Viewing Insight Packages

Modified on Thu, 5 Mar at 9:19 AM

What this article covers: How to access and navigate Insight Packages — what they contain, how they are laid out, and common use cases. To create or configure a package, see Creating & Configuring an Insight Package.

An Insight Package is a curated collection of dashboards, reports, and KPIs assembled into a single, structured view — designed for a specific audience such as your board, management team, or investors. Instead of navigating multiple dashboards and reports manually, recipients get one coherent package tailored to what they need to see.

? Note: Insight Packages can be delivered automatically by email on a schedule — recipients do not need a BrizoSystem account to receive them. See Scheduling Dashboards, Reports & Insight Packages.

1. Accessing Insight Packages

Click Insight Packages in the left navigationYou will see a list of all packages available to you — both packages you have created and packages that have been shared with you.

Select a package from the listClick its name to open it. The package opens in sequence — you can scroll through each section in the order the creator arranged them.

2. What an Insight Package Contains

A package can include any combination of the following content, arranged in whatever order the creator chose:

Content type Examples

Dashboards Main Dashboard, Profitability Dashboard, Asset Dashboard, custom dashboards

Reports P&L, Balance Sheet, Cash Flow, Variance reports, custom reports

Pulse views Key Metrics, Cash Flow Analysis, Receivables, Payables

Navigation within a package works the same way as viewing individual dashboards and reports — use the Period Selector to change the timeframe and the organisation selector to switch entity or group view.

3. Package Layout

Element What it shows

Header Package title, description, and last update timestamp

Content Area Dashboards, reports, and Pulse views displayed in the sequence chosen by the package creator

Export / Schedule Export the full package as a PDF, or set up automated email delivery from the top-right controls

4. Common Use Cases

Use case What to include

Board meetings P&L Variance, Balance Sheet, Cash Flow, Key Metrics — a ready-to-present financial snapshot

Investor updates Profitability Dashboard, EBITDA report, P&L Forecast Variance — growth and performance focus

Management review Debt Management Dashboard, Asset Dashboard, KPI Pulse view — operational and financial health

Audit preparation Trial Balance, Balance Sheet, Cash Flow — consistent financial statements for external review

Creating & Configuring an Insight Package Scheduling Dashboards, Reports & Insight Packages Viewing Reports Viewing Dashboards Viewing Pulse Metrics