# INSIGHTS # Learning Insights ##### **Introduction** Historically, **Insights** has been built around yield data which is valuable, but limiting for those collecting broader on-farm information. Each season, **INVISION** captures a large amount of structured data from trials. This includes products, management practices, soil types, planting and harvest dates, field visits, and performance results. **Insights** organizes and aggregates that data so it can be compared, summarized, and visualized for better decision-making. This type of information is called **characteristics data.** ##### **Characteristic Data** **[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/Jd0image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/Jd0image.png)** - Characteristic data refers to all non-yield information collected throughout the season. - It includes what is captured during **field visits**, **surveys**, and **setup steps** inside each project. - These values describe how the field was managed, what conditions it experienced, and what was observed during the season. - Examples include: - **Field Information:** soil type, tillage system, irrigation, soil CEC, and management practices. - **Planting Details:** hybrid or variety, planting date, and prior crop. - **Field Visits:** stand counts, biomass weights, trial quality ratings, comments, or photos. - Once these are configured and collected in a project, they automatically appear inside Insights as aggregated, filterable data. - Users can combine these attributes with yield results to understand patterns, compare management approaches, and evaluate product performance under different field conditions. ##### **Views** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/nfhimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/nfhimage.png) - A View saves the entire configuration of your current Insights session. - Each View remembers what protocol you selected, what treatments were compared, which filters and characteristics were applied, and how charts were displayed. - Views can be created, updated, and shared so that users do not need to rebuild the same setup every time. - There are two visibility options when saving a View: - **Private:** visible only to the person who created it. - **Public:** visible to all users who have access to Insights under the same client account. - Views make it easier for teams to maintain consistency across analysis and reporting, ensuring everyone is looking at the same dataset and configuration. - They also allow quick switching between saved setups for different comparisons, such as region-based, treatment-based, or management-based analyses. #### Walkthrough: Insights ##### **1. Go to Insights** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/T68image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/T68image.png) - When you open **Insights**, your **active trial automatically loads** based on the project you are working in. - The default view displays your **map**, **Treatment Comparison**, **Yield by Field Comparison**, and the **Select Characteristics button** on the right. - In the top bar, you will see two dropdowns: - **Trial** is your trial selector. - **Protocol** is your protocol selector. - The page will also default to your **Primary Treatment**, showing it as selected automatically. - You can add **Secondary Treatments** (multi select) if you want a comparison. - Optional geography filters are available to narrow the map and charts: - **State** - **County** - **Province (for Canada)** Once this context is set, you can begin exploring or filtering the characteristics data. ##### **2. Select Characteristics** The **Select Characteristics** button is where you decide what data to bring into your Insights workspace. It defines what you can analyze across fields, treatments, and management practices. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/W6Yimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/W6Yimage.png) - Click **Select Characteristics** in the top-right corner of the page. - A panel opens showing **protocol steps** on the left. Each step represents a stage in the season where data was collected: - **Field Information** – grower setup details and field-level information - **Planting Upload** – planting information and equipment data - **Application** – input or treatment details applied to the field - **Visit** – field observations or measurements collected during the season - **Harvest** – harvest and yield details[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/J11image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/J11image.png) - Once you select a step, you’ll see **sections** and the **characteristics** inside it. Each characteristic appears with its data type, such as Selection, Multi-Selection, Integer, Decimal, Flag, Text, Upload, or Date. - Review the list and check the characteristics you want to load. You can select one or multiple from any step. - Click **Apply** when you’re done. **Insights** will then: - Load those characteristics into the **Characterization Data** panel on the right. - Display them in an aggregated format so you can quickly see distributions, counts, or averages. - Automatically link them to the yield and treatment charts on the left meaning any filter you apply here also filters your yield analysis. For example, if you filter **Soil Type = Loamy**, every chart and field shown in Insights will update to include only Loamy fields. ##### **3. Filter by Data Type** Once characteristics are loaded, the **Characterization Data** panel on the right displays all selected characteristics grouped by their data type. Each data type behaves slightly differently and offers its own visualization and filtering options. ##### **Selection and Multi-Selection** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/ZLCimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/ZLCimage.png) - Displays a **bar chart** showing how many fields answered each option. - You can filter by selecting one or multiple values directly from the chart or from the filter dropdown. - Example: Select **No-till** under *Tillage Type* to view only fields using that system. ##### **Flag (Boolean)** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/ML3image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/ML3image.png) - Shows a **a bar view** (Yes vs No) with response counts and percentages. - Click **Yes** or **No** to instantly filter all charts to that subset. - Example: Choose **Yes** under *Irrigated* to view only irrigated fields. ##### **Integer / Decimal** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/wO9image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/wO9image.png) [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/4ppimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/4ppimage.png) - Displays a **distribution chart** showing the numeric spread across all fields. - You can toggle between **Quantile** or **Equal Interval** views to adjust how the data is grouped. - Use the **Min** and **Max** fields to filter a specific numeric range. - Example: Filter *Population* between **31,000–33,000** to isolate fields within that range. ##### **Text** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/lJBimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/lJBimage.png) - Shows **all unique answers per field** in a scrollable list format. - Ideal for freeform questions like comments, hybrid names, or notes. - This view is for review only and text fields cannot be filtered. ##### **Upload** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/2Awimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/2Awimage.png) - Displays a **carousel of photos** uploaded during field visits or surveys. - You can click on **View Field** link to open the corresponding field directly. - Useful for visually verifying field conditions or validation photos. --- Every filter you apply in the Characterization Data panel dynamically updates all yield and treatment charts in real time, keeping your entire analysis in sync. ##### **4. Create and Save a View** Once you’ve configured your Insights workspace, selected your trial, treatments, filters, and characteristics then you can save that setup as a **View**. Views allow you to return to the same analysis later without having to rebuild it. ##### **How to Create a View** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/zpUimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/zpUimage.png) 1. Click **Save View** at the top right of the page. 2. Choose **Create New View.** 3. Enter a descriptive **View Title:** for example, *“Corn Fungicide – Loamy Fields”* . 4. Under **Visibility**, decide who can access it: - **Private:** Only you can see and use this view. - **Public:** Anyone within your client organization who has access to Insights can see and use it. 5. Click **Save View.** Your new view now appears in the **View Selector** at the top of the page. ##### **How to Edit an Existing View** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/YSLimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/YSLimage.png) 1. Open the view you want to update. 2. Adjust filters, treatments, or selected characteristics as needed. 3. Click **Save View**, then select **Edit Existing View.** 4. Confirm your changes to overwrite the previous version. --- ##### **How to Switch Between Views** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/kFZimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/kFZimage.png) - Use the **View Selector** dropdown at the top to switch between your saved setups. - Each view remembers your: - Trial and protocol context - Selected characteristics and filters - Primary and comparison treatments - Chart display preferences --- ##### **Tips for Using Views** - Use **Private Views** for personal analysis or work in progress. - Use **Public Views** for shared reporting or team-wide analysis consistency. - Every view updates automatically when new field data or characteristics are synced into INVISION, so saved setups always reflect the latest information. ##### **5. Understanding Public vs Private Views** When saving a view in Insights, you decide whether it’s **Public** or **Private.** This setting controls who in your organization can see and use that view. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/22Gimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/22Gimage.png) ##### **Private Views** - A **Private View** is visible **only to you**. - It’s ideal for personal analysis, early exploration, or in-progress setups you’re not ready to share yet. - Any filters, characteristics, or chart configurations you create will remain private to your account. - These are automatically stored under your profile, and you can modify or delete them anytime without affecting anyone else’s work. ##### **Public Views** - A **Public View** is visible to **everyone within your client organization** who has access to Insights. - It’s used for shared reporting or standardized views that multiple team members reference. - Anyone can load and use a public view exactly as it was saved: same filters, same charts, same treatments ensuring consistent analysis across users. - Public views can be created by any Insights user. #### **Putting It All Together** [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/scaled-1680-/zFYimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-10/zFYimage.png) The redesigned Insights experience is built around **flexibility, consistency, and speed** giving every user the tools to explore and understand field data without needing a custom export or dashboard. By combining **characteristics**, **filters**, and **views**, you can move from raw trial data to actionable insights in just a few clicks. - **Characteristics** define *what* data you’re analyzing: field information, management practices, planting details, or observations collected during the season. - **Filtering** lets you isolate trends, compare management systems, or see how specific variables like irrigation or soil type affect results. - **Views** preserve your entire analysis setup, so you can come back to it anytime or share it with your team. Together, they make Insights a living workspace, not just a reporting tool, where agronomy, data, and operations teams can explore patterns, validate results, and make faster, better-informed decisions. # How to Publish and Share an Insights View in INVISION INVISION allows teams to share Insights analysis in two ways: **Private Views** for internal collaboration and **Published Views** for sharing results externally. This guide explains the difference between the two and walks through how to create and share each type. #### Understanding Private vs. Published Insights Views ##### Private Insights Views (Internal Sharing) A **Private Insights View** is designed for collaboration *within* INVISION. - Only accessible to users with valid INVISION access - Respects existing trial and Insights permissions - Requires users to log in to view - Ideal for internal review, alignment, and iteration Private Views help teams reference the same analysis without recreating filters, charts, or exports. [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/zIwimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/zIwimage.png) ##### Published Insights Views (Public Sharing) [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/22dimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/22dimage.png) A **Published Insights View** allows Insights results to be shared with **non-INVISION audiences** using a secure, read-only link. - No login required to view - Rendered in a fixed, read-only state - Can be shared externally with partners, stakeholders, or commercial teams - Automatically expires after **14 days** - Can be disabled at any time Published Views are intended for communicating validated results beyond the platform, without exporting data or granting access to INVISION itself. #### Step 1: Create an Insights View [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/NFvimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/NFvimage.png) Before a View can be shared—privately or publicly—you must first create and save it. 1. Navigate to **Insights** for the desired trial and protocol. 2. Configure your analysis: - Apply filters (locations, characteristics, tags, etc.) - Select charts, comparisons, and map views - Adjust display options as needed 3. Click **Save View**. 4. Give the View a clear, descriptive name. Once saved, the View preserves: - All filters and selections - Chart and map configuration - Selected characteristics and comparisons This saved View becomes the basis for sharing. --- ## Step 2: Share a View Privately (Internal) [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/WJeimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/WJeimage.png) To share a View internally: 1. Open a saved Insights View. 2. Select **Share View**. 3. Choose **Private Sharing**. 4. Share access by: - Copying a secure link, or - Inviting teammates via email When opened, the recipient: - Must log in to INVISION - Will only see the View if they already have access to the client, trial, and Insights Private sharing is best for internal alignment, QA, and collaboration. --- ## Step 3: Publish a View for External Sharing [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/tOeimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/tOeimage.png) To share Insights results outside INVISION: 1. Open a saved Insights View. 2. Select **Publish View**. 3. Choose a **Privacy Mode** (explained below). 4. Publish the View to generate a public link. Once published: - The View becomes accessible via a public URL - The View is read-only and cannot be modified by viewers - The link expires automatically after 14 days --- ##### Privacy Modes for Published Views [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/HSkimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/HSkimage.png) When publishing a View, INVISION allows you to control how identifying information is displayed. Standard Mode - Grower names and field names are shown exactly as entered - Best for trusted audiences or internal stakeholders without INVISION access **Example:** John Smith – North Field --- Privacy Protected Mode - Grower and field names are anonymized - Analytical results, charts, and comparisons remain unchanged - Best for broader external sharing or commercial use **Example:** Grower cfe798 – Field 15e942 --- Choosing the appropriate mode ensures the shared View matches the intended audience while preserving analytical integrity. --- **Managing Published Views** - **Expiration:** Published links automatically expire after 14 days. - **Disable Access:** A published View can be disabled at any time, immediately invalidating the link. - **Control:** Once disabled or expired, the link no longer resolves. This ensures teams retain full control over external visibility. --- ##### **When to Use Each Sharing Option** **Use Private Views when:** - Collaborating internally - Iterating on analysis - Reviewing results with teammates who have INVISION access **Use Published Views when:** - Sharing results with external stakeholders - Supporting commercial or marketing discussions - Communicating validated outcomes without exporting data