ClearInsights helps you turn your data into clear, actionable insights. This guide shows you how to learn the platform using a structured approach that builds both confidence and practical skills.
We recommend a blended learning approach that combines guided training, hands-on practice, and self-service resources. This allows you to learn at your own pace while applying what you learn in real scenarios.
What you will learn
By completing this guide, you will be able to:
- Understand how ClearInsights organizes and analyzes data.
- Create and customize reports.
- Ask effective questions to generate insights.
- Choose the right data visualizations.
In this article:
Step 1: Learn the Basics
Step 2: Learn the Platform
Step 3: Apply your knowledge
Step 4: Use advanced features
Step 5: Explore role-based articles
Training path
Step 1: Learn the basics
Start with a high-level understanding of the platform. You will learn:
- Key features and capabilities
- How ClearInsights supports reporting and analysis
Recommended resources:
ClearInsights Max Overview
ClearInsights Essential Overview
ClearInsights Share Analytics
Understand data basics
Before building reports, learn how data works. You will learn:
- Common data types
- Differences between chart types
- How to prepare and clean data
Recommended resources:
ClearInsights: Activity Attributes
ClearInsights: Talent Development Data & Attributes
ClearInsights: Talent Acquisition Data & Attributes
ClearInsights Max: Chart Types Available
Tip: Clean data improves accuracy and reporting results.
Step 2: Learn the platform
Get familiar with how to navigate the platform.
You will learn:
- Where to find key features
- How to move between dashboards and reports
- How to access settings and tools
Recommended resources:
ClearInsights Max: Answer Builder
ClearInsights Max: Liveboards
ClearInsights Max: Search & Filters
ClearInsights Max: Best Practices
Learn how to present data clearly. You will learn:
- How to interpret charts
- When to use different chart types
- How to improve clarity and readability
Recommended resources:
ClearInsights Max: Chart Configurations Overview
ClearInsights Max: Edit Chart Fields
ClearInsights Max: Edit Table Options
ClearInsights: KPI Chart Overview
ClearInsights: Pivot Tables Overview
Step 3: Apply your knowledge
Ask effective questions. ClearInsights uses prompts to generate insights. Clear questions lead to better results.
Best practices:
- Be specific about your goal
- Include date ranges when needed
- Define what to include or exclude
- Avoid vague language
- Use prebuilt questions to guide your learning. You can:
- Reference common reporting questions
- Learn how to structure queries
- Explore insights beyond standard reports
Recommended resources:
ClearInsights Max: Performance Getting Started
ClearInsights Max: Recruiting Getting Started
ClearInsights: Prebuilt Liveboards & Custom Fields
Tip: Choose charts that match your question and make results easy to understand.
Step 4: Use advanced features
- Work with liveboards
- Manage prebuilt liveboards
- Group and style data
- Use filters and search
- Build custom answers and liveboards
- Use Answer Builder
- Edit chart fields
- Adjust table options
- Configure chart types
- Analyze performance data
- Use change analysis
- Review KPI charts
- Build pivot tables
Recommended Resources
ClearInsights: Managing Prebuilt Liveboards
ClearInsights Video Tutorials
ClearInsights Max: Change Analysis Overview
ClearInsights Max: Answer Builder
Step 5: Explore role-based articles
-
Recruiting liveboards
- Hiring metrics and reports
-
Performance
- Performance dashboards
- Review insights
-
Engagement
- Engagement metrics
- Survey reporting
- Other Prebuilt Liveboards
- People analytics
Best practices
- Start with prebuilt reports
- Ask clear and specific questions
- Use consistent data definitions
- Choose the right chart for your data
- Review and clean your data regularly
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