For: Insights analyst
- Bulk actions on selected rows — A button can run on every selected row, once for each record, each time under the person's own access.For: Manager, HR manager
- Every press is recorded against the person — Insights keeps its own record of every press, naming the app, the page, the button and who pressed it, and the module that did the work records its side too, for example on the HR request itself. There is no Insights screen to browse these records yet.For: Tenant admin
Scheduled reports, alerts and exports
Reports arrive without anybody asking, each person receives their own version, and what leaves the workspace is recorded.
- Scheduled reports — Send a saved question or a whole report on a timer: every working day at 07:00, every Monday or every Sunday at 07:00, the 1st of the month at 07:00 or every day at 18:00, in your workspace's timezone. The Copilot can set other times and another timezone, such as Asia/Dubai or Asia/Riyadh.For: Insights analyst, Insights viewer
- Every tile, in your format and language — A scheduled report sends every question on the page, not only the first: one Excel workbook with a sheet per tile, a zip with a CSV per tile, or both in one zip. The files are written in English, in Arabic with right-to-left sheets, or in your workspace's language, and each person still gets one e-mail with one link.For: Insights analyst, Insights viewer
- A schedule stops, and says why, when its owner loses access — If the person who set a scheduled report up can no longer open the report, the next send does not go out, the schedule switches itself off with the reason, and its owner gets a notification. A schedule's history shows its times in the schedule's own time zone, such as Dubai, with the zone named.For: Insights analyst, Insights viewer
- Send me this report, and stop it — A report's toolbar has Send me this, a weekly Excel e-mail of that report to you alone under your own access, and Stop sending me this, which removes it again (a colleague's copy of a shared schedule carries on). A tenant administrator can switch the button off.For: Insights analyst, Insights viewer, Manager
- Each recipient gets their own version — A report to six people in three permission groups is rendered three times and each group is sent its own numbers. A manager's wider copy never lands in a colleague's inbox.For: Insights analyst, Manager
- Left-out recipients are listed with the reason — Someone who has lost access, or who cannot open the report itself, is dropped from that run and listed with the reason, never sent someone else's rows or a report whose link would answer not found. A person quietly missing a report is visible, not a mystery. Whoever set the schedule up and an Insights administrator see everyone left out; a recipient sees only their own line.For: Insights analyst, Insights administrator
- CSV or Excel files with a one-day link, kept in your own storage — A schedule attaches a plain data file or a spreadsheet as a download link valid for one day; the message also links to the report itself, which always opens with the reader's own access. The file is kept in your company's own storage (Settings → Document management → Storage), never in Tarleaks' storage, so your backups and closure cover it; without storage connected the message carries only the report link. The spreadsheet carries an About this export sheet saying what was asked, for whom and how many rows of how many, and the file name says when it holds only the first rows. For a report with several tiles the file holds its first tile.For: Insights viewer
- Alerts when a number crosses a line — Watch a number, or how many rows come back, and be told when it goes above, below or away from a value, for example more than 20 invoices overdue. It looks every hour, every six hours, every morning, every working day or every Monday, and says nothing while all is well. For a report it watches the first tile.For: Finance controller, Insights analyst
- Told once, and again when it recovers — An alert sends one message when the line is crossed, by bell and email, and one in-app message when the number is back in range, not the same sentence every hour. You can require several checks in a row before anyone is told, so one spike is not an incident.For: Finance controller
- Alerts measure each person's own view — A director and a department manager are checked against their own numbers separately, so one person's crossing is never announced to the other.For: Manager
- Recipients picked by name — An Insights administrator, an HR manager, a payroll manager or an accountant chooses up to 200 colleagues from a real people list, with no email box and no user codes. Anyone else who sets up a schedule can add only themselves, and their list shows only them, so the company's directory is not open to every reader.For: Insights administrator, Insights analyst, HR manager, Payroll manager, Accountant
- Saved off until you switch it on — A new schedule starts switched off, so you can finish setting it up before anyone receives anything.For: Insights analyst
- Send now without moving the timer — Whoever set a schedule up, or an Insights administrator, presses Send now to run it immediately. It does not skip or change the next planned time.For: Insights analyst, Insights administrator
- A schedule belongs to the person who set it up — Edit, Stop sending and Send now appear only to whoever set a schedule up and to an Insights administrator, and anyone else who tries is refused with a sentence saying who can. Each person sees the schedules they set up or receive; an administrator sees them all. Nobody can schedule a report they cannot open themselves.For: Insights analyst, Insights administrator, Insights viewer
- Recent runs and checks — Each schedule shows its last runs and checks: how many people got it, in how many versions, who was left out, and what an alert measured for you.For: Insights analyst
- Days of the week mean what they say — Every Monday goes out on Monday and every Sunday on Sunday, in the workspace timezone, so a Gulf workspace does not get its Sunday report on the wrong day.For: Insights analyst
- A list of the files Insights produced — A page lists the files Insights produced for download: what each was, who it was made for and whether it held the whole list or only the first rows. People see their own; an administrator sees everyone's receipts. A kept file is downloaded only by the person it was made for, because it holds the rows their own access allowed, so another person's receipt offers no Download button. Each export is also written to the audit record.For: Tenant admin, Insights viewer
- Share a report by link with someone outside — Make a link to a report for a board member, an auditor or a client who has no login. It shows a fixed copy of the numbers as the person who made the link could see them, and does not change afterwards. Off until your workspace switches it on.For: Insights analyst, Insights administrator
- Link expiry, password and closing — Every link has an end date up to one year away, an optional password where five wrong tries lock it for fifteen minutes, and can be closed at any moment. The link is shown once and only a one-way fingerprint is stored.For: Insights analyst
- See who opened a shared link — Each attempt is listed, including failed ones and those after expiry, identified only as a visitor by a one-way fingerprint and never an address.For: Insights analyst
- A public page in English and Arabic — The person who opens the link sees a read-only report with no login and no menu, with clear messages for a password, a locked, expired or closed link.For: External auditor
- Reports as PDF, in English or Arabic — Anyone who may open a report can download it as one PDF — its title and a section per tile in the page's order, with each tile's scope sentence and a note when the rows are only the first part — or one tile from its menu, or choose PDF as a schedule's format. Arabic is written right to left with joined letters, and the fonts are inside the file, so it reads the same on any screen or printer. A scheduled PDF is made for each person from the numbers their own access allows. It is produced inside the platform; nothing goes to an outside service.For: Insights analyst, Insights administrator
Report on databases outside your ERP
A warehouse or old system can sit on the same page as your ERP data, under the same rules and without the ERP becoming a way into your network. Off until your workspace switches it on.
- Connect a PostgreSQL or MySQL database — Connect a PostgreSQL, MySQL or MariaDB database and chart its tables beside your own. The tables become kinds of record in the same catalogue with the same masking, limits and refusals.For: Insights administrator
- Five guided steps, nothing saved until it works — Choose how to connect, name it, give the address and login, test for real and read its tables. Nothing is stored until the test passes, and the password is typed once and never shown again.For: Insights administrator
- Test a saved connection and see its health — A list shows each connected database with its last check and status, and an administrator can test a saved connection again, edit it or disconnect it.For: Insights administrator
- Read-only by design — Insights asks for a read-only login and prints the exact instructions to send your database administrator. It warns if the user could write, opens every session read-only with a time limit and sends only the query it composed itself.For: Insights administrator
- Encrypted connections by default — Connections are encrypted by default, and you can require the certificate name to match the address.For: Insights administrator
- Our own network is off limits — Addresses inside the platform's own network, private ranges, the cloud metadata address and risky ports are refused, and the check runs on every connection, not only at test time.For: Tenant admin
- Credentials sealed — The login is stored encrypted, shown masked and never returned by the system.For: Tenant admin
- Read a connection's tables on request — Press Read tables to turn a connection's tables into kinds of record, each marked as not yet checked. Press it again to pick up changes. Disconnecting removes them from the catalogue and leaves your database untouched.For: Insights administrator
- Warehouse and ERP tiles on one report — A report can hold an ERP tile and a warehouse tile side by side. Reading the data needs only the right to run questions, not any permission over the connection itself.For: Insights viewer
AI agents and the Copilot
Much of what an analyst does can be done by an AI agent through the module's tool list, with the same rules.
- Tools for AI agents and the Copilot — Insights publishes more than thirty tools through the Model Context Protocol, the open standard AI assistants use. The Copilot and outside agents read the catalogue, run questions, build charts and reports and check results as the signed-in user.For: Insights analyst, Tenant admin
- Find, describe and query data — Agents list record types and templates, describe one record, list the databases a report can draw on, run or preview any question, save a question, and list or open reports, getting the same numbers a person gets.For: Insights analyst
- Build and change charts and reports — Agents list chart types, ask which fields fit a slot, get ranked suggestions with reasons, validate and run a chart, create or rename a report and add, change or remove tiles, each checked before it is written.For: Insights analyst
- Build apps, pages and buttons — Agents create an app, add pages and components, bind actions, preview the app and plan and build one with AI.For: Insights analyst
- Schedules, shares and the assistant — Agents list and create schedules, list share links and revoke one, ask a question in words, suggest a chart, explain a number and list observations.For: Insights analyst
- No tools for the risky steps — There is no tool to connect a database, make a share link, install a pack or publish, and the tools tell the Copilot to leave publishing to the person. Tools that create, change or delete are flagged so the Copilot asks before it acts.For: Insights administrator
Permissions, settings and audit
Reading is broad and safe, while the verbs that cross a boundary are narrow, separate and recorded.
- Three Insights roles plus everyday roles — Insights viewer opens reports and apps, runs questions, schedules its own deliveries and presses buttons. Insights analyst builds, saves, shares and uses the assistant. Insights administrator publishes, installs packs, re-scans the catalogue and connects databases. Tenant admins hold all of it. HR managers, managers, accountants, payroll roles and employees can already open reports, run questions and see what they may.For: Tenant admin, Insights administrator
- Separate permission for each risky verb — Publishing a report, publishing an app, sharing outside, installing a pack, connecting a source, curating the catalogue and pressing a button each have their own permission, so none is a side effect of building.For: Tenant admin
- Platform and workspace switches — The assistant and building apps with AI are on by default, and share links and connecting databases are off by default. Each has a workspace switch and a platform switch, so the platform operator can turn it off for every workspace. A workspace administrator changes its own switch on the Settings → Features screen, in the Insights section.For: Tenant admin
- Change the limits for your workspace — Defaults keep answers safe: a 100,000-row cap, a 20-second time limit, a group floor of five for averages over pay, and a Monday week start. A workspace administrator can change them through the workspace settings interface; there is not yet an Insights settings screen.For: Tenant admin
- Audit record of what changes who sees what — Publishing, sharing, exporting, installing a pack, curating the catalogue, connecting or changing a source, building an app with AI and every button press write an audit entry naming the person. There is no Insights screen to browse the audit record yet.For: Tenant admin
- Your catalogue and content stay in your workspace database — Insights keeps its catalogue, questions, reports and apps in each company's own database. Questions only read other modules' records, and a change happens only when a person presses a button, through the owning module's own rules.For: Tenant admin
- Arabic and right-to-left layout — Screens, messages, charts and the public share page are available in Arabic with right-to-left layout, and packs and apps carry English and Arabic names.For: Employee, Insights viewer
- Works with only the modules you own — Insights has no hard prerequisite: a company with only HR gets an Insights that knows about HR, and each module you switch on is picked up on the next scan.For: Tenant admin
Learn it in the app
A guided tour inside Insights teaches the work by having you do it.
- Hands-on guided tour — 4 short chapters (Open a report; Build your own; Use ready-made answers; Send reports and build apps) that start by themselves the first time you open Insights. Each step waits for you to really do it, such as opening a list or saving a first record, and any chapter can be paused, resumed or replayed from the last row of the Insights menu or from Tours in the account menu.For: Insights administrator, Tenant admin, Insights analyst, Insights viewer, HR manager, Employee
Works with other modules
People reports read HR under each manager's own scopeEmployees, joining tasks, objectives and visa papers from HR are read for charts and reports, never copied, and each reader sees only the departments they may.A button in an app files a request in HRWhen someone presses a button or submits a form in an Insights app, HR's own action files the request, and it reaches the approver's HR queue.Helpdesk tickets become a service desk reportTickets, their state, team, priority and promised times are read for the Service desk pack and for any chart you build.Projects and tasks feed delivery and time reportsProjects, tasks, owners and priorities are read for the Delivery pack, the Time and billing pack and the Executive overview.CRM deals and leads feed the pipeline reportOpportunities, leads, owners, close dates and lost reasons are read for the Sales pipeline, Out on the road and Customer 360 packs.Accounting figures feed the month-end close pageSales invoices, vendor bills and what is owed are read for the Month-end close, Executive overview and Customer 360 packs.Payroll status appears on the month-end pagePayslips by state and the monthly payroll cost are counted on the Month-end close report. Individual pay stays covered.Stock and purchasing feed the stock reportItems, stock movements and purchase orders are read for the Stock pack, Orders and fulfilment pack and the month-end page.Sales orders feed the fulfilment and customer reportsOrders and their progress through shipping and invoicing are read for the Orders and fulfilment and Customer 360 packs.Fleet vehicles and papers feed the fleet reportVehicles, drivers and the expiry of vehicle documents are read for the Fleet pack.Asset maintenance feeds the facilities reportAssets and their maintenance jobs, priority and location are read for the Facilities pack.Document workspaces feed the vault reportWorkspaces, folders and legal holds are read for the Document vault pack and the Compliance wall. The documents themselves are not counted.Customers and suppliers join the Customer 360 pageThe shared customer record is read alongside deals, invoices, orders and tickets, each counted against the same customer on one page.Timesheets feed the time and billing reportHours and timesheet state are read together with project time entries for the Time and billing pack.Logged activities feed the field sales reportVisits and calls logged in Activities are read with leads for the Out on the road pack, and meetings for the Meetings and events pack.Meetings feed the meetings and events reportMeeting counts, durations and who sat in them are read for the Meetings and events pack.Standards findings feed the compliance wallFindings, risks and assessments against your standards are read, together with training, visa and legal-hold records, for one auditor-facing page.Training certificates feed the compliance wallIssued training certificates and whether they are still valid are read for the Compliance wall pack.Scheduled reports and alerts reach people by bell and emailWhen a scheduled report is ready or an alert fires or clears, Insights tells Notifications, which sends the person a message with a link to open it.The Copilot can query and build in InsightsThe Copilot and outside AI agents call Insights' tools to read the catalogue, run questions and build reports, always as the signed-in user.Orders feed the Insights report packThe Orders and fulfilment report pack reads orders, deliveries and returns and shows the order funnel, money in orders not yet shipped, monthly order value, deliveries and returns by state, warehouse shipments and invoiced value.Project tasks feed Insights appsInsights apps can read live tasks as a data source and show them as boards, calendars and timelines, and can update, assign and complete them under the viewer's permissions.Insights reads HR data for report packsInsights report packs read HR people and goals data so you can build your own dashboards from them.Ticket data in your Insights dashboardsInsights reads live tickets from Helpdesk under the viewer's own permissions, so dashboards show only what that person may see.A ready-made sales pipeline reportInsights offers a Sales pipeline report pack built on CRM deals and leads, limited to what each viewer may read.Reports links to Insights componentsThe reports home links to the Insights showcase for deeper analysis.Social data in InsightsAccounts, analytics, campaigns and inbox records can be chosen as sources when building Insights dashboards, shown only to people who may read them in Social.
Done by more than one person
A ready-made report is installed once and read by people who see different numbersA weekly report goes out to people who may see different thingsA number crosses a line and the right person is toldA report is shared by link with an outside auditorA person presses a button in an app and a manager approves in HRA warehouse is connected and its numbers sit beside ERP data
What each role gets
- Insights analyst — Builds the charts, numbers, pivots, reports and small apps: picks a record type, a chart and the fields it needs in a four-step guide with a live preview, or describes what they want in English or Arabic and reads the plan before anything runs. Narrows tiles with rules, saves questions, and schedules reports and alerts to themselves, while sending them to colleagues, each of whom receives their own version, is for the Insights administrator, the HR manager, the payroll manager and the accountant; once the company switches share links on, also shares a report by link with someone outside. A report or app they build starts as a private draft only they can see, and they cannot publish, connect a database or install a report pack; those rights stay with the Insights administrator.
- Insights administrator — Installs the ready-made report packs after previewing what each would add, and their reports open to everyone in the company. Publishes reports and apps, a right analysts do not hold, and presses Look again so new modules and details join the catalogue. Corrects the English and Arabic names of record types and details and chooses how a sensitive detail is shown. Once the company switches each on, connects outside PostgreSQL or MySQL databases through a read-only login and makes report links for people outside the company. Sends scheduled reports and alerts to colleagues picked by name, and can change, stop or send any schedule in the workspace.
- Insights viewer — Opens the reports and apps made available to them, such as the reports installed from a ready-made pack, and sees every number counted for their own access, with a caption saying whose numbers they are. Filters a report, clicks a bar to narrow the page, drills down to the records behind a figure and downloads a table in an app as a CSV file. Sets up scheduled deliveries to themselves and presses app buttons, which act only where the owning module already allows it; a viewer builds no charts, reports or apps and saves no questions.
- Tenant admin — Holds every Insights permission and sets the rules the module runs on. Chooses the AI provider and key the assistant uses, and decides whether the assistant, building apps with AI, outside share links and database connections are switched on for the company; share links and database connections start switched off. Can change the safety limits, such as the row cap and the smallest group an average over pay may show, through the workspace settings interface, as there is no Insights settings screen yet. Grants the three Insights roles to staff, while everyday roles such as HR managers, managers and employees already open reports, see only what their own access allows and save their own questions; HR managers, payroll managers and accountants also schedule reports to colleagues.
Frequently asked questions
Do I need Power BI or Tableau on top of the ERP?
For everyday reporting inside your ERP, Insights is built in. It reads the modules you own, lets analysts build charts, reports and small apps, schedules reports and applies each person's existing permissions automatically, so you do not copy data into a second tool.
Can a department manager see only their own department's numbers?
Yes, where the module offers a department scope, as HR does. A report is stored once and counted for the person opening it, so the HR manager counts everyone, a department manager counts their own department and an employee counts only themselves, and a caption on the screen says whose numbers these are.
Does it work in Arabic, including asking questions in Arabic?
Yes. Screens are available in Arabic with right-to-left layout, most details and a majority of record types carry Arabic names, charts mirror correctly, and an Arabic question such as how many employees are in each department finds the right record. Names with no confident Arabic are shown in English.
Can I connect my own database or data warehouse?
Yes, as an option your workspace switches on. You can connect PostgreSQL, MySQL or MariaDB over an encrypted connection with a read-only login, test it before saving, and chart its tables beside your ERP data. Addresses inside the platform's own network and private ranges are refused. Uploading a spreadsheet as a source is not available.
Can I schedule a report for 7am every Sunday in Dubai or Riyadh time?
Yes. Choose every Sunday at 07:00 from the list of times and send it as a CSV or Excel file, in your workspace's timezone. An Insights administrator, an HR manager, a payroll manager or an accountant picks the recipients by name; anyone else schedules it to themselves. Each recipient receives a version counted for their own access, and someone who cannot open the report is left out with the reason. A new schedule starts switched off until you turn it on.
Can I share a dashboard with an outside auditor or board member?
Yes, once your workspace switches share links on. The link shows a fixed copy of the numbers as the person who made it could see them, can have a password and an end date up to a year away, can be closed at any time, and lists every attempt to open it. A link that keeps updating live is not available.
Can I share a report I built with my team?
Yes. A report or app you build starts visible only to you. In a report's settings, an Insights analyst or administrator chooses who can open it: only them, colleagues they name, or the whole company. Opening it to the whole company is called publishing, and only an Insights administrator can do it; their Publish button opens an app to everyone too. A saved question is shared from Saved questions, with colleagues by name or with the whole company. Managers, HR managers, payroll managers, accountants and the Insights roles can share questions; employees keep theirs private. Everyone it reaches sees the answer worked out from what they are allowed to see. Reports installed from a ready-made pack are open to the whole company. An Insights administrator, an HR manager, a payroll manager or an accountant can also send a report to colleagues on a schedule, as a file.
Does the AI see my payroll data or send it anywhere?
The assistant works from your question and the names of record types and details, never your records, and only for record types the signed-in person may open. It never writes database code: its question is checked against the catalogue before it runs, and the arithmetic is done by the database. It uses the AI provider and key your company configures, and it can be switched off.
Can I write my own SQL?
Not today. Questions are built with the guided builder, the Ask page or an AI agent, all of which run through checked, read-only queries. A SQL editor is not available in this release.
Can somebody download my private saved question?
No. A private question opens, downloads and shows on a report tile only for you (and for the people you share it with). A download asks the same question an open does, so an address passed on by mistake gives nothing away.
Part of one platform
Insights — Business Intelligence & Apps is one of 59 apps (36 business apps and 23 ISO standards) that share the same sign-in, the same people, the same customers and the same AI copilot. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.
Guides for Insights — Business Intelligence & Apps
Data Pays Only With KPIs You Can Measure and Trace
How to measure a KPI you can check: a 7-line KPI sheet, a worked example where 'overdue' has three answers, and a test that traces a number to its records.