Einstein Insights: Create Reports Based on Insights

You can now create reports and dashboards related to account and opportunity insights. Get a better understanding of your customers by, for example, running reports that show all insights for specific accounts or opportunities.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions.

How: To get started, create a custom report type. To report on opportunity insights, use Opportunities as the primary object and Einstein Opportunity Insights as the secondary object. To report on account insights, use Accounts as the primary object and Einstein Account Insights as the secondary object. Then add extra criteria to focus on the data you need.

Be aware of the following limitations.
  • When insights are no longer relevant, we remove them from the Einstein component, so they’re not available in reports. For example, an insight about no communication with a prospect is removed after communication is reestablished.
  • You can run reports only for the objects that insights are associated with. You can’t run reports for insights based on what appears on the Home page.