Setting Up Insights Graphs

Your data, graphed how you need it.

Creating Insights graphs is more effective than relying on a single program graph with adjustable settings because each saved graph captures a specific view of the data. This makes it easy to compare trends side-by-side, track different dimensions over time, and quickly return to the exact analysis you need without re-configuring filters every time. While a program graph can be adjusted to mimic an insight, Insights graphs let you build a library of consistent, reliable perspectives on your data that support deeper analysis and faster decision-making.

How to create a new insights graph

Select [client] from dropdown list
Select [progress]
Scroll to the very bottom and select [new insights graph]

Select your [DATA SOURCE]: This determines the source of the data being pulled onto the graph. (Each selection will adjust the options available on the x and y axis)

[Target]	This uses the targets themselves as the data source instead of session data. This is most commonly used with cumulative and insights graphs.
[Session Data]	This is how you review progress for a client’s program. This will pull the data from the sessions that have been run.
[Trial by Trial]	This pulls in the data specifically for each trial. It is most commonly used for SBT but can be useful to analyze data on a trial level
[Assessment Data]	This will pull scores from assessments you have entered in for your client under progress > assessment
[Behavior Incident]	This is used for ABC Data

Select your [X-AXIS]:

Data Source	X-axis Options
[Target]	Mastery Date (daily) - default Mastery Date (weekly) Mastery Date (monthly) Introduction Date (daily) Introduction Date (weekly) Introduction Date (monthly) Programs Targets
[Session Data]	Daily- default Weekly Monthly Session Program Targets Prompt Level User
[Trial by Trial]	Trial (by session) - default Trial (cumulative) Session Programs Targets Prompt Level User
[Assessment Data]	Administration - default Assessment Metric
[Behavior Incident]	Daily - default Weekly Monthly

Select your [Y-AXIS]:

Data Source	Y-axis Options
[Target]	Cumulative - default Number of targets Days active Sessions active
[Session Data]	Percentage: Percent Correct Percentage of Total Frequency: Count Rate: Rate per Minute Rate per Hour Rate per Day Learning Opportunities: Learning Opps Count Learning Opps per Minute Learning Opps per Hour Learning Opps per Day Learning Opps per Session Hour Duration: Total Observed Duration Min. Observed Duration Max. Observed Duration Avg. Observed Duration Prompting Fading: Prompt Success-Rate
[Trial by Trial]	Percent Correct Count Learning Opps Count Trial Duration Program: Target Prompt Level
[Assessment Data]	Score Min. Score Max. Score
[Behavior Incident]	Learning Opps Count Duration: Total Observed Duration Min. Observed Duration Max. Observed Duration Avg. Observed Duration

Select a [TIME PERIOD]: This adjusts the time frame viewed on the graph so be sure to select your preference

Select [FILTER] settings: This allows you to narrow down or customize the information displayed on a graph. Filters help you apply conditions based on your data source, so the graph shows only the most relevant result

Data Source	Filter Options
[Target]	Programs Tags Program Type Target Status
[Session Data]	Programs Tags Program Type Target Status Users
[Trial by Trial]	Programs Tags Program Type Target Status Users
[Assessment Data]	Assessments
[Behavior Incident]	Antecedent Behavior Consequence

Select [GROUPING]: These settings allow you to group the data in different ways to see separate data paths.

Data Source	Grouping Options
[Target]	No grouping Program Target
[Session Data]	No grouping Program Target Prompt Level User Hinted Prompt Level Mode
[Trial by Trial]	No grouping Program Target Prompt Level User Hinted Prompt Level Mode
[Assessment Data]	No grouping Administration Assessment Metric
[Behavior Incident]	No grouping Antecedent Behavior Consequence

Select [CHART TYPE]: These settings change the chart type and how the data is visually displayed

Line Chart

Column Chart

Stacked Column Chart

Logarithmic Line Chart

Scatterplot

Heatmap
Select [ANNOTATIONS]: These settings cover trend lines, average lines, and phase change lines
Once your graph is set up to display the data you are looking for, select the [purple heart] in the upper right corner
1. 1. Give your insights graph a name
  2. Choose to save this insights graph to only this client or all clients in your organization

Please refer to this article on more detailed graph settings and definitions here

Quick Tip: Efficiently remove programs from your view by selecting the program and/or target name or icon from the key below the graph. The corresponding data will disappear from the graph, and the program will appear in gray in the key. Want to add it back? Simply click on the program name again!

Export your graph and / or data:

Need to add your graph to a report? No problem! We have made exporting data simple and straightforward.

Select the icon at the top right corner of your graph; here, you are offered options of exporting as an image (PNG, JPG, SVG, PDF), as data (JSON, CSV, XLSX, HTML, PDF), or a printed document.

-Updated October 2025

	Line Chart
	Column Chart
	Stacked Column Chart
	Logarithmic Line Chart
	Scatterplot
	Heatmap